Motley Fool72d agoneutral
1 Monster AI Stock Warren Buffett Is Extremely Bullish onUnder new CEO Greg Abel, Berkshire Hathaway might be more open to making large tech investments.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
239last 24h
1524last 7d
254● bullish (7d)
158● bearish (7d)
205publishers
24/7 Wall St.72d agobullish
Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer BuyWall Street can’t stop talking about Intel (NASDAQ:INTC), the once-faded chipmaker now sporting a 168.75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a U.S. government stake, and breathless turnaround chatter. Here is what the data actually shows. The Intel Trade Is Crowded, Capital-Hungry, and Mispriced for This Rate Regime The ... Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy
Reuters Videos72d agobullishVIDEO
Intel shares soar on reported in-house chip deal with Alphabet<body><p>STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.</p><p>:: Intel</p><p>:: Nvidia</p><p>That’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.</p><p>:: Intel</p><p>Shares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.</p><p>:: Intel</p><p>Intel declined to comment on the report, while Alphabet and Nvidia did not immediately respond to requests for comment.</p><p>Reuters could not independently verify the report.</p><p>The potential order for Google's in-house AI chips would be a major win for Intel's contract manufacturing business, as the company works to regain ground it lost to Taiwan's TSMC after years of management missteps.</p><p>:: Archive</p><p>According to The Information's report, surging demand has led companies to seek out other manufacturers as TSMC tries to keep up with orders.</p><p>Since Lip-Bu Tan took charge, Intel has secured billions of dollars of investments from the Trump administration, Nvidia and SoftBank.</p><p>It is also working on chips for Tesla.</p><p>:: Intel</p><p>One analyst told Reuters that companies are supporting Intel because it has U.S.-based manufacturing, which is important for relationships with the Trump administration. </p></body>
Investor's Business Daily72d agoneutral
Apple Joins AI Race With New Siri Digital Assistant, Apple Intelligence ToolsApple on Monday officially entered the artificial intelligence race by announcing numerous AI innovations.
Yahoo Finance72d agoneutral
Apple debuts Siri AI, improved Apple Intelligence as it races to catch rivalsApple unveiled the long-delayed, AI-powered version of its Siri assistant at its WWDC event on Monday.
Motley Fool72d agoneutral
Meet the Unstoppable AI Stock That Continues to Crush the MarketThis has long been a dominant business, but its shares have more than doubled just over the past 12 months.
24/7 Wall St.72d agobullish
Is Today’s Tech Rally the Beginning of a Powerful Stock Market “Summer Melt-Up” That Will See Stocks Soar?Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) had finally rolled over. Today, the bid is back. The NASDAQ 100 is up 2% to 29,589.50 and the Invesco QQQ Trust ... Is Today’s Tech Rally the Beginning of a Powerful Stock Market “Summer Melt-Up” That Will See Stocks Soar?
Insider Monkey72d agoneutral
Microsoft (MSFT) Signals Ambitions to Join the Top Tier of AI LabsMicrosoft Corporation (NASDAQ:MSFT) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 3, 2026, at Microsoft’s annual Build conference, Microsoft Corporation (NASDAQ:MSFT)’s AI chief, Mustafa Suleyman, revealed that the company intends to establish itself as one of the top four artificial intelligence labs globally. Suleyman noted that the sector […]
Insider Monkey72d agoneutral
Is Broadcom (AVGO) the Best Stock in Chase Coleman’s Tiger Global?Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, Bank of America raised the price target on Broadcom Inc. (NASDAQ:AVGO) from $450 to $530 while keeping a Buy rating on the company’s stock. The fiscal second-quarter results and third-quarter guidance modestly beat consensus; however, […]
Insider Monkey72d agoneutral
Here is why Alphabet Inc. (GOOGL) Is Among the Best Chase Coleman Stocks to Invest InAlphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, IBM (IBM), together with Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud, launched a new Google Cloud Practice to enhance enterprise AI scaling alongside core system modernization. The new practice integrates IBM Consulting Advantage with Google Cloud’s Gemini […]
24/7 Wall St.72d agoneutral
If This Wall Street Call is Right, Broadcom Stock Just Became a Historic Buy OpportunityWall Street periodically hands retail investors moments that separate patient capital from the crowd. Broadcom (NASDAQ:AVGO) delivered solid Q2 fiscal 2026 results last week — revenue of $22.2 billion, up 48% year-over-year, with AI semiconductor revenue hitting a record $10.8 billion, up 143%. Yet shares fell sharply afterward, now down roughly 20% from recent highs ... If This Wall Street Call is Right, Broadcom Stock Just Became a Historic Buy Opportunity
Reuters72d agoneutral
As Apple's WWDC conference kicks off, investors want to know if AI will save SiriApple on Monday will test its standing in the AI race, with analysts expecting the iPhone maker to open its developer conference with a long-awaited Siri overhaul and tools to tap the computing power of its 2.5 billion devices. Apple has been seeking to close a gap with rivals such as Microsoft and Alphabet's Google, which have moved faster to embed “agentic” AI — software that can carry out complex tasks — into everyday computing. The question is how far Apple is willing to go.
