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Alphabet, Google's Parent, Is Joining the Dow
The Wall Street Journal45d agoneutral
Alphabet, Google's Parent, Is Joining the Dow

Google parent Alphabet will be added to the Dow Jones Industrial Average beginning Monday, the index’s operator, S&P Global, said Tuesday. The company represents the fifth of the so-called Magnificent Seven growth stocks to enter the price-weighted index, which has historically been less vulnerable to tech swings than the Nasdaq Composite Index or the S&P 500. “Adding Alphabet will broaden and strengthen the DJIA’s exposure to these dynamic areas of the U.S. economy,” S&P said in a written statement.

Bloomberg45d agoneutral
Gates Told Congress Epstein Considered Blackmail Over Affairs

(Bloomberg) -- Bill Gates told US lawmakers he believed Jeffrey Epstein may have been considering blackmailing him, according to transcripts released Tuesday by the House Oversight Committee.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles Investors‘FOMO Really Got Me’: Taiwanese

Worried About Amazon’s AI Bill? What If It’s Already Paid For?
Trefis46d agoneutral
Worried About Amazon’s AI Bill? What If It’s Already Paid For?

If you follow Amazon.com (AMZN) stock, you’ve heard the main worry. The company is spending a fortune to build out its artificial intelligence infrastructure, and with the stock having trailed the index over the past year, investors are clearly nervous about the size of the bill. The price appears to give little credit for this investment, with a trailing price-to-earnings multiple of 27.5, toward the low end of its 10-year range.

Is IREN (IREN) The Best AI Stock With 10X Potential?
Insider Monkey46d agoneutral
Is IREN (IREN) The Best AI Stock With 10X Potential?

We just covered the 10 Stocks That Will 10X According to Social Media. IREN Ltd (NASDAQ:IREN) ranks #2 (see 5 Stocks That Will 10X According to Social Media). Number of Hedge Fund Investors: 53 IREN Ltd (NASDAQ:IREN) is a data center company that builds and operates facilities filled with high-powered Nvidia GPUs, which it then […]

Does Nebius Group (NBIS) Have More Upside?
Insider Monkey46d agoneutral
Does Nebius Group (NBIS) Have More Upside?

We just covered the 10 Stocks That Will 10X According to Social Media. Nebius Group (NASDAQ:NBIS) ranks #1 (see 5 Stocks That Will 10X According to Social Media). Number of Hedge Fund Investors: 60 Nebius Group (NASDAQ:NBIS) is up about 500% over the past year but social media believes the stock has 10x potential. Nebius […]

Bill Ackman just showed what’s inside his $5B fund
TheStreet46d agoneutral
Bill Ackman just showed what’s inside his $5B fund

Retail investors have spent decades watching Bill Ackman make concentrated bets from the outside, The Motley Fool noted, piecing together his moves through quarterly filings that arrive months after the trades close. That dynamic changed when Pershing Square USA (PSUS) began trading on the New York ...

AI stock slump raises the question if investors are just taking profits or getting very nervous
Associated Press46d agobearish
AI stock slump raises the question if investors are just taking profits or getting very nervous

Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.

Microsoft’s $37 Billion AI Run Rate Points to 33% Upside Potential
24/7 Wall St.46d agoneutral
Microsoft’s $37 Billion AI Run Rate Points to 33% Upside Potential

Microsoft (NASDAQ:MSFT) is the rare mega-cap where the bear case centers on valuation rather than business quality: the stock got ahead of itself. After a sharp drawdown from $551.05 in 2025 to today’s level, the math has reset. Our model says the setup now favors patient buyers. Microsoft trades at $367.34. Our 24/7 Wall St. ... Microsoft’s $37 Billion AI Run Rate Points to 33% Upside Potential

Saturna CIO sees AI and Shariah investing creating new global equity opportunities
Proactive46d agoneutralVIDEO
Saturna CIO sees AI and Shariah investing creating new global equity opportunities

