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Buy, Hold or Sell Intel at Over $100?
24/7 Wall St.94d agoneutral
Buy, Hold or Sell Intel at Over $100?

Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?

Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1
24/7 Wall St.94d agobullish
Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1

Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) 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 highly concentrated portfolio: almost 65% of Berkshire’s $331 billion equity portfolio ... Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1

Prediction: Wall Street May Be Sleeping on Google’s Next Big Move
24/7 Wall St.94d agoneutral
Prediction: Wall Street May Be Sleeping on Google’s Next Big Move

Few mega-caps have shifted the narrative as decisively as Google (NASDAQ:GOOG) has over the past year. After a 138.92% one-year run and a 26.65% year-to-date gain, the real question is whether the market has fully priced what comes next. Our model says it has not. Our 24/7 Wall St. Price Target for Google Google trades ... Prediction: Wall Street May Be Sleeping on Google’s Next Big Move

Baidu Stock Climbs After Q1 Earnings As AI Growth Outshines Ad Concerns
Investor's Business Daily94d agobullish
Baidu Stock Climbs After Q1 Earnings As AI Growth Outshines Ad Concerns

Baidu stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. Baidu said that it earned an adjusted 12.06 yuan per American depositary share for the March quarter, down 34% from a year earlier. Often compared to Google, Baidu was one of the quickest Chinese tech companies to embrace AI.

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable
24/7 Wall St.94d agoneutral
The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable

The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The ... The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and f

Jim Cramer Makes Big Claim About Alphabet’s (GOOGL) Valuation
Insider Monkey94d agoneutral
Jim Cramer Makes Big Claim About Alphabet’s (GOOGL) Valuation

We recently published Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one the stocks discussed by Jim Cramer. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s become one of Jim Cramer’s favorite stocks, as of late. Some of the factors that he’s praised when it comes to the company are its […]

Another billionaire dumps mega-cap stock for AI bet
TheStreet94d agoneutral
Another billionaire dumps mega-cap stock for AI bet

Stanley Druckenmiller is one of the most-watched money managers on Wall Street, and his Duquesne Family Office Q1 2026 13F filing just landed. The headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had ...