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These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution
24/7 Wall St.150d agoneutral
These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution

It’s been quite an eventful earnings season for mega-cap tech. For the most part, the showings were impressive, but there is one result that stood head and shoulders above the pack in the Mag Seven. Of course, that’s Alphabet (NASDAQ:GOOG), which clocked in growth figures that were so good that investors probably cheered the higher ... These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution

Is PayPal a Buy Ahead of Business Restructuring After 45% Selloff?
24/7 Wall St.150d agobearish
Is PayPal a Buy Ahead of Business Restructuring After 45% Selloff?

PayPal (NASDAQ:PYPL) currently trades around $50.48, while the average Wall Street price target sits at $52.97. That leaves an implied upside of roughly 4.9%, which is a remarkably narrow gap for a stock that has been through this much turbulence. PayPal operates one of the largest digital payments platforms, spanning branded checkout, Venmo, and global ... Is PayPal a Buy Ahead of Business Restructuring After 45% Selloff?

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
24/7 Wall St.150d agoneutral
While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters
24/7 Wall St.150d agoneutral
Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters

SoundHound AI (NASDAQ:SOUN) is back on every retail trader’s radar after a 43.11% rip in a single month and a 20.1% single-day pop into May, fueled by a Reddit setup note pitching a “voice AI infrastructure play with an interesting setup” ahead of earnings on May 7. SoundHound trades near $10 with the stock still ... Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters

Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally
24/7 Wall St.150d agobullish
Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally

The CNBC Halftime Report panel spent its May 1, 2026, show wrestling with two big questions that tech investors are asking: Is Apple’s current valuation sustainable? Have chip stocks run too far, too fast? Apple: A 34x Forward Multiple Versus a 23x Decade Average Apple (NASDAQ:AAPL) closed the session within 1% of a new record ... Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally

Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience
24/7 Wall St.150d agoneutral
Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

The Nasdaq Composite (^IXIC) is leaning on its biggest tech names this morning to absorb a fresh oil shock, with index futures hovering near flat after climbing well off their overnight lows. A 3% spike in crude on renewed Iran tensions is the main drag, but blowout earnings from Alphabet and Amazon late last week ... Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal
24/7 Wall St.150d agobearish
S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

The S&P 500 (^GSPC) opened the week lower as oil prices spiked on renewed Iran tensions, with index futures slipping 0.1% after conflicting reports about a U.S. warship near the Strait of Hormuz. WTI crude futures jumped 3% to trade above $105 per barrel, and Brent climbed 3% to above $111, pulling capital into energy names. Futures recovered once ... S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More
24/7 Wall St.150d agoneutral
Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

Pre-Market Stock Futures: Futures are trading lower as we start off the new week, as oil surges higher amid reports that a U.S. warship was turned back in the Strait of Hormuz, but what a start we had to the new month on Friday. The Thursday close on April’s last trading day marked the best ... Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

Seoul, Taipei hit records as Asian stocks track Wall St tech rally
AFP151d agobullish
Seoul, Taipei hit records as Asian stocks track Wall St tech rally

Tech firms led a rally across most Asian markets Monday following another healthy day on Wall Street fuelled by more strong earnings, while investors were also cheered by news that Iran had submitted fresh proposals to end its war with the United States.Iran's foreign ministry said Tehran had submitted a 14-point plan "focused on ending the war" and that Washington had already responded to it in a message to Pakistani mediators, which Iran was reviewing.