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Why Elon Musk's SpaceX is a 'three-engine empire' ahead of IPO
Yahoo Finance Video108d agoneutralVIDEO
Why Elon Musk's SpaceX is a 'three-engine empire' ahead of IPO

Elon Musk's private space venture, SpaceX (SPAX.PVT), is valued at over $1.5 trillion as investors await its mega-IPO in 2026. ER Shares COO and chief investment strategist Eva Ados explains why her firm is calling SpaceX a "three-engine empire," identifying its space infrastructure development, Starlink satellite, and possible space-based AI data centers as the company's core components and biggest drivers.

NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit
24/7 Wall St.108d agoneutral
NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit

Piper Sandler’s Chief Market Technician Craig Johnson walked onto CNBC’s Morning Call Sheet with a message for anyone planning to trade today’s Trump-Xi headlines: keep your expectations in check. Asked how the recent AI and tech rally sets markets up for the summit, Johnson said, “I think the Trump-Xi meeting is going to be probably ... NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit

Real Estate ETF XLRE Offers Steady Dividends With One Major Caution
24/7 Wall St.108d agoneutral
Real Estate ETF XLRE Offers Steady Dividends With One Major Caution

The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%. Nine of the top ten holdings are equity REITs, and the prospectus explicitly targets equity REITs while excluding mortgage REITs. The only true non-REIT in the top ten is CBRE Group ... Real Estate ETF XLRE Offers Steady Dividends With One Major Caution

NVIDIA Corporation (NVDA): Chris Rokos Is Bullish on This Chip Giant
Insider Monkey108d agoneutral
NVIDIA Corporation (NVDA): Chris Rokos Is Bullish on This Chip Giant

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and NVIDIA Corporation (NASDAQ:NVDA) ranks 5th on this list. NVIDIA Corporation (NASDAQ:NVDA) first appeared in the 13F portfolio of Rokos Capital Management in the fourth quarter of 2020. Back then, this position comprised just under 2 million shares. The fund grew this holding […]

Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.
24/7 Wall St.108d agoneutral
Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way to an important summit in Beijing. During the stop, a man in a black leather jacket stepped onto the plane. The final seat on Air Force One was claimed by NVIDIA (NASDAQ:NVDA) founder and CEO Jensen ... Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal
24/7 Wall St.108d agobullish
Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings release before the open and a flurry of strategic announcements. The Amsterdam-based AI cloud operator delivered a blowout quarter alongside two transformational partnership headlines. Investors responded by ... Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

Cathie Wood Bets On Kalshi, But Her Ark Innovation ETF Hasn't Been Great At Timing Winners
Benzinga108d agoneutral
Cathie Wood Bets On Kalshi, But Her Ark Innovation ETF Hasn't Been Great At Timing Winners

Cathie Wood‘s ARK Invest joined Kalshi’s $1 billion Series F last week at a $22 billion valuation, slotting the prediction market behind only SpaceX and OpenAI in the ARK Venture Fund. Wood called prediction markets “a powerful new layer of financial infrastructure.” Kalshi will be hoping this prediction is more accurate than many of her previous ones. A Decade Of Big Calls That Did Not Land Morningstar analyst Amy Arnott labeled the ARK fund family the worst wealth destroyer of any U.S. fund gr

The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks
24/7 Wall St.108d agobullish
The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks

Nebius Group Q1 Earnings Call Highlights
MarketBeat108d agoneutral
Nebius Group Q1 Earnings Call Highlights

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

How Can Palantir Be Down 26% in 2026 When Stocks Are Near All-Time Highs?
24/7 Wall St.108d agobullish
How Can Palantir Be Down 26% in 2026 When Stocks Are Near All-Time Highs?

Shares of Palantir Technologies (NASDAQ:PLTR) are trading near $130 in midday action on Wednesday, down 4% on the day. That extends a punishing year for the AI software name, which is now off roughly 26% in 2026. The contrast with the broader market is stark. The SPDR S&P 500 ETF (NYSEARCA:SPY) is up 9% year-to-date ... How Can Palantir Be Down 26% in 2026 When Stocks Are Near All-Time Highs?

Stock Market Today: Nasdaq 100 Rises Despite Hot PPI, Nvidia Hits Record High
Benzinga108d agobullish
Stock Market Today: Nasdaq 100 Rises Despite Hot PPI, Nvidia Hits Record High

Tech stocks ripped higher on Wednesday despite a sharply hotter-than-expected April Producer Price Index reading that rekindled inflation anxieties and rate-hike fears, as strength in semiconductors fueled investor sentiment. Nvidia Corp. (NASDAQ:NVDA) rallied for the sixth straight session to above $226 per share, with the company’s market cap soaring above $5.5 trillion ahead of next week’s highly awaited earnings report. Speaking via Truth Social shortly before landing in Beijing, Trump told