Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) and Akamai Technologies Inc (NASDAQ:AKAM, XETRA:AK3) announced that they are expanding their collaboration to embed security directly into the infrastructure layer of artificial intelligence systems, aiming to protect what the companies describe as emerging...
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The custom AI chip and networking components specialist expects its growth to accelerate in the coming years.
For investors, two apparel names currently are providing two very different pitches. When it comes to Gap (NYSE:GAP) and Lululemon Athletica (NASDAQ:LULU), which one belongs in a retirement-focused portfolio right now? After running both through the lenses that matter most for income-oriented investors — yield, valuation and risk profile — the answer is more decisive ... Gap vs. Lululemon: Which Apparel Stock Is Worth Owning Right Now?
The Department of Commerce just took equity stakes in nine quantum computing companies.
Everyone wants to own NVIDIA (NASDAQ:NVDA). Almost nobody talks about who pours the concrete, runs the wires, and keeps the chips from melting. That’s where we’ve been spending most of our research time over the past 18 months, and three names keep surfacing: Eaton, Vertiv, and Quanta Services. Here’s the setup. AI hyperscalers are now ... The Boring Sector Quietly Powering the Entire AI Revolution
Palo Alto Networks (NASDAQ:PANW) is positioned as a long-duration compounder because cybersecurity has crossed the line from corporate luxury into non-discretionary utility, and the company sits at the center of that permanent shift. Hackers don’t take time off when the economy slows down, and enterprises are now consolidating fragmented security stacks onto integrated, AI-driven platforms. ... A Once-in-a-Generation Megatrend Makes This Cybersecurity Stock a High-Conviction Buy for the Next 20
New systems target inference and agentic AI workloads for enterprise customers.
The developer event will focus on AI software for PCs and cloud platforms.
Hewlett Packard Enterprise (NYSE:HPE) is the loudest stock on Wall Street this morning. Shares are up 25% in early trading to $58.75 after the company posted a quarter that pulled its multi-year roadmap forward by two full years. The rally extends a stunning run: HPE is up 96.84% year to date and 178.65% over the ... HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?
Our Rambus (NASDAQ:RMBS) call is a tough one to make, because this stock has been a runaway winner. After a 166.41% one-year rally, the 24/7 Wall St. price target points to meaningful downside over the next 12 months. Memory interface chips remain a core AI infrastructure play, but valuation has stretched ahead of fundamentals. The ... Rambus Faces Downside Risk as Memory Chip Momentum Weakens
The Number Micron Technology (NASDAQ:MU) crossed a $1.16 trillion market capitalization and now sits at $1,189,601,487,240 — roughly $1.19 trillion — as of 10:21 AM ET on June 2, 2026. The figure is a live market valuation derived from the closing price of $1,035.50 on June 1, 2026 applied to roughly 1.13 billion shares outstanding. ... Micron Just Surpassed $1.16 Trillion Valuation How Long Before It Tops Meta?
From Crisis to Comeback in Twelve Months A decade ago, Intel (NASDAQ:INTC) was still the quiet king of PC and server silicon. By mid-2025, that crown looked broken. The Q2 2025 report carried $1.9 billion in restructuring charges, a 15% workforce cut, and a $3.2 billion foundry operating loss. Shares closed at $21.58 on filing ... From Crisis to 459% Gain: Intel’s Epic Turnaround and What a $1k Investment Would Be Today

Marvell Technology (MRVL) stock has rocketed higher by over 25% after Nvidia (NVDA) CEO Jensen Huang declared the custom chipmaker to be “the next trillion-dollar company" at Computex Taipei 2026. Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma and EMJ Capital founder and president Eric Jackson examine the latest headlines moving stocks in the AI trade landscape. This news comes as Hewlett Packard Enterprise (HPE) shares surge by over 30% in response to the tech company beat past fiscal second quarter estimates on adjusted earnings and revenue.

Snowflake (SNOW) CEO Sridhar Ramaswamy sits down with Yahoo Finance Executive Editor Brian Sozzi to explain how the software company has leveraged artificial intelligence (AI) to avoid the SaaSpocalypse and come out ahead amid the AI boom.
Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
Pfizer (NYSE:PFE) is one of those names where the headline narrative (COVID hangover, patent cliff) keeps overshadowing what is actually a defensive cash machine trading at a single-digit forward multiple. After running the numbers, my view leans constructive, and the 24/7 Wall St. price target reflects that. PFE stock trades at $26.18, and our 24/7 ... Why Pfizer’s Current Price May Be Too Cheap to Ignore
Lance Roberts of RIA Advisors believes investors are underestimating a risk that has appeared more than once throughout market history. Speaking on a recent episode of Thoughtful Money with Adam Taggart, Roberts delivered a stark warning: “We will get into a lost decade again. That’s almost a guarantee.” Roberts’ argument is not that a crash is imminent. ... ‘We Will Get Into a Lost Decade Again. That’s Almost a Guarantee,’ Says Top Portfolio Strategist
At $85.85, Netflix (NASDAQ:NFLX) looks attractively positioned. The streaming giant trades 15% below its 52-week high and just above its $75.01 52-week low, even as the company raised free cash flow guidance and accelerated its advertising ramp. Netflix is the dominant subscription streaming platform with more than 325 million paid memberships and a rapidly scaling ... Netflix Nearing 52-Week Low: Buy, Sell or Hold?
Stock Market Today: The Dow Jones index dropped Tuesday with U.S.-Iran talks ongoing. AI name Marvell stock soared 19%.
Growth is accelerating, but the stock is moving lower.
Credo Technology (NASDAQ:CRDO) has become one of the loudest AI infrastructure stories on the Nasdaq, with numbers starting to justify the noise. Fiscal 2026 revenue more than tripled to $1.335 billion, non-GAAP net income jumped more than 5x to $662 million, and shares are up 270.9% over the past year. The stock closed at $226.10. ... Can Credo Technologies Shares Hit $350 in 2028?
The semiconductor industry has a funny way of changing the rules just when companies think they’ve figured them out. A few years ago, the hottest chip businesses were processors and foundries. Memory was viewed as a cyclical commodity business that could swing from shortages to gluts in a matter of quarters. Fast forward to 2026, ... Intel’s $9 Billion Regret: The Business Sale Haunting It Today
Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the peace negotiations and would block the Strait of Hormuz. But that sell-off lasted until about noon, before a big reversal, which, by that ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: CoreWeave, Danaher, Hewlett Packard Enterprise, Intuit, Knight-Swift, Meta Platforms, Starwood Property Tr
By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.