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This Is the One AI Stock I Can’t Stop Buying
24/7 Wall St.33d agobullish
This Is the One AI Stock I Can’t Stop Buying

I keep buying Alphabet (NASDAQ:GOOG) because every quarter it hands me a new reason to. This is the one AI position where the receipts arrive on schedule, the moat is visible in the numbers, and the price still lets me add without holding my nose. I am compounding into a business that is now printing ... This Is the One AI Stock I Can’t Stop Buying

Alphabet Inc. (GOOGL) Shares Up Significantly After Jim Cramer Praised The Firm
Insider Monkey33d agoneutral
Alphabet Inc. (GOOGL) Shares Up Significantly After Jim Cramer Praised The Firm

We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Since the start of 2025, Jim Cramer has markedly changed his opinion about technology giant Alphabet Inc. (NASDAQ:GOOGL). Early in 2025, the CNBC […]

Bloomberg33d agoneutral
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand

(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels
24/7 Wall St.34d agobullish
Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Reddit (RDDT) Eyes Higher AI Data Fees And Launches Shopping Ad Tools
Simply Wall St.34d agoneutral
Reddit (RDDT) Eyes Higher AI Data Fees And Launches Shopping Ad Tools

Reddit expands its AI data licensing arrangements with Google and OpenAI, signaling an intent to push for higher pricing in upcoming renewals. The company introduces new advertising tools aimed at shopping research and product discovery, launched around the Cannes Lions festival. These moves seek to turn Reddit’s community conversations into monetizable signals for both AI training and commerce-focused advertisers. Reddit (NYSE: RDDT) is drawing attention as it leans further into AI data...

Argus Maintains Buy Rating on Alphabet (GOOGL) Stock
Insider Monkey34d agobullish
Argus Maintains Buy Rating on Alphabet (GOOGL) Stock

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best AI and Technology Stocks to Buy Now. On June 23, Argus maintained a “Buy” rating and a price objective of $440 on the company’s stock. Notably, the company reported healthy results with evidence that investments made towards compute infrastructure and generative AI are yielding results. As per the analyst, […]

Why Alphabet Inc (GOOGL) Is Rationing Gemini Access for Customers
Insider Monkey34d agoneutral
Why Alphabet Inc (GOOGL) Is Rationing Gemini Access for Customers

Alphabet Inc (NASDAQ:GOOGL) is one of Peconic Partners’ stock picks. Some 265 hedge funds are backing Alphabet stock. Over the past year, Alphabet shares have more than doubled, and analysts continue to see upside potential in the shares. Demand for Alphabet Inc (NASDAQ:GOOGL)’s Gemini AI model is outpacing supply so much that the company has […]

$750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?
24/7 Wall St.34d agobullish
$750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?

The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), and Oracle (NYSE:ORCL). The evidence sits in three data points from the most recent quarterly filings. NVIDIA’s Q2 FY2027 revenue guide of $91.0 billion, Alphabet’s 2026 capex guide ... $750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?

FactSet Partners with Google Cloud (GOOGL) to Integrate Gemini AI into Financial Platform
Insider Monkey34d agoneutral
FactSet Partners with Google Cloud (GOOGL) to Integrate Gemini AI into Financial Platform

Alphabet Inc. (NASDAQ:GOOGL) is one of the best NASDAQ stocks to invest in for long term. On June 30, FactSet announced a partnership with Google Cloud to integrate advanced AI into its financial intelligence platform. By combining FactSet’s trusted financial data with Google’s Gemini enterprise models, the collaboration aims to deliver agentic AI solutions that […]

Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover
24/7 Wall St.34d agoneutral
Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover

The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover

Tesla (TSLA) Expands Robotaxi Service To Miami With Cybercabs On Public Roads
Simply Wall St.34d agoneutral
Tesla (TSLA) Expands Robotaxi Service To Miami With Cybercabs On Public Roads

Tesla (NasdaqGS:TSLA) is expanding its robotaxi service to Miami, moving beyond its initial operations in Texas and California. The company is rolling out production-line Cybercabs that are now undergoing on-road testing in Miami. This marks a new phase in Tesla’s autonomous ride-hailing push and adds another competitor to existing robotaxi operators such as Alphabet’s Waymo. Tesla is best known for its electric vehicles and energy products, but the company has long framed autonomous...

Anthropic just landed its biggest win of 2026 so far
TheStreet35d agoneutral
Anthropic just landed its biggest win of 2026 so far

On June 12, Amazon engineers handed a report to the U.S. Commerce Department. Within hours, two of Anthropic's newest AI models went offline for every user on the planet. Nineteen days later, Anthropic got them back. The return of Claude Fable 5 to global availability on July 1 is the result of two ...

Forget College? The AI Boom Is Creating a New Generation of Six-Figure Trade Jobs
24/7 Wall St.35d agoneutral
Forget College? The AI Boom Is Creating a New Generation of Six-Figure Trade Jobs

On Fox Business’s The Bottom Line this week, Mike Rowe told viewers: “You cannot reinvigorate the trades without reimagining the way we train the next generation of workers. These jobs by and large exist out of sight and out of mind, so people are surprised to learn they exist and shocked to learn they represent ... Forget College? The AI Boom Is Creating a New Generation of Six-Figure Trade Jobs

Anthropic quietly joins the race to build its own chips
TheStreet35d agoneutral
Anthropic quietly joins the race to build its own chips

Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...

Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July
24/7 Wall St.35d agobullish
Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July

Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) sit on opposite ends of Elon Musk’s empire this July. Tesla is walking into a July 22 Q2 earnings report with vehicle margins under a microscope. SpaceX is fresh off its historic June IPO, riding institutional rotation into launch, Starlink, and its newly folded-in xAI compute segment. Tesla ... Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July