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Few stocks have captured AI infrastructure enthusiasm like AMD (NASDAQ:AMD), which has rallied 118.3% year to date and 322.28% over the past year. With Lisa Su’s data center franchise compounding at scale, the question is no longer whether AMD belongs in the AI conversation, but how much further the stock can run from here. Our ... Prediction: AMD’s Rapid Data Center Expansion Fuels Bullish Target

24/7 Wall St.
Is Big Tech Creating a National Security Crisis? Pentagon Says U.S. Troops Were Targeted Using Ad Data

Advertising has quietly become the economic engine powering much of the modern internet. For years, investors viewed digital ads as a simple growth story — more users, more engagement, more revenue. But what happens when the same data used to sell sneakers and streaming subscriptions can also be used to track American troops? That question ... Is Big Tech Creating a National Security Crisis? Pentagon Says U.S. Troops Were Targeted Using Ad Data

24/7 Wall St.
The difference between on-prem AI vs. data centers

While Dell Technologies (DELL) stock surges by 30% in Friday trading after reporting first quarter earnings boosted by AI server sales, what exactly does it mean for a company to run "on-prem" AI — or on-premises — as opposed to running it through a traditional AI data center? TECHnalysis Research, LLC president Bob O'Donnell helps answer this question.

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Will Meta Stock Hit $800 This Year?

The $800 question for Meta Platforms (NASDAQ:META) comes down to whether the AI capex narrative can re-rate the multiple before late-2026 expense growth bites. Our model says yes, and then some. Meta currently trades at $635.26. Our 24/7 Wall St. price target for Meta is $861.97, implying 35.69% upside over the next 12 months. Our ... Will Meta Stock Hit $800 This Year?

24/7 Wall St.
Hershey Bull Sees World Cup, America 250 Lifting Sales

(Bloomberg) -- Summer events including the FIFA World Cup and America’s 250th anniversary could spur sales of sweet treats, making now a key time to snap up beaten-down shares of Hershey Co., according to the candy and snack maker’s newest Wall Street bull.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at L

Bloomberg
Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]

Insider Monkey
Steve Liesman: Fed Pivots to Inflation Fight Under Incoming Chair Warsh

Jerome Powell passed the Federal Reserve gavel to Kevin Warsh while the committee appears to be drifting opposite to where the incoming chair has historically wanted to go. That is what CNBC’s Steve Liesman walked through, citing remarks from two Fed presidents speaking overseas and a voting governor speaking the day before. Austan Goolsbee was ... Steve Liesman: Fed Pivots to Inflation Fight Under Incoming Chair Warsh

24/7 Wall St.
Adobe’s Own AI Tool Is Destroying Its Own Stock Photo Business. Management Just Admitted It

At $241, Adobe (NASDAQ:ADBE) screens as deeply discounted. Management just confessed to the exact problem the market has been pricing in for months, and the stock now trades like the confession is terminal rather than transitional. Adobe owns Photoshop, Illustrator, Premiere, Acrobat, and Adobe Stock, a business being eaten alive by Firefly, Adobe’s generative AI ... Adobe’s Own AI Tool Is Destroying Its Own Stock Photo Business. Management Just Admitted It

24/7 Wall St.
Every AI Chip on Earth Needs This Company’s Technology. It Has an 80% Gross Margin. And You’ve Probably Never Heard of It

Rambus (NASDAQ:RMBS) has become one of the more interesting names in the AI infrastructure supply chain, and it remains under the radar for most investors. This is the memory bandwidth IP company sitting underneath the entire AI buildout, yet awareness outside semiconductor circles is limited. That gap between fundamentals and recognition is what makes the ... Every AI Chip on Earth Needs This Company’s Technology. It Has an 80% Gross Margin. And You’ve Probably Never Heard of It

24/7 Wall St.
Latest News In AI Chips - AI Transforms Industrial Maintenance with Digital Workforce Expansion

In recent developments within the AI Chips arena, Ultimo has introduced an expanded suite of digital workers aimed at transforming industrial maintenance operations. These AI-driven assistants are designed to integrate intelligence directly into the workflows of maintenance teams, covering functions such as planning, technician support, and health, safety & environment (HSE) management. Accessible through platforms like Microsoft Teams, these digital workers address crucial challenges such as...

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