GuruFocus.com98d agoneutral
Cerebras Raises $5.55 Billion IPO at $40 Billion ValuationAI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.
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MarketBeat98d agoneutral
FitLife Brands Q1 Earnings Call HighlightsFitLife Brands (NASDAQ:FTLF) reported sharply higher first-quarter 2026 revenue, driven by the acquisition of Irwin, while profitability declined as the company absorbed lower Irwin margins and higher acquisition-related expenses. Chief Executive Officer Dayton Judd said total revenue for the quart
GuruFocus.com98d agobullish
Amazon Rallies 36% as AI Push Drives Market Value Toward $3 TrillionAWS growth and $225 billion in AI chip commitments are strengthening investor confidence in Amazon's long-term AI strategy.
GuruFocus.com98d agoneutral
Amazon Expands Smaller Whole Foods StoresAmazon is bringing its compact Whole Foods format to more major cities as it targets urban shoppers.
Motley Fool98d agobullish
3 Top Stocks That Growth Investors Should Buy NowNvidia, Amazon, and Meta Platforms all have plenty of upside potential.
Zacks98d agoneutral
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk?Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).
GuruFocus.com98d agoneutral
Seth Klarman Exits Fidelity National Information Services Inc, Impacting Portfolio by -5.67%Insight into Seth Klarman (Trades, Portfolio)'s Strategic Moves in Q1 2026
Yahoo Finance Video98d agobearishVIDEO
AI hyperscalers are 'falling behind' if they're not spending: StrategistAs AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.
Reuters98d agoneutral
Fintech dLocal posts first-quarter profit down 10%Payments provider dLocal on Thursday reported a 10% dip in its first-quarter net profit missing analyst estimates as a one-off tax charge and higher expenses offset a surge in payment volumes. Net profit for the period hit $41.9 million, falling short of the $48.9 million expected by analysts. Total payment volume (TPV) surged 73% to $14.1 billion, up from $8.1 billion a year earlier.
Yahoo Finance Video98d agobullishVIDEO
Dow back above 50,000, US stocks hit new records on AI rallyUS stocks (^DJI, ^IXIC, ^GSPC) close Thursday's session higher after the Dow Jones Industrial Average crossed back above 50,000 points on the winds of the latest AI rally. Yahoo Finance Senior Markets Reporter Ines Ferré highlights the leaders and biggest gainers in the semiconductor trade.
Yahoo Finance Video98d agoneutralVIDEO
Gas prices are sending more consumers to budget shop on Temu, SheinMarket Domination Host Josh Lipton and Yahoo Finance Senior Reporter Brooke DiPalma take a look at several of today's leading stories, including how a Barron's reporting illustrating how higher gas prices (RB=F) are pushing consumers to budget shopping sites like Temu and Shein.
The Hustle98d agoneutralVIDEO
How Youth Sports Made Dick’s RichSports Authority is gone. Modell's is gone. Dick's Sporting Goods watched both of its biggest competitors collapse and then quietly built a $17 billion business on what they left behind. *Who else is crushing it in retail and how? We have the answer:* When Amazon started undercutting sporting goods chains on price, two of Dick's biggest competitors had nothing left to offer. Dick's made a different bet. It bought Sports Authority's customer list 25 million email addresses for $15 million, then used the data it had already been collecting through its loyalty program to figure out which sport your kid played and when their season started. In 2016, it acquired GameChanger, the app millions of youth sports families use for scoring and stats, so it could nudge you to buy right before you needed gear. Then in 2021, it opened House of Sport: locations with batting cages, golf simulators, and climbing walls. Not a store you shop at a place you keep coming back to. Behind all three moves is a $40B youth sports boom. Dick's didn't just ride it. It built the infrastructure for it. Get the 5-minute newsletter keeping 2M+ innovators in the loop:
MT Newswires98d agobullish
Cerebras Soars in Nasdaq Debut After Pricing IPO Above RangeCerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige
Reuters Videos98d agobullishVIDEO
Chip company Cerebras soars nearly 90% in market debut<body><p>STORY: Shares of Cerebras Systems surged 89% above the initial public offering price in their U.S. market debut on Thursday, giving the chip designer a valuation of about $107 billion. </p><p>The listing on the Nasdaq is benefitting from a wave of investor euphoria for companies that are at the heart of the artificial intelligence boom.</p><p>The firm's IPO is the largest this year and comes as AI-linked stocks push broader markets to record highs despite challenges to global growth stemming from the Middle East conflict.</p><p>Founded in 2015, Cerebras which is a competitor to Nvidia, sought to challenge conventional AI by designing chips roughly the size of a dinner plate to speed up processing.</p><p>It dropped initial plans to go public last year after drawing a U.S. national security review though the committee eventually cleared the deal.</p><p>Cerebras has secured Amazon and OpenAI, two of the biggest builders of AI infrastructure in the world, as customers.</p><p>It raised the size and price range of its IPO earlier this week to manage surging interest in its shares. Sources told Reuters that the offering had drawn orders for more than 20 times the number of shares available.</p></body>
24/7 Wall St.98d agoneutral
NVIDIA Robs All of Big Tech. Except AppleHere is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple
Simply Wall St.98d agobearish
Lawmakers Probe Amazon AI Data Center Power Costs And Investor RisksU.S. lawmakers, including Senator Elizabeth Warren, have opened a probe into how Amazon's AI data centers affect electricity usage and consumer utility bills. The investigation focuses on AI driven infrastructure growth, the power required to run these facilities, and related stress on local grids. Rising community opposition to new AI data center projects is adding environmental and political pressure around Amazon's expansion plans. For investors watching NasdaqGS:AMZN, this scrutiny...
