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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...
Despite explosive revenue growth and a $99.4 billion backlog, CoreWeave's rising losses and heavy spending continue to divide Wall Street.
The SpaceX record-setting IPO is in the books. SpaceX is the latest, and largest, in a long line of hot technology IPOs. Elon Musk’s rocket company has leveraged lower costs to reach orbit by pioneering reusable rockets into a profitable space-based broadband network.
Corning’s latest Amazon agreement strengthens the case that fiber optics demand is becoming a major AI infrastructure growth driver.
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
On Thursday, Sen. Elizabeth Warren (D-Mass.) criticized Meta Platforms, Inc. CEO Mark Zuckerberg after his reported $300 million superyacht appeared in Seattle around the same time the company disclosed plans to cut nearly 1,400 jobs in Washington state. Warren Targets...
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 ...
I started with one television station in Scranton over 30 years ago, now I employ nearly thousands of journalists coast to coast.
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...
Meta starts dismantling its $2 billion Manus acquisition after Beijing ordered the deal reversed.
Meta Platforms, Inc. (NASDAQ:META) carries a profit margin of 39.36% and net income of $60.46 billion (FY25), securing its place on our list of the most profitable blue chip stocks to buy according to hedge funds, with analysts seeing 41.10% upside for the stock. That profitability is supported by a business that continues to grow […]
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 […]
The most anticipated debut in years is now trading. The harder question is whether the entry point makes sense after a big first-day pop.
Regulatory and spending challenges shouldn't scare away investors.
Amazon's Graviton5 processor can advance its custom silicon strategy designed to deliver better performance and lower costs for AWS workloads and AI infrastructure.
FTSE Russell confirmed SpaceX will join the Russell 1000 and Russell Top 200 on June 26, with MSCI adding it to its standard and large-cap indexes on June 29.
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
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 […]
As AI token costs surge, Wells Fargo warns that hyperscalers like Meta and Microsoft could face growing pressure on the very technology driving their explosive growth.
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 […]
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...
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.
Mark Zuckerberg admits Meta has 'made mistakes' during its AI-driven workforce overhaul that is expected to ultimately affect about 20% of employees.
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.