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Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?
24/7 Wall St.105d agobearish
Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

Alphabet Regulatory Pressure Grows As Valuation And Momentum Stay Elevated
Simply Wall St.105d agoneutral
Alphabet Regulatory Pressure Grows As Valuation And Momentum Stay Elevated

Alphabet faces a new UK antitrust lawsuit targeting its display advertising business, with claimants seeking up to £3b in damages for alleged exclusionary practices. EU regulators are assessing whether Google's proposed changes to news search rankings comply with the Digital Markets Act, with a final ruling pending that could bring fines or operational changes. These regulatory and legal actions arrive shortly after Alphabet reported record Q1 earnings and highlighted heavy spending on AI...

How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story
Simply Wall St.105d agoneutral
How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story

In recent weeks, Marvell Technology has secured a US$2.00 billion investment and product collaboration with Nvidia, advanced AI chip discussions with Alphabet, and completed acquisitions such as Polariton Technologies to deepen its optical and data center capabilities. Together with record data center revenue, over 50 custom AI design wins, and rising earnings estimates, these moves highlight Marvell’s growing role as a custom silicon and interconnect partner to major hyperscalers. Next,...

Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World
24/7 Wall St.105d agoneutral
Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World

Wedbush raised its price target on Apple (NASDAQ:AAPL) to $400 from $350, with analyst Daniel Ives keeping an Outperform rating and calling the company “the sleeping tech giant about to see a major inflection point.” Ives estimates that roughly 20% of the world’s population will access AI through an Apple device over the coming years, ... Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World

Smart glasses are about to have their iPhone moment and Apple is late to the party
24/7 Wall St.105d agoneutral
Smart glasses are about to have their iPhone moment and Apple is late to the party

Smart glasses are entering their iPhone moment in 2026, and for the first time in a generation, Meta and Google are defining the inflection. Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple’s flagship smart glasses do not ship until 2Q 2027, with full-display ... Smart glasses are about to have their iPhone moment and Apple is late to the party

IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option
24/7 Wall St.105d agobullish
IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill
24/7 Wall St.105d agobearish
Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

DDOG Stock To $400?
Trefis105d agoneutral
DDOG Stock To $400?

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

Latest News In Cloud AI - Inriver's AI Platform Gains Microsoft Certified Software Designation
Simply Wall St.105d agoneutral
Latest News In Cloud AI - Inriver's AI Platform Gains Microsoft Certified Software Designation

Inriver has achieved Microsoft Certified Software Designation for its AI-powered Product Information Management (PIM) platform, specifically designed for Manufacturing AI. Now available in the Microsoft Marketplace, this certification allows global Microsoft customers to discover and integrate Inriver’s solutions, enhancing innovation and business transformation through seamless compatibility with Microsoft products. The platform offers manufacturers enhanced capabilities for product data...

Jim Cramer Makes Threat Regarding Alphabet (GOOGL)
Insider Monkey105d agoneutral
Jim Cramer Makes Threat Regarding Alphabet (GOOGL)

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares have been on a tear lately. They are up by 23% year-to-date and by 32.6% over the past month. BMO Capital […]

Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers
24/7 Wall St.105d agobullish
Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers

Galloway’s Defense of Apple’s Cash Choice On the latest Prof G Markets, Scott Galloway defended Apple (NASDAQ: AAPL) for authorizing a fresh $100 billion share repurchase while peers spend record sums on AI infrastructure. He framed Apple as the owner of “custody of the billion most important consumers in the world and wealthiest” and predicted ... Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers