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Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave
24/7 Wall St.46d agobullish
Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave

Meta Platforms (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just closed the books on their Q1 2026 reports with sharply divergent financial profiles. Meta printed $56.31 billion in revenue while raising capex guidance to $125 to $145 billion. CoreWeave grew sales 111.7% to $2.078 billion but posted a $740 million net loss. One Prints Cash. The ... Meta Vs. Coreweave: Despite 2032 Partnership, ‘Meta Compute’ Remains a Massive Threat to Coreweave

The 2031 Apple Extension Changes Everything: Why Broadcom’s Newly De-Risked Cash Machine Is a Strong Buy
24/7 Wall St.46d agobullish
The 2031 Apple Extension Changes Everything: Why Broadcom’s Newly De-Risked Cash Machine Is a Strong Buy

I keep hitting the buy button on Broadcom (NASDAQ:AVGO), and the pullback to $373.90 from the 52-week high of $494.18 gave me another window to add. This is a compounding machine that just had its floor cemented in concrete, and I want to explain why I have stopped waiting for a “better” entry. The trigger, ... The 2031 Apple Extension Changes Everything: Why Broadcom’s Newly De-Risked Cash Machine Is a Strong Buy

Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In
24/7 Wall St.46d agobullish
Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In

SpaceX‘s (NASDAQ: SPCX) arrival on the Invesco QQQ Trust (NASDAQ: QQQ) benchmark is the fastest mega-cap onboarding the NASDAQ has ever executed. CNBC’s Morgan Brennan laid out the mechanics on air Tuesday morning. “SpaceX officially joins the Nasdaq 100. That will happen at the start of trading officially later this morning,” Brennan told viewers, framing ... Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In

Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
24/7 Wall St.46d agobullish
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

Alphabet (NASDAQ:GOOGL) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit. One scales custom TPU volume and pulls packaging leverage in-house. The other races to build advanced capacity for the entire industry. The results clarify who captures operating leverage and who absorbs the CapEx. TPUs Carry Alphabet. HPC ... Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

AT&T Stock Moves Higher Following Breakthrough 5G Live Trial
Benzinga46d agobullish
AT&T Stock Moves Higher Following Breakthrough 5G Live Trial

AT&T Inc (NYSE:T) shares are trading higher by approximately 2% on Tuesday as investors digest early results from a new 5G mobility field trial. The stock’s move higher defies a price-target haircut from Morgan Stanley, where analyst Simon Flannery lowered his outlook to $25 from $30 while keeping an Overweight rating. AT&T shares are advancing steadily. What’s driving T shares up? What Is Driving AT&T’s Stock Today? AT&T, Ericsson and MediaTek completed North America’s first in-field trial of e

Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?
24/7 Wall St.46d agobullish
Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?

The AI trade has rewarded investors with extraordinary gains over the past two years, but it has also created a market where sentiment can change in a single trading session. That reality was on full display after Samsung Electronics reported record quarterly results in South Korea. Revenue and operating profit climbed sharply, yet the stock ... Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?