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Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value
24/7 Wall St.53d agoneutral
Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value

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

Forget SpaceX: This High-Margin Space Data King Is Cheaper
24/7 Wall St.53d agoneutral
Forget SpaceX: This High-Margin Space Data King Is Cheaper

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

Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride
24/7 Wall St.53d agoneutral
Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

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 vs Marvell Technology: The Better AI Chip Maker
24/7 Wall St.53d agoneutral
Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker

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

Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
24/7 Wall St.53d agobearish
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”

Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”

Investing.com53d agoneutral
OpenAI efficiency gains hammer chip stocks; SOX slides 5%

Investing.com -- Chip stocks were hit hard Wednesday following a report from The Information that OpenAI engineers have unlocked software optimizations capable of slashing inference costs in half. These breakthrough efficiencies reportedly slashed the number of Nvidia GPUs required to support non-logged-in ChatGPT visitors, triggering immediate Wall Street anxieties over a potential slowdown in AI hardware demand.

Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
24/7 Wall St.53d agobearish
Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?
24/7 Wall St.53d agoneutral
Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?

At $139.63, Intel (NASDAQ:INTC) is a hold. After a 278.4% year-to-date run into a fresh 52-week high, the setup demands a view rather than a reflex. Intel is the world’s largest x86 CPU designer and increasingly a contract chip manufacturer under CEO Lip-Bu Tan. The turnaround thesis rests on three legs: Intel Foundry scaling on ... Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?

CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion
24/7 Wall St.53d agobullish
CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion

CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking a $99.4 billion backlog. Nebius, run out of the Netherlands, delivered +841% YoY AI Cloud growth on a much smaller base while pushing aggressively into ... CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion

Together AI raises $800 million at $8.3 billion valuation
Reuters53d agoneutral
Together AI raises $800 million at $8.3 billion valuation

Together AI on Wednesday said it has raised $800 million in a funding round led ‌by Aramco Ventures, more than doubling the artificial intelligence ‌startup's valuation to $8.3 billion. Founded in 2022, the startup's platform lets companies train ​and run AI workloads on open models such as DeepSeek, MiniMax and Kimi at lower costs than closed systems.

Netflix Nearing 52-Week Low: Should You Buy?
24/7 Wall St.53d agobullish
Netflix Nearing 52-Week Low: Should You Buy?

At $73.78, Netflix (NASDAQ:NFLX) looks compelling at current levels. Shares sit barely above the $70.86 52-week low after shedding 44.24% of its value while the broader market rallied. Netflix dominates global subscription video with more than 325 million paid memberships, an advertising tier scaling toward $3 billion in 2026 revenue, and operating margins approaching 31.5%. ... Netflix Nearing 52-Week Low: Should You Buy?

Chevron Yields 4.2% Because Oil Prices Make Everyone Nervous. Here’s Why That Thinking Is Outdated
24/7 Wall St.53d agoneutral
Chevron Yields 4.2% Because Oil Prices Make Everyone Nervous. Here’s Why That Thinking Is Outdated

Chevron (NYSE:CVX) just wrote another check to shareholders, and the market is still treating the company like crude prices are about to collapse. On June 10, Chevron paid out $1.78 per share, the second quarterly distribution at the new rate after a 4% increase declared Jan. 30, marking the 39th consecutive annual dividend increase. The ... Chevron Yields 4.2% Because Oil Prices Make Everyone Nervous. Here’s Why That Thinking Is Outdated

New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks
24/7 Wall St.53d agoneutral
New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks

If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that’s not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of) ... New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks

Stryker Vs. Intuitive Surgical: Stryker’s Joint-Replacement Moat Over Intuitive’s Premium Valuation
24/7 Wall St.53d agoneutral
Stryker Vs. Intuitive Surgical: Stryker’s Joint-Replacement Moat Over Intuitive’s Premium Valuation

Stryker (NYSE:SYK) and Intuitive Surgical (NASDAQ:ISRG) both closed the books on Q1 2026 with sharply different results. Stryker absorbed a March 11 cyberattack and heavy restructuring charges while defending its joint replacement franchise. Intuitive posted another crisp beat on the back of da Vinci 5 adoption. Two medtech giants, two very different quarters. A Cyber ... Stryker Vs. Intuitive Surgical: Stryker’s Joint-Replacement Moat Over Intuitive’s Premium Valuation

Meta Stock Price Prediction: The Forecast Sees a Path to $800+
24/7 Wall St.53d agoneutral
Meta Stock Price Prediction: The Forecast Sees a Path to $800+

Meta Platforms (NASDAQ:META) has had a rough first half of 2026, but our model sees a compelling risk-reward setup in mega-cap tech. With shares down 16.5% year to date and the AI capex narrative dividing investors, the pullback has gone too far. Our 24/7 Wall St. price target for Meta is $796.59, implying 44.77% upside ... Meta Stock Price Prediction: The Forecast Sees a Path to $800+

Nvidia’s China Chip Tailwind Might Be Discounted
24/7 Wall St.53d agoneutral
Nvidia’s China Chip Tailwind Might Be Discounted

For some reason or another, shares of Nvidia (NASDAQ:NVDA) just can’t seem to get going. For a Mag Seven stock, though, Nvidia is doing just fine. But for a semiconductor name, it’s been tough to hang onto the shares while watching the rest of the industry take off by another triple-digit percentage points this year. ... Nvidia’s China Chip Tailwind Might Be Discounted

Price Prediction: Nvidia Falls Below $5 Trillion, This is Where It’ll End The Year
24/7 Wall St.53d agobearish
Price Prediction: Nvidia Falls Below $5 Trillion, This is Where It’ll End The Year

NVIDIA’s (NASDAQ:NVDA) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days. After a parabolic spring, the AI bellwether is taking a breath. Our model reads that breath as a buying opportunity. NVDA stock trades at $192.53, with a market ... Price Prediction: Nvidia Falls Below $5 Trillion, This is Where It’ll End The Year