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The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger
24/7 Wall St.108d agoneutral
The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger

Two of the more credible voices in the Elon Musk orbit are openly speculating that Tesla (NASDAQ: TSLA) and the privately held SpaceX could combine within the next decade. Deepwater Asset Management’s Gene Munster put the odds at over 50% within five to ten years, framing the combined entity as a potential “sovereign AI company” ... The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger

ASML says first chips from new High-NA machines to arrive in months
Reuters108d agoneutral
ASML says first chips from new High-NA machines to arrive in months

ASML expects to see the first ‌products created on the company's ‌new High-NA machines within months, the chief ​executive of the world's top computer chip equipment maker, Christophe Fouquet, said on Tuesday. The tool will bring ‌down costs ⁠for patterning, or creating the circuitry of the most ⁠advanced chips, for both logic and memory applications, Fouquet said, ​speaking at ​a conference ​in Belgium organised ‌by research firm imec. Fouquet's ​remarks come weeks after ‌top customer TSMC said ​High-NA ​tools, which can cost up to $400 million each, were too expensive.

Explainer-What are Samsung union workers demanding and how might a strike play out?
Reuters108d agoneutral
Explainer-What are Samsung union workers demanding and how might a strike play out?

South Korean memory chip maker Samsung Electronics is facing its worst-ever strike, with nearly 48,000 workers threatening to walk off production lines on Thursday for 18 days over a dispute about bonus payouts. Samsung's union has asked the company to abolish a cap that limits bonuses to 50% of annual salaries and to ‌allocate 15% of annual operating profit to a bonus pool that would be distributed to workers. It also wants Samsung to make the changes binding beyond this year.

Nvidia's outlook will be a test of its strategy to maintain AI dominance
Reuters108d agoneutral
Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

China's top flash-memory chipmaker YMTC begins pre-IPO coaching with investment bank
Reuters108d agoneutral
China's top flash-memory chipmaker YMTC begins pre-IPO coaching with investment bank

China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process ‌for a potential initial public offering, where ‌a company receives formal pre-IPO guidance from an investment bank, ​a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of ‌a potential stock ⁠market listing.

AT&T (T): Buy, Sell, or Hold Post Q1 Earnings?
StockStory108d agoneutral
AT&T (T): Buy, Sell, or Hold Post Q1 Earnings?

AT&T currently trades at $24.69 per share and has shown little upside over the past six months, posting a small loss of 3.1%. The stock also fell short of the S&P 500’s 11.5% gain during that period.

Big Tech Stocks Drive Tenfold Increase in Trump’s Trading
The Wall Street Journal108d agoneutral
Big Tech Stocks Drive Tenfold Increase in Trump’s Trading

Before he entered the White House, President Trump was a real-estate developer and speculator. Lately, his fortune has been wagered on some Big Tech stocks. Money managers for the president made more than 3,700 trades in the first quarter, including million-dollar purchases of Nvidia, Dell and other Big Tech stocks.

European shares rise on Trump's Iran comments
Reuters108d agoneutral
European shares rise on Trump's Iran comments

May 19 (Reuters) - European shares ticked higher on Tuesday after investors welcomed news that the U.S. had paused a planned attack against Iran following Tehran's latest peace proposal, with chances

Figma, Inc. (FIG) Reports Q1 Adjusted EPS Above Estimates
Insider Monkey108d agoneutral
Figma, Inc. (FIG) Reports Q1 Adjusted EPS Above Estimates

Figma, Inc. (NYSE:FIG) is one of the 10 Best Low Leverage Stocks to Buy. On May 14, 2026, Figma, Inc. (NYSE:FIG) reported Q1 adjusted EPS of 10c, versus the consensus estimate of 6c. Revenue totaled $333.4M, compared to the consensus estimate of $316.02M. Co-founder and CEO Dylan Field said revenue growth accelerated for the second […]

Trump's Iran War Risks 'Unmoored' Inflation And 'Weaker Economy,' Warns Moody's Chief Economist As Ed Yardeni Sees July Rate Hike
Benzinga108d agoneutral
Trump's Iran War Risks 'Unmoored' Inflation And 'Weaker Economy,' Warns Moody's Chief Economist As Ed Yardeni Sees July Rate Hike

Geopolitical tensions from the Iran war are raising alarms on Wall Street, with top economists warning that inflationary pressures could force the Federal Reserve into aggressive rate hikes. Inflation Fears And ‘Economic Damage’ The economic toll of the Iran war is extending far beyond rising commodity prices. According to Mark Zandi, chief economist at Moody's Analytics, surging interest rates—highlighted by the 10-year Treasury yield jumping to 4.6%—reflect a rapidly shifting landscape. Zandi

Nintendo Shares Rebound as AI Fatigue Fuels Japan Stock Rotation
Bloomberg108d agoneutral
Nintendo Shares Rebound as AI Fatigue Fuels Japan Stock Rotation

(Bloomberg) -- Embattled Switch 2 maker Nintendo Co. enjoyed its biggest stock gain in two months on Tuesday as concerns about overvaluation in the AI sector sent investors on the hunt for bargains elsewhere.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapElon Musk Loses Case Against S

Bloomberg108d agoneutral
Moonshot AI to Overhaul Structure to Win Nod for Hong Kong IPO

(Bloomberg) -- Moonshot AI has informed its investors it will revamp its corporate structure to pave the way for an initial public offering in Hong Kong, aligning with Beijing’s tightened requirements for Chinese companies seeking an overseas debut. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapTrump Says Holding Off on New Iran Strikes After

Bloomberg108d agoneutral
Dexterous Robotic Hand Maker Linkerbot Is Said to Consider Hong Kong IPO

(Bloomberg) -- Linkerbot, a Chinese startup that specializes in making highly dexterous robotic hands, is considering an initial public offering in Hong Kong, according to people with knowledge of the matter.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against S

Jury Verdict Clears Path For Microsoft As OpenAI IPO Backer
Simply Wall St.108d agoneutral
Jury Verdict Clears Path For Microsoft As OpenAI IPO Backer

Elon Musk's lawsuit against OpenAI and Microsoft was dismissed by a jury, removing a significant legal overhang. The verdict leaves Microsoft, NasdaqGS:MSFT, free of financial or reputational penalties linked to the case. The decision clears a path for OpenAI to pursue an IPO, with Microsoft remaining its largest outside backer. For Microsoft shareholders, the jury decision comes with the stock last closing at $423.54 and up 2.6% over the past week. The company has also delivered gains of...

BofA resets DELL stock price target for second time in just 21 days
TheStreet108d agoneutral
BofA resets DELL stock price target for second time in just 21 days

Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...