Alibaba Group Holding Ltd. (NYSE: BABA) reports fiscal Q1 2027 earnings on Aug. 20 before market open, with shares trading at a trailing P/E of 19 and a forward P/E of 20, a PEG of 0.517, and analyst …
Nebius Group (NASDAQ:NBIS) shares fell as much as 14% intraday to about $214 and CoreWeave (NASDAQ:CRWV) dropped about 4% to roughly $89 on Wednesday, before rebounding alongside the Nasdaq Composite,…
Microsoft Corp. (NASDAQ: MSFT) reported FY2026 revenue of $331.8 billion, up 17.79%, with net income up 31.34%, as Azure crossed $100 billion in annual revenue and Copilot surpassed 30 million paid se…
Nvidia CEO Jensen Huang's net worth has risen by $27.5 billion this year to $182 billion, making him the world's eighth-richest person, according to Bloomberg. The increase is driven by Nvidia's stock…
Alphabet Inc. could acquire up to a 7% stake in Marvell Technology Inc. under a warrant issued Aug. 18 for 58.97 million shares at $206.58 each, worth about $12.2 billion, contingent on Google purchas…
Bank of America analysts set a $350 price target for Nvidia (NASDAQ: NVDA), implying the stock trades at up to a 50% discount, despite the shares being at $218. The analysts argue the market is overst…
Jim Cramer defended ServiceNow, Salesforce, Cadence Design Systems, and Workday on Mad Money, arguing that the 2026 software selloff has gone too far and that fears of AI-fueled disruption are largely…
Broadcom Inc. shares fell 5% to $359.66 after Marvell Technology Inc. secured a deal to develop custom AI chips for Alphabet Inc.'s Google, threatening Broadcom's position as Google's incumbent custom…
24/7 Wall St. set a $341.77 price target on Amazon (NASDAQ:AMZN), implying 31.73% upside from the current $259.45, with a buy recommendation and 90% confidence, driven by AWS re-accelerating to its fa…
Nebius Group (NASDAQ: NBIS) shares fell 13% to $215.52 on Wednesday after the Amsterdam-based AI cloud company announced a $4.5 billion convertible senior note offering and a share exchange plan tied …
Michael Burry, the investor known for the 'Big Short,' has re-established a bearish position on Palantir Technologies (NYSE: PLTR), including buying March 2027 $100 put options, and believes the AI so…
Anthropic generated $11.5 billion in second-quarter revenue, nearly 73% more than OpenAI's $6.7 billion, and posted a small operating profit while OpenAI's operating loss widened to $12.3 billion, acc…
SanDisk (NASDAQ:SNDK) shares have surged 3,911.79% over the past twelve months, from $44.54 in August 2025 to $1,629.67, driven by an AI-fueled NAND cycle, with 24/7 Wall St. setting a price target of…
Marvell Technology shares jumped 13% to $243.66 after the company disclosed a warrant issued to Alphabet's Google worth about $12.18 billion as part of a deal to develop custom AI chips, while Broadco…
SK Hynix shares rose 6% to $164.70 on Wednesday after the company approved a 40 trillion won ($28.6 billion) treasury share cancellation, the largest in South Korean history, lifting memory peers Micr…
Hyperscalers are signing multi-decade power deals to fuel AI training clusters, boosting natural gas demand and reshaping the case for midstream pipeline funds, with the Alerian MLP ETF (AMLP) offerin…
Unitree's upcoming Chinese IPO is reportedly 8,000X oversubscribed, signaling strong investor appetite for pure-play robotics exposure, according to 24/7 Wall St. analysts Austin Smith and Eric Bleeke…
POET Technologies (NASDAQ:POET), trading at $9.40, has a 24/7 Wall St. price target of $21.14, implying 124.89% upside, driven by its Optical Interposer platform and a $50 million purchase order from …
Alibaba Group Holding Ltd. (NYSE: BABA) is the more attractive growth pick ahead of its fiscal Q1 2027 earnings report on August 20, 2026, despite NetEase Inc. (NASDAQ: NTES) winning two of three anal…
Arista Networks, Broadcom, and Marvell Technology are quietly dominating the AI networking niche, with Arista's Q2 FY26 revenue up 37.7% year over year to just over $3 billion and full-year guidance r…