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3 Nuclear Energy Stocks Powering the AI Boom in June
24/7 Wall St.57d agoneutral
3 Nuclear Energy Stocks Powering the AI Boom in June

AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA’s Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June

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SK Hynix to opt for Nasdaq for planned US listing, sources say
Reuters Videos57d agoneutralVIDEO
SK Hynix to opt for Nasdaq for planned US listing, sources say

<body><p>STORY: SK Hynix is looking to choose the Nasdaq for its planned U.S. listing.</p><p>That's what two sources told Reuters.</p><p>The planned listing could come as soon as August and follows a 230% surge in the company's share price this year.</p><p>The U.S. listing is expected to widen the company's investor base and raise its profile among global investors.</p><p>The sources said the company chose Nasdaq over the New York Stock Exchange.</p><p>SK Hynix declined to comment.</p><p>Nasdaq wasn't immediately available ​for comment outside business hours.</p><p>Nasdaq is home to many of the world's largest tech firms and chipmakers.</p><p>It includes Nvidia, Microsoft, Alphabet and other heavyweights.</p><p>SK Hynix is the world's second-largest memory chipmaker and a key supplier to Nvidia.</p><p>The CEOs of both companies met in South Korea earlier this week.</p><p>They said they signed a multi-year technology partnership that would advance next-generation memory for global AI data centers.</p><p>SK Hynix is a big player in the AI boom due to its dominant position in high-bandwidth memory chips used in AI servers.</p><p>Reuters earlier reported SK Hynix received - quote - "tremendously positive" feedback on the U.S. listing plan.</p><p>The firm cited strong AI demand and its position in the memory-chip market.</p></body>

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Can Microsoft (MSFT) Stock Rebound in 2026?
Insider Monkey57d agoneutral
Can Microsoft (MSFT) Stock Rebound in 2026?

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Microsoft (NASDAQ:MSFT) ranks #2 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $189,921,271 Microsoft (NASDAQ:MSFT) is down about 15% so far this year. The biggest overhang is the impact of AI on software. The key fear is straightforward. If AI tools […]

MSFT
In 5 Months, Big Tech Has Borrowed More Than In the Last 5 Years
24/7 Wall St.57d agoneutral
In 5 Months, Big Tech Has Borrowed More Than In the Last 5 Years

Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing for computing power, data centers, semiconductors, and energy infrastructure. Building that foundation requires enormous amounts of capital, and the U.S.’s largest technology companies ... In 5 Months, Big Tech Has Borrowed More Than In the Last 5 Years

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Latest News In Cloud AI - Akamai Strengthens Cloud Security With Microsoft Partnership
Simply Wall St.58d agobullish
Latest News In Cloud AI - Akamai Strengthens Cloud Security With Microsoft Partnership

Recent developments in the Cloud AI landscape include Akamai Technologies earning a Solutions Partner with certified software designation for its API Security within the Microsoft AI Cloud Partner Program. This certification underscores the interoperability of Akamai's software with the Microsoft Cloud, offering cross-platform visibility and security for users operating in cloud environments like Microsoft Azure. This advancement emphasizes the growing demand for robust API protection as AI...

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Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Reuters58d agoneutral
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say

South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter ‌said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks. The planned listing ‌as early as August comes after a 230% surge in SK Hynix's share price this year, lifting its market value above $1 trillion in ​May. The U.S. listing is expected to broaden the company's investor base and raise its profile among global investors. The company selected Nasdaq over the New York Stock Exchange, said the sources, who declined to be identified because the information was not public.

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Constellation Energy Taps Nuclear Restart And Tech Giants For AI Power
Simply Wall St.58d agoneutral
Constellation Energy Taps Nuclear Restart And Tech Giants For AI Power

Constellation Energy (NasdaqGS:CEG) is progressing regulatory steps to restart the Crane Clean Energy Center, including FERC approval for interconnection capacity. The NRC is conducting an environmental review for the former Three Mile Island Unit 1 facility as part of the restart process. Constellation has entered long term, carbon free power agreements with major technology companies, including Microsoft and Meta, aimed at supplying nuclear power for AI and data center...

