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Nebius Group N.V. (NBIS) a Moderate Buy, Per Wall Street
Insider Monkey69d agobullish
Nebius Group N.V. (NBIS) a Moderate Buy, Per Wall Street

Nebius Group N.V. (NASDAQ:NBIS) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. On June 8, BofA analyst Tal Liani lifted the firm’s price target on the stock to $280 from $240 and maintained a Buy rating. The adjustment came after the company announced it would spend £1.7 billion on […]

SMCZ vs. SMCX: Betting Against or All-In on Super Micro?
24/7 Wall St.69d agoneutral
SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

The choice between Defiance Daily Target 2X Short SMCI ETF (NASDAQ:SMCZ) and Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) is the cleanest bull-versus-bear mirror trade available in the AI server complex. Both products from Defiance ETFs track the same underlying, Super Micro Computer (NASDAQ:SMCI), with opposing 2x daily leverage. They look like polar opposites ... SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

Applied Optoelectronics (AAOI) Soars 13% as US-Iran Peace Deal Propels AI Stocks
Insider Monkey69d agobullish
Applied Optoelectronics (AAOI) Soars 13% as US-Iran Peace Deal Propels AI Stocks

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks Stealing the Spotlight from Wall Street Giants. Applied Optoelectronics ended two straight days of losses on Monday, surging 13.31 percent to end at $191.55 apiece, mirroring the rally in the broader market, while investors poured funds back into industries riding the AI boom. The stock […]

Intel gets a $170 billion AI reason to matter again
TheStreet69d agoneutral
Intel gets a $170 billion AI reason to matter again

For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...

Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE
TheStreet69d agobullish
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE

Leopold Aschenbrenner, the former OpenAI researcher whose AI-focused fund posted blockbuster 2025 returns, used his Q1 2026 13F to do something counterintuitive: stack roughly $8.5 billion of put options against Nvidia while piling into Bitcoin miners pivoting to AI, including a new position in ...

AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate
Simply Wall St.69d agoneutral
AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate

AMD (NasdaqGS:AMD) agrees to acquire MEXT, adding memory optimization software aimed at improving AI data center efficiency. The company also introduces the Ryzen AI Halo developer platform, focused on running large AI models locally on high-performance hardware. These announcements highlight AMD's push to compete more directly with Nvidia in large-scale AI model deployment and infrastructure. For investors watching AI infrastructure, these moves help clarify where AMD (NasdaqGS:AMD) is...

Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
24/7 Wall St.70d agobullish
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. The Crowded Trade at the Top of the Cycle Memory margins do not stay at 74% forever. Micron ... Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback