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SpaceX stock gains: What its IPO signals about its future success
Yahoo Finance Video103d agoneutralVIDEO
SpaceX stock gains: What its IPO signals about its future success

SpaceX stock (SPCX) continues rising in Monday's pre-market trading (maintaining gains at the session open at the time of this video's posting) ahead of the space company's first full day of trading since its historic IPO last Friday. Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine SpaceX's performance thus far and what it may signal about the success of the company in its future lifetime.

Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?
24/7 Wall St.103d agoneutral
Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?

A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the world. Advanced Micro Devices (NASDAQ:AMD) now sits at $834 billion, which puts the question right in front of every long-term holder. Shares are up 129% year to date and 304% over the past year, ... Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?

Meta Platforms (META) Is An AI Stock In Bill Ackman’s Portfolio
Insider Monkey103d agoneutral
Meta Platforms (META) Is An AI Stock In Bill Ackman’s Portfolio

Meta Platforms, Inc. (NASDAQ:META) is one of the 6 Cheap Stocks to Buy According to Bill Ackman. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 18.8% over the past year and by 13% year-to-date. The firm started June out on a busy note as it introduced a new tier of its popular […]

SpaceX Extends Post-IPO Rally as Valuation Tops $2.1 Trillion
InvestorsHub103d agobullish
SpaceX Extends Post-IPO Rally as Valuation Tops $2.1 Trillion

SpaceX (NASDAQ:SPCX) continued its strong momentum in premarket trading on Monday after soaring 19% during its Nasdaq debut on Friday. The aerospace and satellite operator completed the largest initial public offering in history, ending its first trading session with a market value of approximately $2.

Citi Calls AMD a Rising Force in the GPU Market, Upgrades Shares to Buy
Insider Monkey104d agobullish
Citi Calls AMD a Rising Force in the GPU Market, Upgrades Shares to Buy

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 12, Citi upgraded Advanced Micro Devices, Inc. (NASDAQ:AMD) to Buy from Neutral. It also raised the firm’s price target to $575 from $460. The firm believes the upside from AMD’s graphics processing unit business is not fully reflected […]

Meta Completes Operational Split from Manus amid Unwinding of $2 Billion Deal, Bloomberg Reports
Insider Monkey104d agoneutral
Meta Completes Operational Split from Manus amid Unwinding of $2 Billion Deal, Bloomberg Reports

Meta Platforms, Inc. (NASDAQ:META) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 11, Bloomberg reported that Meta Platforms, Inc. (NASDAQ:META) had completed an operational split from Manus and stopped data sharing between the two companies. The move marks a significant step toward unwinding a $2 billion acquisition that Beijing has opposed. […]

Bloomberg104d agoneutral
Anthropic Block Marks US Reversal, Warning to Silicon Valley

(Bloomberg) -- The extraordinary move by the US to bar foreign access to Anthropic PBC’s best AI models underscores the Trump administration’s newfound willingness to exert control over a pivotal industry. It also reminds Silicon Valley that it’s working with an imperfectly understood technology with uncertain impact.Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Rest

Trump Hosts Brutal UFC Fights at White House for 80th Birthday
Bloomberg104d agoneutral
Trump Hosts Brutal UFC Fights at White House for 80th Birthday

(Bloomberg) -- Donald Trump will head to France for what will likely be contentious discussions with world leaders this week, but first he celebrated his 80th birthday by watching a sport that’s more brutal and bloody than politics. Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOUS and Iran Agree to Deal Halting War That Shook Middle EastTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewin

How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story
Simply Wall St.104d agoneutral
How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story

Earlier this month, Constellation Energy Corporation completed a US$3.09 billion follow-on equity offering of 11,000,000 common shares at about US$281 each, following an earlier filing to issue 9,000,000 shares. This capital raise comes alongside stronger-than-expected quarterly earnings, new clean energy projects coming online, and growing long-term power contracts with major AI and data center customers like Microsoft and Meta. We’ll now examine how this large equity raise, paired with...

3 Uranium Stocks Worth Buying as Nuclear Heats up in June
24/7 Wall St.104d agobullish
3 Uranium Stocks Worth Buying as Nuclear Heats up in June

Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed agreements for up to 6.6 GWe of nuclear, and the U.S. Department of Energy is offering up to $26.5 billion in loan guarantees ... 3 Uranium Stocks Worth Buying as Nuclear Heats up in June

Goldman Sachs resets Apple stock forecast after WWDC
TheStreet104d agoneutral
Goldman Sachs resets Apple stock forecast after WWDC

Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...

AMD Meta AI Chip Pact Puts Data Center Growth And Valuation In Focus
Simply Wall St.105d agoneutral
AMD Meta AI Chip Pact Puts Data Center Growth And Valuation In Focus

AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. The agreement includes up to 160 million share warrants for Meta, linked to shipment milestones that could result in roughly 10% dilution for existing shareholders. AMD plans to ramp shipments of its MI450 AI accelerators in 2026, with deployments expected at Meta and OpenAI. For investors following AMD’s data center story, this deal puts AI accelerators...

Is Advanced Micro Devices, Inc. (AMD) A Good Stock To Buy Now?
Insider Monkey105d agobullish
Is Advanced Micro Devices, Inc. (AMD) A Good Stock To Buy Now?

Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on Beyond the Noise’s Substack by Cristobal Botanch. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.’s share was trading at $490.33 as of June 8th. AMD’s trailing and forward P/E were 155.46 […]