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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 (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

Wedbush Securities analyst Dan Ives is calling President Donald Trump's summit with Chinese President Xi Jinping a defining inflection point for the artificial intelligence revolution, as the two leaders prepare for two days of high-stakes talks in Beijing on Thursday and Friday. Trump...

Datadog's growing portfolio of artificial intelligence products is experiencing explosive demand.

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?

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

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. Below are some instances of options activity happening in the Information Tec

Keir Starmer is trying to wrap himself in the flag to escape a party mutiny, but the gilt market isn't buying the costume change.

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

After topping estimates during the first quarter, Ford isn't resting and plans to drive traffic through promotional activities.

Moby summary of Valens Semiconductor Ltd.'s Q1 2026 earnings call

NVIDIA Corporation (NASDAQ:NVDA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 9, NVIDIA Corporation (NASDAQ:NVDA) announced that its board has appointed Suzanne Nora Johnson to join as a director and audit committee member, effective July 13, 2026. The move expands the board from ten to […]

The U.S.-listed electric vehicle complex is catching a coordinated bid in Wednesday’s midday session. Lucid Group (NASDAQ:LCID) shares are up 9% to around $6.57, NIO (NYSE:NIO) stock has rallied 7% to $6.52, and Tesla (NASDAQ:TSLA) shares have climbed 4% to roughly $450. The move spans geographies, with Lucid representing the U.S. luxury EV story, NIO ... Lucid Jumps 9%, NIO Rallies 7%, Tesla Rises 4% as EV Stocks Get Charged Up

Alphabet Inc. (NASDAQ:GOOGL) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 5, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) is on the cusp of replacing Nvidia as the world’s most valuable company by market capitalization. The company has seen its market cap increase significantly on the […]

Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]

On NerdWallet‘s (NASDAQ: NRDS) Smart Money Podcast, Mrs. Dow Jones (Hailey) made a claim that should reshape how readers approach personal finance: “If we try to change behavior without changing belief, it never sticks.” She argues financial behavior is locked in by age seven and built a five-step framework called IBIZA (Identify, Blame, Interrupt, Judge, ... Your Money Mindset Was Set by Age 7. Here’s How to Reprogram It.

Nuclear reactor startup Oklo updated investors across its three businesses. A July 4 criticality target looms for Oklo and other nuclear stocks.

US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation pr

President Donald Trump landed in China Wednesday for a high-stakes meeting with President Xi Jinping, bringing with him a roster of corporate heavyweights that underscores the market stakes behind the diplomacy. NVDA stock is trading at all-time highs. See the chart and price action here. Trump previewed the trip on Truth Social by saying he would ask Xi to "open up China" so U.S. business leaders could "work their magic," adding, "I will make that my very first request." The comment points to a

I’ll cut straight to the verdict. Strategy (NASDAQ:MSTR), the Bitcoin treasury vehicle formerly known as MicroStrategy, has been gutted over the past year, but our model sees a meaningful rebound from here. Current shares trade at $184.42, and the 24/7 Wall St. price target for Strategy is $433.31, implying 134.96% upside over the next 12 ... Strategy Price Prediction: MSTR Bounced 43% in a Month and Our Model Sees 134% Upside

US semiconductor companies are on track for faster AI-driven sales growth and stronger returns this

Arm Holdings plc (NASDAQ:ARM) is trading higher by 5.05% on Wednesday as chip stocks catch a bid, with Technology (XLK) up 0.33%, and investors digest fresh U.S.-China headlines that keep the AI and semiconductor supply chain in focus, including those around export controls and market access. Arm’s China Exposure Draws Investor Attention China contributed 17% of Arm's fiscal 2025 revenue, down from 21% in fiscal 2024 and 24% in fiscal 2023, according to the company's latest annual filing, highli

Ben Carlson has a clean explanation for why the S&P 500 keeps grinding higher even when valuations look stretched and consumer sentiment sits in the dumps. The answer is the automatic plumbing of 401(k)s and IRAs that drips money into stocks every two weeks whether anyone feels good about the market or not. Speaking with ... Ben Carlson Explains Why Automatic 401(k) Contributions Keep Markets Rising Despite High Valuations

Is HIMX a good stock to buy? We came across a bullish thesis on Himax Technologies, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on HIMX. Himax Technologies, Inc.’s share was trading at $11.56 as of May 4th. HIMX’s trailing and forward P/E were 47.31 and 9.84 respectively according to Yahoo Finance. […]

Nebius stock soars after quarterly results.

Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.

Plug Power (NASDAQ:PLUG) stock just received its second analyst price target raise in the same week. Susquehanna analyst Charles Minervino lifted his price target on Plug Power to $3.75 from $2.75, keeping a Neutral rating following the company’s first-quarter results. The revision tracks a sharp improvement in Plug Power’s underlying economics under Project Quantum Leap, ... Susquehanna Hikes Plug Power Price Target to $3.75 as Project Quantum Leap Shows Progress

AI chip demand and Blackwell momentum keep accelerating

Jensen Huang joins delegation ahead of Trump's meeting with Xi Jinping.

Nvidia CEO Joins Trump's China Trip. What It Could Mean for AI Chips