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Intel (INTC) and Hitachi Team Up to Accelerate Physical AI Across Industries
Insider Monkey62d agoneutral
Intel (INTC) and Hitachi Team Up to Accelerate Physical AI Across Industries

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 […]

Stifel Raises Marvell (MRVL) Price Target on AI Data Center Opportunity
Insider Monkey62d agoneutral
Stifel Raises Marvell (MRVL) Price Target on AI Data Center Opportunity

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 (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth
Insider Monkey62d agoneutral
Oracle (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth

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 (AAPL) Faces Near-Term Pressure as App Store Growth Slows
Insider Monkey62d agoneutral
Apple (AAPL) Faces Near-Term Pressure as App Store Growth Slows

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 […]

HSBC Raises Broadcom (AVGO) Price Target on AI ASIC Growth Outlook
Insider Monkey62d agoneutral
HSBC Raises Broadcom (AVGO) Price Target on AI ASIC Growth Outlook

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 (META) Shows Early Signs of GenAI Monetization, UBS Says
Insider Monkey62d agoneutral
Meta (META) Shows Early Signs of GenAI Monetization, UBS Says

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 (GOOGL) Gets Buy Rating as BofA Points to AI Capex Demand
Insider Monkey62d agobullish
Alphabet (GOOGL) Gets Buy Rating as BofA Points to AI Capex Demand

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 (NVDA) Highlights Vera Rubin and RTX Spark as AI Momentum Builds
Insider Monkey62d agoneutral
Nvidia (NVDA) Highlights Vera Rubin and RTX Spark as AI Momentum Builds

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 […]

Citizens Sees Microsoft (MSFT) AI Strategy Supporting Long-Term Upside
Insider Monkey62d agoneutral
Citizens Sees Microsoft (MSFT) AI Strategy Supporting Long-Term Upside

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 […]

SpaceX Has a Plan for AI That Sounds Like Pure Science Fiction. How It Impacts Your Wealth
24/7 Wall St.62d agoneutral
SpaceX Has a Plan for AI That Sounds Like Pure Science Fiction. How It Impacts Your Wealth

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

2 Software Stocks for Long-Term Investors and 1 Facing Challenges
StockStory62d agoneutral
2 Software Stocks for Long-Term Investors and 1 Facing Challenges

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 (MSFT) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Insider Monkey62d agoneutral
Microsoft (MSFT) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio

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 […]

Oracle's cloud pivot remains a high-risk bet
TheStreet62d agoneutral
Oracle's cloud pivot remains a high-risk bet

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 ...

Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users
Reuters62d agoneutral
Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users

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.

SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
24/7 Wall St.62d agobullish
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

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

Forget SCHD: DGRO’s Looser Quality Filter Has Quietly Delivered Higher Total Returns Over the Last Decade
24/7 Wall St.63d agoneutral
Forget SCHD: DGRO’s Looser Quality Filter Has Quietly Delivered Higher Total Returns Over the Last Decade

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. (GDYN) Unveils AI Modernization Service on Microsoft Azure
Insider Monkey63d agoneutral
Grid Dynamics Holdings Inc. (GDYN) Unveils AI Modernization Service on Microsoft Azure

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 […]

Microsoft Quantum Push And Board Shift Raise New Valuation Questions
Simply Wall St.63d agoneutral
Microsoft Quantum Push And Board Shift Raise New Valuation Questions

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 AECOM (ACM) A Good Stock To Buy Now?
Insider Monkey63d agobullish
Is AECOM (ACM) A Good Stock To Buy Now?

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 […]