MT Newswires19h agobullish
SpaceX Second-Quarter Loss Narrows, Revenue Tops Views on Connectivity, AI GainsSpaceX's (SPCX) second-quarter loss narrowed as revenue surged past Wall Street's expectations, driv
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StockStory21h agobullish
Why Are Reddit (RDDT) Shares Soaring TodayShares of online community and discussion platform Reddit (NYSE:RDDT) jumped 11% in the afternoon session after investors revisited the company's strong second-quarter earnings results, prompting a rebound from a recent sell-off. The stock had previously fallen more than 20% after the earnings release, despite the company beating estimates. That drop was fueled by investor fears over "choppy" search referral traffic from Google and the absence of new AI data licensing deals. However, the underly
24/7 Wall St.23h agobullish
NVIDIA Facing 12-to-1 Demand to Supply for its Chips, Says Expert—and It Might Be Time to BuyNvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.
24/7 Wall St.23h agobullish
Glaring Market Hypocrisy Gifted Us Wildly Discounted Alphabet, So BuyWall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.
24/7 Wall St.23h agobullish
The Number One Reason I’m Buying Microsoft AgainAzure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
Motley Fool1d agobullish
3 Magnificent Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next DecadeCloud computing is a huge growth driver.
24/7 Wall St.1d agobullish
Microsoft Price Prediction: After a 25% Three-Day Rally, Here’s Where The Stock is HeadedMicrosoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
Motley Fool1d agobullish
Want to Buy SpaceX? Why You May Be Better Off Just Buying Alphabet's StockThe tech giant has a significant stake in the space company.
Motley Fool1d agobullish
3 Stocks to Buy as AI Infrastructure Continues to SurgeWith increased AI infrastructure spending, Nvidia, SK Hynix, and TSMC all look like good buys.
Motley Fool1d agobullish
President Trump Buys 2 AI Stocks That Wall Street Says Are UndervaluedPresident Trump's brokerage accounts have bought substantial shares of Alphabet and Meta Platforms stock this year.
TheStreet1d agobullish
Buffett's AI concerns clash with Berkshire's Alphabet buyWarren Buffett rarely calls his own investments mistakes. He rarely doubles down on ones he still questions. In a July CNBC interview, he did both at once. Buffett confirmed he personally started Berkshire's Alphabet position, confessed he should have bought years earlier, and flagged the enormous ...
Reuters Videos1d agobullishVIDEO
Wall Street rallies, Dow closes at record on Iran talks optimism<body><p>STORY: U.S. stocks kicked off August with a rally on Monday, as the Dow added about one-and-a-third percent to close at a record high, the S&P 500 climbed one-and-a-half percent and the Nasdaq added more than two percent.</p><p>Communication services was the best performing of the 11 major S&P sectors, boosted by a 6% jump for Meta and a nearly 5% gain by Alphabet.</p><p>Jed Ellerbroek is portfolio manager at Argent Capital Management.</p><p>“Obviously, an extension from last week, in terms of the big cloud computing giants, doing well after their earnings report. And then I think we're also starting to see some semiconductor and AI data center CapEx beneficiary flow through and do well too. Nvidia, for example, is up I think a little more than 3% today. So, I guess a broad tech rally. And I think investors are becoming increasingly convinced that the return on investment from all of the CapEx spending that the big tech companies are doing has got an appealing ROI to it - both now and I think in the future, too. And so that's why we've seen those stocks rally so much here in the last three or four trading days. And that’s really an amazing contrast to just the week before.”'</p><p>:: Amazon</p><p>Sticking with tech, shares of Amazon gained about four-and-a-half percent as the company's market cap surpassed $3 trillion for the first time after its earnings results last week.</p><p>And shares of SpaceX, which will report its first quarterly results on Tuesday, jumped more than five-and-half percent. The stock has been trading below its $135 issue price for nearly three weeks after its debut in mid-June.</p><p>Meanwhile, crude prices settled down about 5% after President Donald Trump said on Sunday that talks with Iran to reopen the Strait of Hormuz would take place on Monday, though Iran disputed that talks were planned.</p><p>Lower oil prices helped push the S&P 500 Energy sector down more than one percent, making it the worst performing sector of Monday's session.</p></body>
24/7 Wall St.1d agobullish
Top Tech Analyst Says Hyperscalers Are the Clear AI Winners, but Beaten-Down Software Offers ValueRay Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
Barrons.com1d agobullish
Mag 7 Revival Powers Stock Market Surge; Dow Closes at RecordThe Dow Jones Industrial Average closed Monday at a fresh record, and the S&P 500 wasn't too far off its a record of its own. The Dow rose 1.3% or 693 points, setting a fresh record close. The Magnificent Seven were pulling their weight, shaking off recent underperformance.
Yahoo Finance Video1d agobullishVIDEO
Why Microsoft, Amazon, & other Big Tech stocks are soaring post-earningsBig Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
GuruFocus.com1d agobullish
Alphabet Stock Jumps 5.3% as Investors Rethink Massive AI SpendingAmazon's cloud acceleration strengthened confidence that Alphabet's own infrastructure investments could generate measurable revenue growth.
24/7 Wall St.1d agobullish
Amazon Tops $3T, Meta Rallies 7% as AI Hyperscalers Ride Earnings MomentumBlowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
24/7 Wall St.1d agobullish
Wall Street Raises Amazon Targets After Its AWS Surge. Here’s The Number.AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
24/7 Wall St.1d agobullish
Alphabet at $356: Plenty of Room to Buy and Here’s WhyAlphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.
24/7 Wall St.2d agobullish
Amazon Desires to Spend More Than $220 Billion in AI Capex This Year. That’s Why I’m BuyingAmazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?
Investor's Business Daily2d agobullish
Amazon Stock Hits $3 Trillion Market Cap As AI Cloud Hyperscalers RallyAmazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.