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Bank of America doubles down on Microsoft stock ahead of earnings
TheStreet30d agoneutral
Bank of America doubles down on Microsoft stock ahead of earnings

Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...

Jensen Huang's staggering $4 trillion bet shifts Nvidia
TheStreet30d agoneutral
Jensen Huang's staggering $4 trillion bet shifts Nvidia

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...

Should You Buy ServiceNow (NOW) Before Earnings?
Insider Monkey30d agobullish
Should You Buy ServiceNow (NOW) Before Earnings?

ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved. Buy quality companies when fear crushes the stock. Hold while fundamentals stay solid. Wait for fear to fade. Then profit. Despite market fears about AI, […]

Bitcoin mining stock surges on $9.8 billion AI deal
TheStreet30d agobullish
Bitcoin mining stock surges on $9.8 billion AI deal

The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...

Why Nvidia Stock is Flat Since November Despite Tripling Its Net Income
Insider Monkey30d agoneutral
Why Nvidia Stock is Flat Since November Despite Tripling Its Net Income

In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution. A lot of this analysis has been dedicated to the graphics processing power of the company and how it has helped turn […]

IREN Ltd (IREN) Ends 7-Day Losing Streak as Firm Hikes ARR Target to $4B
Insider Monkey30d agoneutral
IREN Ltd (IREN) Ends 7-Day Losing Streak as Firm Hikes ARR Target to $4B

IREN Ltd. snapped a seven-day losing streak on Monday, surging as much as 21 percent in intra-day trading to $40.77, as investors drew excitement from its higher annualized run-rate revenue (ARR) target of $4 billion. Initially targeted at $3.7 billion, IREN Ltd. (NASDAQ:IREN) said that the increase followed the bagging of $2.8 billion worth of […]