Motley Fool82d agoneutral
Millionaire-Maker or Market Hype? The Honest Truth About OkloOklo stock is trailing the market in 2026. Is this a rare chance to buy, or should you walk away?
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Motley Fool82d agobullish
SpaceX IPO: 2 Alarming Statistics Investors Must See Before Buying the StockHistory says SpaceX will be a very risky stock when it starts trading later this month.
Reuters82d agoneutral
Broadcom tumbles as revenue miss clouds AI boom betsBroadcom shares sank about 12% in premarket trading on Thursday, a day after the company missed quarterly revenue views and disappointed investors' lofty expectations of stronger momentum from the AI boom. The chipmaker could lose more than $285 billion in market cap at the current price of $418.83, if losses hold. Broadcom vies with Nvidia, whose graphics processors remain the gold standard for AI workloads, underscoring intensifying competition at the top of the AI chip market.
Reuters Videos82d agoneutralVIDEO
TSMC boss bets big on AI growth, says he'd 'like' to hike chip prices<body><p>STORY: The world's largest contract chipmaker TSMC says it's confident in its growth over the next few years...</p><p>thanks to robust demand for computing power and advanced semiconductors as it rides a relentless AI boom.</p><p>The Taiwanese firm's CEO spoke at its annual shareholders meeting on Thursday.</p><p>C.C. Wei said customers are still positive on the outlook for AI, although the company continues to monitor the impact of rising component costs.</p><p>Asked whether TSMC could raise prices for customers, Wei said the firm would like to do that as, quote, "we still need to make money."</p><p>Taiwan plays a crucial role in the global AI supply chain for companies including Nvidia and Apple.</p><p>And its position is anchored by TSMC.</p><p>The tech giant said it was working hard to meet all customer demands...</p><p>although added that it will take a "very long time" to fully satisfy American customers' needs with production in the U.S.</p><p>Looking ahead, Wei said he views autonomous vehicles as long-term growth drivers.</p><p>But TSMC faces political risk as China steps up military pressure on democratically and separately governed Taiwan...</p><p>which Beijing views as Chinese territory.</p></body>
Reuters Videos82d agoneutralVIDEO
AI Weekly: Jensen Huang's star turn, Anthropic moves to go public<body><p>STORY: From Jensen Huang's star turn at Computex to Anthropic's move to go public...</p><p>This is AI Weekly. </p><p>:: AI Weekly</p><p>Nvidia CEO Jensen Huang headlined Computex in Taiwan.</p><p>He showed off Nvidia's new Vera central processing unit - or CPU.</p><p>And he unveiled the RTX Spark PC chip, which brings AI capabilities directly into laptops and desktop computers.</p><p>“There is no question this reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. And so this is the beginning of that journey."</p><p>The Nvidia boss was a big draw at Computex, and dined with executives from the likes of Samsung and SK Hynix.</p><p>Dell shares rocketed higher after the computer maker lifted revenue and profit expectations.</p><p>The U.S. giant scored big from soaring demand for AI-optimized servers used in data centers.</p><p>Dell also heavily raised its annual revenue forecast up to $169 billion.</p><p>It's benefiting as tech giants like Alphabet and Amazon aim to spend over $700 billion on AI-related infrastructure this year.</p><p>AI giant Anthropic said it has filed paperwork to go public.</p><p>It gives it a lead over rival and ChatGPT owner OpenAI in a race that could define the future business shape of AI.</p><p>The Claude maker didn't reveal the size or the terms of the offering. </p><p>Its last fundraising round gave it a valuation of nearly $1 trillion, making it worth more than OpenAI.</p><p>Broadcom shares plunged as much as 13% after its latest results.</p><p>Investors were disappointed by the U.S. firm's outlook for demand, while second-quarter revenue also fell short of Wall Street hopes.</p><p>Broadcom said it expects AI chip revenue of $16 billion in the third quarter - just below expectations.</p><p>But CEO Hock Tan said the firm's long-range forecast for AI chip sales was unchanged at $100 billion.</p><p>And Google parent Alphabet said it's looking to raise $80 billion in equity offerings.</p><p>It wants the money to fund a costly expansion of its AI infrastructure.</p><p>That includes a $10 billion investment from Berkshire Hathaway.</p><p>The deal positions Warren Buffett's company as a major investor, and adds a high-profile endorsement of Alphabet's long-term AI and cloud strategy.</p></body>
Stocktwits82d agoneutral
Nasdaq, S&P 500, Dow Futures Mixed As Investors Eye Jobs Reports, Iran Tensions: Why AVGO, CRWD, TSM, NVDA, MSTR, BMNR In FocusInvestors will monitor initial jobless claims and the Challenger job-cuts report before turning their attention to Friday's nonfarm payrolls release.
Motley Fool82d agoneutral
7 Words From Fed Chair Kevin Warsh That Should Terrify Wall StreetThe central bank's predictability, which Wall Street holds dear, may soon be a distant memory.
