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Amazon's Graviton5 processor can advance its custom silicon strategy designed to deliver better performance and lower costs for AWS workloads and AI infrastructure.
FTSE Russell confirmed SpaceX will join the Russell 1000 and Russell Top 200 on June 26, with MSCI adding it to its standard and large-cap indexes on June 29.
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower. The PHLX chip ... 3 Semiconductor Stocks to Buy While They Are Down in June
We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Meta Platforms (NASDAQ:META) ranks #8 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $111,310,180 Meta Platforms (NASDAQ:META) is down about 12% so far this year, with CapEx-related fears being the primary drag on the stock despite Mark Zuckerberg’s assurances that these […]
As AI token costs surge, Wells Fargo warns that hyperscalers like Meta and Microsoft could face growing pressure on the very technology driving their explosive growth.
We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vistra (NYSE:VST) ranks #5 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 106 Top Pick Of: Stephen Mandel — Lone Pine Capital Vistra (NYSE:VST) is another AI stock billionaires can not get enough of. As demand for AI data […]
Chinese regulators ordered Meta Platforms (NasdaqGS:META) to unwind its planned US$2b acquisition of Manus AI, forcing a full separation of the businesses. The unwinding is reported as complete, with Meta blocked from ongoing access to Manus AI technology, talent, and data. The intervention marks an escalation in cross border tech oversight that directly affects Meta’s global AI acquisition and integration plans. Meta Platforms, the company behind Facebook, Instagram, WhatsApp, and Reality...
SpaceX roared into markets this past week with a valuation of more than $2 trillion, surpassing two members of Wall Street's "Magnificent Seven" and raising a key question: Does the Mag 7 name still fit? And if not, what should replace it? The IPO, the biggest in U.S. history, vaulted SpaceX's value above two Mag 7 members: CEO Elon Musk's other company, Tesla, and Meta Platforms. With SpaceX's arrival, "it becomes very hard to keep using Mag 7 as the clean shorthand for market leadership because one of the most important companies in the world would immediately be outside the label," said Shay Boloor, chief market strategist at Futurum Equities.
Mark Zuckerberg admits Meta has 'made mistakes' during its AI-driven workforce overhaul that is expected to ultimately affect about 20% of employees.
Alphabet (GOOGL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong profitability, good cash flow, a low-debt to market cap structure, and good tailwinds. But is that enough.
A new report suggests the unit, which employs 6,500 people, is on the verge of revolt.
Meta is building an internal platform to track AI usage and spending in real time as it prepares for tighter budgeting and rising AI costs in the coming years.
By Anirban Sen, Nivedita Balu and Saeed Azhar NEW YORK, June 12 (Reuters) - A collective sigh of relief swept across Wall Street after trading for SpaceX’s landmark Nasdaq launch went smoothly,
The SpaceX initial public offering was expected to deliver exciting twists and turns, fireworks, and flare-ups—the kind of drama usually reserved for a summer thriller. The public debut of SpaceX—officially Space Exploration Technologies — portended different things to different investors but was significant for all. To others, it represented a gateway to an artificial intelligence-fueled utopia, in which SpaceX is worth trillions.
Did SpaceX just boot Tesla from the Magnificent Seven? With its first trading-day valuation of $2.1 trillion, SpaceX is worth more than Tesla ($1.8 trillion based on its fully diluted share count) and Meta Platforms. The top six U.S. companies by market value are now Nvidia, Alphabet, Apple, Microsoft, Amazon.com, and SpaceX.
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.6% in the afternoon session after Citi analyst Atif Malik upgraded the stock to Buy from Neutral and raised his price target to $575 from $460, making the case that "the market has yet to fully recognize AMD as a legit second source in the GPU market."
Meta CEO Mark Zuckerberg has said that the social media giant has made mistakes on its AI transformation, in an internal memo seen by Reuters. In the memo, Zuckerberg describes the rapid advances in AI and the challenges bought on by the boom in the technology, as well as how it has affected the company. "Given the complexity of these changes, we've made mistakes and will almost certainly make more," Zuckerberg said, adding that he is also "focused on providing as much stability as possible" going forward.
The Standard & Poor's 500 index rose 0.7% this week as the US edged closer to signing a peace deal w
Citi upgraded AMD to ‘Buy’ and lifted its price target, stating that investors should also be looking at the company’s graphics processing unit’s potential.
Best Buy (NYSE:BBY) is partnering with Meta to open hands-on Meta Lab experiences in more than 50 stores, giving shoppers direct access to AI and VR products. The company is also rolling out GEEKOM Mini PCs in stores, expanding beyond their prior online focused availability. Both moves highlight a push toward in store experiential tech and compact computing options for customers. For investors watching NYSE:BBY, these product and in store changes sit against a share price of $77.1. The...
SpaceX shares are up more than 20% in their market debut, right in the range of first-day “pops” bankers like to see. Not every big IPO has gone so smoothly. Meta, then known as Facebook, went public in 2012 and closed up just 0.
Shares of SpaceX traded around the middle of Friday's price range, as the most hyped IPO in years finally arrived in the broad stock market and immediately became one of the largest companies in the world. The IPO raised $75 billion, making it the largest initial public offering in history. It also values the company at roughly $1.8 trillion initially.
Citi raises AMD price target to $575 from $460
In recent weeks, Reliance Industries announced it will build a 168 MW AI‑ready data centre in Jamnagar, Gujarat for Meta to lease, while Meta committed $115 million to America’s Workforce Academy to train and place thousands of data‑centre construction and operations workers in the US. Together, these moves highlight how Meta is pairing massive AI infrastructure build‑outs with control over the skilled labour pipeline, potentially tightening its grip on the broader AI hardware and services...
NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
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