Saturna Capital Chief Investment Officer Scott Klimo joined Steve Darling from Proactive to discuss the Saturna Global Equity ETF, the principles of Shariah-compliant investing, and how the rapid growth of artificial intelligence is reshaping valuations and opportunities across global markets. Klimo explained that the actively managed ETF applies Islamic investment guidelines that exclude sectors such as conventional banking, insurance, gambling, tobacco, alcohol, and weapons. In addition to those sector screens, the strategy also emphasizes companies with low debt levels, a factor Klimo said can signal strong cash generation, disciplined capital allocation, and durable business models. The conversation also focused on the impact of AI on technology investing. Klimo noted that major technology companies such as Alphabet, Amazon, and Microsoft are evolving from traditionally asset-light businesses into far more capital-intensive operators as they commit massive sums to AI infrastructure, data centers, and compute capacity. Beyond the large-cap AI leaders, Klimo highlighted a broader group of companies benefiting from the AI buildout, including ASML, Taiwan Semiconductor, Samsung Electronics, and Japan’s Fujikura, all of which play important roles in chip manufacturing, semiconductor equipment, and data-center connectivity. The discussion also touched on the pharmaceutical sector, where Klimo sees long-term value despite recent market weakness. He said healthcare companies can provide portfolio balance and defensive characteristics, even as investors continue to weigh regulatory uncertainty and shifting sentiment toward the sector. Looking at the broader market backdrop, Klimo pointed to continued geopolitical uncertainty, inflation trends, and energy prices as important factors to monitor. At the same time, he said he remains generally constructive on the market outlook, supported by resilient corporate earnings and the long-term productivity gains expected from AI adoption. #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #SaturnaCapital #ShariahInvesting #ArtificialIntelligence #ETFInvesting #GlobalEquities #TechInvesting #AIInfrastructure #Semiconductors #HealthcareStocks #MarketOutlook

Chevron and Microsoft bet big on data centers
TheStreet46d agoneutral
Chevron and Microsoft bet big on data centers

Chevron (CVX) and Microsoft (MSFT) announced a 20-year power purchase agreement on June 22 to build a natural gas-fired power plant in West Texas dedicated to supplying electricity to a Microsoft data center campus. The project, named Project Kilby, sits on more than 2,000 acres in Reeves County ...

Why Microsoft Needs to Carve its Own AI Path
The Wall Street Journal46d agoneutral
Why Microsoft Needs to Carve its Own AI Path

Microsoft may be trying to carve out its own path in AI. Microsoft started the month with the launch of its own AI models designed to power target corporate use cases at a much lower cost than the frontier models proffered by OpenAI, Anthropic and Google. Microsoft chief executive Satya Nadella has also become critical of the doomer messaging used by some of the company’s key rivals in the AI race.

The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots
Barrons.com46d agoneutral
The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots

Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.

Micron Earnings Have Never Looked Better. Start Worrying.
Trefis46d agoneutral
Micron Earnings Have Never Looked Better. Start Worrying.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Why South Korea’s Massive Market Crash Could Happen in the U.S. Next
Barrons.com46d agobearish
Why South Korea’s Massive Market Crash Could Happen in the U.S. Next

Single-day corrections concentrate the mind, even more so when the slide comes amid a doubling of a tech-focused index replete with the kind of giant chip stocks that have powered U.S. markets to record highs over most of the year. “The session had three things working against it simultaneously,” said Koen Hoorelbeke, investment and options strategist at Saxo Bank. In short, it’s become the index to watch in this year’s global chips race, with SK Hynix and Samsung booking triple-digit gains and old-school car maker Hyundai —which is now verging into chip design through its Hyundai Mobis division—rising more than 70%.

SpaceX stock in focus: Why this strategist says to think like Woody — not Buzz Lightyear
Yahoo Finance Video46d agoneutralVIDEO
SpaceX stock in focus: Why this strategist says to think like Woody — not Buzz Lightyear

SpaceX (SPCX) stock is falling from its initial hype, coming off three straight days of losses amid the wider tech sector sell-off. Yahoo Finance Markets and Data Editor Jared Blikre, Mariner Wealth Advisors chief investment strategist and head of equities Jeff Krumpelman, and Yahoo Finance Senior Business Reporter Ines Ferré take a look at the market action and long-term outlook.