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Trump Hosts Brutal UFC Fights at White House for 80th Birthday
Bloomberg64d agoneutral
Trump Hosts Brutal UFC Fights at White House for 80th Birthday

(Bloomberg) -- Donald Trump will head to France for what will likely be contentious discussions with world leaders this week, but first he celebrated his 80th birthday by watching a sport that’s more brutal and bloody than politics. Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOUS and Iran Agree to Deal Halting War That Shook Middle EastTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewin

How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story
Simply Wall St.64d agoneutral
How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story

Earlier this month, Constellation Energy Corporation completed a US$3.09 billion follow-on equity offering of 11,000,000 common shares at about US$281 each, following an earlier filing to issue 9,000,000 shares. This capital raise comes alongside stronger-than-expected quarterly earnings, new clean energy projects coming online, and growing long-term power contracts with major AI and data center customers like Microsoft and Meta. We’ll now examine how this large equity raise, paired with...

3 Uranium Stocks Worth Buying as Nuclear Heats up in June
24/7 Wall St.64d agobullish
3 Uranium Stocks Worth Buying as Nuclear Heats up in June

Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed agreements for up to 6.6 GWe of nuclear, and the U.S. Department of Energy is offering up to $26.5 billion in loan guarantees ... 3 Uranium Stocks Worth Buying as Nuclear Heats up in June

Goldman Sachs resets Apple stock forecast after WWDC
TheStreet65d agoneutral
Goldman Sachs resets Apple stock forecast after WWDC

Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...

AMD Meta AI Chip Pact Puts Data Center Growth And Valuation In Focus
Simply Wall St.65d agoneutral
AMD Meta AI Chip Pact Puts Data Center Growth And Valuation In Focus

AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. The agreement includes up to 160 million share warrants for Meta, linked to shipment milestones that could result in roughly 10% dilution for existing shareholders. AMD plans to ramp shipments of its MI450 AI accelerators in 2026, with deployments expected at Meta and OpenAI. For investors following AMD’s data center story, this deal puts AI accelerators...

Is Advanced Micro Devices, Inc. (AMD) A Good Stock To Buy Now?
Insider Monkey65d agobullish
Is Advanced Micro Devices, Inc. (AMD) A Good Stock To Buy Now?

Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on Beyond the Noise’s Substack by Cristobal Botanch. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.’s share was trading at $490.33 as of June 8th. AMD’s trailing and forward P/E were 155.46 […]

3 Semiconductor Stocks to Buy While They Are Down in June
24/7 Wall St.65d agobullish
3 Semiconductor Stocks to Buy While They Are Down in June

Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower. The PHLX chip ... 3 Semiconductor Stocks to Buy While They Are Down in June

Harvard University Likes Meta (META) Stock Despite AI CapEx Fears
Insider Monkey65d agoneutral
Harvard University Likes Meta (META) Stock Despite AI CapEx Fears

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Meta Platforms (NASDAQ:META) ranks #8 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $111,310,180 Meta Platforms (NASDAQ:META) is down about 12% so far this year, with CapEx-related fears being the primary drag on the stock despite Mark Zuckerberg’s assurances that these […]

Is Vistra (VST) Still The Best Data Center Energy Stock?
Insider Monkey66d agoneutral
Is Vistra (VST) Still The Best Data Center Energy Stock?

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vistra (NYSE:VST) ranks #5 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 106 Top Pick Of: Stephen Mandel — Lone Pine Capital Vistra (NYSE:VST) is another AI stock billionaires can not get enough of. As demand for AI data […]

Meta Manus AI Unwind Puts Meta’s Global AI Deal Strategy At Risk
Simply Wall St.66d agoneutral
Meta Manus AI Unwind Puts Meta’s Global AI Deal Strategy At Risk

Chinese regulators ordered Meta Platforms (NasdaqGS:META) to unwind its planned US$2b acquisition of Manus AI, forcing a full separation of the businesses. The unwinding is reported as complete, with Meta blocked from ongoing access to Manus AI technology, talent, and data. The intervention marks an escalation in cross border tech oversight that directly affects Meta’s global AI acquisition and integration plans. Meta Platforms, the company behind Facebook, Instagram, WhatsApp, and Reality...

Mag 7? MANGOS? SpaceX forces name rethink on Wall Street's tech-stock moniker
Reuters66d agoneutral
Mag 7? MANGOS? SpaceX forces name rethink on Wall Street's tech-stock moniker

SpaceX roared into markets this past week with a valuation of more than $2 trillion, surpassing two members of Wall Street's "Magnificent Seven" and raising a key question: Does the Mag 7 name still fit? ‌And if not, what should replace it? The IPO, the biggest in U.S. history, vaulted SpaceX's value above two Mag 7 members: ‌CEO Elon Musk's other company, Tesla, and Meta Platforms. With SpaceX's arrival, "it becomes very hard to keep using Mag 7 as the clean shorthand for market leadership because one of the most important companies in the world would immediately be outside the label," said Shay Boloor, chief market strategist at Futurum Equities.

Does Google Stock Have More Upside?
Trefis66d agoneutral
Does Google Stock Have More Upside?

Alphabet (GOOGL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong profitability, good cash flow, a low-debt to market cap structure, and good tailwinds. But is that enough.