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Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong
24/7 Wall St.90d agoneutral
Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Nvidia CEO's iconic leather jacket heads to auction
TheStreet90d agoneutral
Nvidia CEO's iconic leather jacket heads to auction

NVIDIA (NASDAQ: NVDA) co-founder and CEO Jensen Huang is putting his trademark black leather jacket up for auction at Sotheby's, with bidding opening July 7. The Tom Ford piece, signed by Huang himself, carries an estimated value of $40,000 to $60,000, according to Sotheby's listing. ...

VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
24/7 Wall St.90d agoneutral
VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

This Week In AI Chips - Blockchain Meets Stocks With Onchain Tokenization Trends
Simply Wall St.90d agoneutral
This Week In AI Chips - Blockchain Meets Stocks With Onchain Tokenization Trends

Recent developments in the AI chip sector have seen a significant shift towards onchain tokenization of real-world assets, as evidenced by a new partnership between Bitget Wallet and Robinhood Crypto. This collaboration enables the integration of Robinhood Chain, an Ethereum Layer 2 solution, within Bitget Wallet, allowing users to trade Stock Tokens representing major companies like NVIDIA, Google, and Apple. The initiative demonstrates the growing trend of incorporating traditional finance...

3 Market-Beating Stocks Worth Investigating
StockStory90d agobullish
3 Market-Beating Stocks Worth Investigating

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Jim Cramer Explains How NVIDIA Can Change “Direction of the Price”
Insider Monkey90d agoneutral
Jim Cramer Explains How NVIDIA Can Change “Direction of the Price”

NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in the second quarter, Cramer mentioned the company and its possible competitors. Six: NVIDIA. NVIDIA, down just over 5% this month. At these levels, […]