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It’s not FAANG anymore. It’s MANGOS.
TechCrunch113d agoneutral
It’s not FAANG anymore. It’s MANGOS.

With SpaceX, Anthropic, and OpenAI all eyeing massive public debuts, the tech industry may soon have a new class of corporate overlords — and a new acronym to match. Say goodbye to FAANG and hello to MANGOS.

Microsoft Stock And The Peril Of Peak Profitability
Trefis113d agoneutral
Microsoft Stock And The Peril Of Peak Profitability

In the race for AI dominance, it’s easy to get lost in the headline numbers: billions in new revenue, exponential growth in users, and a vision for the future that has captivated the market. For Microsoft (MSFT), the story seems compelling. But if you hold the stock, which has underperformed the market with a decline of 11.3% over the past year, your attention should be on a single, less-celebrated figure: the company’s profit margin.

Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
24/7 Wall St.113d agobearish
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

How Much Upside Can ORCL Stock Deliver?
Trefis113d agoneutral
How Much Upside Can ORCL Stock Deliver?

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Will Oracle's AI Gamble Pay Off This Quarter?
Trefis113d agoneutral
Will Oracle's AI Gamble Pay Off This Quarter?

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

Is Microsoft (MSFT) One of the Best AI Stocks to Buy in June?
Insider Monkey113d agobullish
Is Microsoft (MSFT) One of the Best AI Stocks to Buy in June?

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy in June. On June 7, Investing.com reported that UBS maintained Buy ratings on three major cloud providers, including Microsoft, driven by their revenue growth. The analyst noted that the combined cloud revenues of Microsoft, Amazon, and Oracle totaled $84.8 billion in the […]

Amazon.com Inc. (AMZN) Buy Rating Reiterated by BofA Securities
Insider Monkey113d agobullish
Amazon.com Inc. (AMZN) Buy Rating Reiterated by BofA Securities

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best AI Stocks to Buy in June. On June 6, Investing.com reported that BofA Securities reiterated its $310 price target and Buy rating on Amazon, driven by developments in the company’s Leo satellite internet project. The analyst noted that Amazon is approaching an operational tipping point in […]

3 of Wall Street’s Favorite Stocks on Our Watchlist
StockStory113d agoneutral
3 of Wall Street’s Favorite Stocks on Our Watchlist

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?
24/7 Wall St.113d agoneutral
Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?

While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades publicly. There are no analyst price targets, no consensus multiples, and no shares to buy in a brokerage account. What exists are prediction-market ... Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?

When Stock Markets Become a Single Bet
The Wall Street Journal113d agoneutral
When Stock Markets Become a Single Bet

​📈 Follow our live markets data and coverage. Warren Buffett once quipped that you should “put all your eggs in one basket and watch that basket.” The line probably originated with steel magnate Andrew Carnegie, once the richest man in America.

Musk's Starlink leads Bezos' Amazon as airlines rush to boost in-flight Wi-Fi
Reuters113d agoneutral
Musk's Starlink leads Bezos' Amazon as airlines rush to boost in-flight Wi-Fi

Global airlines' push to attract premium customers is making fast in-flight Wi-Fi an increasingly important perk, turning a once-patchy paid service into an emerging battleground between Elon Musk's Starlink and Jeff Bezos' Amazon Leo satellite network. Starlink, which operates around two-thirds of all satellites in space and is the ‌major driver of revenue for SpaceX, has signed up 11 new airline customers globally so far in 2026, after 22 in 2025 and eight in 2024, compared with three ‌in 2022, according to Valour Consultancy, an aviation intelligence firm. Amazon, which is still building out its Leo satellite constellation, faces a potential setback after a Blue Origin rocket failure last month.