Motley Fool34d agoneutral
Meta Platforms: AI Return on Invested Capital Is Uncertain (NASDAQ:META)The social media giant's dominant position in its space doesn't prevent investors from being concerned about its AI spending spree.
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Stocktwits34d agoneutral
Michael Burry Is Skeptical Of NVDA, ORCL And NFLX — But Bullish On This Sports Betting StockThe ‘Big Short’ investor questioned whether Netflix can create evergreen content, saying the company’s long-term value depends on the strength of its content library.
Motley Fool34d agoneutral
Jensen Huang Denied Delay Reports for Nvidia's Vera Rubin AI SystemsThe Nvidia CEO notes that the company is on track to produce enormous numbers of its next-generation chips.
24/7 Wall St.34d agoneutral
The Hidden Danger in Leveraged Gold ETFs Like UGL and GLLLeveraged gold ETFs like UGL and GLL promise to multiply your gains, but a structural quirk buried in how they work has quietly destroyed returns even when traders called the gold market correctly.
GuruFocus.com34d agoneutral
AMD's AI Event Faces Customer TestInvestors want customers, chips and stronger deal economics
Reuters Videos34d agoneutralVIDEO
Apple is an AI winner without heavy capital spending, says expert<body><p>STORY: Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech heavyweights as investors reassess the outlook for artificial intelligence.</p><p>Apple was last valued at $4.88 trillion as its shares held steady, while Nvidia was roughly at $4.86 trillion, following a 3.5% decline.</p><p>"The apple reclamation of the largest market cap in the equity market is really a sign of the fact that investors are concerned with this level of CapEx that's being used to underwrite the AI explosion and are looking for stocks that are not spending capital investments," says Lynch.</p><p>The shift in the pecking order illustrates that investors are broadening their focus beyond the most obvious beneficiaries of the AI boom, such as Nvidia, which had been at the helm for nearly a year. </p><p>"Why is it working now for Apple? In fairness, they finally have a credible AI plan at their worldwide developer conference recently, they ruled out a new series, AI. It's going to integrate across all these different apps."</p></body>
GuruFocus.com34d agoneutral
Apple Overtakes Nvidia as Most Valuable CompanyNvidia slips behind as investor momentum shifts
GuruFocus.com34d agoneutral
Apple Dethrones Nvidia, Becomes the World's Most Valuable Company AgainApple Tops Nvidia Again as Investors Shift Their AI Bets
Yahoo Finance Video34d agoneutralVIDEO
Nvidia CEO's iconic leather jacket fetches $960,000 at auctionYahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Nvidia (NVDA) CEO Jensen Huang's signature leather jacket, which fetched an eye-popping $960,000 at auction, and what it says about the tech executive's growing cultural influence.
Motley Fool34d agobullish
Apple Had the Cash to Buy Any of 486 S&P 500 Companies, but Tim Cook Bet $851 Billion on This InsteadThe CEO's capital allocation framework has significantly boosted Apple's earnings per share over the years.
Euronews34d agoneutral
Apple surpasses Nvidia as world's most valuable companyApple, which does not develop its own large language models, has gone from being seen as a laggard in the AI race to being rewarded by investors for its cautious approach and strong iPhone sales.View on euronews
Motley Fool34d agoneutral
Meet the 4.4% Yielding Stock That's Down 11%. Here's Why Investors Should Take a Closer Look.Footwear retailer Shoe Carnival has rebranded as Shoe Station, and it has a new ticker, too.
24/7 Wall St.34d agobullish
Down 45%, Is SpaceX Getting Close to Where It’s a Buy?SpaceX's IPO went from a rocket launch to a controlled crash in under a month, and the debate over where it actually bottoms out splits Wall Street analysts and valuation models in ways that should give any bargain hunter pause.
Insider Monkey34d agobearish
Markets are Missing This: Apple Stock Offers a Different Way to Bet on the Future of AIThe sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]
Motley Fool34d agoneutral
Wegovy Pill Just Changed the GLP-1 Market. Here's Why Eli Lilly Stock Could Still WinNovo Nordisk is finally getting one up on its biggest rival.
24/7 Wall St.34d agoneutral
Meet TMGN, the 0.88% Fee ETF Betting on Tech Giants and Options IncomeA freshly launched ETF packages the ten biggest AI and growth stocks into a single trade, then layers a daily options strategy on top to generate income. Whether that combination can outperform simpler alternatives depends on a trade-off most investors overlook.
24/7 Wall St.34d agobullish
I Can’t Stop Buying Meta’s Upward Surge for These 3 ReasonsMeta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing to do with last quarter's earnings. Three structural advantages are quietly stacking in ways the stock price has not yet fully priced in.
24/7 Wall St.34d agobullish
The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House SiliconGoogle and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.
decrypt34d agoneutral
Kimi K3 Just Triggered DeepSeek Flashbacks for the Stock MarketMoonshot AI's 2.8-trillion-parameter open-weight model sent chip stocks tumbling and gave Wall Street a Friday it would rather forget.
Motley Fool34d agoneutral
Chevron Will Explore a Pipeline to Bypass the Strait of Hormuz. Here's What it Means for the Energy Stock.Chevron is making some potentially big moves in Iraq.
24/7 Wall St.34d agobullish
Nebius Jumps 8% as $775M Debt Deal Eases the Dilution Fears That Sank NBIS StockNebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed may rewrite how the whole sector funds its GPU buildout.
24/7 Wall St.34d agoneutral
Robotics ETFs Will Dominate the 2030s. This 1 ETF Is Trading at a DiscountThe AI boom is quietly shifting from software to steel, and most investors are watching the wrong ETFs while one under-the-radar fund already positions for the physical economy's coming disruption.
Motley Fool34d agoneutral
This Wall Street Firm Just Placed a $725 Price Target on AMD Stock. Here's Why It's Wrong.The chipmaker's stock has gotten way too overheated.
Motley Fool34d agobearish
SpaceX Stock Drops on Friday. Should Investors Cheer?Missed the SpaceX IPO? Here's your chance to buy SpaceX stock even cheaper.
Blockspace34d agoneutral
Compute Exchange launches secondary GPU marketplace as H100 and A100 demand holdsThe platform is moving beyond reserved compute capacity to connect institutional buyers with verified suppliers of pre-owned, refurbished and surplus Nvidia accelerators.
Motley Fool34d agoneutral
Amazon: CEO Andy Jassy's Historic $25 Billion Move Is a Massive Signal for Tech Investors (NASDAQ: AMZN)Amazon is spending big on data centers to meet AI demand.
Reuters Videos34d agobullishVIDEO
Apple tops Nvidia as world's most valuable company as AI bets shift<body><p>STORY: Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech giants as investors reassess the outlook for AI.</p><p>The shift in the pecking order illustrates how investors are looking beyond the most obvious beneficiaries of the AI boom, such as Nvidia.</p><p>Apple is reclaiming the top spot for the first time since April of last year.</p><p>:: Nvidia</p><p>:: $4.88 trillion</p><p>::$4.86 trillion.</p><p>The iPhone maker's market cap on Friday hit $4.88 trillion, edging out Nvidia at $4.86 trillion.</p><p>:: Apple</p><p>For Apple, a company often seen trailing in the AI race, the milestone reflects the company's efforts to establish itself more firmly as a leading AI player.</p><p>Apple last month rolled out a long-delayed overhaul of Siri, betting it would help close the gap with Big Tech rivals and newer startups.</p><p>Some analysts say Apple is also sitting on an AI gold mine with the personal data that lives on every iPhone.</p><p>:: Apple</p><p>The challenge is that such data is locked away in operating systems in the name of privacy and the company would have to find a way to unlock its value.</p><p>:: Nvidia</p><p>For Nvidia, being superseded by Apple does not necessarily signal a lasting change in the company's standing.</p><p>The chipmaker remains a major beneficiary of AI-related spending, and its graphics processors are powering much of the generative AI frenzy.</p><p>:: Nvidia</p><p>Last fall, Nvidia became the first company in the world to surpass a $5 trillion market valuation, propelling it into a rarefied territory that was far beyond the reach of its rivals.</p><p>Nvidia could also reclaim the top spot ... amid shifting AI sentiment.</p></body>