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Alphabet (GOOGL): Moving Beyond Search in the AI Revolution
Insider Monkey131d agoneutral
Alphabet (GOOGL): Moving Beyond Search in the AI Revolution

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Alphabet Inc (NASDAQ:GOOGL) ranks #4 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.4% TPUs and Google Cloud make Alphabet Inc (NASDAQ:GOOGL) a notable pick-and-shovel name that also benefits from […]

How Investors May Respond To Berkshire Hathaway (BRK.A) Portfolio Overhaul Under New CEO Greg Abel
Simply Wall St.131d agoneutral
How Investors May Respond To Berkshire Hathaway (BRK.A) Portfolio Overhaul Under New CEO Greg Abel

Berkshire Hathaway’s board has updated its by-laws and, under new CEO Greg Abel, reshaped the equity portfolio by exiting long-held positions such as Visa, Mastercard, UnitedHealth, and Amazon while adding or expanding stakes in Alphabet, Delta Air Lines, and Macy’s. These moves, alongside the departure of portfolio manager Todd Combs, highlight a refreshed capital allocation approach that still preserves Berkshire’s core long-term holdings and culture. We’ll now examine how this major...

Cisco Systems (CSCO): The AI Winner in 2026
Insider Monkey131d agoneutral
Cisco Systems (CSCO): The AI Winner in 2026

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Cisco Systems (NASDAQ:CSCO) ranks #5 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.5% Cisco benefits from the AI buildout because of its relevance to the networking and connectivity layer […]

Price Prediction: Can DTE Energy Hit $200 Before 2027?
24/7 Wall St.131d agoneutral
Price Prediction: Can DTE Energy Hit $200 Before 2027?

Our DTE Energy (NYSE:DTE) call is constructive heading into the back half of 2026. The Detroit-based utility is in the middle of a generational capital cycle, with hyperscale data center demand reshaping the long-term earnings trajectory. The 24/7 Wall St. price target for DTE Energy is $157.53, implying 11.44% upside from $141.35. We rate shares ... Price Prediction: Can DTE Energy Hit $200 Before 2027?

Is Broadcom (AVGO) The Best AI Chip Stock to Buy?
Insider Monkey131d agobullish
Is Broadcom (AVGO) The Best AI Chip Stock to Buy?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It […]

Arqit Quantum H1 Earnings Call Highlights
MarketBeat131d agoneutral
Arqit Quantum H1 Earnings Call Highlights

Arqit Quantum (NASDAQ:ARQQ) reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the marke

Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg131d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.
24/7 Wall St.131d agoneutral
Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February ... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains
24/7 Wall St.131d agoneutral
MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure to U.S. mega-cap growth, and the math has worked. MGK returned 28% over the past year against 25% for the S&P 500. The ... MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

Anthropic in talks to use Microsoft's AI chips, The Information reports
Reuters131d agoneutral
Anthropic in talks to use Microsoft's AI chips, The Information reports

Anthropic is in talks to rent servers powered by Microsoft-designed chips to meet rising demand for its AI services, The ‌Information reported on Thursday, in what would be a major boost ‌for the tech giant's in-house chip efforts. The Claude creator's talks to rent the chips are still ​early and may not lead to an agreement, the report said, citing two people who spoke to executives involved in the discussions. Microsoft and Anthropic did not immediately respond to Reuters requests for comment.

Major takeaways from Magnificent Seven's AI-fueled earnings
Reuters131d agoneutral
Major takeaways from Magnificent Seven's AI-fueled earnings

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

Google Reveals Plan to Dominate AI: Copy Apple
24/7 Wall St.131d agoneutral
Google Reveals Plan to Dominate AI: Copy Apple

Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot. It is increasingly about who controls the hardware underneath it. That matters because AI models are expensive to train, power-hungry to run, and dependent on scarce semiconductor supply. So the question ... Google Reveals Plan to Dominate AI: Copy Apple

Bloomberg131d agoneutral
Anthropic’s New Consulting Venture Makes Its First Acquisition

(Bloomberg) -- The new artificial intelligence enterprise services firm backed by Blackstone Inc., Anthropic PBC and Hellman & Friedman has picked a San Francisco firm called Fractional AI as the operational centerpiece of the as-yet unnamed venture. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI I

Buy, Sell or Hold Intel At $110
24/7 Wall St.131d agoneutral
Buy, Sell or Hold Intel At $110

Our Intel (NASDAQ:INTC) call sits squarely against the recent rally. The 24/7 Wall St. price target for Intel is $101.40, modestly below where shares trade today. After a 399.4% one-year run, much of the rerating already appears priced in. Our proprietary model rates this a hold with high conviction. 24/7 Wall St. Price Target ... Buy, Sell or Hold Intel At $110

Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks
24/7 Wall St.131d agoneutral
Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks

Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested in just ... Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks

Factbox-IPO-bound SpaceX's board is stacked with Musk empire loyalists
Reuters131d agoneutral
Factbox-IPO-bound SpaceX's board is stacked with Musk empire loyalists

Ehrenp ent Tesla SpaceX reviewed his Tesla ties reis Director investor before ​determining he met Nasdaq since and independence standards. February director Expected to ‌chair SpaceX's 2026 Compensation and Nominating Committee post-IPO. Randy Independ Co-found Served as a SpaceX board observer Glein ent er of for more than 16 years before Director DFJ formally joining the board.

Google, Meta, TikTok face EU consumer complaints about handling of financial scams
Reuters131d agoneutral
Google, Meta, TikTok face EU consumer complaints about handling of financial scams

Alphabet's Google, Meta Platforms and TikTok were hit with complaints from European Union consumer groups ‌on Thursday for allegedly failing to protect users from financial scams ‌on their platforms. The move highlights growing pressure worldwide on Big Tech to do more to address ​the negative impacts of social media, particularly for children and vulnerable users. The complaints, filed by the European Consumer Organisation (BEUC) and 29 of its members in 27 European countries, were submitted to the European Commission and national regulators under the Digital Services ‌Act, which requires large ⁠online platforms to do more to tackle illegal and harmful content.