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Nvidia (NASDAQ:NVDA) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since ... Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
I’ll cut to the chase. Oklo (NYSE:OKLO) trades at $57.49, well off its 52-week high of $193.84, and our proprietary model still sees real upside from here. Our 24/7 Wall St. price target for Oklo is $95.63 over the next 12 months, implying 66.35% upside. The recommendation is buy, with moderate confidence reflecting the pre-revenue ... We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases
The Iran-U.S. deal gave Wall Street a green light to pile into risk assets and chase momentum, and lagging Magnificent Seven stocks were in on the action this time. The Dow rose 577 points, or 1.1%. The S&P 500 jumped 1.
Investing.com -- On Monday, analysts at Wolfe Research described management's tone on a pre-quiet period call with AMD as constructive, saying there is "substantial room for upside to consensus for both CY26 and 27" driven by incremental CPU strength and the potential for additional gigawatt-scale MI450 customers.
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]
In a leaked internal memo, the Meta CEO owned up to the chaos caused by May's layoffs, but says there will be no more this year.
SpaceX stock (SPCX) continues rising in Monday's pre-market trading (maintaining gains at the session open at the time of this video's posting) ahead of the space company's first full day of trading since its historic IPO last Friday. Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine SpaceX's performance thus far and what it may signal about the success of the company in its future lifetime.
A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the world. Advanced Micro Devices (NASDAQ:AMD) now sits at $834 billion, which puts the question right in front of every long-term holder. Shares are up 129% year to date and 304% over the past year, ... Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?
Investors want proof AI can drive growth beyond advertising.
Meta Platforms, Inc. (NASDAQ:META) is one of the 6 Cheap Stocks to Buy According to Bill Ackman. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 18.8% over the past year and by 13% year-to-date. The firm started June out on a busy note as it introduced a new tier of its popular […]
Trump declares Hormuz strait open, what to expect at Warsh’s first Fed meeting, where SpaceX stock goes from here, and more news to start your day.
SpaceX (NASDAQ:SPCX) continued its strong momentum in premarket trading on Monday after soaring 19% during its Nasdaq debut on Friday. The aerospace and satellite operator completed the largest initial public offering in history, ending its first trading session with a market value of approximately $2.
Investing.com -- SpaceX (NASDAQ:SPCX) shares extended gains in premarket trading Monday after surging 19% on their Nasdaq debut Friday, when the rocket and satellite company completed the biggest initial public offering (IPO) in history and closed with a market capitalisation of roughly $2.1 trillion.
Meta cuts Manus off from its systems as Beijing's new July 1 rules let China reverse any deal its money touched.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 12, Citi upgraded Advanced Micro Devices, Inc. (NASDAQ:AMD) to Buy from Neutral. It also raised the firm’s price target to $575 from $460. The firm believes the upside from AMD’s graphics processing unit business is not fully reflected […]
Meta Platforms, Inc. (NASDAQ:META) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 11, Bloomberg reported that Meta Platforms, Inc. (NASDAQ:META) had completed an operational split from Manus and stopped data sharing between the two companies. The move marks a significant step toward unwinding a $2 billion acquisition that Beijing has opposed. […]
(Bloomberg) -- The extraordinary move by the US to bar foreign access to Anthropic PBC’s best AI models underscores the Trump administration’s newfound willingness to exert control over a pivotal industry. It also reminds Silicon Valley that it’s working with an imperfectly understood technology with uncertain impact.Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Rest
(Bloomberg) -- Donald Trump will head to France for what will likely be contentious discussions with world leaders this week, but first he celebrated his 80th birthday by watching a sport that’s more brutal and bloody than politics. Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOUS and Iran Agree to Deal Halting War That Shook Middle EastTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewin
Earlier this month, Constellation Energy Corporation completed a US$3.09 billion follow-on equity offering of 11,000,000 common shares at about US$281 each, following an earlier filing to issue 9,000,000 shares. This capital raise comes alongside stronger-than-expected quarterly earnings, new clean energy projects coming online, and growing long-term power contracts with major AI and data center customers like Microsoft and Meta. We’ll now examine how this large equity raise, paired with...
Despite explosive revenue growth and a $99.4 billion backlog, CoreWeave's rising losses and heavy spending continue to divide Wall Street.
The SpaceX record-setting IPO is in the books. SpaceX is the latest, and largest, in a long line of hot technology IPOs. Elon Musk’s rocket company has leveraged lower costs to reach orbit by pioneering reusable rockets into a profitable space-based broadband network.
Corning’s latest Amazon agreement strengthens the case that fiber optics demand is becoming a major AI infrastructure growth driver.
Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed agreements for up to 6.6 GWe of nuclear, and the U.S. Department of Energy is offering up to $26.5 billion in loan guarantees ... 3 Uranium Stocks Worth Buying as Nuclear Heats up in June
On Thursday, Sen. Elizabeth Warren (D-Mass.) criticized Meta Platforms, Inc. CEO Mark Zuckerberg after his reported $300 million superyacht appeared in Seattle around the same time the company disclosed plans to cut nearly 1,400 jobs in Washington state. Warren Targets...
Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...
I started with one television station in Scranton over 30 years ago, now I employ nearly thousands of journalists coast to coast.
AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. The agreement includes up to 160 million share warrants for Meta, linked to shipment milestones that could result in roughly 10% dilution for existing shareholders. AMD plans to ramp shipments of its MI450 AI accelerators in 2026, with deployments expected at Meta and OpenAI. For investors following AMD’s data center story, this deal puts AI accelerators...
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