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Why I Can’t Stop Buying Amazon Stock
24/7 Wall St.75d agobullish
Why I Can’t Stop Buying Amazon Stock

Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.

Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise
24/7 Wall St.75d agoneutral
Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise

Microsoft has fallen 20% this year while its AI business accelerates at a triple-digit clip and its commercial backlog swells past half a trillion dollars, which raises an uncomfortable question about whether the market is punishing the wrong variable.

Bloomberg75d agoneutral
Intel Invests €5 Billion in Irish Hub to Keep Up in AI Chip Race

(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor

Bloomberg75d agoneutral
Apple’s $600 Billion Rally Fueled by Traders Fleeing AI Selloff

(Bloomberg) -- Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hormuz

Meta’s Potential AI Cloud Push Could Boost Earnings, Wolfe Research Says
Insider Monkey75d agoneutral
Meta’s Potential AI Cloud Push Could Boost Earnings, Wolfe Research Says

Meta Platforms Inc (NASDAQ:META) is one of billionaire David Abrams’ top stock picks with upside potential. Analysts project more than 40% upside for Meta stock from the current level. This social media stock is popular with elite investors, as some 262 hedge funds own Meta shares. On July 2, Wolfe Research reaffirmed its Outperform rating […]