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.
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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>
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
Meta Stock Surges 6.6% as AI Spending Fears Suddenly EaseAmazon's accelerating cloud growth helped investors reconsider Meta's higher capital-expenditure plan and potential AI returns.
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
AMD Fell: Here Are 3 Reasons I’m Buying Without FearEvery time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
Motley Fool1d agobullish
Should You Buy Meta Platforms Stock While It's Below $600?The social media stock has fallen by more than 20% in the past 12 months.
24/7 Wall St.2d agobullish
Micron’s 85% Gross Margin Tops Meta, Microsoft, and Google — Here’s Why It Could Climb Even HigherA hardware company that three years ago posted negative gross margins has quietly surpassed Meta, Microsoft, and Alphabet to become the most profitable business in tech, and the reason behind that reversal reveals something unsettling about where AI's real power is shifting.
Motley Fool2d agobullish
Constellation Energy vs. Vistra: Which Utilities Stock Is a Better Buy in 2026?One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.
Insider Monkey2d agobullish
Rowan Street Capital: Meta Platforms’ (META) Fundamentals Outpace Its Stock RallyRowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]
Barrons.com2d agobullish
Magnificent Seven Tech Stocks Rally in Broader Market ReboundBig Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund climbed 1.
Motley Fool2d agobullish
Is Meta Platforms Stock a Buy on the Dip as Revenue Surges?Meta's quarterly results were much better than some reports would have you believe.
Barchart2d agobullish
3 Reasons Microsoft Stock Soared After Q4 EarningsMicrosoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.
24/7 Wall St.3d agobullish
An Analyst Just Called Meta a Top Large-Cap Buy. Here’s Why We Agree.Meta just got crushed on a quarter where ad revenue grew nearly 28% year over year, and the gap between that selloff and the stock's actual fundamentals is creating one of the more compelling setups in large-cap tech right now.
Barchart3d agobullish
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.CoreWeave partnered with Leidos to provide AI cloud services for federal agencies.
Motley Fool3d agobullish
Microsoft vs. Meta Platforms: Which Is the Better Magnificent Seven Stock to Buy Right Now?Investors looking to add one of these tech giants to their portfolios have an easy decision to make.
Simply Wall St.3d agobullish
Will Profitability Gains, Buybacks and Meta Tie-Up Change Lightspeed Commerce's (TSX:LSPD) NarrativeLightspeed Commerce Inc. reported its first-quarter 2027 results in late July, with revenue of US$322.7 million and net loss narrowing to US$2.42 million, while confirming revenue guidance for the September quarter and full fiscal year and completing a US$65.13 million buyback of 6,973,406 shares. A key development was the launch of the Lightspeed with Meta Conversions API integration for Lightspeed Retail, aiming to give brick-and-mortar merchants clearer insight into how Meta ads drive...
24/7 Wall St.4d agobullish
Should You Buy Billionaire Investor Chase Coleman’s Top 5 Growth Stocks in August?Billionaire Chase Coleman just stacked Tiger Global's top five positions directly on the AI infrastructure supercycle, and every single pick still shows double-digit upside potential heading into August. The question is whether the window to get in front of the next earnings wave is already closing.
Investor's Business Daily4d agobullish
Stock Market Rises Amid Apple, Amazon, Meta, Microsoft Earnings, Soaring Yields: Weekly ReviewThe major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.
24/7 Wall St.4d agobullish
Alphabet Jumps 6%, Reddit Craters 23% in Social Media Stock Divergence?Social media stocks are pulling in opposite directions midday Friday, with Reddit (NYSE:RDDT) shares down 23% to $136.32, marking the stock’s worst intraday drop since its 2024 IPO. At the same time, Alphabet (NASDAQ:GOOGL) stock is up 6% to $352.45. The split is jarring because both names sit inside the same sector proxy. Meta Platforms ... Alphabet Jumps 6%, Reddit Craters 23% in Social Media Stock Divergence?
24/7 Wall St.4d agobullish
3 Wall Street Analysts Have Oracle Going to $400: An Alphabet Partnership Just Jump Started That 200% UpsideOracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.
Zacks5d agobullish
OKLO vs. Bloom Energy: Only One Clean Energy Stock Is a BuyAI-driven power demand puts Bloom Energy's commercial scale against OKLO's advanced nuclear ambitions in a high-stakes clean energy comparison.
MT Newswires5d agobullish
Amazon Shares Surge on Cloud-Driven Quarterly Beat; CapEx Outlook RaisedAmazon.com (AMZN) shares were soaring early Friday after the e-commerce giant's second-quarter resul
Yahoo Finance5d agobullish
The AI spending boom is forcing a rethink on stock buybacks: One Big Investment IdeaStock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.
Barrons.com5d agobullish
Stock Futures Jump as Tech Rally Shrugs Off Apple EarningsThe tech rebound has legs. Stock futures were rising early Friday as the technology sector looked set to end a bad July on a positive note despite disappointing earnings from Apple. S&P 500 futures rose 0.