24/7 Wall St.72d agobearish
Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings GrowthJim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth
24/7 Wall St.72d agoneutral
Elon Musk: Coding Was a Top Job for Decades. It Will Be Dead By the End of the Year.Tesla (NASDAQ:TSLA) CEO Elon Musk has made yet another sweeping prediction about the future of work, this time aimed squarely at software engineers. Speaking at a recent conference, the Tesla chief argued that the entire practice of writing code in human-readable programming languages is about to become obsolete. In a clip circulated on X by @Bitcoin_Teddy, ... Elon Musk: Coding Was a Top Job for Decades. It Will Be Dead By the End of the Year.
Bloomberg72d agoneutral
SpaceX IPO Is Said to Be Well Oversubscribed, Orders Close Wednesday(Bloomberg) -- SpaceX’s initial public offering is well oversubscribed, according to people familiar with the matter, as demand builds for a potentially record-setting debut.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalLA Mayor Race Flips as Socialist Beats Reality TV Star PrattWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile Attack, Imper
GuruFocus.com72d agoneutral
Alphabet Builds Texas Data CenterNew clean energy hub adds to Alphabet's AI infrastructure spending.
24/7 Wall St.72d agoneutral
Apple At The Bottom Of The Big Tech BarrelThe Wall Street Journal publishes a widely followed list each year called “The Best Companies For the Future.” Compiled with Bendable Labs, it uses’AI readiness, innovation, talent readiness, financial fitness, resilience, and agility.’ The major megacap tech companies are at the very top. Apple (NASDAQ: AAPL) is down the list, barely above S&P Global, which ... Apple At The Bottom Of The Big Tech Barrel
Insider Monkey72d agoneutral
Jim Cramer Explains the Recent Shift in Alphabet Stock StrategyAlphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the company’s stock repurchases, as he said: Something may be going on with the underwriting process that we haven’t seen very often. We just had a phenomenally successful Alphabet […]
Yahoo Finance Video72d agoneutralVIDEO
AI is 'not existential' to Apple as it is for rest of Silicon ValleyApple (AAPL) is kicking off its annual Worldwide Developers Conference on Monday in Cupertino, CA. While investors and iPhone customers will be tuning in this week to hear the newest features for Apple devices, will AI be one of them? Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer discuss Apple's lack of an "AI problem" as its Big Tech peers rush to adopt the technology.
Investing.com72d agobullish
Buy the dip in this chip stock, Mizuho urgesInvesting.com -- Mizuho said investor concerns about one key semiconductor name losing ground to competitors in the custom chip market are overblown and urged clients to buy the recent pullback, citing a massive potential opportunity from Google's accelerating TPU buildout.
Insider Monkey72d agobullish
Is Alphabet Inc. (GOOGL) A Good Stock To Buy Now?Is GOOGL a good stock to buy? We came across a bullish thesis on Alphabet Inc. on r/ValueInvesting by JoLagoni. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.’s share was trading at $368.53 as of June 5th. GOOGL’s trailing and forward P/E were 28.11 and 26.11 respectively according to Yahoo Finance. Alphabet […]