Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
With PepsiCo (NASDAQ:PEP) set to report Q2 2026 earnings before the market opens on July 9, 2026, investors are asking whether to buy the beverage and snacks giant ahead of the earnings report. Our 24/7 Wall St. price target for PepsiCo is $171.20, implying 18.09% upside from $144.98. Our recommendation is a buy, with a ... PepsiCo Price Prediction: Is The Stock a Buy Before Earnings?
Meta Platforms is reportedly going to sell its excess cloud computing capacity, a move that could open a multibillion-dollar business opportunity for the company.
It’s been an unforgiving past week for the iShares Semiconductor ETF (NASDAQ:SOXX), down just over 8%, even with the 3.6% bounce on Wednesday. Meanwhile, shares of Nvidia (NASDAQ:NVDA) are up close to 6%, a stark contrast to the action we’ve seen in the semis of late. In many ways, it feels like Nvidia trades more ... Why NVIDIA Might Be Immune to the Semiconductor Sell-Off
July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July
Nvidia's investment could support future GPU demand as Firmus expands AI data center capacity.
The near-term outlook for Micron appears promising.
The famed portfolio manager was busy buying stocks on pullbacks recently.
SpaceX is building an ecosystem that no other company can copy.
Nvidia stock has bounced off its lows and a new AI model release from SpaceX could help the move continue.
Kohl's, Chewy, and Wayfair have each captured retail trader attention for completely different reasons, and the gap between the most compelling setup and the riskiest bet is wider than it looks.

It might be time for Nvidia to unleash the stock buybacks.
Not every compelling growth stock is overbought and overvalued at this time.
The GLP-1 trade has matured from a single-stock story into a tiered opportunity set. Demand for obesity therapeutics keeps expanding as lower-cost, easier-to-administer oral pill versions of the current injectable GLP-1s are introduced to the market in 2026, and the field now spans an entrenched leader, a deep-value incumbent, and a clinical-stage challenger with multiple ... 3 High Growth GLP-1 Biotech Winners to Buy in July
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Major Stocks to Buy According to Analysts. On July 6, NVIDIA Corporation (NASDAQ:NVDA) shares rose more than 1% after it denied reports that its next-generation Kyber AI server system had been delayed until 2028. Previously, on July 5, SemiAnalysis, a research firm, reported that the company’s […]
Pre-Market Stock Futures: Futures are trading mixed after another tough day across Wall Street, with all the major indices crushed early on, before the Nasdaq made a late-afternoon push to wind up just modestly higher at 25,870, up 0.20%. The S&P 500 also rallied in the afternoon, erasing a big deficit, to finish the session ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Align Technology, American Tower, Caesars Entertainment, Cohu, Five Below, Intuitive Surgical, Salesforce, T
Microsoft's business is doing incredibly well, yet it is receiving no respect from the market.
As Nvidia heats up its AI battle versus Broadcom partner Arista Networks, shares of Arista stock take aim at a breakout.
The chip sector sell-off has created some nice buying opportunities.
The technology company's stock has almost become a de facto play on sentiment over growth in AI investment.
Report Suggests China May Permit Limited H200 Chip SalesNvidia (NASDAQ:NVDA) could regain limited access to the Chinese artificial intelligence market, according to a report from The Information, which said Beijing is considering allowing domestic companies to purchase a restricted number of the chipmaker’s H200 AI processors. The report says Chinese technology groups including Alibaba, ByteDance and DeepSeek have been informed they may be eligible to acquire the chips, provided they disclose bo
These two oil giants go head-to-head.
Here's why Cramer is getting cautious on chip stocks and what he’s telling tech investors to do.
The new CEO of Berkshire Hathaway just made the conglomerate's boldest technology bet yet.
Punters on Polymarket are wagering on what it will cost to rent Nvidia's H100 chip by the end of July, and the market says more about the AI economy than almost any equity index. Traders currently assign a 43% probability that the benchmark rental rate lands between $2.30 and $2.60 per hour,...

<body><p>STORY: From Samsung's huge quarter to Microsoft's big lay offs...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Samsung flagged a 19-fold jump in second-quarter profits from a year earlier.</p><p>The South Korean giant estimated April-June operating profit at just over $58 billion - ahead of analyst projections.</p><p>The global AI boom drove huge demand for Samsung's chips, and sent prices for silicon sky-high.</p><p>Although investors wiped more than $80 billion off the firm's market value after the results were announced over worries about how long the AI bonanza will last.</p><p>China plans to allow its top AI firms to buy a limited number of Nvidia's most powerful AI chip, the H200.</p><p>That's according to a report from The Information.</p><p>It said Chinese officials recently told local leaders Alibaba, ByteDance and DeepSeek they may soon get permission to buy some of the chips.</p><p>Beijing has until now withheld approval of buying the H200 as it looks to support domestic suppliers.</p><p>Microsoft said it will cut more than 2% of its workforce, or roughly 4,800 jobs.</p><p>It joins a wave of layoffs at tech titans as they move investments to AI infrastructure.</p><p>Booming AI demand has powered growth at Microsoft's Azure cloud-computing business.</p><p>But the growing cost of building data centers to run those services has hit cash flows.</p><p>And sources told Reuters China's DeepSeek is developing its own AI chip.</p><p>It could lower its reliance on Nvidia and Huawei chips which is needed to train and run its AI models.</p><p>The sources said the chip is designed for inference, rather than for training new models.</p><p>Inference is the stage of AI computing where a trained model generates responses for users.</p><p>DeepSeek didn't respond to a request for comment.</p></body>
Cheap valuations could make small-cap growth stocks a strong choice for the next several years.
American AI chip startup Cerebras accelerates its European expansion with 200MW of AI compute capacity by the end of 2027, challenging sector behemoth Nvidia as it highlights "extraordinary" demand across the continent.View on euronews