Intel Corporation (NASDAQ:INTC) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 5, Hitachi and Intel Corporation (NASDAQ:INTC) announced entering into a strategic collaboration aimed at accelerating physical AI, advanced computing, and next-generation digital infrastructure across sectors such as manufacturing, energy, and other critical industries. Hitachi’s […]
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Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Marvell’s infrastructure story is gaining fresh support on Wall Street. On June 2, Stifel analyst Tore Svanberg raised the price target on Marvell (NASDAQ: MRVL) to $321.00 (from $230.00) while maintaining a Buy rating. Stifel […]
Oracle Corporation (NYSE:ORCL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Wall Street appears somewhat cautious heading into Oracle’s 4Q print. On June 2, Scotiabank analyst Pat Colville raised the price target on the stock to $290 from $215, reiterating a Sector Outperform rating. Following a 71% […]
Apple Inc. (NASDAQ:AAPL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Apple Inc. (NASDAQ:AAPL) may be facing some near-term pressure owing to its App Store growth. On June 4, UBS analyst David Vogt reiterated a Neutral rating on the stock with a $296.00 price target. The firm […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, HSBC analyst Frank Lee raised the price target on Broadcom Inc. (NASDAQ:AVGO) to $600.00 (from $450.00) while maintaining a Buy rating. The bullish case for Broadcom is based on its ASIC revenue growth, […]
Meta Platforms Inc. (NASDAQ: META) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. While investors continue to question the payoff from Big Tech spending, UBS sees one tech firm showing early signs of monetization. On June 4, UBS analyst Stephen Ju reiterated a Buy rating and $865.00 […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. One of the biggest analyst calls on Thursday, June 4, was for Alphabet Inc. (NASDAQ:GOOGL). Bank of America reiterated the stock as “Buy.” Analysts said that they are sticking with Alphabet following its capital raise earlier […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Nvidia’s Computex 2026 has enabled it to deepen its AI growth story, but Deutsche Bank still maintains a cautious yet constructive view. On June 2nd, the investment firm reiterated a Hold rating on the stock with […]
Microsoft Corporation (NASDAQ:MSFT) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Wall Street seems a bit skeptical about Microsoft Corporation (NASDAQ:MSFT)’s ability to develop its own frontier models and its dependence on third-party ones. However, Citizens is bullish on the stock, with analyst Patrick Walravens reiterating a […]
There’s a pre-IPO document making the rounds that reads like a chapter from an Arthur C. Clarke novel. The company behind it wants to launch 100 gigawatts of compute to space each year, roughly one fifth of total annual U.S. power production in 2025. I’ve been reading every AI infrastructure filing I can get my ... SpaceX Has a Plan for AI That Sounds Like Pure Science Fiction. How It Impacts Your Wealth
Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on returns lately as the industry has pulled back by 8.5% over the past six months. This drop is a far cry from the S&P 500’s 10.7% ascent.
Microsoft Corporation (NASDAQ:MSFT) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Microsoft Corporation (NASDAQ:MSFT) is perhaps one of the weakest performers in Fisher Investments’ portfolio. The shares are down by 7.8% over the past year and by 9.7% year-to-date. The firm has been in the news lately following […]
I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...
Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.
There might be trouble ahead for the booming artificial intelligence trade.
Microsoft-backed (MSFT) OpenAI is preparing to shift its focus toward AI agents, coding tools and bu
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
Tepper is considered one of the best hedge fund managers and investors ever.
A few months ago, Nebius announced a $10 billion data center project in Finland that, when completed, would be Europe's largest.
Despite growing skepticism, Burry cites that the retailer’s financial foundation remains strong.
The cloud giants are spending hundreds of billions to build AI data centers -- and a growing slice of that money is going toward chips they design themselves.
Microsoft is building its own AI infrastructure in-house, and that's good news for investors.
For a 59-year-old pre-retiree sitting on a six-figure dividend core, the choice between iShares Core Dividend Growth ETF (NYSEARCA:DGRO) and Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) usually gets framed as a yield contest. SCHD pays more today. The quieter story is that DGRO has delivered 250% over the past ten years versus SCHD’s 233%, and ... Forget SCHD: DGRO’s Looser Quality Filter Has Quietly Delivered Higher Total Returns Over the Last Decade
Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) is one of the best debt-free IT stocks to buy now. On May 26, Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) moved to target large enterprises running mission-critical, high-transaction-volume legacy environments. The company unveiled an AI-native modernization service powered by its GAIN Platform for SDLC on Microsoft Azure. The offering will help […]
President Donald Trump‘s new AI executive order may have avoided the heavy-handed regulation that some in Silicon Valley feared, but it has opened a new question for investors: who will gain a seat at the table as Washington builds its...
Microsoft (NasdaqGS:MSFT) has announced its Majorana 2 quantum chip, targeting a scalable quantum computer by 2029 with improved qubit reliability. Reid Hoffman, LinkedIn co founder, plans to exit Microsoft's board, with the company indicating the move is not linked to any disagreement. For you as an investor, these updates touch two core parts of the Microsoft story: advanced computing and board level oversight. NasdaqGS:MSFT already spans cloud, productivity software and AI services, and...
Is ACM a good stock to buy? We came across a bullish thesis on AECOM on The Dividend Auditor’s Substack. In this article, we will summarize the bulls’ thesis on ACM. AECOM’s share was trading at $71.44 as of June 2nd. ACM’s trailing and forward P/E were 15.08 and 10.72 respectively according to Yahoo Finance. AECOM, together […]
Microsoft declared its Majorana 2 topological quantum processor, a second-generation chip aimed at significantly improving qubit reliability and scalability. Wedbush described it as 'another validation' for the broader quantum computing industry.