U.S. President Donald Trump said on Monday in a post on Truth Social that “Talks are continuing, at a rapid pace, with the Islamic Republic of Iran,” although media reports indicate that Iran has hit the brakes on negotiations.
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Wall Street has spent years pricing AI chip stocks on one core assumption: raw computing power wins. More transistors, more speed, more performance. That was the race, and investors bid up names including Nvidia (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), and Broadcom (AVGO) ...
Alphabet and Broadcom are two great ways to play the AI boom.
Amazon (AMZN) stock is up about 14.63% year to date, at the time of writing, Monday afternoon, June 1. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.01% in the same period. And while Amazon has just slightly outpaced the S&P 500, it has also outpaced all but two Magnificent 7 ...
An Alphabet Inc.-backed Waymo customer was reportedly asked by the Robotaxi operator to hail an Uber Technologies Inc. or a Lyft Inc. cab after the self-driving cab ended the ride early. Waymo Ends Ride Early Sam Schwartz, the customer cited...
Over the weekend, OpenAI CEO Sam Altman announced the launch of a dedicated OpenAI Robotics division, hinting at a new rival for Tesla’s own Optimus.
Apple’s WWDC 2026 ‘Key Catalyst’ For AAPL Stock, Will Decide AI Positioning: Morgan Stanley
2 days agoApple’s Worldwide Developers Conference (WWDC) will take place from June 8 to June 12.
Nvidia (NVDA) believes the next battle will take place somewhere altogether different. At GTC Taipei, the firm unveiledRTX Spark, a new Windows platform designed for artificial intelligence agents. Rather than just helping users work faster, Nvidia envisions computers that can also reason through ...
The company says it will use the money to finance data-center expansion and secure computing capacity.
We've seen this pattern before with Credo Technology stock.
Stock market today: Dow, S&P 500, Nasdaq futures slip as US-Iran tensions weigh on AI optimism
2 days agoUS stock futures slipped as investors weighed uncertainty over Iran talks alongside the latest developments in AI.
Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...
Apple Inc. (NASDAQ:AAPL) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 26, Melius increased its price target on Apple Inc. (NASDAQ:AAPL) from $355 to $385, noting that the company “may be on the brink of some real AI sizzle.” The update comes ahead of Apple Inc.’s (NASDAQ:AAPL) […]
Meta Platforms, Inc. (NASDAQ:META) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 21, Wolfe Research reiterated its Outperform rating on Meta Platforms, Inc. (NASDAQ:META) with a price target of $800, pointing to an attractive valuation despite worries about the company’s capital expenditure levels. Wolfe Research pointed out […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 21, Goldman Sachs reiterated its Buy rating on Alphabet Inc. (NASDAQ:GOOGL) with a price target of $450 on the stock. Analyst Eric Sheridan highlighted the company’s progress in AI progress over the past several years following […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Tigress Financial Partners increased its price target on NVIDIA Corporation (NASDAQ:NVDA) from $360 to $425 and kept a Strong Buy rating on the stock. The research firm pointed to the company’s full-stack technology leadership and […]
Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Morgan Stanley, in a note to clients, discussed whether Wall Street is fully valuing the scale of future AI revenues at Microsoft Corporation (NASDAQ:MSFT) and whether investors are underestimating how much monetization the company’s fast-growing […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, UBS reiterated its Buy rating on Amazon.com, Inc. (NASDAQ:AMZN) with a price target of $333. The research firm updated its methodology for estimating AWS segment revenue after previously overestimating its Q1 2026 forecast. UBS now […]
Top market stories to watch Tuesday, June 2
2 days agoAsking for a Trend Host Josh Lipton shares the top stories to keep an eye out for on Tuesday, June 2, including key earnings reports and the latest from Computex in Taiwan.
"The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply," Alphabet said in its statement.
UiPath’s stronger quarter gives investors a clearer test of whether demand for AI-powered automation is turning into more durable growth and profitability.
Why Microsoft Stock Surged Today
2 days agoIs Microsoft stock's comeback just getting started?
HBO’s ‘House of the Dragon,’ Hulu’s ‘The Bear’ and Apple’s ‘Cape Fear’ will try to compete with the World Cup
Nvidia is about to greatly expand its revenue opportunity.
Dow Jones Futures: Broadcom, Micron, Nvidia and Sandisk were big winners Monday. Credo plunged on earnings late.