AI News

Showing 25 of 919 articles.

Filter Articles

The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties. Your brother-in-law at Goldman is up 10.07% in the S&P 500. Your friend who only buys the Nasdaq 100 ... The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

24/7 Wall St.
NVIDIA Infineon Power Partnership Puts Data Center Story In New Focus

Nvidia and Infineon are partnering to introduce an 800V DC power architecture into Nvidia's MGX AI Factory ecosystem. The collaboration targets next generation AI data centers, aiming to improve energy efficiency and system density by simplifying power conversion. This extension of the MGX ecosystem focuses on power delivery, not just compute hardware, and is positioned for large scale AI workloads. Nvidia, listed on NasdaqGS:NVDA, is widely associated with AI compute. This move shows the...

Simply Wall St.
Quantum Computing Just Hit Commercial Viability and These 3 ETFs Sit on Top of the Compute Transition

The quantum computing trade has shifted from a speculative bet to an identifiable, investable theme, and the three exchange-traded funds that best capture it each take a different angle on the same transition. Defiance Quantum ETF (NYSEARCA:QTUM) holds a pure-play roster of qubit makers and quantum-adjacent semiconductor companies. ARK Autonomous Technology & Robotics ETF (NYSEARCA:ARKQ) ... Quantum Computing Just Hit Commercial Viability and These 3 ETFs Sit on Top of the Compute Transition

24/7 Wall St.

Investing.com -- Bank of America reiterated its Buy rating on Meta Platforms and maintained an $835 price target, arguing that emerging signs of AI monetization and enterprise adoption could help improve investor sentiment after months of concern over the company’s rising spending commitments.

Investing.com
Can Meta Stock Reach $1,500 by 2030?

Meta Platforms (NASDAQ:META) just reported one of the strangest quarters in mega-cap tech. Revenue grew 33.08% to $56.31 billion, advertising surged 33% year-over-year, and CEO Mark Zuckerberg told investors “We’re on track to deliver personal superintelligence to billions of people.” Yet shares are down 7.47% year-to-date and sit at $610.26. The question I want to ... Can Meta Stock Reach $1,500 by 2030?

24/7 Wall St.
How The Apple (AAPL) Narrative Is Shifting With AI Ambitions And Leadership Transition

Apple’s modeled fair value has been updated from US$297.88 to US$310.51, a modest shift that signals a recalibration of expectations rather than a wholesale rewrite of the story. The move aligns with recent analyst commentary that considers Apple’s AI roadmap, product refresh cycle, leadership changes, and debates around iPhone demand, China exposure, and cost pressures. As you read on, you will see how these moving pieces shape the evolving narrative and what to watch to stay informed ahead...

Simply Wall St.
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

Bloomberg
S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial equivalent of finding out the well in the backyard has gone dry while the water bill keeps climbing. I’ve been writing ... S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

24/7 Wall St.
Bank of America Reiterates Buy Rating on Amazon.com (AMZN) Stock

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Wide Moat Stocks to Buy According to Wall Street Analysts. On May 21, Bank of America analyst Justin Post reiterated a “Buy” rating on the company’s stock with a price objective of $310. As per the analyst, the company’s cloud business continues to demonstrate healthier momentum, thanks […]

Insider Monkey