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Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
24/7 Wall St.97d agoneutral
Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges
Simply Wall St.97d agobullish
Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges

Global investment in artificial intelligence (AI) technology surged to $297 billion in 2024 as enterprise adoption accelerates beyond pilot programs, according to BCC Research's recent report. The significant increase in venture funding, primarily directed towards AI-focused companies, underscores a shift in the industry towards production-scale deployment. U.S. companies dominate private AI investments, highlighting a clear technological leadership, while corporate giants such as Google,...

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play
24/7 Wall St.97d agoneutral
Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

The Stock Market Rally Faces a Stark Reality. Things Could Get Tricky.
Barrons.com97d agobullish
The Stock Market Rally Faces a Stark Reality. Things Could Get Tricky.

The roaring U.S. stock market, powered by bets on tech and artificial intelligence that has lifted indexes to a series of record highs over the past six weeks, may have finally found a challenge it can’t easily overcome. Benchmark 10-year Treasury note yields jumped more than five basis points in overnight trading, pegging the paper at 4.535%, the highest in nearly a year.

Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?
24/7 Wall St.97d agoneutral
Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

NVIDIA (NASDAQ:NVDA) at $225.83 is a Buy, with shares pressing against a 52-week high of $227.84 as the AI infrastructure cycle delivers another record quarter. The question is whether a $5.49 trillion company can still meaningfully reward new money at these levels. NVIDIA designs the GPUs, networking fabric, and software stack powering roughly nine-tenths of ... Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.
24/7 Wall St.97d agoneutral
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy. His Pershing Square just disclosed a new position in Microsoft (NASDAQ:MSFT) ... Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

How Microsoft Stock Rises 50% To $600
Trefis97d agoneutral
How Microsoft Stock Rises 50% To $600

Microsoft (MSFT) stock currently trades near $410 per share, with a market capitalization of $3.0 trillion and a trailing price-to-earnings (P/E) multiple of roughly 24.3. This valuation is notably conservative compared to its three-year average multiple of 33 and its historical decade peak of 48 achieved in late 2017. While the current market price reflects a discount to historical norms, the path to a $600 share price is driven by fundamental earnings growth rather than a speculative return to

Trump Bought the Software Stock Slump—and More Revelations From His Trades
Barrons.com97d agobearish
Trump Bought the Software Stock Slump—and More Revelations From His Trades

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Uber-Waymo Partnership On The Rocks? Exec Shares 'Scary' SF Robotaxi Moment, Slam AV Rollout
Benzinga97d agobullish
Uber-Waymo Partnership On The Rocks? Exec Shares 'Scary' SF Robotaxi Moment, Slam AV Rollout

Uber Technologies Inc.’s (NYSE:UBER) partnership with Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo could reportedly hit a sour note as executives from the ride-hailing giant have criticized the latter’s expansion. Waymo’s Expansion, Scary San Francisco Moment Uber executives have painted AV-only operators like Waymo as less scalable and less reliable than a hybrid approach, with human drivers and Robotaxis being offered on ride-hailing platforms, Business Insider reported on Thursday. Read

Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation
Reuters97d agoneutral
Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing ​that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

Google in Talks with SpaceX to Launch Data Centers into Space
Insider Monkey97d agoneutral
Google in Talks with SpaceX to Launch Data Centers into Space

Alphabet Inc. (NASDAQ:GOOG) is included among the 10 Best US Stocks to Invest in According to Billionaires. Alphabet Inc. (NASDAQ:GOOG) is a holding company with segments that include Google Services, Google Cloud, and Other Bets. Alphabet Inc. (NASDAQ:GOOG)’s Google announced on May 12 that it was in discussions with Elon Musk’s SpaceX and others regarding […]

Alphabet Sells Biggest Yen Bond on Record by Foreign Issuer
Bloomberg97d agobearish
Alphabet Sells Biggest Yen Bond on Record by Foreign Issuer

(Bloomberg) -- Alphabet Inc. sold ¥576.5 billion ($3.6 billion) of bonds in the biggest ever yen deal by a non-Japanese company as competition to fund data centers and AI infrastructure intensifies.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help