Motley Fool82d agobullish
Nearly 36% of Berkshire Hathaway's Portfolio Is in These 2 Stocks. Are They Buys Right Now?They both have competitive advantages you can't build overnight.
Motley Fool82d agobullish
Want to Buy SpaceX on IPO Day? Here's How.The IPO may happen as soon as June 12.
Motley Fool82d agoneutral
3 Reasons to Consider Working After Claiming Social SecurityThere are perks to earning a paycheck after starting benefits.
Motley Fool82d agobearish
Chewy Reports Soon. Here's Why I'd Buy Before the Number Drops.Chewy stock is near a 52-week low ahead of earnings.
Motley Fool82d agobullish
2 Stocks to Buy Before the AI Arms Race Moves to OrbitSpace could extend the growth runway for these companies, and it's not priced in.
Reuters82d agoneutral
Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearancesWhen Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won't be only to meet top memory chip and robotics executives, but to throw the first pitch at a baseball game and appear on a TV talk show. Samsung Electronics and SK Hynix between them make about 70% of the memory needed for AI chips like Nvidia's. And the country's strength in manufacturing and robotics sets it up to be a key player in physical AI, where AI is embedded in robots, cars and factories. "Nvidia's dependence on South Korean suppliers is rising," Jeff Kim, an analyst at Seoul-based KB Securities, wrote in a research note.
Motley Fool82d agoneutral
The Best Stocks to Invest $500 in Right NowThe market is underestimating these companies' long-term prospects.
Motley Fool82d agobullish
Better High-Yield Dividend Stock to Buy: Bristol Myers Squibb or Pfizer?Durability, not yield, is the deciding factor.
Euronews82d agoneutral
SpaceX sets IPO price, valuing company at $1.75tn ahead of record debutThe company said on Wednesday that it plans to list its shares at $135 each. The offering would value SpaceX at around $1.77tn (€1.56tn), making it one of the world's most valuable listed companies and potentially the largest IPO in history.View on euronews
Motley Fool82d agoneutral
What the SpaceX IPO Means for Starlink's FutureExpect Starlink to be a major beneficiary of the SpaceX IPO.
Motley Fool82d agoneutral
Hewlett Packard Enterprise Just Delivered a Blowout Quarter. Is the AI Server Trade Heating Up?A record quarter sent the enterprise-hardware company's stock soaring, but can the stock hold onto these gains?
Motley Fool82d agobullish
3 Top Bargain Artificial Intelligence (AI) Stocks to Buy Right NowConsidering these tech companies' strengths, Nvidia, Meta Platforms, and Sandisk are trading at cheaper levels than you'd expect.
Motley Fool82d agobullish
Should You Buy D-Wave Quantum Stock While It's Under $35?D-Wave Quantum stock is soaring on fresh government funding and Nvidia's AI push into quantum computing.
Bloomberg82d agoneutral
Cerebras Says It’s Working With All AI Gear Makers Except Nvidia(Bloomberg) -- Cerebras Systems Inc. plans to cooperate with a wide variety of suppliers of AI data center components, opening the way for further partnerships that mirror its agreement with Amazon.com Inc.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionaire Overtakes M
Simply Wall St.82d agobullish
Assessing Fluence Energy (FLNC) Valuation After Nvidia And Siemens AI Data Center PartnershipFluence Energy (FLNC) is back on investor radar after a sharp share price move triggered by its new three way partnership with Nvidia and Siemens to supply battery storage for AI focused data centers. See our latest analysis for Fluence Energy. The stock’s recent enthusiasm around AI data centers has been volatile, with a 1 day share price return that fell 10.96% after a 30 day share price return of 101.54%. Its 1 year total shareholder return of 412.37% contrasts with a 3 year total...
Motley Fool82d agobullish
3 Ways to Buy SpaceX Stock Before Its Blockbuster IPOInvestors have multiple ways to get indirect exposure to SpaceX, even before the IPO.
Motley Fool82d agoneutral
Nvidia (NVDA) Stock Has Made Early Investors a Fortune. Is There Still Room to Run?Surprisingly, after torrid growth in recent years, Nvidia stock still seems attractively valued.
StockStory82d agoneutral
Intel (INTC) Stock Is Up, What You Need To KnowShares of computer processor maker Intel (NASDAQ:INTC) jumped 4.3% in the afternoon session after the stock rebounded as CEO Lip-Bu Tan's Computex comments continued to cut through the noise.
Motley Fool82d agoneutral
The S&P 500 Index Has Only Traded at This High a Valuation 1 Other Time in Its 69-Year Existence. History Couldn't Be Any Clearer on What Happens Next.The stock market continues to hit all-time highs this year.
AFP82d agobearish
Stocks drop on AI, rate hike worries as Lebanon deal hits oilStocks sank Thursday after a disappointing forecast by chip giant Broadcom stoked concerns about the AI trade, while stronger-than-expected US data compounded speculation the Federal Reserve could hike interest rates.Speculation is rising that a strong reading -- which would compound the war-fuelled spike in inflation -- could put more pressure on the Fed to hike rates.