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Alphabet Pivots From Buybacks to a Massive Stock Offering. What It Means for Shares.
Barrons.com75d agobullish
Alphabet Pivots From Buybacks to a Massive Stock Offering. What It Means for Shares.

Alphabet said it would issue $80 billion of equity, including $10 billion of stock to Berkshire Hathaway as it funds its huge AI computing infrastructure buildout. Alphabet said it plans to issue $30 billion in concurrent underwritten public offerings consisting of $15 billion of mandatory convertible preferred stock and $15 billion in its class A and class C common equity. Another $10 billion of stock will be sold to Berkshire in a private placement.

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Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem
24/7 Wall St.75d agoneutral
Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem

For years, the PC industry has been stuck in a rut. Consumers stretched upgrade cycles from three years to five or more, smartphone sales stole attention, and innovation often boiled down to slightly faster processors and better battery life. So when Nvidia (NASDAQ:NVDA) CEO Jensen Huang declares that the PC has been “reinvented,” investors should ... Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem

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STMicro Raises Data Centre Revenue Forecast to $1 Billion as AI Demand Accelerates (STM)
InvestorsHub75d agoneutral
STMicro Raises Data Centre Revenue Forecast to $1 Billion as AI Demand Accelerates (STM)

STMicroelectronics (NYSE:STM) increased its revenue expectations for its data centre business on Tuesday, citing strong momentum from artificial intelligence infrastructure investment and ongoing expansion of manufacturing capacity. The Franco-Italian semiconductor manufacturer, which counts Tesla and Apple among its customers, now expects its data centre operations to generate approximately $1 billion in revenue during 2026.

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Microsoft expected to showcase new PC, cloud AI tools at developer conference
Reuters75d agoneutral
Microsoft expected to showcase new PC, cloud AI tools at developer conference

Microsoft will hold its annual software developer conference on Tuesday, where the company is ‌expected to showcase new tools for developers building AI software ‌for PCs and the cloud. In a keynote address in San Francisco, Microsoft CEO Satya Nadella ​is expected to outline how the technology company plans to compete both in the cloud, where it is both an investor and a rival to firms such as OpenAI, and increasingly on PCs. But OpenClaw, which has gained popularity in China and helped Microsoft's longtime rival Apple sell Mac computers, and other such tools ​are also ​risky for most businesses to use.

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Dell Stock Has Doubled in Just 8 Days and It’s Not Done Yet
Barrons.com75d agobullish
Dell Stock Has Doubled in Just 8 Days and It’s Not Done Yet

Dell Technologies stock was rising again on Tuesday, putting the PC and server maker on track to lock in its longest winning streak in more than eight years. The stock has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware. Dell has closed higher for eight sessions in a row, surging 98% over that period.

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Jensen Huang: Nvidia can fuel AI growth despite supply constraints
Reuters Videos75d agoneutralVIDEO
Jensen Huang: Nvidia can fuel AI growth despite supply constraints

<body><p>STORY: Nvidia CEO Jensen Huang said Tuesday that his company has secured enough supply to support strong growth.</p><p>The comments come as demand for chips surges amid the AI boom.</p><p>And Huang says it's true for both the graphics chips and Nvidia's new central processing units:&nbsp;</p><p>“We've secured supply for very robust growth of all of those systems. For very robust growth of our CPUs, for very robust growth of our CPUs for storage and CX for storage, for CPUs plus GPUs for Vera Rubin. We have supply for very, very robust growth, but we're still supply constrained.”</p><p>Huang was speaking a day after Nvidia unveiled a new chip called the RTX Spark.</p><p>:: June 1, 2026</p><p>It's designed to bring advanced AI capabilities to personal computers.</p><p>Set to launch in the fall, the product will put Nvidia in direct competition with AMD, Intel, and Apple.</p><p>Huang said the RTX Spark is part of the firm's partnership with Microsoft to “reinvent the PC” for the AI era.</p><p>He was speaking during the weeklong Computex tech event in Taiwan, where he was born:&nbsp;</p><p>“Taiwan is such an incredible strategic partner for the United States because Taiwan is investing in the ecosystem, the manufacturing in the United States. If you look at TSMC and Amkor and SPIL and Wistron and Foxconn, the amount of investment they put into the United States so that the global supply chain could be as diversified and resilient, redundant as possible is incredible.”</p><p>Huang said Nvidia's Vera data center CPUs would be even more popular than its GPUs because of their key role in processing information.</p></body>

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Even Nvidia Will Struggle to Save the PC
Barrons.com75d agoneutral
Even Nvidia Will Struggle to Save the PC

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.

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Taiwan president says keeping political status quo is key to securing supply chains
Reuters75d agoneutral
Taiwan president says keeping political status quo is key to securing supply chains

Taiwan President Lai Ching-te said on Tuesday that maintaining the ‌political status quo is the most responsible thing the island can do to secure global supply chains ‌as it hosts some of the world's leading technology leaders at an annual conference. Taiwan plays a pivotal role in the global artificial intelligence supply ​chain for companies including Nvidia and Apple, and its position is anchored by the world's largest contract chipmaker, TSMC. "As the world's need for AI grows, so too does its need for a Taiwan that is stable, trustworthy, and capable of shouldering responsibility," Lai said at the opening ceremony of Computex in Taipei, where leaders of some of the largest global technology companies ‌are gathering.

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Assessing Whether Apple (AAPL) Looks Overvalued After Its Recent Share Price Momentum
Simply Wall St.75d agoneutral
Assessing Whether Apple (AAPL) Looks Overvalued After Its Recent Share Price Momentum

Apple stock overview after recent moves Apple (AAPL) continues to draw attention after recent price moves, with the stock last closing at $306.31. Investors are weighing this level against the company’s lengthy operating history and sizeable global revenue base. See our latest analysis for Apple. The recent slip in the 1-day share price return of 1.84% and softer 7-day share price return sit against a stronger backdrop, with the 30-day and 90-day share price returns of 9.34% and 16.14%...

AAPL
Nvidia CEO says has capacity to supply robust CPU and GPU growth
Reuters75d agoneutral
Nvidia CEO says has capacity to supply robust CPU and GPU growth

Nvidia boss Jensen Huang said on ‌Tuesday the company has enough supply ‌to accommodate robust growth for central processing units (CPUs) as ​well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC ‌press conference during ⁠Computex week in Taipei, a day after the $5 trillion chip giant ⁠unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will ​be launched ​in the fall, ​puts AI capabilities directly ‌into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.

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Melius Raises Apple (AAPL) Price Target Ahead of WWDC
Insider Monkey75d agoneutral
Melius Raises Apple (AAPL) Price Target Ahead of WWDC

Apple Inc. (NASDAQ:AAPL) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 26, Melius increased its price target on Apple Inc. (NASDAQ:AAPL) from $355 to $385, noting that the company “may be on the brink of some real AI sizzle.” The update comes ahead of Apple Inc.’s (NASDAQ:AAPL) […]

AAPL
Apple Inc. (AAPL): One of the Promising Stocks to Buy According to AI
Insider Monkey76d agobullish
Apple Inc. (AAPL): One of the Promising Stocks to Buy According to AI

We just covered the 10 Best Stocks to Buy Right Now According to AI and Apple Inc. (NASDAQ:AAPL) ranks 6th on this list. Apple Inc. (NASDAQ:AAPL) is a premier consumer technology company celebrated for its premium hardware, seamlessly integrated operating systems, and rapidly expanding services ecosystem. The company’s financial core revolves around the iconic iPhone, […]

AAPL
Taiwan Semiconductor Manufacturing (TSM): One of the Best Stocks According to AI
Insider Monkey76d agoneutral
Taiwan Semiconductor Manufacturing (TSM): One of the Best Stocks According to AI

We just covered the 10 Best Stocks to Buy Right Now According to AI and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 1st on this list. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest dedicated pure-play semiconductor foundry, serving as the essential manufacturing backbone for the global technology industry. Operating an advanced manufacturing […]

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The AI Restraint Comes to Uber From an Unexpected Direction
24/7 Wall St.76d agoneutral
The AI Restraint Comes to Uber From an Unexpected Direction

AI is being pushed across many parts of corporate America and beyond, perhaps more aggressively in some places than others. Indeed, there’s a lot of hype building in the AI trade as investors await more signs of a monetization boom of sorts after a historic year for CapEx spend. While time will tell if all ... The AI Restraint Comes to Uber From an Unexpected Direction

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