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Forget Apple: This Unstoppable Digital Infrastructure Monopoly Is Begging to Be Bought Hand Over Fist Instead
24/7 Wall St.83d agoneutral
Forget Apple: This Unstoppable Digital Infrastructure Monopoly Is Begging to Be Bought Hand Over Fist Instead

Apple (NASDAQ:AAPL) is back at the top of every watchlist after another headline-friendly earnings beat, a fresh $100 billion buyback authorization, and a one-month rally that has retirement accounts feeling rich again. But here is what you should actually be watching. The Apple Trade Is Crowded, Expensive, and Quietly Defensive Apple is trading at a ... Forget Apple: This Unstoppable Digital Infrastructure Monopoly Is Begging to Be Bought Hand Over Fist Instead

Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026
24/7 Wall St.83d agoneutral
Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026

For years, investors treated memory-chip companies like airlines or steelmakers — cyclical businesses that boomed when supply tightened and collapsed when too many competitors flooded the market with inventory. That’s why what’s happening with Micron Technology (NASDAQ:MU) today feels so different. The company just crossed a $1 trillion valuation after a blistering rally, yet the ... Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026

Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’
24/7 Wall St.83d agobullish
Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA) announced an $80 billion stock buyback, raised its dividend sharply, and projected $1 trillion in sales of its most advanced AI chips “just this year and next.” Despite the good news, the stock ... Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

Prediction. Intel Has Run 492% and Its Own Insiders Are Selling
24/7 Wall St.83d agobearish
Prediction. Intel Has Run 492% and Its Own Insiders Are Selling

At $121.77, Intel (NASDAQ:INTC) is a Hold. After a year that turned a left-for-dead semiconductor name into one of the market’s loudest comeback stories, the question is whether the price already assumes the turnaround goes perfectly. Intel designs and manufactures CPUs across three segments: Client Computing, Data Center and AI, and Intel Foundry. Under CEO ... Prediction. Intel Has Run 492% and Its Own Insiders Are Selling

Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
24/7 Wall St.83d agoneutral
Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business

The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business

Intel Stock Will Trade At This Price in 2028
24/7 Wall St.83d agoneutral
Intel Stock Will Trade At This Price in 2028

Intel (NASDAQ:INTC) is the comeback story of the decade so far. Shares are up 224.77% year to date and 483.16% over the past year, riding foundry wins, NVIDIA capital, and a CEO who has the company running on time. Q1 saw Data Center and AI revenue jump 22% YoY to $5.05B and Intel Foundry climb ... Intel Stock Will Trade At This Price in 2028

Jim Cramer Says Alphabet (GOOGL) Is A “Crucial Position”
Insider Monkey83d agoneutral
Jim Cramer Says Alphabet (GOOGL) Is A “Crucial Position”

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Alphabet Inc (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Technology giant Alphabet Inc (NASDAQ:GOOGL) is one of Jim Cramer’s favorite stocks in the sector. The shares are up by 121% over the past year […]

What’s The Second Most Valuable Company In The World?
24/7 Wall St.83d agoneutral
What’s The Second Most Valuable Company In The World?

In July 2025, Nvidia (NASDAQ: NVDA) became the most valuable company in the world. It was the first to break the $4 trillion barrier. It was the first to break the $5 trillion barrier. It is still at the top of the list at $5.15 trillion. But what company is in second place and why? ... What’s The Second Most Valuable Company In The World?

Exclusive YouTube Attribution Integration Could Be A Game Changer For TransUnion (TRU)
Simply Wall St.83d agoneutral
Exclusive YouTube Attribution Integration Could Be A Game Changer For TransUnion (TRU)

Earlier this month, TransUnion and Google announced an industry-first integration that brings YouTube advertising into TransUnion’s Multi-Touch Attribution solution, enabling marketers to connect YouTube ad exposure with measurable business outcomes across channels. This collaboration positions TransUnion as the only MTA provider measuring YouTube within a unified attribution framework, potentially deepening its role in identity-driven marketing analytics. We’ll now consider how becoming...

