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Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with NVIDIA to deliver sovereign AI solutions for U.S. government agencies and critical infrastructure operators. The company also expanded its work with Surf Air Mobility to speed up deployment of AI-powered aviation software across commercial applications. These moves broaden Palantir's AI footprint across national security and specialized commercial sectors, highlighting its focus on secure and regulated...

Wall Street just slapped Micron Technology (MU) with two historic price targets in the same week. Susquehanna now projects the memory-chip maker to hit $2,000 a share, while Phillip Securities set its own call at $1,870. Both numbers followed an exceptional third quarter that ran far ahead of ...

The Williams Companies and Brookfield Renewable are both reliable income plays.

It might pull it off, provided several things fall right in place.

Michael Burry Eases Palantir Short as Nvidia Partnership Fuels Stock Surge

The CEO said companies want more control over their data, models and computing costs.

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Investors fear new competition in AI compute.

Permitting could finally unlock TMC's long-awaited potential.

A terrible June offers a buying opportunity for my top July pick.

By Valerie Volcovici and Timothy Gardner July 1 (Reuters) - Valar Atomics, a nuclear power startup, said on Wednesday it is partnering with Nvidia to develop a small data center in Utah that the

SpaceX is a compelling company with very real strengths, but that doesn't necessarily mean the stock is a great buy right now.

Shares of Opendoor Technologies (NASDAQ:OPEN) are trading higher by 7% to $4.96 in midday action, while fellow iBuyer Offerpad Solutions (NYSE:OPAD) is up 6% to $5.26. The two home-flipping platforms are the standout gainers in an otherwise choppy session for real estate names. Both companies have become battlegrounds for retail traders, and Opendoor stock shows ... Opendoor Jumps 7%, Offerpad Rises 6% as iBuyer Stocks Rally

Tesla (NASDAQ: TSLA) and Rivian (NASDAQ: RIVN) both posted Q1 2026 results that beat Wall Street estimates, yet the businesses underneath are on opposite ends of the EV maturity curve. Tesla flexed margin expansion and AI ambition. Rivian leaned on partnerships and a fresh product launch to bridge to profitability. Comparing them now, with R2 ... Tesla’s Margin Expansion vs. Rivian’s R2 Bet: Two Paths to EV Dominance, One Winner

An analyst's channel checks showed a decline in same-store sales.

I keep buying Meta. Every paycheck, every dip, every time the crowd convinces itself the AI buildout has gone too far, I add more to Meta Platforms (NASDAQ:META), and I have not slowed down at $550.25. The reason is plain. Mark Zuckerberg has built the most profitable attention machine in modern business, and he is ... Why I Can’t Stop Buying Meta as Mark Zuckerberg Prepares to Hijack Polymarket and Kalshi

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. AMD stock gained 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion. AMD stock was down 5.5% to $548.90, which brought AMD’s market value to $897.2 billion.

Report lists Nvidia, Apple and Palantir stakes.

SK Hynix builds the memory chips wired into Nvidia’s most advanced AI processors, supplying a component so scarce that customers now reserve production years in advance. This week the South Korean company asked U.S. regulators for permission to list its shares on the Nasdaq for the first time in ...

Artificial intelligence (AI) will not be the downfall of the software giant.

The round was led by Aramco Ventures, the venture arm of Saudi Arabia's state oil company Saudi Aramco

Palantir Technologies (NASDAQ:PLTR) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo Alto Networks (NASDAQ:PANW) stock is riding the risk-on tape higher, up 4% to $355.40. The move for Palantir stock caps a sharp reversal for a ... Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%

I’m taking a cautious stance on Bloom Energy (NYSE:BE) after one of the most extraordinary 12-month runs in the entire industrials sector. The fuel cell maker has become the purest public-market proxy for the “bring-your-own-power” trade tied to AI data center buildouts, and the stock has responded accordingly. My job here is to separate the ... Price Prediction: We’re Bearish on Bloom Energy and See Shares Falling

One firm has lower expectations for this nuclear stock -- and investors are taking note.

Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value flows to model providers. Karp framed the new Palantir partnership with NVIDIA as a direct response, positioning the two companies as the operational ... Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value

General Motors has broken free of historically low P/E multiples, underscoring that Wall Street sees it as a top auto stock. Here's how.

SpaceX is dominating financial headlines with a record-breaking IPO, a rumored $2 trillion valuation, and a Starlink/Starship hype loop that has retirement-focused investors scrambling for pre-IPO access. The more compelling opportunity sits in plain sight on the public market. The SpaceX trade fails the retirement portfolio test on arithmetic alone. Retail buyers cannot touch the ... Forget SpaceX: This High-Margin Space Data King Is Cheaper

Meta surged 11% while semiconductor stocks tanked, sending mixed signals through the top market indexes.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker