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UBS Maintains Buy Rating on Broadcom (AVGO) Stock
Insider Monkey54d agobullish
UBS Maintains Buy Rating on Broadcom (AVGO) Stock

Broadcom Inc. (NASDAQ:AVGO) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 11, Timothy Arcuri of UBS was bullish on the company’s stock and maintained a “Buy” rating with a price objective of $485. That being said, the firm’s analyst opines that supply constraints might result in […]

Should Berkshire’s US$10 Billion Alphabet Bet and Tech Tilt Require Action From Berkshire Hathaway (BRK.A) Investors?
Simply Wall St.55d agoneutral
Should Berkshire’s US$10 Billion Alphabet Bet and Tech Tilt Require Action From Berkshire Hathaway (BRK.A) Investors?

Earlier this year, Berkshire Hathaway under new CEO Greg Abel agreed to invest US$10.00 billion in Alphabet through a private share placement, while also reshaping its equity holdings toward a more concentrated portfolio that leans into select technology names. This marks a clear shift from Warren Buffett’s long-standing approach, signaling how Berkshire’s capital allocation philosophy is evolving in the post-Buffett era. We’ll now examine how Berkshire’s large private placement in Alphabet...

Bitdeer Technologies (BTDR): Top Crypto and AI Play in Situational Awareness Portfolio
Insider Monkey55d agoneutral
Bitdeer Technologies (BTDR): Top Crypto and AI Play in Situational Awareness Portfolio

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Bitdeer Technologies Group (NASDAQ:BTDR) ranks #7 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $29,751,243 Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin miner founded in 2021 that is now pivoting toward AI cloud services. What makes it […]

Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026
Exec Edge55d agoneutral
Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Kristen Fehrenbach, Vice President of Global Microsoft Alliance at Pax8, and Michelle Curtis, Chief Revenue Officer at New Charter Technologies . The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed how MSPs can […] The post Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from

SpaceX’s Stock Slide Costs Elon Musk His Trillionaire Title
Barrons.com55d agoneutral
SpaceX’s Stock Slide Costs Elon Musk His Trillionaire Title

The stock market selloff this week has been painful for investors, but spare a thought for Elon Musk. The SpaceX and Tesla CEO has lost his trillionaire status following a sharp drop in the share price of both companies. Musk is the largest shareholder in both SpaceX and Tesla and those holdings account for the majority of his net worth.

Investing.com55d agoneutral
Google brain drain deepens as Gemini heavyweights defect to Anthropic

Investing.com -- Google’s AI talent hemorrhage is worsening. Two senior artificial intelligence researchers from Alphabet Inc. (NASDAQ:GOOGL) are leaving the tech giant to join rival startup Anthropic PBC, according to a report Wednesday from Bloomberg News, citing people familiar with the matter. Jonas Adler and Alexander Pritzel—both viewed internally as critical architects behind Google’s flagship Gemini AI model—are jumping ship to the maker of Claude, the sources said, speaking on the condi

Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’
24/7 Wall St.55d agoneutral
Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10 to 15 years? I think yes,” the Coatue Management founder said, walking through the arithmetic. Global market cap sits near $120 to $140 ... Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years
24/7 Wall St.55d agoneutral
AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alternatives
24/7 Wall St.55d agoneutral
Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alternatives

Baird Investment Strategist Ross Mayfield recently appeared on CNBC to push back against the prevailing narrative that the memory cycle has been permanently rewired by AI demand, framing the bull case for Micron Technology (NASDAQ:MU) as a position-management problem rather than a definite outcome. His warning comes on a charged day, with Micron reporting fiscal Q3 2026 earnings tonight, June ... Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alter