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AI Stocks Are Rallying on Iran Peace Deal News, but the Risks Just Got a Lot Bigger
Barrons.com54d agobullish
AI Stocks Are Rallying on Iran Peace Deal News, but the Risks Just Got a Lot Bigger

The stock market was overlooking Anthropic’s latest feud with the U.S. government on Monday, which highlights what could be an ongoing problem for tech stocks: government intervention. Anthropic announced on Friday that it had suspended all access to its newest and most capable models, Fable 5 and Mythos 5. This came after the government issued an export control directive to suspend access to the models by any foreign national, citing national security concerns.

Can Amazon Reach $300 Per Share Before Year-End 2026?
24/7 Wall St.54d agoneutral
Can Amazon Reach $300 Per Share Before Year-End 2026?

Amazon (NASDAQ:AMZN) just posted its fifth straight earnings beat, yet the stock is up just 3.35% year to date despite AWS posting its fastest growth in 15 quarters and a chips business running at a $20 billion revenue run rate. CEO Andy Jassy says Amazon is “in the middle of some of the biggest inflections ... Can Amazon Reach $300 Per Share Before Year-End 2026?

Investing.com54d agobearish
Amazon to invest billions in Missouri data center, stock gains 3%

In an official statement, Amazon said the new data center campus will create jobs and generate tax revenues that could fund infrastructure improvements across the county. The company also committed more than $7 million in direct community contributions, including funding for emergency dispatch services and local infrastructure.

SpaceX Stock Trades Higher Again After Historic IPO
The Wall Street Journal54d agoneutral
SpaceX Stock Trades Higher Again After Historic IPO

Shares of SpaceX rose more than 10% Monday, putting Elon Musk’s rocket company within reach of Amazon's market capitalization. Last week, the company pulled off the largest initial public offering ever and one of the smoothest in recent history.

If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow
24/7 Wall St.54d agoneutral
If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten years come to $60,500. Everything else is what a single-sector ETF did to your money while you ignored it. The math holds up ... If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Roku For Sale? JPMorgan Sees Comcast As The Most Logical Buyer
Benzinga54d agobullish
Roku For Sale? JPMorgan Sees Comcast As The Most Logical Buyer

Roku Inc. (NASDAQ:ROKU) shares surged Friday after a report suggested the streaming platform is exploring a potential sale. Now, JPMorgan believes one name stands out from a crowded field of possible buyers. In a note following the report, analyst Cory Carpenter said Roku’s combination of TV operating system ownership and distribution into more than 100 million households makes it a strategic asset. While the firm sees potential logic for combinations involving Amazon.com Inc. (NASDAQ:AMZN), Net

Payoneer to be acquired by Nuvei in $2.75B all-cash deal
Proactive54d agoneutral
Payoneer to be acquired by Nuvei in $2.75B all-cash deal

Nuvei has agreed to acquire Nasdaq-listed Payoneer Global (NASDAQ:PAYO) in an all-cash deal valuing the cross-border payments company at approximately $2.75 billion, sending Payoneer shares up 4.1%. Under the terms of the agreement, Nuvei will pay $7.40 per share for all outstanding common...

What Is The Market Really Expecting From PLTR Stock?
Trefis54d agoneutral
What Is The Market Really Expecting From PLTR Stock?

At $127.99, Palantir Technologies (PLTR) is being priced to deliver 33.3% revenue growth annually for the next 7 years simply to defend today's 134.3x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Israel's El Al Airlines signs internet deal with Elon Musk's Starlink
Reuters54d agoneutral
Israel's El Al Airlines signs internet deal with Elon Musk's Starlink

El Al Israel Airlines has signed a deal with Elon Musk's Starlink to make high-speed internet ‌available across its fleet starting next year, the airline said on ‌Monday. Financial details of the agreement were not disclosed. Israel's flag carrier said SpaceX's Starlink service would be ​offered free of additional charge and would allow hundreds of customers to connect simultaneously, including on long-haul flights.