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An Almost Everything Rally Lifts Stocks, Bonds, and the Dollar
Barrons.com66d agobullish
An Almost Everything Rally Lifts Stocks, Bonds, and the Dollar

From the stock market to government debt and the greenback, investors enjoyed gains most of where they looked on Thursday, closing up their holiday-shortened week. Information Technology was the best performing sector for the day in the moments before the close up nearly 3%, a gain captured by the popular iShares U.S. Technology ETF. Wall Street analysts expect tech companies to grow earnings by 39% this year, which accounts for over half of the S&P 500 earnings growth for the year, data from Ned David Research show.

Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
24/7 Wall St.66d agobullish
Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?

Salesforce (NYSE: CRM) and Oracle (NYSE: ORCL) both delivered fresh earnings inside a three week window, and the contrast is striking. Salesforce sells AI agents that sit on top of customer data. Oracle sells the cloud plumbing those agents increasingly run on. Both are leaning into generative AI, but the way each one funds, prices, ... Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?

Super Micro Is Up 10% Today: Is It Outperforming Other AI Server Stocks Like Dell?
24/7 Wall St.66d agobullish
Super Micro Is Up 10% Today: Is It Outperforming Other AI Server Stocks Like Dell?

Shares of Super Micro Computer (NASDAQ:SMCI) are up 10% in on Thursday, June 18, trading at $30 and change. The move makes Super Micro Computer stock the clear standout among major AI server names on the tape today. By contrast, Dell Technologies (NYSE:DELL) stock is flat at $417, while Hewlett Packard Enterprise (NYSE:HPE) stock is ... Super Micro Is Up 10% Today: Is It Outperforming Other AI Server Stocks Like Dell?

Tencent (SEHK:700) Backs Manus Buyback And Enflame IPO In China AI Push
Simply Wall St.66d agobullish
Tencent (SEHK:700) Backs Manus Buyback And Enflame IPO In China AI Push

Tencent Holdings (SEHK:700) is part of the buyer group for AI startup Manus after regulators required Meta to unwind its acquisition. Tencent is a major shareholder and customer of Shanghai Enflame Technology, an AI chip supplier preparing for a public listing. Both developments highlight Tencent's involvement in AI software and hardware across China and global markets. Tencent Holdings sits at the center of China's internet and gaming industries and is increasingly active across artificial...

AMD (AMD) Buys MEXT To Tackle AI Data Center Memory Bottlenecks
Simply Wall St.66d agobullish
AMD (AMD) Buys MEXT To Tackle AI Data Center Memory Bottlenecks

Advanced Micro Devices (NasdaqGS:AMD) has agreed to acquire MEXT, an AI native memory optimization company focused on data center workloads. The deal targets memory bottlenecks in enterprise and cloud AI environments, with MEXT's technology expected to be integrated into AMD's data center portfolio. The acquisition supports AMD's push to build a more complete AI infrastructure stack across both hardware and software layers. Advanced Micro Devices enters this deal with strong recent stock...