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Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation
Simply Wall St.106d agobullish
Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation

Marvell Technology (NasdaqGS:MRVL) is attracting fresh attention after an equity investment from AMD and new custom AI chip collaborations with Google and Amazon. The company is expanding its AI data center reach through acquisitions, including the purchase of silicon photonics specialist Polariton. These moves follow earlier investment activity from Nvidia and signal growing engagement from multiple large industry peers. For investors watching AI infrastructure, Marvell Technology now sits...

A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse
24/7 Wall St.106d agoneutral
A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

The couple is 64. He spent 28 years at a major tech company, accumulating $423,000 in employer stock through ESPP grants and RSUs. Add another $477,000 in diversified accounts, and the household holds roughly $900,000 in investable assets. The hidden problem: nearly 47% of the portfolio sits in a single stock. When that ticker is ... A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

Delivery Divergence: Why DoorDash Is Down 30% This Year but Amazon Is Up 14%
24/7 Wall St.106d agoneutral
Delivery Divergence: Why DoorDash Is Down 30% This Year but Amazon Is Up 14%

Two stocks both labeled “delivery” have produced opposite results this year. DoorDash (NASDAQ:DASH) stock is down 30% year to date (YTD), while Amazon (NASDAQ:AMZN) stock is up 14% YTD. The gap is real and persistent. Over the past year, DoorDash stock is down 20%, while Amazon stock is up 28%. So, what’s behind the delivery-stock ... Delivery Divergence: Why DoorDash Is Down 30% This Year but Amazon Is Up 14%

Investing.com106d agoneutral
Investing.com’s stocks of the week

Investing.com -- U.S. indices have declined so far on Friday, following a strong run, as markets take a breather and investors digest the latest macroeconomic and geopolitical news.

The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem
24/7 Wall St.106d agoneutral
The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six weeks it has returned 96%. Investors own DRAM for clean exposure to the HBM and AI memory build-out without picking between Samsung, SK hynix, or Micron. The catch: DRAM is a three-stock basket in ... The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG
24/7 Wall St.106d agobullish
SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG

Shares of SolarEdge Technologies (NASDAQ:SEDG) are ripping higher in Friday’s midday session, with SEDG stock up 22% to $61.44. That extends Thursday’s surge into a powerful two-day run, with the one-week move now sitting at 49%. Enphase Energy (NASDAQ:ENPH) is along for the ride, with ENPH stock up 11% to $53.25 and the one-week tally ... SolarEdge Pops 22%, Enphase Gains 11%: Two-Day Solar Surge Tops 40% for SEDG

Microsoft vs Palantir: Two AI Plays, One Winner
24/7 Wall St.106d agoneutral
Microsoft vs Palantir: Two AI Plays, One Winner

Microsoft (NASDAQ:MSFT) and Palantir (NASDAQ:PLTR) both delivered AI-fueled earnings beats this season, yet the businesses behind those tickers operate at completely different altitudes. Microsoft is the hyperscaler renting out the picks and shovels. Palantir is the operating layer that sits on top of enterprise and government data. Comparing them right now exposes how Wall Street ... Microsoft vs Palantir: Two AI Plays, One Winner

Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up
24/7 Wall St.106d agoneutral
Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up

Meta’s (NASDAQ:META) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our prior range of $115-135 billion.” Wall Street punished the stock for this level of spending, arguing that Meta Platforms was leaning too heavily into data centers and ... Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up

Sandisk Price Prediction: Has the Rally Gone Too Far?
24/7 Wall St.106d agobullish
Sandisk Price Prediction: Has the Rally Gone Too Far?

The memory rally has been one of the most extraordinary moves of the cycle, and SanDisk (NASDAQ:SNDK) sits at the center of it. After a 3,197% gain over the past year and a 482% year-to-date run, the question is whether fundamentals can keep up with the multiple. Our 24/7 Wall St. price target for SanDisk ... Sandisk Price Prediction: Has the Rally Gone Too Far?

Quantum Computing Stock Shock: IonQ, Rigetti, D-Wave, and Quantum Computing Inc. Fall 6% to 9%
24/7 Wall St.106d agobearish
Quantum Computing Stock Shock: IonQ, Rigetti, D-Wave, and Quantum Computing Inc. Fall 6% to 9%

The quantum computing complex is taking a sharp hit Friday afternoon, with all four major U.S.-listed pure-play names selling off in unison. IonQ (NYSE:IONQ) is down 9% intraday to roughly $52.50, while Quantum Computing Inc. (NASDAQ:QUBT) is the worst performer of the group as it’s down 9% to $10.71. D-Wave Quantum (NYSE:QBTS) is off 7% ... Quantum Computing Stock Shock: IonQ, Rigetti, D-Wave, and Quantum Computing Inc. Fall 6% to 9%

Nvidia price target boosted ahead of expected first quarter revenue beat
Proactive106d agobullish
Nvidia price target boosted ahead of expected first quarter revenue beat

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) has a new $275 price target from UBS, up from $245, as the firm raised its outlook on stronger earnings power and expanding AI-driven demand. The revision is based on a 19x multiple applied to revised 2027 earnings per share of $14.35, reflecting increased...

This 1 Exxon Income ETF Is Paying Up Big, But There Is A Catch
24/7 Wall St.106d agoneutral
This 1 Exxon Income ETF Is Paying Up Big, But There Is A Catch

If you bought YieldMax XOM Option Income Strategy ETF (NYSEARCA:XOMO) a year ago for the headline yield, you collected a steady stream of weekly checks while Exxon Mobil (NYSE:XOM) shares ran from roughly $103 to almost $154. You also missed a chunk of that rally. That gap, between what XOM did and what XOMO paid you, is ... This 1 Exxon Income ETF Is Paying Up Big, But There Is A Catch

Canaccord Just Hiked Intuitive Machines Price Target to $41: NASA Moon Base, Golden Dome Power Bull Case
24/7 Wall St.106d agoneutral
Canaccord Just Hiked Intuitive Machines Price Target to $41: NASA Moon Base, Golden Dome Power Bull Case

A major analyst just made the bull case for Intuitive Machines (NASDAQ:LUNR). On May 15, Canaccord raised its price target on LUNR to $41 from $24 while keeping a Buy rating. The firm cited a bottom-line inflection in the latest quarter and two government catalysts: NASA’s lunar “moon base” initiative (Andromeda) and the Golden Dome ... Canaccord Just Hiked Intuitive Machines Price Target to $41: NASA Moon Base, Golden Dome Power Bull Case

Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It
24/7 Wall St.106d agoneutral
Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It

Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks. Broadcom sells custom silicon and switches for hyperscaler data centers. Microsoft sells cloud, copilots, and the productivity layer on top. Comparing them shows how the AI buildout splits between picks-and-shovels suppliers and full-stack platform owners. Custom Silicon Surges While Azure Carries Microsoft ... Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Pr

JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally
24/7 Wall St.106d agobullish
JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of memory-related concerns that has powered the recent rally in the IT hardware group. For prudent investors, the price target raise signals that Wall Street sees more room ... JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

This Will Be Palantir Technologies Stock Price in 2030
24/7 Wall St.106d agoneutral
This Will Be Palantir Technologies Stock Price in 2030

Palantir Technologies (NASDAQ:PLTR) has been one of the most polarizing names in the AI trade, and that tension is showing up clearly in the price action. After a euphoric run, the stock has cooled hard in 2026, and our proprietary model now sees a measured recovery rather than a moonshot. Our 24/7 Wall St. Price ... This Will Be Palantir Technologies Stock Price in 2030