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TSMC executive drops blunt message on AI chip’s next frontier

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) ...

TheStreet
Bank of America reiterates Amazon stock forecast at tipping point

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 ...

TheStreet
Nvidia sends PC makers a message they can't ignore

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 ...

TheStreet
Morgan Stanley resets Microsoft stock price target

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 ...

TheStreet
Melius Raises Apple (AAPL) Price Target Ahead of WWDC

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) […]

Insider Monkey
META Valuation Remains Attractive, Says Wolfe

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 […]

Insider Monkey
Is Alphabet (GOOGL) One of the Most Owned Stocks by Hedge Funds in Q1 2026?

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 […]

Insider Monkey
Tigress Financial Lifts NVIDIA (NVDA) Price Target, Keeps Strong Buy Rating

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 […]

Insider Monkey
Morgan Stanley Discusses Microsoft (MSFT) AI Revenue Outlook

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 […]

Insider Monkey
Amazon (AMZN) Ranks Among Stocks Most Bought by Hedge Funds in Q1 2026

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 […]

Insider Monkey
Top market stories to watch Tuesday, June 2

Asking 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.

Yahoo Finance Video
Alphabet plans to raise $80B to pay for AI buildout

"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.

TechCrunch