On August 6, 2026, Wall Street launched the first 'Neocloud' ETF, holding companies that rent AI compute to hyperscalers, aiming to isolate the AI-compute rental trade that broad funds like the Invesc…
Alphabet Inc.'s stock gains have made co-founders Sergey Brin and Larry Page each $25 billion richer this year, bringing their net worth to about $280 billion each, according to the Bloomberg Billiona…
Zoom Communications (NASDAQ:ZM) reports fiscal Q2 2027 earnings after the bell on August 25, with Polymarket traders pricing a 94% chance of a beat. The company guided revenue between $1.265 billion a…
Intuit Inc. reports fiscal Q4 2026 earnings after the bell today, with shares rebounding 24.83% over the past month but still down 43.62% year to date. The company expects $300-$340 million in restruc…
SK hynix American Depositary Shares fell 4.92% to $155.37 on Monday after union members narrowly rejected a tentative wage deal by a margin of 25 votes, with 50.08% of 15,045 participating workers vot…
Applied Digital (NASDAQ:APLD) and IREN Limited (NASDAQ:IREN) each climbed 6% to $28.48 and $42.04, respectively, while Core Scientific (NASDAQ:CORZ) gained 4% to $17.93, as the digital infrastructure …
Bloom Energy (NYSE:BE) has become the poster child for onsite power at AI data centers, with 24/7 Wall St. setting a price target of $239.45, implying 17.37% upside from the current price of $204.02, …
Snowflake Inc. (NYSE: SNOW) will report fiscal second-quarter results on September 2, 2026, with shares up 47.15% year to date to $322.78, driven by expectations that AI agents will boost consumption-…
Amazon.com Inc. (NASDAQ: AMZN) is positioned as a sleeper winner in the AI boom, with AWS reporting its fastest growth in 18 quarters and AI and chip businesses each clearing a $25 billion run rate, a…
Nebius Group (NASDAQ:NBIS) rose 4% to $218.47 on Tuesday, snapping a six-session losing streak after the company closed a $5.75 billion convertible senior notes offering, exceeding its initial $4.5 bi…
RUM Group (NASDAQ:RUM) stock surged 11% to $10.44 Tuesday after CEO Chris Pavlovski publicly named CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) as targets for its AI infrastructure push, whi…
Nvidia Corp. has warned its largest customers that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb, according to a repo…
SanDisk (NASDAQ:SNDK) has a 24/7 Wall St. price target of $2,117.43 over the next 12 months, implying 41.81% upside from its current price of $1,493.12, driven by multi-year contracts that lock in rev…
Amazon.com Inc. raised prices on several consumer devices, including a 60% increase for the Echo Dot to $79.99, a 42% increase for the Fire TV Stick 4K Max to $84.99, and a 36% increase for the base K…
Alphabet Inc. could see shipments of its Tensor Processing Units (TPUs) more than triple to 8.84 million units by 2027, up from 2.76 million in 2024, according to a forecast from GF Securities Brokera…
NVIDIA (NASDAQ:NVDA) is rated a Hold at $208.48 ahead of its August 26, 2026 Q2 fiscal 2027 earnings report, with shares down 7.35% over the past week. The company reported Data Center revenue of $75.…
Dell Technologies reports fiscal second-quarter results on September 1, 2026, after shares surged 247.32% year to date to $433.19, driven by AI infrastructure spending from customers SpaceX and CoreWe…
Venture capitalist Chamath Palihapitiya warned that three converging pressures—a spreading 'doom narrative' among politicians, bipartisan political backlash, and rising Treasury yields—could slow the …
Adobe Inc. (NASDAQ:ADBE) is positioned as a contrarian large-cap tech bet for 2026, with 24/7 Wall St. setting a price target of $309.57, implying 12.05% upside from the current price of $276.27, and …
Super Micro Computer Inc. shares surged 8% to $37.88 on Tuesday after Taiwanese prosecutors indicted nine individuals, including two former employees of its Taiwan subsidiary, over illegal AI server e…