Actualités

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually chart patterns like that are unsustainable,” he said. His call ... Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Oracle (ORCL) reported fourth quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.11 (compared to analyst estimates of $1.97), and adjusted revenue came in at $19.18 billion (compared to analyst estimates of $19.09 billion). Futurum CEO Daniel Newman joins Yahoo Finance to discuss the results and the landscape of artificial intelligence (AI) spending.

The stock market is at critical levels amid AI fears, Trump comments. Oracle earnings beat late. The SpaceX IPO is about to begin its countdown.

Investors are misreading Apple’s latest AI announcement. The updates to Apple Intelligence and Siri are good enough for customers—and the stock.

Google will pay SpaceX $920 million per month to access capacity to GPUs -- and that's great news for Nvidia.

Alphabet Inc.-backed Waymo has reportedly acquired Apple Inc.‘s self-driving proving facility in Arizona for $220 million. Waymo Acquires Apple Facility On Monday, the Phoenix Business Journal first reported that Waymo acquired the property from Delaware-based Route 14 Investment Partners LLC,...

Long live the new tech. Wall Street investors are adopting the latest acronym grouping Big Tech leaders: MANGOS. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma come on Market Domination to talk about how MANGOS is the newest iteration of FAANG.

Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Wednesday's trending tickers and stories. Transportation stocks are plunging as Amazon (AMZN) expands its truckload offerings. Super Micro Computer (SMCI) stock is under pressure due to the company's latest artificial intelligence (AI) plans. DraftKings' (DKNG) trading volume saw a boost from prediction markets activity.

Wing is expanding into seven more U.S. cities through its partnership with Walmart.

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Prediction market Kalshi now requires users to reveal their employer as it combats charges of insider trading and m...

The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while XMAG holds the S&P 500 with those same seven names surgically removed. Owning one is the inverse of owning the other, and 2026 ... XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?

Alphabet (GOOGL) Gets Bullish 2027 Outlook on Explosive AI Cloud Growth

(Updates with Meta's response in the fifth paragraph.) Alphabet (GOOG, GOOGL) unit Google's YouTu

The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard Information Technology ETF (NYSEARCA:VGT) are often shoved into the same “own Big Tech” bucket, but they answer different questions. QQQ tracks the Nasdaq-100, a listing-based index that is growth-heavy. VGT tracks the MSCI US Investable Market Information Technology 25/50 Index, a pure GICS sector fund. That distinction ... QQQ vs. VGT: The Best Way to Own Big Tech?

Google has selected Intel to manufacture more than 3,000,000 tensor processing units, with production targeted for 2028. The order represents Intel Foundry's largest external manufacturing commitment to date for advanced AI chips. Nvidia is running early trials on Intel's 18A process and packaging technology for potential future GPUs. Intel (NasdaqGS:INTC) is drawing fresh attention after securing a large AI chip manufacturing order from Alphabet's Google, alongside early process trials...

Google Stock Falls Despite Launch of Breakthrough Live Translation AI

(Updates with Google's response in the fourth paragraph.) Alphabet (GOOG, GOOGL) unit Google's Yo

It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.

A jury had found the two companies liable for designing platforms that harmed a young user and awarded $6 million in damages

Alphabet stock is down 13% as the SpaceX IPO prices. See how a $100 billion stake, recovering money flow, and a $475 target frame the setup.

Amazon's custom AI chip business is a runaway success, with a backlog that underpins the entire bull case. But that's precisely where the risk now lies.

Fire at a third-party data center caused network issues across major Indian regions.

Google is supporting lease payments across five US data centers tied to Anthropic's AI expansion.

Apple's WWDC update adds Siri AI, Gemini-based architecture and faster software features across its ecosystem.

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

June 10 (Reuters) - A California state court judge has denied motions by Meta Platforms and Google's YouTube seeking ‌a new trial after a jury found the companies liable for ‌designing social media platforms that are harmful to young people. Los Angeles Superior Court Judge ​Carolyn Kuhl ruled on the motions on Tuesday, according to court documents.

U.S. President Donald Trump said ‌on Wednesday that he expects top artificial ‌intelligence companies to agree to "giving back" to the public, an apparent ​reference to a possible government stake in the firms. "I'm going to have meetings with the top 12 or 15 executives very shortly, and we're talking about giving back ‌something to the ⁠public, and if we do that, the public will become very rich," Trump told ⁠reporters in the White House’s Oval Office. A Trump spokesperson did not ​immediately respond to ​a request for more details about the ‌president meeting with AI executives.

Apollo and Blackstone announced that they've partnered with Broadcom to launch an AI infrastructure platform backed by an initial $35 billion loan.