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Microsoft Xbox Overhaul Tests Gaming Margins And Broader Investment Story
Simply Wall St.58d agoneutral
Microsoft Xbox Overhaul Tests Gaming Margins And Broader Investment Story

Microsoft (NasdaqGS:MSFT) is reportedly overhauling its Xbox division, with large planned layoffs and sharp marketing budget cuts. The gaming unit is set for a broad reset under newly appointed Xbox CEO Asha Sharma. The changes are aimed at addressing declining revenue, low margins, and operational inefficiencies in the gaming business. For investors watching Microsoft at a share price of $390.34, this shift in the Xbox division comes against a mixed return profile. The stock is down 8.8%...

MSFT
Hedge funds sold broader tech ahead of SpaceX IPO, JPMorgan data shows
Reuters58d agoneutral
Hedge funds sold broader tech ahead of SpaceX IPO, JPMorgan data shows

Hedge funds sold out of the biggest U.S. tech stocks, and some even added ‌bearish positions, according to data from a JPMorgan note late ‌Thursday, just before SpaceX was set to go public on Friday. Shares in the "Magnificent Seven" -- ​a group that includes some of the biggest tech names on Wall Street, namely Nvidia, Apple, Amazon.com, Alphabet, Meta, Tesla, and Microsoft, have all declined since last Friday. The Roundhill Magnificent Seven ETF, which tracks these ‌stocks closely, declined over 2.4% ⁠since June 5, with some analysts saying investors were clearing their decks in order to prepare for the ⁠debut of Elon Musk's Space X on Friday.

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Here’s why Microsoft Corporation (MSFT) is one of the Best Forever Stock to Buy
Insider Monkey58d agobullish
Here’s why Microsoft Corporation (MSFT) is one of the Best Forever Stock to Buy

Microsoft (NASDAQ:MSFT) is one of the best forever stocks to buy, according to analysts. On June 4, TD Cowen reiterated its Buy rating on Microsoft (NASDAQ:MSFT) and set a $540 price target. The bullish stance is in response to the company asserting its AI strategy with seven new self-built models focused on fine-tuning and cost […]

MSFT
Rezolve AI (RZLV) Recruits a Microsoft Veteran—What Comes Next?
Insider Monkey58d agoneutral
Rezolve AI (RZLV) Recruits a Microsoft Veteran—What Comes Next?

With 14 hedge funds having stakes in the stock, Rezolve AI PLC (NASDAQ:RZLV) is among the 10 Under-the-Radar AI Stocks to Buy in 2026. On June 8, Rezolve AI PLC (NASDAQ:RZLV) announced the appointment of Michele Fisher as Chief Marketing Officer. Fisher joins the company from Microsoft, where she served as Global Strategy Director, bringing extensive experience […]

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IonQ Faces Scrutiny As Controversy And Funding Snub Test Investor Trust
Simply Wall St.58d agoneutral
IonQ Faces Scrutiny As Controversy And Funding Snub Test Investor Trust

IonQ (NYSE:IONQ) is facing social media controversy after former pharmaceutical executive Martin Shkreli accused the company of exaggerating its quantum computing capabilities, including claims related to Bitcoin mining. The dispute has fueled questions about IonQ's technology disclosures and has drawn wider attention to how quantum computing potential is described to investors and the public. At the same time, IonQ, along with Google and Microsoft, was not included in a new US government...

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General Electric Links AI Leadership And Space Vehicle Work At GE Aerospace
Simply Wall St.58d agoneutral
General Electric Links AI Leadership And Space Vehicle Work At GE Aerospace

General Electric (NYSE:GE) appointed Judson Althoff, Microsoft’s Chief Commercial Officer, to its Board of Directors. GE Aerospace participated in the critical design review for the STARLAUNCH 1 sub orbital space vehicle. Both developments relate to GE’s focus on digital capabilities and expanded roles in space related aerospace programs. For investors watching NYSE:GE, these moves touch two important themes: digital transformation and aerospace expansion. The addition of a senior Microsoft...

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Does Apple Stock Have More Upside?
Trefis58d agoneutral
Does Apple Stock Have More Upside?

Apple (AAPL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough.

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