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AppLovin (APP) Stock Trades Up, Here Is Why
StockStory82d agoneutral
AppLovin (APP) Stock Trades Up, Here Is Why

Shares of mobile app technology company AppLovin (NASDAQ:APP) jumped 3.6% in the afternoon session after reports indicated a major competitor, Meta Platforms, is not expected to bid on certain mobile advertising traffic, potentially opening up more of the market for AppLovin.

Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
24/7 Wall St.82d agoneutral
Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner

The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO) stock has surged 32%, while Arista Networks (NYSE:ANET) stock has slumped 10% and Broadcom (NASDAQ:AVGO) stock has essentially drifted sideways. Today’s midday session ... Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner

XOVR Promised Pre IPO SpaceX Upside, But It Is Down 2% YTD While the S&P 500 Is Up 9%
24/7 Wall St.82d agoneutral
XOVR Promised Pre IPO SpaceX Upside, But It Is Down 2% YTD While the S&P 500 Is Up 9%

The pitch for ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) is simple. You cannot buy SpaceX shares on your brokerage app, but XOVR can, and the fund packages that exposure inside a normal ticker you trade like any other ETF. XOVR now holds ~$281 million in SpaceX, which works out to about 23% of the fund. Yet ... XOVR Promised Pre IPO SpaceX Upside, But It Is Down 2% YTD While the S&P 500 Is Up 9%

This Proves The AI Boom Will Last Through 2027
24/7 Wall St.82d agoneutral
This Proves The AI Boom Will Last Through 2027

On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis that the AI buildout has real runway through 2027. They also shared that Taiwan Semiconductor’s monthly demand commentary may serve as the single ... This Proves The AI Boom Will Last Through 2027

Oklo Moves One Step Closer to Commercialization
24/7 Wall St.82d agoneutral
Oklo Moves One Step Closer to Commercialization

Oklo (NYSE:OKLO) has become a poster child for the nuclear renaissance powering the AI buildout, and the advanced fission developer just stacked another regulatory and fuel-supply win onto a thesis built entirely on future revenue. The Santa Clara company has been selected by the U.S. Department of Energy for advanced negotiations under the Surplus Plutonium ... Oklo Moves One Step Closer to Commercialization

Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors
24/7 Wall St.82d agoneutral
Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Microsoft Should Be Thrown Out Of Magnificent 7
24/7 Wall St.82d agoneutral
Microsoft Should Be Thrown Out Of Magnificent 7

The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7

Amazon Stock’s Simple Path To 20% Upside
Trefis82d agoneutral
Amazon Stock’s Simple Path To 20% Upside

Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.

Here’s Why Artisan Value Fund Sold Meta Platforms (META)
Insider Monkey82d agoneutral
Here’s Why Artisan Value Fund Sold Meta Platforms (META)

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]

Oklo’s NRC Win And Meta Deal Reframe Its AI Power Ambitions
Simply Wall St.82d agoneutral
Oklo’s NRC Win And Meta Deal Reframe Its AI Power Ambitions

Oklo (NYSE:OKLO) received accelerated Nuclear Regulatory Commission approval for its Aurora reactor design, an uncommon outcome for the sector. The company signed a nuclear power agreement with Meta for up to 1.2 gigawatts to support large scale data and AI operations. Oklo also entered new government partnerships and expanded its customer pipeline with major data and AI companies. For investors tracking NYSE:OKLO, these regulatory and commercial updates arrive with the stock at $65.88 and...

AI just minted 19 new billionaires worth $59 billion
TheStreet83d agoneutral
AI just minted 19 new billionaires worth $59 billion

Money has a way of finding the people building tomorrow's tools before the rest of us notice. That was true in the dotcom boom, in the smartphone era, and again in the social media land grab a decade later. The AI boom looks different, at least so far. For the last three years, almost every story ...