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<body><p>STORY: Shares of Cerebras Systems surged 89% above the initial public offering price in their U.S. market debut on Thursday, giving the chip designer a valuation of about $107 billion.&nbsp;</p><p>The listing on the Nasdaq is benefitting from a wave of investor euphoria for companies that are at the heart of the artificial intelligence boom.</p><p>The firm's IPO is the largest this year and comes as AI-linked stocks push broader markets to record highs despite challenges to global growth stemming from the Middle East conflict.</p><p>Founded in 2015, Cerebras which is a competitor to Nvidia, sought to challenge conventional AI by designing chips roughly the size of a dinner plate to speed up processing.</p><p>It dropped initial plans to go public last year after drawing a U.S. national security review though the committee eventually cleared the deal.</p><p>Cerebras has secured Amazon and OpenAI, two of the biggest builders of AI infrastructure in the world, as customers.</p><p>It raised the size and price range of its IPO earlier this week to manage surging interest in its shares. Sources told Reuters that the offering had drawn orders for more than 20 times the number of shares available.</p></body>

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple

U.S. lawmakers, including Senator Elizabeth Warren, have opened a probe into how Amazon's AI data centers affect electricity usage and consumer utility bills. The investigation focuses on AI driven infrastructure growth, the power required to run these facilities, and related stress on local grids. Rising community opposition to new AI data center projects is adding environmental and political pressure around Amazon's expansion plans. For investors watching NasdaqGS:AMZN, this scrutiny...

On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption...

Tech companies say they're cutting costs as they invest more heavily in AI, which is reshaping how people work.

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Trump Says China Offered Help With Iran as Ship Seized Near UAEXi Tells US CEOs on Trump Visit That

Tech giants and easing US-China tensions helped lift stocks after retail sales matched expectations.

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC) signed on as foundational manufacturing partner, and shares rose 150.45% from April 1 through May 13. Jeff Bezos filed Blue Origin’s Project Sunrise ... Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Our 24/7 Wall St. price target for Nu Holdings (NYSE:NU) is $17.97, pointing to 40.2% upside from the current $12.82 share price. We rate the Latin American neobank a buy with a 90% confidence level. NU has pulled back sharply from its February peak, and our proprietary model reads that dislocation as an entry point ... Nu Price Prediction: The Stock Set for 40% Surge

Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI infrastructure this year. Data center electricity demand is climbing so fast that utilities are suddenly growth stocks again. But one figure may be the most ... It Took Salesforce 20 Years to Reach $30 Billion in Revenue — Anthropic Did It in 3

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

JPMorgan reiterated its Overweight rating on Netflix (NASDAQ:NFLX) with a $118 price target on May 14, following the company’s fourth annual advertising upfront. The firm’s thesis centers on Netflix’s reach, content strategy, and improving ad technology, framing the streamer as moving toward becoming “Global TV.” For long-term holders, the reiteration signals that Wall Street still ... JPMorgan Doubles Down on Netflix: $118 Price Target on Path to Becoming Global TV

Wall Street’s chat rooms can’t stop talking about GameStop (NYSE:GME) after Ryan Cohen’s $56 billion offer for eBay (NASDAQ:EBAY) sent the meme crowd into another frenzy. But here’s what you should actually be watching. The eBay bid is theater dressed up as strategy. Polymarket traders price the odds of GameStop actually closing the deal at ... Forget GameStop: This Stock Is A Much Better Buy

Every seasoned investor knows that market shocks are inevitable, but few are prepared for the specific depth of the hit. Historically, across 15 major crises, Lowe's (NYSE: LOW) absorbs an average drawdown of 18% compared to the S&P 500’s average decline of 16%. While the stock often tracks the broader market, certain economic fractures trigger a much steeper trapdoor effect that catches retail investors off guard.

Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit with President Xi Jinping, accompanied by a phalanx of U.S. CEOs and a softer trade tone. Polymarket is pricing a 71.5% probability of ... Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Pitney Bowes provides technology and logistics solutions for global businesses, with offerings in ecommerce, mail processing, and shipping.

Cisco Systems (CSCO) stock has surged by double-digits since reporting fiscal third quarter results in Wednesday's extended hours, topping Wall Street expectations with revenue of $15.84 billion and adjusted earnings of $1.06 per share. This comes after the cloud operator laid off 4,000 workers as part of a new AI-focused restructuring. Hennion & Walsh CIO Kevin Mahn and Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma take a closer look at the AI demand propelling Cisco, the cloud operator's outlook, and its recent job cuts.

Google (GOOGL) stock currently trades near $402. Based on an expected 2026 EPS of $14.22, the stock carries a forward P/E multiple of 28x. This multiple represents a 35% premium over its five-year historical average forward P/E of 21x. Comparatively, Google stock sits between Microsoft (MSFT) at 24x and Amazon (AMZN) at 31x, while remaining more expensive than Meta Platforms (META) at 19x. (See Google's valuation comparison with its peers). The critical insight is structural. The 153% stock surg

AST SpaceMobile stock was rising early Thursday. A joint venture between major cell carriers to boost coverage in remote areas could be good news for the satellite-broadband stock. AT&T Verizon Communications and T-Mobile US  said Thursday they are forming a joint venture to help end dead zones in the U.S. by the use of satellite-based connections.

The expansion of Nomagic and Brack.Alltron's partnership marks a significant development in e-commerce logistics, as the collaboration now incorporates Vision-Language-Action (VLA) systems to enhance warehouse automation with advanced Physical AI. This integration allows for increased autonomy in order fulfillment processes, enabling robots to better understand and adapt to complex environments, thus allowing for operations beyond traditional working hours. As global supply chains face...

The Bezos family has donated $100 million to Robin Hood, a major New York-based anti-poverty nonprofit, to establish the Jackie Bezos Endowment for Early Childhood. The endowment will support education and early childhood development programs, an area also prioritized by...

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 […]

OpenAI and Microsoft Corp. have reportedly agreed to cap their total revenue-sharing payments at $38 billion. This cap could potentially strengthen OpenAI’s long-term appeal to investors as it gears up for a public offering, which might occur as early as...

One way to become a famous biologist is to veg out in elementary school. That's the unlikely path of Gerald Rubin.

Alphabet, Amazon, Microsoft, Meta and Nvidia have been highlighted in this Earnings Trends article.

Netflix holds firm despite a 16% monthly drop as ad growth, rising cash flow and a packed content slate support outlook.

The Conseil d'Etat ruled in favour of a government regulation from October 2023 that requires online retailers to levy a minimum fee of €3 on book orders under €35.

Highly profitable AI stocks with surging demand are within reach.

Foxconn Technology Group reported robust first-quarter revenue and profit as it ramped up production of server racks, other advanced equipment and consumer devices for the global artificial-intelligence buildout.