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Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?
Investor's Business Daily148d agobullish
Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?

Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for artificial intelligence hardware remains strong.

Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?
24/7 Wall St.148d agobullish
Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
24/7 Wall St.148d agoneutral
While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

AI-Driven Ad Pricing Could Push Meta Toward $1,000
24/7 Wall St.148d agoneutral
AI-Driven Ad Pricing Could Push Meta Toward $1,000

Meta Platforms (NASDAQ:META) just delivered one of the strongest quarters in its history, yet the stock sold off hard. That dislocation is exactly where our model finds opportunity. Our 24/7 Wall St. price target for Meta is $882.71 over the next 12 months, implying roughly 45% upside from the recent $608.75 close. Our model assigns ... AI-Driven Ad Pricing Could Push Meta Toward $1,000

S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal
24/7 Wall St.148d agobearish
S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

The S&P 500 (^GSPC) opened the week lower as oil prices spiked on renewed Iran tensions, with index futures slipping 0.1% after conflicting reports about a U.S. warship near the Strait of Hormuz. WTI crude futures jumped 3% to trade above $105 per barrel, and Brent climbed 3% to above $111, pulling capital into energy names. Futures recovered once ... S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

Meta Shareholders Challenge Governance As AI Spending And Risks Grow
Simply Wall St.148d agoneutral
Meta Shareholders Challenge Governance As AI Spending And Risks Grow

Meta Platforms (NasdaqGS:META) is facing new shareholder proposals on online hate, antisemitism policies, and human rights due diligence ahead of its 2026 annual meeting. Investors are also pushing for clearer disclosures on board voting outcomes and the concentration of voting power. Advocacy groups are publicly backing these initiatives, putting Meta's governance and risk oversight under closer scrutiny. Meta runs Facebook, Instagram, WhatsApp, and other social platforms that sit at the...

New Mexico seeks changes to Meta platforms in youth harm trial
Reuters148d agoneutral
New Mexico seeks changes to Meta platforms in youth harm trial

May 4 (Reuters) - A trial is slated to begin in New Mexico on Monday that will test the state’s claims that Meta’s Facebook, Instagram and WhatsApp platforms harmed young users’ ‌mental health and its bid for a court order forcing the company to make changes. The case, ‌which will be tried before a judge in Santa Fe, stems from a lawsuit filed by New Mexico Attorney General Raúl Torrez, a Democrat, ​accusing the social media giant of designing its platforms to addict young users and failing to

Jim Cramer on Meta: “It’s Being Clubbed Like a Baby Seal”
Insider Monkey149d agoneutral
Jim Cramer on Meta: “It’s Being Clubbed Like a Baby Seal”

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer highlighted why the stock is declining, as he commented: Finally, how about Meta Platforms? Oh man, this one really bothered me. It’s being clubbed like a baby seal… Down more than 8% today. It’s a […]

Jim Cramer Says Stocks Like Seagate  “Are Really Overextended” For Him
Insider Monkey149d agoneutral
Jim Cramer Says Stocks Like Seagate “Are Really Overextended” For Him

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]

Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs
Bloomberg149d agoneutral
Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs

(Bloomberg) -- With equities back to their highs after a V-shaped recovery from the Iran oil shock, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says T

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg149d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho