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Broader Market Settles Lower as Chip Stocks Sink
Barchart68d agoneutral
Broader Market Settles Lower as Chip Stocks Sink

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.12%. June E-mini S&P futures (ESM26 ) fell -0.36%, and June E-mini Nasdaq futures...

Mizuho Lifts PT on Arm Holdings (ARM) on Agentic AI Tailwinds
Insider Monkey68d agoneutral
Mizuho Lifts PT on Arm Holdings (ARM) on Agentic AI Tailwinds

Arm Holdings plc (NASDAQ:ARM) is one of the best NASDAQ stocks to buy and hold for 3 years. Mizuho lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $425 on June 4, maintaining an Outperform rating on the shares. It told investors in a research note that the company’s agentic AI tailwinds are […]

Palantir vs Oracle: Two AI Plays, One Winner
24/7 Wall St.68d agoneutral
Palantir vs Oracle: Two AI Plays, One Winner

Palantir (NASDAQ:PLTR) and Oracle (NYSE:ORCL) both just put out earnings that read like AI manifestos, but the businesses underneath could not be more different. Palantir closed Q4 2025 as a capital-light software shop riding U.S. commercial adoption. Oracle finished Q3 FY2026 as a balance-sheet-heavy hyperscaler pouring tens of billions into GPUs and concrete. AIP Floods ... Palantir vs Oracle: Two AI Plays, One Winner

Microsoft Stock And The Peril Of Peak Profitability
Trefis68d agoneutral
Microsoft Stock And The Peril Of Peak Profitability

In the race for AI dominance, it’s easy to get lost in the headline numbers: billions in new revenue, exponential growth in users, and a vision for the future that has captivated the market. For Microsoft (MSFT), the story seems compelling. But if you hold the stock, which has underperformed the market with a decline of 11.3% over the past year, your attention should be on a single, less-celebrated figure: the company’s profit margin.

Is Iron Mountain Incorporated (IRM) A Good Stock To Buy Now?
Insider Monkey68d agobullish
Is Iron Mountain Incorporated (IRM) A Good Stock To Buy Now?

Is IRM a good stock to buy? We came across a bullish thesis on Iron Mountain Incorporated on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on IRM. Iron Mountain Incorporated’s share was trading at $123.50 as of June 8th. IRM’s trailing and forward P/E were 135.50 and 62.50 respectively according to Yahoo […]

How Much Upside Can ORCL Stock Deliver?
Trefis68d agoneutral
How Much Upside Can ORCL Stock Deliver?

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Will Oracle's AI Gamble Pay Off This Quarter?
Trefis68d agoneutral
Will Oracle's AI Gamble Pay Off This Quarter?

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

Is Microsoft (MSFT) One of the Best AI Stocks to Buy in June?
Insider Monkey68d agobullish
Is Microsoft (MSFT) One of the Best AI Stocks to Buy in June?

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy in June. On June 7, Investing.com reported that UBS maintained Buy ratings on three major cloud providers, including Microsoft, driven by their revenue growth. The analyst noted that the combined cloud revenues of Microsoft, Amazon, and Oracle totaled $84.8 billion in the […]

Oracle faces vital AI reality check in upcoming earnings
TheStreet68d agoneutral
Oracle faces vital AI reality check in upcoming earnings

There are times when one company's results stop being just about that company and become a referendum on an entire sector thesis. For AI cloud infrastructure, that moment arrives on June 10, when Oracle (ORCL) reports fiscal fourth-quarter 2026 results after the market closes. The setup is ...

OpenAI’s Spending Spree Is Pushing Its IPO. Inside a High-Risk Tech Debut.
Barrons.com68d agoneutral
OpenAI’s Spending Spree Is Pushing Its IPO. Inside a High-Risk Tech Debut.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

OpenAI Files for IPO. It Will Have Huge Market Consequences.
Barrons.com68d agoneutral
OpenAI Files for IPO. It Will Have Huge Market Consequences.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

What is Elon Musk's net worth?
Moneyweek68d agoneutral
What is Elon Musk's net worth?

Elon Musk is the richest person in the world and close to becoming the first-ever trillionaire. How did the Tesla and SpaceX founder make his fortune?

The One Hyperscaler Signal That Will Make or Break ARTY in 2026
24/7 Wall St.68d agoneutral
The One Hyperscaler Signal That Will Make or Break ARTY in 2026

The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost entirely around the AI infrastructure stack: GPUs, custom silicon, high-bandwidth memory, optics, cloud capacity, and datacenter power. ARTY closed last week ... The One Hyperscaler Signal That Will Make or Break ARTY in 2026