Meta vs. Alphabet: Which Stock Is The Better Buy Today
24/7 Wall St.83d agobullish
Meta vs. Alphabet: Which Stock Is The Better Buy Today

Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOG) both reported Q1 results on April 29, 2026, and the results frame a clear question. Both companies are pouring tens of billions into AI infrastructure, both ride enormous ad engines, yet only one is showing investors a second growth pillar already paying off. Ads Power Meta. Cloud ... Meta vs. Alphabet: Which Stock Is The Better Buy Today

SpaceX Is Headed for a $1.75 Trillion IPO. History Says the Stock Could Be Down 32% a Year From Now
24/7 Wall St.83d agoneutral
SpaceX Is Headed for a $1.75 Trillion IPO. History Says the Stock Could Be Down 32% a Year From Now

The IPO market is back in full force. After two years of sluggish dealmaking, investors are once again chasing the next mega-listing, and the bigger the valuation, the bigger the excitement seems to get. That enthusiasm is helping to push stock indexes to record highs as valuations across tech and AI expand with a rise ... SpaceX Is Headed for a $1.75 Trillion IPO. History Says the Stock Could Be Down 32% a Year From Now

Berkshire Hathaway Is Underperforming, but 4 of Warren Buffett’s Top Picks Are Up Big This Year
24/7 Wall St.83d agobearish
Berkshire Hathaway Is Underperforming, but 4 of Warren Buffett’s Top Picks Are Up Big This Year

Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: more than 65% of Berkshire’s $381 billion portfolio is invested ... Berkshire Hathaway Is Underperforming, but 4 of Warren Buffett’s Top Picks Are Up Big This Year

Buy, Sell, or Hold JPMorgan’s Equity Premium Income ETF Today |JEPI
24/7 Wall St.83d agoneutral
Buy, Sell, or Hold JPMorgan’s Equity Premium Income ETF Today |JEPI

The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is the most popular covered call ETF in the market for a reason. Most ETFs are trying to make covered calls work with tech ETFs, and while they do have significantly higher yields, JEPI does it in a way that is worth paying attention to for some investors. I ... Buy, Sell, or Hold JPMorgan’s Equity Premium Income ETF Today |JEPI

Private equity firm EQT partners with Google Cloud for AI rollout
Reuters83d agoneutral
Private equity firm EQT partners with Google Cloud for AI rollout

EQT has partnered with Alphabet's Google Cloud to help more than 300 companies ‌in the Swedish private equity firm's portfolio accelerate the ‌adoption of AI, the companies said on Thursday. Under the agreement, EQT's portfolio companies, spanning ​sectors from enterprise software to healthcare, will gain access to AI tools including the Gemini Enterprise Agent platform to build programs, as well as cybersecurity services. The companies will also get early access to selected Google ‌Cloud AI products in ⁠the future, the companies said in a statement.

Google engineer charged with insider trading after D4vd bet makes $1.2m on Polymarket
Sky News83d agoneutral
Google engineer charged with insider trading after D4vd bet makes $1.2m on Polymarket

An Italian Google engineer has been charged with insider trading after he allegedly made $1.2m betting on prediction markets. The US Justice Department charged 36-year-old Michele Spagnuolo after he allegedly placed bets tied to Google's most-searched list on Polymarket, according to documents unsealed on Wednesday. Spagnuolo made his money betting on long-shot candidates, like musician D4vd, who appeared on Google's most-searched list after it was reported that he was a suspect in the investigation into the death of a teenage girl, according to the ‌complaint.

ByteDance making custom CPU chips to support AI rollout, sources say
Reuters Videos83d agoneutralVIDEO
ByteDance making custom CPU chips to support AI rollout, sources say

<body><p>STORY: Chinese tech giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, according to three sources.</p><p>The TikTok-parent's move comes as surging chip prices and prolonged supply shortages constrain its expansion plans.</p><p>It shows the industry's rapid shift towards autonomous AI models that demand more from CPUs.</p><p>Working in tandem with the dominant graphics chips made by Nvidia.</p><p>But it's created a shortage of CPUs in recent months.</p><p>A growing number of tech companies have concluded the economics of custom chips outweigh the complexity of designing them.</p><p>Global hyperscalers including Google, Amazon and Microsoft are also developing their own custom CPUs.</p><p>They aim to reduce costs and tailor to their specific workloads.</p><p>The first source said Bytedance is targeting deployment of its own CPU in its servers and data centers to support internal operations.</p><p>That's as it prepares a massive rollout of agent-based products.</p><p>The Beijing-based company has approached several external partners to assist with the effort, the sources claim.</p><p>ByteDance did not respond to Reuters' request for comment.</p></body>

Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg83d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S