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After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
24/7 Wall St.47d agoneutral
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?
24/7 Wall St.47d agoneutral
Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?

At $139.63, Intel (NASDAQ:INTC) is a hold. After a 278.4% year-to-date run into a fresh 52-week high, the setup demands a view rather than a reflex. Intel is the world’s largest x86 CPU designer and increasingly a contract chip manufacturer under CEO Lip-Bu Tan. The turnaround thesis rests on three legs: Intel Foundry scaling on ... Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?

Trump made $1B on crypto, his buyers got crushed
Yahoo Finance Video47d agobullishVIDEO
Trump made $1B on crypto, his buyers got crushed

Scott Melker discusses President Trump's latest financial disclosures, which show he earned nearly $1 billion from crypto-related ventures, while many investors in Trump-branded crypto tokens have suffered huge losses. He also discusses the launch of a new stablecoin that sent Circle Internet Group (CRCL) shares down 15%, as well as bitcoin's (BTC-USD) weakest first-half performance since 2022. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Klarna (KLAR) Wins Nearly $2 Billion As Google Loses Swedish Antitrust Case
Simply Wall St.47d agobullish
Klarna (KLAR) Wins Nearly $2 Billion As Google Loses Swedish Antitrust Case

Sweden's market court has ordered Google to pay nearly $2 billion in damages to Klarna Group's PriceRunner subsidiary. The court found that Google unlawfully favored its own shopping comparison service over rivals for several years. This ruling is described as one of the largest antitrust damages awards in Sweden and strengthens Klarna's position in comparison shopping. Klarna Group (NYSE:KLAR), which acquired PriceRunner in 2022, now has a substantial court-awarded claim tied directly to...

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google
24/7 Wall St.47d agobullish
Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

Shares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge
24/7 Wall St.48d agoneutral
Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge

The artificial intelligence race has become a contest of infrastructure as much as software. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) have each built cloud businesses that generate tens of billions of dollars in annual revenue by renting computing power to other companies. Meta Platforms (NASDAQ:META) has taken a different approach, spending heavily to build ... Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge

Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About
24/7 Wall St.48d agoneutral
Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About

Artificial intelligence has produced no shortage of headline-grabbing stories. Every week seems to bring another breakthrough model from OpenAI, Anthropic, or Google, while Nvidia (NASDAQ:NVDA) dominates discussions around the chips powering the AI revolution. Yet history shows that the companies creating the most value aren’t always the ones making the most noise. During the cloud ... Why Amazon May Be the Smartest Long-Term AI Investment Nobody Is Talking About