Our NVIDIA (NASDAQ:NVDA) call comes at a moment when the AI infrastructure trade is reaccelerating after a choppy first quarter. NVDA has rallied 8.44% in the past week and 18.19% over the past month, putting it within striking distance of its 52-week high of $217.80. The 24/7 Wall St. price target for NVIDIA is $241.91, ... This Will Be Nvidia’s Stock Price This Year
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Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab
Top court backs Italian publisher compensation framework
Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
Bytedance's social media platform TikTok on Tuesday made a last- ditch attempt at Europe's top court to scrap its designation as a "gatekeeper" under EU rules, which require it to meet tougher standards as regulators seek to curb the power of Big Tech. The case--the first EU Digital Markets Act "gatekeeper" challenge heard by the EU Court of Justice--could bolster or weaken Europe's attempt to rein in Big Tech to ensure competition and more choice for users.
(Bloomberg) -- The US and Chinese economies may still be on their way to decoupling but both are drawing strength from the same source.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexModi Asks Indians to Stop Buying Gold, Hitting Jewelry StocksJust as an AI-driven boom in business investment bolstered US economic growth at the start of this yea
Meta Platforms on Tuesday lost its fight against an Italian regulatory order that it should compensate publishers for using snippets of their news articles after Europe's top court sided with the Italian telecoms watchdog. The case underscores the ongoing copyright battle between publishers and creators and tech companies over the use of newspaper articles or authors' work for AI training that have triggered litigation against companies including Meta, OpenAI and Anthropic for infringement.
(Bloomberg) -- Amazon.com Inc. has begun the sale of its first Swiss franc bonds as it looks to raise a record six-part deal in the currency.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’The company is selling debt due in three, six, nine, 12, 18 and 25-years, according to a person f
Meta Platforms, Inc. is facing a major escalation in its legal battles over artificial intelligence. A new class-action lawsuit was filed in the Southern District of New York, and several writers have come together alleging unauthorized use of copyrighted books. This legal action comes just months ...
Entergy (NYSE:ETR) shareholders elected the company’s director nominees, ratified Deloitte & Touche as its independent registered public accountant for 2026 and approved an advisory vote on named executive officer compensation at the utility’s 2026 annual meeting. The meeting, led by Chair and
Analysts have recently become more bullish on Meta Platform’s AI opportunity, entitling the stock to third place on our list of 12 AI Stocks Wall Street Is Watching Now. On May 5, Mizuho analyst Lloyd Walmsley lowered the price target on the stock to $835.00 (from $850.00) while maintaining an Outperform rating. While the firm is […]
(Updates with Meta's comment in 3rd to 5th paragraph) Meta Platforms (META) is being sued by Sant
Nvidia super bull spots mysterious new AI trend after 80x call
CoreWeave’s red-hot AI rally cooled sharply as investor concerns over Q2 outlook and spending plans overshadowed explosive growth.
The lawsuit alleges Meta tolerated fraudulent advertising and placed internal limits on anti-scam efforts to protect revenue
Circle CEO Jeremy Allaire takes us inside his better-than-expected first quarter and the outlook for jobs.
(Bloomberg) -- Meta Platforms Inc. was sued by Santa Clara County, California, over allegations that the company “knowingly facilitates and profits from billions of scam advertisements” on its social networks, including Facebook and Instagram. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold, Hitting J
(Bloomberg) -- The White House is inviting Tesla Inc.’s Elon Musk, Apple Inc.’s Tim Cook, Boeing Co.’s Kelly Ortberg and executives from other large companies to accompany President Donald Trump on his trip to China this week, according to an official. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold,
More than a dozen top U.S. business leaders will travel to China for President Trump’s visit this week with Chinese President Xi Jinping, representing various American industries from finance to manufacturing.
Meta Platforms (NasdaqGS:META) has signed a first-of-its-kind partnership with Overview Energy to tap orbital space solar energy for future AI data centers. The agreement is designed to supply around-the-clock clean power beamed from satellites directly to Meta's planned infrastructure. The move targets long term energy needs, cost visibility, and ESG considerations as AI and cloud computing demand more electricity. For investors watching AI and cloud build outs, Meta sits at the junction...
Apple (AAPL) is spending much of the artificial intelligence boom looking like the company that missed the memo. Apple took a more cautious approach as Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META) rushed to construct larger data centers, purchase more CPUs, and ...