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AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?
Yahoo Finance Video118d agoneutralVIDEO
AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?

First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).

Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?
24/7 Wall St.119d agoneutral
Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

Jim Cramer’s well-documented skepticism on Microsoft (NASDAQ:MSFT) traces back to the company’s January earnings, when a strong headline beat triggered one of the worst single-day reactions the stock has seen in years. The question for investors now is whether the skepticism still holds after another quarter of results. The Quarter That Sparked the Skepticism On ... Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance
24/7 Wall St.119d agobearish
Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance

The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the AI compute race, and it changes the risk math on the most crowded trade in the market. One of these stocks belongs in a retirement ... Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance

Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
24/7 Wall St.119d agobullish
Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout. Caterpillar (NYSE:CAT) stock is up 53% year to date through the May 4 close, while GE Vernova (NYSE:GEV) stock has surged 65%, with both sitting near record highs. The two industrials-sector stocks ... Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy
24/7 Wall St.119d agoneutral
Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy

Tesla (NASDAQ: TSLA) and Ford (NYSE: F) just reported first quarter results that crystallize the EV split. Tesla leaned into autonomy, AI compute, and humanoid robots while squeezing more margin from its existing fleet. Ford leaned on F-Series trucks, commercial fleets, and software subscriptions to bankroll a costly EV reset. Same industry, very different playbooks. ... Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy

A Bigger 2027 Capex Wave May Be Coming — and Google’s Hint Could Be the First Real Tell From the Hyperscalers
24/7 Wall St.119d agoneutral
A Bigger 2027 Capex Wave May Be Coming — and Google’s Hint Could Be the First Real Tell From the Hyperscalers

Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little. At least, that’s what the latest quarter of Alphabet (NASDAQ:GOOG) seems to say, with an incredible 63% in Google Cloud growth numbers and a CapEx forecast now in the $180-190 billion range. With compute constraints ... A Bigger 2027 Capex Wave May Be Coming — and Google’s Hint Could Be the First Real Tell From the Hyperscalers

Up 160% in One Month, This AI ETF Can Still 5X
24/7 Wall St.119d agoneutral
Up 160% in One Month, This AI ETF Can Still 5X

The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when the most volatile sleeve of the market reverses sharply and a triple-leveraged ETF amplifies the bounce. The reason for the rip is simpler ... Up 160% in One Month, This AI ETF Can Still 5X

Here’s Where CoreWeave Proves the Doubters Wrong Once and For All
24/7 Wall St.119d agoneutral
Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to flip that script. Critics Said It Was Built on Sand CoreWeave borrows heavily, buys NVIDIA (NASDAQ:NVDA) GPUs, and rents them to a concentrated ... Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

Merck Stock Looks Undervalued as KEYTRUDA Growth and Pipeline Offset Near-Term Headwinds
24/7 Wall St.119d agoneutral
Merck Stock Looks Undervalued as KEYTRUDA Growth and Pipeline Offset Near-Term Headwinds

Merck (NYSE:MRK) delivered its fourth consecutive earnings beat, but shares slipped on the earnings report. With acquisition charges clouding the quarter, here is where the stock heads next. The 24/7 Wall St. Price Target for Merck Is $135.70 Our 24/7 Wall St. price target for Merck is $135.70 over the next 12 months, implying 24.29% ... Merck Stock Looks Undervalued as KEYTRUDA Growth and Pipeline Offset Near-Term Headwinds

Brian Niccol Earned the ‘Retail Messi’ Nickname: Starbucks Same-Store Sales Jump 6.2% After 7 Quarters of Decline
24/7 Wall St.119d agobullish
Brian Niccol Earned the ‘Retail Messi’ Nickname: Starbucks Same-Store Sales Jump 6.2% After 7 Quarters of Decline

The Morning Brew Daily hosts handed Brian Niccol a nickname this week: “the retail Messi.” The label arrived after Starbucks (NASDAQ:SBUX) reported a 6.2% increase in same-store sales. This ended a streak of 7 quarters of flat or declining sales and sending the shares up nearly 6% after hours. This was on top of a ... Brian Niccol Earned the ‘Retail Messi’ Nickname: Starbucks Same-Store Sales Jump 6.2% After 7 Quarters of Decline

Wall Street Sees 104% Upside for Lucid Despite 48% Polymarket Bankruptcy Odds
24/7 Wall St.119d agobearish
Wall Street Sees 104% Upside for Lucid Despite 48% Polymarket Bankruptcy Odds

Lucid Group (NASDAQ:LCID) trades around $6.25, while Wall Street has an average price target of about $12.77, implying that analysts see about 104% for the stock today. Lucid is the Newark, California luxury EV maker behind the Lucid Air sedan and the ramping Lucid Gravity SUV, with a midsize program and a robotaxi partnership with Uber ... Wall Street Sees 104% Upside for Lucid Despite 48% Polymarket Bankruptcy Odds