Benzinga98d agoneutral
Elizabeth Warren Targets Amazon, Google, Microsoft And Meta After Warning That AI Data Centers 'Use As Much Electricity As 100,000 Households'On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption...
LA Times98d agoneutral
LinkedIn, Cisco and Amazon are the latest tech companies laying off more workersTech companies say they're cutting costs as they invest more heavily in AI, which is reshaping how people work.
24/7 Wall St.98d agoneutral
Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing CostsA structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs
Bloomberg98d agoneutral
Apple-OpenAI Alliance Frays, Setting Up Possible Legal Fight(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Trump Says China Offered Help With Iran as Ship Seized Near UAEXi Tells US CEOs on Trump Visit That
GuruFocus.com98d agobullish
AI Rally Pushes S&P 500 Toward Fresh Highs as Cisco Jumps 15%Tech giants and easing US-China tensions helped lift stocks after retail sales matched expectations.
24/7 Wall St.98d agoneutral
Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AIOn March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC) signed on as foundational manufacturing partner, and shares rose 150.45% from April 1 through May 13. Jeff Bezos filed Blue Origin’s Project Sunrise ... Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI
24/7 Wall St.98d agobullish
Nu Price Prediction: The Stock Set for 40% SurgeOur 24/7 Wall St. price target for Nu Holdings (NYSE:NU) is $17.97, pointing to 40.2% upside from the current $12.82 share price. We rate the Latin American neobank a buy with a 90% confidence level. NU has pulled back sharply from its February peak, and our proprietary model reads that dislocation as an entry point ... Nu Price Prediction: The Stock Set for 40% Surge
24/7 Wall St.98d agoneutral
It Took Salesforce 20 Years to Reach $30 Billion in Revenue — Anthropic Did It in 3Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI infrastructure this year. Data center electricity demand is climbing so fast that utilities are suddenly growth stocks again. But one figure may be the most ... It Took Salesforce 20 Years to Reach $30 Billion in Revenue — Anthropic Did It in 3
24/7 Wall St.98d agoneutral
Netflix Just Raised Guidance. The Market Sold It Off. We See 283% UpsideFew stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
24/7 Wall St.98d agoneutral
JPMorgan Doubles Down on Netflix: $118 Price Target on Path to Becoming Global TVJPMorgan reiterated its Overweight rating on Netflix (NASDAQ:NFLX) with a $118 price target on May 14, following the company’s fourth annual advertising upfront. The firm’s thesis centers on Netflix’s reach, content strategy, and improving ad technology, framing the streamer as moving toward becoming “Global TV.” For long-term holders, the reiteration signals that Wall Street still ... JPMorgan Doubles Down on Netflix: $118 Price Target on Path to Becoming Global TV
24/7 Wall St.98d agobullish
Forget GameStop: This Stock Is A Much Better BuyWall Street’s chat rooms can’t stop talking about GameStop (NYSE:GME) after Ryan Cohen’s $56 billion offer for eBay (NASDAQ:EBAY) sent the meme crowd into another frenzy. But here’s what you should actually be watching. The eBay bid is theater dressed up as strategy. Polymarket traders price the odds of GameStop actually closing the deal at ... Forget GameStop: This Stock Is A Much Better Buy
Trefis98d agoneutral
How Low Can Lowe’s Stock Go?Every seasoned investor knows that market shocks are inevitable, but few are prepared for the specific depth of the hit. Historically, across 15 major crises, Lowe's (NYSE: LOW) absorbs an average drawdown of 18% compared to the S&P 500’s average decline of 16%. While the stock often tracks the broader market, certain economic fractures trigger a much steeper trapdoor effect that catches retail investors off guard.
24/7 Wall St.98d agoneutral
Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit with President Xi Jinping, accompanied by a phalanx of U.S. CEOs and a softer trade tone. Polymarket is pricing a 71.5% probability of ... Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.