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Why Vistra (VST) Is Gaining From AI-Driven Power Demand
Insider Monkey147d agoneutral
Why Vistra (VST) Is Gaining From AI-Driven Power Demand

Vistra Corp. (NYSE:VST) is one of the utility stocks riding the 2026 “Reliability Shock.” The latest useful company update came on April 8, 2026, when Vistra Corp. (NYSE:VST) priced a $4.0 billion private offering of senior notes. The financing was mainly aimed at refinancing existing debt and general corporate purposes, but it came shortly after […]

Why Constellation Energy (CEG) Is Expanding Nuclear Capacity for AI Demand
Insider Monkey147d agoneutral
Why Constellation Energy (CEG) Is Expanding Nuclear Capacity for AI Demand

Constellation Energy Corporation (NASDAQ:CEG) is one of the utility stocks riding the 2026 “Reliability Shock.” On April 21, 2026, Reuters reported that Constellation Energy Corporation (NASDAQ:CEG) is pursuing 1 gigawatt of nuclear uprates over the next decade, including 135 megawatts at the Braidwood and Byron Clean Energy Centers in Illinois. Reuters said the company is […]

Up 160% in One Month, This AI ETF Can Still 5X
24/7 Wall St.147d agoneutral
Up 160% in One Month, This AI ETF Can Still 5X

The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when the most volatile sleeve of the market reverses sharply and a triple-leveraged ETF amplifies the bounce. The reason for the rip is simpler ... Up 160% in One Month, This AI ETF Can Still 5X

Here’s Where CoreWeave Proves the Doubters Wrong Once and For All
24/7 Wall St.147d agoneutral
Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to flip that script. Critics Said It Was Built on Sand CoreWeave borrows heavily, buys NVIDIA (NASDAQ:NVDA) GPUs, and rents them to a concentrated ... Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

The Real AI Trade May Not Be Software. It May Be Power Equipment
24/7 Wall St.147d agoneutral
The Real AI Trade May Not Be Software. It May Be Power Equipment

Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transformers, and turbines. That is the wager behind Tema Electrification ETF (NASDAQ:VOLT), a thematic fund that ignores AI software entirely and goes straight ... The Real AI Trade May Not Be Software. It May Be Power Equipment

How The Meta Platforms (META) Story Is Shifting With AI Spending Legal Risks And Valuation
Simply Wall St.147d agoneutral
How The Meta Platforms (META) Story Is Shifting With AI Spending Legal Risks And Valuation

Meta Platforms is working with a slightly trimmed fair value estimate of US$829.23, down from US$835.54, as updated model inputs filter through to the headline price target. This adjustment sits alongside a busy period of analyst debate around AI spending, legal risks and potential cost actions, all influencing how firms frame upside versus risk for the stock. As you read on, you will see how these shifting targets and narratives can help you track and interpret the evolving story around...

Veteran fund manager picks best Mag 7 stock for 2026
TheStreet147d agoneutral
Veteran fund manager picks best Mag 7 stock for 2026

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

Ireland probles Meta's Instagram, Facebook over EU manipulation concerns
Reuters147d agoneutral
Ireland probles Meta's Instagram, Facebook over EU manipulation concerns

Ireland's media regulator has opened investigations into Meta's Instagram and Facebook over concerns EU users cannot easily control what they see ‌online and may be steered by algorithms into highly personalised feeds, it ‌said on Tuesday. Under the EU's Digital Services Act (DSA), the regulator can probe major online platforms and search engines ​headquartered in Ireland, and fine them up to 6% of global turnover for breaches of online content rules. Coimisiun na Mean, the regulator, said the suspected breaches concern whether users can easily select and modify the content they see, and whether Facebook and Instagram's interfaces deceive ‌or manipulate them away from ⁠doing so.

Jim Cramer Says AI Spending Is No Bubble As Alphabet, Amazon, Apple Surge, While Microsoft And Meta Face Pressure
Benzinga147d agobullish
Jim Cramer Says AI Spending Is No Bubble As Alphabet, Amazon, Apple Surge, While Microsoft And Meta Face Pressure

Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing

MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness
24/7 Wall St.147d agoneutral
MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

Meta Platforms (META) – Among the 10 Best Blue Chip Stocks to Invest in According to Billionaires
Insider Monkey147d agoneutral
Meta Platforms (META) – Among the 10 Best Blue Chip Stocks to Invest in According to Billionaires

Meta Platforms, Inc. (NASDAQ:META) is included among the 10 Best Blue Chip Stocks to Invest in According to Billionaires. On May 1, Bloomberg reported that Meta Platforms, Inc. (NASDAQ:META) has acquired Assured Robot Intelligence, a startup focused on building artificial intelligence models for robots. The move is part of a broader push into humanoid technology. […]

The $500 Billion Capex Question That Will Make or Break BAI in 2026
24/7 Wall St.147d agoneutral
The $500 Billion Capex Question That Will Make or Break BAI in 2026

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026

Meta seeks to fend off EU order to allow rival AI chatbots on WhatsApp at hearing
Reuters147d agoneutral
Meta seeks to fend off EU order to allow rival AI chatbots on WhatsApp at hearing

Meta Platforms on Tuesday sought to stave off an imminent EU order to allow rival AI chatbots free access to its social ‌messaging site WhatsApp, as it presented its arguments to EU antitrust officials. Meta's request for ‌Tuesday's closed hearing came after the European Commission last month sent the tech giant an additional charge sheet outlining its plan. ​It is part of an interim measure while the EU enforcer continues its investigation into whether the company abuses its market power, which could result in a hefty fine.

Meta Platforms (META) Is Down 9.1% After Big AI Bond Sale And Governance Scrutiny - What's Changed
Simply Wall St.147d agoneutral
Meta Platforms (META) Is Down 9.1% After Big AI Bond Sale And Governance Scrutiny - What's Changed

In late April 2026, Meta Platforms reported strong first‑quarter results with revenue of US$56,311 million and net income of US$26,773 million, while simultaneously issuing fresh debt across multiple tranches of fixed‑rate senior unsecured notes totaling several tens of billions of US dollars. At the same time, Meta faced intensifying scrutiny over content and governance, as investors including JLens, the Anti‑Defamation League, Azzad Asset Management, and Bright Directions pushed...

We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash
24/7 Wall St.147d agoneutral
We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash