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NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances
Insider Monkey52d agoneutral
NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks for beginners to buy now. On June 23, NVIDIA and AWS partnered to simplify production-scale AI by enhancing compute and retrieval layers. The new Amazon EC2 G7 instances, powered by NVIDIA Blackwell GPUs, deliver significantly faster AI inference and graphics performance, allowing enterprises to right-size infrastructure […]

Alphabet Joined the Dow—and It Didn’t Help. What to Do With the Stock Now.
Barrons.com52d agoneutral
Alphabet Joined the Dow—and It Didn’t Help. What to Do With the Stock Now.

Alphabet has gone from AI loser to winner and back again, and its addition to the this past week has only seemed to make things worse. After hitting record highs of more than $400 in the first half of May, Alphabet has dropped around 15%. High-profile departures of artificial-intelligence researchers and an $85 billion equity raise have tested investors’ nerves, culminating in a $225 billion fall in market capitalization on a single day on Monday, the company’s worst-ever one-day loss in value.

A new AI bottleneck is starting to worry investors
TheStreet53d agoneutral
A new AI bottleneck is starting to worry investors

On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled "A frontier without an ecosystem is not stable." It got 28 million views. The essay drew a direct line between AI concentration and globalization and argued that the AI industry is heading toward the same kind of ...

Amazon dropped a finished Altman movie amid a $50B OpenAI deal
TheStreet53d agobearish
Amazon dropped a finished Altman movie amid a $50B OpenAI deal

Every company likes to believe it can sit through a hard story about itself. The real test arrives when the hard story is about someone the company just handed an enormous check. For about three years, Hollywood and Silicon Valley have circled each other with mutual suspicion. The studios wanted ...

5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It
24/7 Wall St.53d agobearish
5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL) shares fell 5.09% over the past week to $345.29, and dropped another 1.14% Thursday morning to $341.34. The catalyst is talent, the subtext is product, and the spread between the two is where investors are getting nervous. What ... 5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Mag 7 Stocks Shed Nearly $3 Trillion This Month
Barrons.com53d agoneutral
Mag 7 Stocks Shed Nearly $3 Trillion This Month

A massive rotation at the expense of big AI spenders has the Magnificent Seven on pace to shed $3 trillion this month. Collectively, Tesla, Apple, Microsoft, Meta Platforms, Nvidia, Amazon.com, and Alphabet have lost $2.99 trillion in market cap so far in June, according to Dow Jones Market Data. The Roundhill Magnificent Seven ETF is on pace for its worst month on record.

Qualcomm raises data center outlook on AI demand
Yahoo Finance Video53d agoneutralVIDEO
Qualcomm raises data center outlook on AI demand

Moor Insights & Strategy Founder, CEO & Chief Analyst Patrick Moorhead joins Julie Hyman on Market Catalysts to discuss Qualcomm's (QCOM) increased outlook for data center revenue and what it signals about the company's growing role in the AI infrastructure boom.

3 High-Growth Stocks to Buy and Hold for the Long Term in June
24/7 Wall St.53d agobullish
3 High-Growth Stocks to Buy and Hold for the Long Term in June

Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most important AI platforms despite fundamentals that keep getting stronger. Three names stand out as platform-scale businesses already monetizing AI at scale, with runways ... 3 High-Growth Stocks to Buy and Hold for the Long Term in June

SpaceX's Unseen Bets: Beyond Starlink and Launch
Trefis53d agoneutral
SpaceX's Unseen Bets: Beyond Starlink and Launch

When analysts model SpaceX (SPCX), they model launch cadence, Starship reuse economics, and Starlink subscriber growth. These are the seen bets: quantifiable, comparable, and already impressive on their own. But SpaceX's roughly $2 trillion valuation cannot be explained by those numbers alone. The gap lies in the unseen bets: businesses that do not yet exist, with no revenue models and no comparable companies.