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SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch
Bloomberg68d agoneutral
SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch

(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in Case That Spooke

A Look At Snap (SNAP) Valuation After Meta Hires Key Content Partnerships Executive
Simply Wall St.68d agobullish
A Look At Snap (SNAP) Valuation After Meta Hires Key Content Partnerships Executive

Snap (SNAP) has come under fresh scrutiny after Meta hired Jim Shepherd, the company’s former senior director of global content partnerships, to lead creator and content initiatives for its growing wearables business. See our latest analysis for Snap. The latest 1-day share price return of 2.63% and 90-day share price return of 11.62% sit against a year-to-date share price decline of 27.92% and a 5-year total shareholder return decline of 90.45%. This points to short term momentum but a weak...

META Valuation Remains Attractive, Says Wolfe
Insider Monkey68d agoneutral
META Valuation Remains Attractive, Says Wolfe

Meta Platforms, Inc. (NASDAQ:META) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 21, Wolfe Research reiterated its Outperform rating on Meta Platforms, Inc. (NASDAQ:META) with a price target of $800, pointing to an attractive valuation despite worries about the company’s capital expenditure levels. Wolfe Research pointed out […]

Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent?
24/7 Wall St.68d agobullish
Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent?

Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday close of $158.41. The single-session pop lifts the stock’s year-to-date (YTD) 2026 gain to an impressive 439%. Meanwhile, Lumentum (NASDAQ:LITE) stock is up 7% to $914 and Coherent (NYSE:COHR) stock is roughly flat near $363. ... Applied Optoelectronics Is Up 439% in 2026: Is It Outperforming Other Optics Stocks Like Lumentum and Coherent?

Bloomberg68d agoneutral
CoreWeave-Tied Data Center Seeks $850 Million Junk Bond Sale

(Bloomberg) -- A data center tied to CoreWeave Inc. is set to get funding from a $850 million junk-bond sale by Elk Grove Village Property LLC, which joins a wave of high-yield issuers tapping debt markets to fund artificial intelligence infrastructure.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin

This Smart‑Money Legend Won Big on Intel. The Rest of His Portfolio Might Be Even More Revealing
24/7 Wall St.68d agoneutral
This Smart‑Money Legend Won Big on Intel. The Rest of His Portfolio Might Be Even More Revealing

The meteoric rise in Intel (NASDAQ:INTC) stock has arguably been the biggest story of the past year. Now up 486% in a year, questions linger as to whether the heated semi name is worth pursuing, especially as its market cap starts swelling. Another doubling would send Intel right above that $1 trillion mark. Given the ... This Smart‑Money Legend Won Big on Intel. The Rest of His Portfolio Might Be Even More Revealing

Why Google Stock Outshines Amazon
Trefis68d agoneutral
Why Google Stock Outshines Amazon

Amazon (AMZN) commands a persistent premium valuation from the broader market, trading at roughly 32x based on its current market price and TTM EPS. That is great for Amazon. But wait a minute, Alphabet (GOOG) currently sits at a noticeably more attractive 29x multiple. Hard to believe, but the market prices Amazon at a persistent premium to Google. This, despite the fact that Google's top-line revenue growth for the first quarter of 2026 stood at 22% compared to just 17% for Amazon, a growth pr

ChatGPT Stock Portfolio Includes This Little-Known AI and Data Center Stock
Insider Monkey69d agoneutral
ChatGPT Stock Portfolio Includes This Little-Known AI and Data Center Stock

We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Credo Technology Group (NASDAQ:CRDO) ranks #5 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026). Number of Hedge Funds: 59 Credo Technology Group (NASDAQ:CRDO) makes high-speed connectivity products that are used inside AI data centers. These products help move data quickly and efficiently […]

StockStory69d agoneutral
3 Cash-Producing Stocks That Concern Us

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

China Tightens Outbound Investment Rules in US Tech Rivalry
Bloomberg69d agoneutral
China Tightens Outbound Investment Rules in US Tech Rivalry

(Bloomberg) -- China strengthened oversight of outbound investment through a new directive, tightening cross-border capital flows as its technology rivalry with the US intensifies.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionStrait of Hormuz Ship Transits Are Rising Thanks to US HelpA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile Strike on Ku