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Yahoo Finance Executive Editor Brian Sozzi and the Opening Bid panel — Sevens Report Research Founder Tom Essaye, Yahoo Finance Senior Business Reporter Ines Ferre, and Markets & Data Editor Jared Blikre discuss the state of the AI trade and whether soaring valuations have left AI stocks overpriced.
S&P 500 futures rose 0.3% as AI momentum offset higher oil and Iran deal uncertainty.
Nvidia stock (NVDA) cruises higher to start off Monday trading after CEO Jensen Huang revealed its new N1X and RTX Spark chips at Computex Taipei 2026 over the weekend. Yahoo Finance Tech Editor Dan Howley highlights what these new chips could add to Nvidia's specs for personal computer designs.
Dell Technologies (DELL) has become one of the market's biggest AI winners, with the stock tripling this year and jumping nearly 60% in the past week alone. The rally has pushed Dell's price-to-sales multiple from less than 0.8x to more than 2.5x, a valuation once reserved for much faster-growing software companies, while lifting the stock to roughly 23x forward earnings, levels that would have seemed unthinkable for a company long associated with PCs and commodity servers. Is this simply AI-fue
Debt is becoming a big tool in the Big Tech arsenal.
Jensen Huang unveiled the RTX Spark Superchip at Nvidia's Computex keynote
Microsoft shares rose nearly 4% despite an FBI warning tied to Teams, Outlook and OneDrive.
Amazon (AMZN) commands a persistent premium valuation from the broader market, trading at roughly 32x based on its current market price and TTM EPS. That is great for Amazon. But wait a minute, Alphabet (GOOG) currently sits at a noticeably more attractive 29x multiple. Hard to believe, but the market prices Amazon at a persistent premium to Google. This, despite the fact that Google's top-line revenue growth for the first quarter of 2026 stood at 22% compared to just 17% for Amazon, a growth pr
We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Credo Technology Group (NASDAQ:CRDO) ranks #5 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026). Number of Hedge Funds: 59 Credo Technology Group (NASDAQ:CRDO) makes high-speed connectivity products that are used inside AI data centers. These products help move data quickly and efficiently […]
Nvidia is expanding its AI footprint from data centers to desktops with a new PC chip called RTX Spark. Nvidia stock rose on the news.
The facility is the highest publicly rated investment-grade GPU financing and the first in the U.S. private placement market, according to IREN. It supports a multibillion-dollar AI cloud buildout in…
Nvidia unveiled its Arm-based RTX Spark AI computing platform and several Wall Street firms raised price targets.
CNBC’s Dominic Chu confirmed this morning that Nvidia’s new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running large AI models and higher-end games. That is a frontal assault on Intel’s last fortress in mainstream computing. Five US-listed stocks ... Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory
By Foo Yun Chee and Toby Sterling BRUSSELS/AMSTERDAM, June 1 (Reuters) - Europe plans to propose strict criteria for cloud computing services in highly critical state tenders that could exclude Amazon
(Updates with additional details on RTX Spark throughout.) Nvidia (NVDA) has launched RTX Spark,
By Foo Yun Chee and Toby Sterling BRUSSELS/AMSTERDAM, June 1 (Reuters) - Europe plans to propose strict criteria for cloud computing services in highly critical state tenders that could exclude Amazon
Pre-Market Stock Futures: Futures are trading higher to start a new trading week and a new month after what was an incredible May, and anybody who followed “Sell in May and Go Away” is having total seller’s remorse. All the major indices, except the Russell 2000, finished the day higher, helping them reach all-time highs, ... Here Are Monday’s Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohls, Microsoft, Zscaler and More
Stock futures climbed Monday after Nvidia unveiled a new processor for personal computers, while oil prices rose following a weekend exchange of fire between the U.S. and Iran
Western Digital Corporation (NASDAQ:WDC) is one of the best future tech stocks to buy according to billionaires. On May 26, Western Digital Corporation appointed Manuvir Das to its board of directors. A veteran technology executive, Das currently serves as an Operating Partner at Stonepeak Partners LP and brings extensive experience in enterprise AI, cloud computing, […]
Microsoft Corporation (NASDAQ:MSFT) is one of the best future tech stocks to buy according to billionaires. On May 28, Microsoft introduced a redesigned interface for Microsoft 365 Copilot, shifting from a static prompt box to a task-aware workspace that integrates more fluidly into professional workflows. By applying the principle of progressive disclosure, the updated design […]
By Medha Singh and Twesha Dikshit June 1 (Reuters) - U.S. stock index futures climbed on Monday, supported by gains in Nvidia and Microsoft following their latest AI initiatives as investors looked
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