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Inside Zuckerberg’s Reported Plan to Take On Kalshi and Polymarket in Prediction Markets
24/7 Wall St.48d agoneutral
Inside Zuckerberg’s Reported Plan to Take On Kalshi and Polymarket in Prediction Markets

Mark Zuckerberg has recently directed a team to build a standalone prediction-market app, internally called “Arena” (and also codenamed Antwerp and FBForecast), to rival Kalshi and Polymarket. The market already noticed. Retail chatter on Reddit picked it up with a “Meta is reportedly building a play-money prediction market app” thread that drew 35 upvotes and ... Inside Zuckerberg’s Reported Plan to Take On Kalshi and Polymarket in Prediction Markets

One Thing I’m Watching: The Great Tech Divergence
The Wall Street Journal48d agoneutral
One Thing I’m Watching: The Great Tech Divergence

This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.

StockStory48d agoneutral
3 Small-Cap Stocks We Steer Clear Of

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk
24/7 Wall St.48d agoneutral
Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Trade tensions appeared to cool after the U.S. and European Union reached a trade agreement capping most EU exports to the U.S. with a 15% tariff ceiling. For investors, that looked like a welcome step toward greater certainty after months of tariff negotiations. Yet trade policy rarely stays settled for long. President Trump has now ... Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Bloomberg48d agoneutral
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St

Bloomberg48d agoneutral
House Passes Online Safety Bill as Senate Eyes Stricter Push

(Bloomberg) -- The House on Monday passed legislation to require new online safety protections for children, a sign of growing momentum in Washington to address a widespread concern among US parents even as the measure sets up a clash with senators seeking stronger safeguards.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Le

Google and Tesla Wrap Up a Magnificent Day
The Wall Street Journal49d agoneutral
Google and Tesla Wrap Up a Magnificent Day

It was a good day for the Magnificent Seven—at least some of them. Tesla stock ended Monday's session up 8.5%, perhaps riding the coat tails of SpaceX, which was up 7.1%. The two Elon Musk companies are tightly linked, jointly developing a chip fabrication complex in Texas.

Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
24/7 Wall St.49d agobullish
Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

Vistra (VST) Buys Cogentrix For $4 Billion And Locks In Meta And AWS Deals
Simply Wall St.49d agobullish
Vistra (VST) Buys Cogentrix For $4 Billion And Locks In Meta And AWS Deals

Vistra (NYSE:VST) agreed to acquire Cogentrix for about US$4b, expanding its power generation footprint. The company signed two 20-year power purchase agreements with Meta and Amazon Web Services for long-term energy supply. These moves highlight Vistra's growing role as an energy partner to large technology and cloud computing clients. Vistra operates as an integrated power company, combining electricity generation with retail supply. The Cogentrix acquisition adds to Vistra's generation...

New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?
24/7 Wall St.49d agoneutral
New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

Alphabet (NASDAQ:GOOGL) is sitting on a Google Cloud backlog that nearly doubled quarter-on-quarter to $462 billion, and Sundar Pichai went on the most recent earnings call and said, in plain English, “We are compute constrained in the near term.” When the supplier is rationing for everyone, the interesting question is what the rationing tells you ... New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

CoreWeave Price Prediction: The Case for 70% Upside
24/7 Wall St.49d agoneutral
CoreWeave Price Prediction: The Case for 70% Upside

CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders’ favor. With the stock at $96.58 after a 18.12% drop over the past week, our 24/7 Wall St. price target for CoreWeave is $168.65, implying roughly 74.62% upside over the next 12 months. ... CoreWeave Price Prediction: The Case for 70% Upside

What Could Push META Stock Higher From Here?
Trefis49d agoneutral
What Could Push META Stock Higher From Here?

While the core ad business commands attention, a smaller segment is quietly compounding. The Family of Apps Other revenue line grew 74 percent last quarter. This growth is driven by WhatsApp's paid messaging and subscriptions, signaling that a new monetization engine is coming online.

The next investing opportunity may be outside Big Tech
Yahoo Finance Video49d agoneutralVIDEO
The next investing opportunity may be outside Big Tech

Monetary Matters Network Co-Founder Jack Farley and AI Invest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

Alphabet Joins the Dow Today. Surging AI Demand Is Pushing Shares Higher.
Barrons.com49d agobullish
Alphabet Joins the Dow Today. Surging AI Demand Is Pushing Shares Higher.

The Google-parent is replacing Verizon Communications in the 30-stock Dow index from Monday’s session, in a move announced last week. Because the Dow is a price-weighted index—meaning stock price rather than market capitalization determine the weighting of each company—few funds choose to replicate its composition. Alphabet’s move comes amid a broader rebound for the Magnificent Seven group of stocks on Monday.