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HPE Private Cloud AI Win With Sky Highlights On Premises AI Strategy
Simply Wall St.73d agoneutral
HPE Private Cloud AI Win With Sky Highlights On Premises AI Strategy

Sky Co., Ltd. has deployed HPE Private Cloud AI from Hewlett Packard Enterprise (NYSE:HPE), an on premises AI infrastructure solution co developed with NVIDIA. The deployment enables large scale AI adoption under strict data governance and supports use of sensitive data. The project was completed in about one month, highlighting rapid implementation for an enterprise grade AI environment. Hewlett Packard Enterprise sits at the intersection of traditional IT infrastructure and AI focused...

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SpaceX shares soar 19% in stock market debut
Reuters Videos73d agobullishVIDEO
SpaceX shares soar 19% in stock market debut

<body><p>STORY: The world's biggest ever IPO ended with Elon Musk's SpaceX gaining 19% in its debut session Friday, as investors piled into the&nbsp;rocket company,&nbsp;betting on its now-trillionaire CEO [beat]&nbsp;and the prospect of putting AI in space.</p><p>Friday's debut gave SpaceX a valuation of more than $2 trillion, putting it in elite company with the likes of Nvidia and Apple... and making it more valuable than Musk's Tesla.</p><p>The landmark listing also made Musk the first trillionaire ever. He loomed large over Times Square from the jumbo TV screen of the Nasdaq stock exchange... while a giant and unflattering inflatable depicting Musk was also on display with messages critical of SpaceX and Grok.</p><p>Musk's rocket company began trading ahead of forthcoming IPOs for AI heavyweights Anthropic and OpenAI which will further test market appetite for new entrants.</p><p>Anna Rathbun, founder and CEO of Grenadilla Advisory says the company is benefitting from its connection to AI&nbsp; rather than its fundamentals.</p><p>“So I think it's not so much about SpaceX, but just the excitement about AI and SpaceX as much the name has space in it, it's an AI company at the end of the day, right? &nbsp;So I think the excitement about AI is going to drive it. Whether or not it would be successful, we have to see.”</p><p>At $75 billion, the deal's proceeds were more than double those of Saudi Aramco's record-setting 2019 IPO.</p><p>Although SpaceX may have to wait for entry into the S&P 500, its expected fast-track inclusion in the Nasdaq 100 will soon make it a major holding for passive funds and ETFs that track the index, creating a fresh source of demand for its shares.</p><p>Retail investors on Friday snapped up shares of SpaceX despite SpaceX posting a loss of nearly $5 billion last year and generating only a fraction of the revenue brought in by similarly valued tech giants.</p><p>Still, several analysts have issued positive ratings on the stock.&nbsp;</p><p>But Morningstar analysts this month said it is more fairly valued at around $780 billion, and CFRA on Friday started coverage with a sell rating.</p></body>

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NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St.73d agoneutral
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story

NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market, targeting AI data center and cloud workloads. The launch follows tighter U.S. export controls on advanced GPUs to China and focuses on processors that face fewer trade restrictions. Reports point to early orders and internal revenue targets tied to Vera sales to Chinese cloud and data center clients. NVIDIA enters this new phase with Vera while its stock trades at about $205.15 per share. Over the past year,...

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Why Qualcomm (QCOM) Stock Is Trading Up Today
StockStory73d agoneutral
Why Qualcomm (QCOM) Stock Is Trading Up Today

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.8% in the afternoon session after macro rate relief from the Iran peace deal, a Wells Fargo price target increase, and positive positioning ahead of a June 24 Investor Day drove renewed market interest.

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Why AMD (AMD) Stock Is Up Today
StockStory73d agoneutral
Why AMD (AMD) Stock Is Up Today

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.6% in the afternoon session after Citi analyst Atif Malik upgraded the stock to Buy from Neutral and raised his price target to $575 from $460, making the case that "the market has yet to fully recognize AMD as a legit second source in the GPU market."

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The Fed Just Triggered a Sharp Tech-Sector Sell-Off: Here Is the 1 Dirt-Cheap Financial Disruptor I’m Buying Hand Over Fist
24/7 Wall St.73d agoneutral
The Fed Just Triggered a Sharp Tech-Sector Sell-Off: Here Is the 1 Dirt-Cheap Financial Disruptor I’m Buying Hand Over Fist

I keep hitting the buy button on SoFi Technologies (NASDAQ:SOFI), and the Fed-driven tech sell-off this month has only made my finger heavier. The stock sits at $16.67, down 36.33% year to date, while the QQQ has gained 16.74% over the same window. That gap is the opportunity. The market is pricing SoFi like a ... The Fed Just Triggered a Sharp Tech-Sector Sell-Off: Here Is the 1 Dirt-Cheap Financial Disruptor I’m Buying Hand Over Fist

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Veteran Investor: Talen Energy Is a Double at Minimum, With Triple-Digit Upside as Power Demand Rises
24/7 Wall St.73d agoneutral
Veteran Investor: Talen Energy Is a Double at Minimum, With Triple-Digit Upside as Power Demand Rises

Chief Investment Officer at Bornite Capital, Dan Dreyfus, offered Talen Energy (NASDAQ:TLN) as one of his highest-conviction stock ideas during the All-In Podcast’s Best Ideas Pitch Competition, arguing the independent power producer could at least double from current levels and potentially deliver triple-digit returns if electricity demand grows as he expects. His thesis centers on ... Veteran Investor: Talen Energy Is a Double at Minimum, With Triple-Digit Upside as Power Demand Rises

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