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Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030
24/7 Wall St.90d agoneutral
Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU) could be worth roughly four times its current price. However, if ... Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

Review & Preview: 52,000
Barrons.com90d agoneutral
Review & Preview: 52,000

After months of waiting, the Supreme Court finally issued a ruling on Monday that rejected Trump’s bid to fire a sitting member of the Federal Reserve. The decision, which was widely expected, didn’t move markets much. The Nasdaq Composite Index closed up 2.1%.

Bloomberg90d agoneutral
House Passes Online Safety Bill as Senate Eyes Stricter Push

(Bloomberg) -- The House on Monday passed legislation to require new online safety protections for children, a sign of growing momentum in Washington to address a widespread concern among US parents even as the measure sets up a clash with senators seeking stronger safeguards.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Le

Dow Hits Record as Tech Starts Week Strong
The Wall Street Journal90d agoneutral
Dow Hits Record as Tech Starts Week Strong

The Dow Jones Industrial Average topped 52000 for the first time on Monday, highlighting investors’ increasing demand for stocks at the heart of the American economy. One major contributor was Alphabet which rose 4.8% to lead gains on the Google-parent’s first day as one of the blue-chip index’s 30 components.

Uber, Waymo end robotaxi partnership in Phoenix
Reuters90d agobullish
Uber, Waymo end robotaxi partnership in Phoenix

Uber and Alphabet's Waymo have ended their self-driving ‌partnership in Phoenix, Arizona, as the ride-hailing ‌giant prepares to launch a new autonomous vehicle collaboration ​in the city. Under the partnership struck in 2023, Uber had integrated Waymo's autonomous vehicles into its ride-hailing and food delivery platforms. A Waymo spokesperson ‌said that ⁠vehicles used for the pilot program have already been integrated back into its ⁠own Phoenix fleet, where they remain available through its app.

Dow Addition And $85 Billion AI Bet Could Be A Game Changer For Alphabet (GOOGL)
Simply Wall St.90d agoneutral
Dow Addition And $85 Billion AI Bet Could Be A Game Changer For Alphabet (GOOGL)

Alphabet recently joined the Dow Jones Industrial Average, replacing Verizon and expanding the index’s exposure to digital advertising, cloud computing, and artificial intelligence through its diversified businesses. This elevation into the blue-chip benchmark has sharpened attention on Alphabet’s heavy AI and cloud investments, including its very large recent US$85.00 billion capital raise to fund data center and compute capacity. We’ll now examine how Alphabet’s entry into the Dow,...

Here Are Tuesday’s Best Wall Street Analyst Research Calls:
24/7 Wall St.90d agoneutral
Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Pre-Market Stock Futures: Futures are trading flat after a big start to the holiday-shortened trading week, which saw every index trade higher. The small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq ... Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Alphabet shares 'a good value play', analyst says
Reuters Videos90d agoneutralVIDEO
Alphabet shares 'a good value play', analyst says

<body><p>STORY: "A lot of people are kind of worried about their spending habits" regarding AI, Lang said, "but I think today is a good day. On June 29th, I think the stock is turning around here."</p><p>Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members.</p><p>"And look, I mean, they came in with really strong earnings the last couple of quarters in April and in January," Lang noted. "And I don't think that that's going to reverse to the downside. And I think people are picking up Alphabet, Google here as a bargain right now coming into the next quarter, which they will report towards the end of July."</p></body>

Is Tripadvisor, Inc. (TRIP) A Good Stock To Buy Now?
Insider Monkey90d agobullish
Is Tripadvisor, Inc. (TRIP) A Good Stock To Buy Now?

Is TRIP a good stock to buy? We came across a bullish thesis on Tripadvisor, Inc. on PPinvest’s Substack. In this article, we will summarize the bulls’ thesis on TRIP. Tripadvisor, Inc.’s share was trading at $12.39 as of June 23rd. TRIP’s trailing and forward P/E were 112.64 and 9.53 respectively according to Yahoo Finance. Tripadvisor, Inc., […]

Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?
24/7 Wall St.90d agoneutral
Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Intel (NASDAQ:INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in ... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?