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We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Vistra Corp (NYSE:VST) ranks #3 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 102 Surging electricity demand amid the AI data center boom drives the bull case for Vistra […]
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Meta Platforms, Inc. (NASDAQ:META) ranks 7th on this list. Meta Platforms, Inc. (NASDAQ:META) has had a topsy-turvy relationship with Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2019. This position comprised just […]
Sen. Elizabeth Warren (D-MA) is pressing Meta Platforms Inc. (NASDAQ:META) for more details about its stablecoin creator payment plans, raising concerns about potential risks. "The lack of transparency regarding the details of Meta’s stablecoin-related plans is deeply troubling," Warren said...
Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings release before the open and a flurry of strategic announcements. The Amsterdam-based AI cloud operator delivered a blowout quarter alongside two transformational partnership headlines. Investors responded by ... Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal
The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks
Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil
The best likely outcome for investors: Symbolic gestures aimed at stabilizing the relationship to preserve the current detente.
Cisco earnings are coming after the close. Memory costs have been surging, and that’s hurt tech hardware companies’ margins.
JPMorgan Chase & Co (NYSE:JPM) stock is one of the most undervalued blockchain stocks to buy now. On May 4, Reuters reported that Meta Platforms is working with Morgan Stanley and JPMorgan Chase & Co (NYSE:JPM) on a financing package worth about $13 billion for a new data center in El Paso, Texas. Bloomberg, which […]
Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf
Meta Platforms Inc. (NASDAQ:META) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, the New York Times reported that Meta Platforms Inc. (NASDAQ:META) is increasingly pushing its 78,000 workers to use artificial intelligence as it also prepares to lay off some of them. The company […]
MercadoLibre delivers e-commerce and fintech solutions across Latin America, generating over $31 billion in annual revenue.
Find insight on Deutsche Telekom, Nebius, Constellation Software and more in the latest Market Talks covering technology, media and telecom.
Nuclear reactor startup Oklo updated investors across its three businesses. A July 4 criticality target looms for Oklo and other nuclear stocks.
Cisco Systems (NasdaqGS:CSCO) has joined a new multi source agreement to set open standards for expanded beam optical connectivity in AI data centers. The alliance includes Meta, AMD, Arista Networks, Oracle, and others focused on interoperable connector technology for AI infrastructure. The group aims to reduce deployment hurdles and improve reliability in rapidly scaling AI data center networks. Cisco Systems enters this standards effort with a recent share price of $99.29 and strong...
(Updates to include response from a Meta spokesperson in the fourth paragraph.) Meta (META) emplo
AI Cloud ARR reaches $1.92 billion as Nebius raises contracted power guidance to 4 gigawatts
The protest adds labor tension as Meta prepares layoffs and expands workplace AI systems.
Meta workers protest monitoring tool as AI automation concerns grow.
Alphabet and Meta platforms each have thriving core businesses.
(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st
Jacob Dewitte: Thank you, Sam, and thank you, everyone, for joining us today. It has been almost exactly 2 years since Oklo became a public company. For Oklo, the story has increasingly moved from strategy to execution.
For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is worth roughly $5.3 trillion and recently surpassed the entire S&P 500 healthcare sector in market value, according to Barron's. Essentially, Nvidia is proving to be more than just another mega-cap tech s
FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.
I keep hitting the buy button on Broadcom (NASDAQ:AVGO) because I have never watched a company sit this squarely on the single biggest capital cycle of my lifetime while acting like a cash-return machine for shareholders. Custom AI silicon for the handful of companies building frontier models, paired with a software business that prints money, ... One Reason I Can’t Stop Buying Broadcom Stock
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]
Intel (NASDAQ:INTC) is the stock of the moment, riding a 250.79% year-to-date melt-up and dominating every chip headline. But here is what you should actually be watching. The Intel story sounds tidy at the headline: revenue beat by 9.22%, non-GAAP EPS of $0.29, and a CEO talking up agentic AI. Look one layer down and ... Forget Intel: Here Is the Chip Stock Wall Street Is Sleeping On
Bouygues Telecom (EU:EN) has integrated an AI-powered advertising solution from Perion Network (NASDAQ:PERI) into its marketing operations, helping reduce customer acquisition costs by 34% and lowering campaign carbon intensity by 51%, according to a statement released by Perion. The telecoms operator, which serves more than 30 million customers, deployed Perion’s Outmax AI agent as part of its Fiber-to-the-Home advertising campaign while continuing to access premium advertising inventory and im
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