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While Micron Technology (MU) and Sandisk (SNDK) stock both get a lift Monday morning, Zacks Investment Research stock strategist Ethan Feller takes a closer look at whether memory chipmakers or AI hyperscalers are the better investment in this market environment.
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is whether that gap closes upward or the bears finally find their footing.
SpaceX (Nasdaq: SPCX) went public on June 12, 2026, at $135 per share in a record-setting IPO that raised $85.7 billion. Shares closed at $140 on August 14, placing the company's market value at approximately $1.85 trillion and sitting 3.7% above the offering price — meaning early institutional holders like Harvard are sitting on paper gains even before accounting for their original cost basis, which has not been disclosed.
Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
The Google parent may sell securities across four maturities, with pricing potentially as early as this week
Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a warning sign or a buying window depends on what happens next with the most expensive bet in tech history.
Greg Brockman told CNBC the wave of senior exits is "not that atypical" and that scrutiny stems from OpenAI's high public profile
Wall Street is pricing Alphabet like a company losing the AI race, but a quiet milestone suggests the market may be making a very expensive mistake.
Alphabet is looking to raise about $3.6 billion in what would be its debut bond offering in Australia, according to people familiar with the matter. Initial price guidance on the deal may be provided as early as Tuesday, with the notes potentially pricing the following day. Mandeep Singh of Bloomberg Intelligence has more.
The company's data is valuable for AI training, but advertising is the bigger opportunity.
Groq has raised $350 million in funding at a $3.5 billion valuation, roughly half what it was worth nearly a year ago before Nvidia Corp. struck a licensing deal with the startup and hired away much of its talent.The financing, set to be announced Monday, was led by Dallas-based investment firm Disruptive. Nvidia is also set to invest in the round, according to a representative for Groq. Nvidia did not respond to a request for comment. Founded in 2016, Groq was among the companies developing the
GF sees stronger yields and broader customer interest.
Broadcom and Marvell both design custom AI chips for the same hyperscaler clients, but their quarterly numbers tell two very different stories about who actually controls the future of cloud silicon.
Institutional investors are quietly loading up on three cloud giants even as mega-cap tech cools from its highs, and Berkshire Hathaway's latest disclosure suggests the accumulation is far from over.
Rothschild & Co Redburn has upgraded Apple (NASDAQ:AAPL) from Neutral to Buy and lifted its price target sharply to $400 from $260, citing the company’s expected entry into foldable smartphones alongside the potential evolution of its artificial intelligence strategy. Analysts led by Timm Schulze-Melander said Apple’s AI offering, Apple Intelligence, has so far fallen short of expectations, with the technology group relying on a customised version of Google’s Gemini model for capabilities includ
Griffin Gaming Partners Co-Founder Peter Levin chats with Yahoo Finance Executive Editor Brian Sozzi about managing over $1.6 billion in gaming investments, the massive untapped potential of indie sports games, and his personal journey representing early MMA legends before investing in Scott Coker's new combat sports venture.
Plus, we examine why Big Tech’s AI spending is $3 trillion higher than it seems, and how Burger King overtook Wendy’s.
An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.
↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.
Stripe has finalized an agreement to acquire OpenRouter for more than $7 billion, according to a Bloomberg report published August 16, 2026. The acquisition, which follows initial reports of talks by the Wall Street Journal in July, marks a significant consolidation in the artificial intelligence infrastructure market. While a Stripe spokesperson told TechCrunch that the […]
Toast (NYSE:TOST) expanded its partnership with Google to power agentic food ordering through Ask Maps, a conversational feature in Google Maps. The integration connects AI agents directly to restaurant ordering systems that run on Toast, allowing users to place orders from within Google Maps. Toast is a co-developer of the Universal Commerce Protocol for Food, an open standard designed to govern how AI agents interact with restaurant commerce online. The move positions Toast as a key...
In May, OpenRouter said it served eight million developers across more than 400 AI models.
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