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Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price
24/7 Wall St.40d agoneutral
Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold
24/7 Wall St.40d agoneutral
Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold

The three most valuable companies in the world, NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Google parent Alphabet (NASDAQ:GOOG), collectively command a combined market cap north of $13 trillion and sit at the center of the AI capex boom. Each enters the second half of 2026 with a very different risk/reward setup. Here is a Buy, Sell, ... Three Most Valuable Companies at $13 Trillion: Buy, Sell, or Hold

Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)
24/7 Wall St.40d agobullish
Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)

Alphabet (NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) both reported earnings on April 29, 2026, and the results now read very differently after this week’s news that Microsoft is replacing OpenAI and Anthropic models with its own MAI system inside Excel and Outlook. One company is defending margins. The other is compounding them. Full Stack Google vs. a ... Google vs. Microsoft: The AI Economics War Has a Clear Winner (and a Clear Buy)

The Reason Behind Blue Origin’s Eye-Popping Valuation
Barrons.com40d agoneutral
The Reason Behind Blue Origin’s Eye-Popping Valuation

Space is the hot new sector on Wall Street, and market optimism has sent Jeff Bezos’ Blue Origin valuation to the moon. Wednesday, CNBC reported that Blue Origin raised $10 billion, valuing the rocket company at $130 billion. Blue Origin didn’t immediately return a request for comment.

TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back
24/7 Wall St.40d agobullish
TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back

Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back

Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors
24/7 Wall St.40d agoneutral
Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027. Tan did not push ... Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

The Contractual Backlog The Oracle Stock Bears Keep Missing
Trefis40d agobearish
The Contractual Backlog The Oracle Stock Bears Keep Missing

Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.

The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code
24/7 Wall St.40d agoneutral
The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code

On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code

GitLab (GTLB) Makes a Big Push Into Enterprise AI Workflows
Insider Monkey40d agoneutral
GitLab (GTLB) Makes a Big Push Into Enterprise AI Workflows

GitLab Inc. (NASDAQ:GTLB) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On June 10, 2026, GitLab Inc. (NASDAQ:GTLB) announced new enterprise-scale capabilities designed to optimize agent-driven software delivery. The updates aim at solving operational bottlenecks and compliance risks in addition to unpredictable costs associated with automated workflows. Key […]

Bloomberg40d agoneutral
Douglas Elliman Bets on AI to Reinvent Brokerage Business

(Bloomberg) -- Luxury real estate brokerage Douglas Elliman Inc. is betting artificial intelligence can expand its business beyond buying and selling homes. Most Read from BloombergTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Greece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaUS Strikes Iran and Blocks Oil Sales in New Test of TruceChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthOn Wednesda

The Cloud Backlog That Changed Everything For Google Stock
Trefis40d agoneutral
The Cloud Backlog That Changed Everything For Google Stock

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.

Cognizant Technology Solutions (CTSH) Following Google Cloud AI Deal Has Valuation Back In Focus
Simply Wall St.40d agoneutral
Cognizant Technology Solutions (CTSH) Following Google Cloud AI Deal Has Valuation Back In Focus

Cognizant Technology Solutions (CTSH) is back in focus after announcing a broader partnership with Google Cloud around Gemini Enterprise. The expanded collaboration includes new client offerings and deeper internal use of Google’s AI tools across its global workforce. See our latest analysis for Cognizant Technology Solutions. The partnership news follows a difficult stretch for Cognizant Technology Solutions shareholders, with the share price down 45.94% year to date and the 1-year total...

Apple Loses EU Appeal Over App Store and iOS Gatekeeper Status (AAPL)
InvestorsHub40d agoneutral
Apple Loses EU Appeal Over App Store and iOS Gatekeeper Status (AAPL)

Apple (NASDAQ:AAPL) has failed in its attempt to overturn European Union rules that classify the App Store and the iOS operating system as “gatekeeper” services under the bloc’s Digital Markets Act (DMA). EU Court Backs Digital Markets Act DecisionThe EU’s General Court in Luxembourg upheld the European Commission’s decision to designate both the App Store and iOS as core platform services subject to the DMA.

Berkshire Hathaway (BRK.A) Could Be 20% Below Fair Value As Abel Backs Alphabet
Simply Wall St.40d agoneutral
Berkshire Hathaway (BRK.A) Could Be 20% Below Fair Value As Abel Backs Alphabet

The shift in leadership at Berkshire Hathaway (BRK.A) to Greg Abel, paired with a new US$10b private placement in Alphabet, has put fresh attention on how Berkshire’s stock reflects this change. See our latest analysis for Berkshire Hathaway. Against this backdrop, Berkshire Hathaway’s 30 day share price return of 3.06% and 90 day share price return of 4.93% sit alongside a 1 year total shareholder return of 5.69% and 5 year total shareholder return of 80.08%. This suggests longer term...