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News
Evercore: META Could Surge Over 50% on $22B AI Opportunity
2+ week, 3+ day ago (473+ words) Meta Platforms Inc. (NASDAQ:META) could generate as much as $22 billion in annual gross revenue starting in 2027 by renting out excess AI computing capacity, according to Evercore ISI analyst Mark Mahaney, who raised his price target to $860 from $820 this week....
HP Enterprise Stock at a Crossroads: Earnings Could Trigger a Big Move
1+ week, 6+ day ago (460+ words) Alphabet Inc. Class C Hewlett Packard Enterprise (NYSE:HPE) has retreated from its year-to-date high, falling from $63.73 to a current $52.31 as it slowly carves out a double-bottom pattern ahead of earnings. HP Enterprise has become one of the biggest players…...
Nvidia Earnings Put These AI Data Center Stocks On Investor Watch
2+ week, 3+ day ago (157+ words) Monolithic Power Systems, Inc. Monolithic Power Systems sits where AI power demand, premium pricing and falling margins intersect, yet most attention still goes to GPU vendors. Get the fuller picture, including valuation pressure and insider moves, in the analysis report…...
TD SYNNEX’s Expanded PartnerFirst AI Platform Might Change The Case For Investing In SNX
2+ week, 13+ hour ago (157+ words) The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. TD SYNNEX's narrative projects $90.7 billion revenue and $1.6 billion earnings by 2029. This requires 9.1% yearly revenue growth and an earnings…...
Brookfield Stock And 2 Alternative Asset Managers Funding AI Infrastructure
2+ week, 2+ day ago (221+ words) Operations: Pershing Square generates all of its US$768.7 million in revenue from asset management activities in the United States. Pershing Square’s concentrated AI exposure and permanent capital structure could be masking a very different risk reward profile than many investors…...
Intuit Shares Fall as Management Targets Slower Customer Growth With a Strategic Reset
2+ week, 2+ day ago (439+ words) Intuit Inc. (NASDAQ:INTU) shares traded lower on Wednesday after the company reported a fourth-quarter earnings beat on Tuesday. Management used Tuesday’s earnings call to acknowledge shortcomings in customer acquisition and reset priorities to focus on winning new users. The…...
EXCLUSIVE: Nvidia's $2 Billion Synopsys Bet Signals AI's Next Frontier
2+ week, 2+ day ago (478+ words) Nvidia Corp (NASDAQ:NVDA) and Synopsys, Inc (NASDAQ:SNPS) are set to report earnings after the bell Wednesday, putting the companies’ financial results in focus as investors assess the impact of their expanding AI partnership. Nvidia’s $2 billion investment in Synopsys…...
Meta Reportedly Readies Hatch AI Platform, With Premium Plans Near $200 a Month
2+ week, 3+ day ago (345+ words) First Trust Dow Jones Internet Index Fund Invesco AI and Next Gen Software ETF Global X Social Media ETF Meta Platforms, Inc. (NASDAQ:META) stock gained by about half a percent during Tuesday’s premarket session as risk appetite firms with…...
Nvidia's AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet
2+ week, 3+ day ago (288+ words) Alphabet Inc. Class A Alphabet Inc. Class C Advanced Micro Devices, Inc. Cisco on Tuesday expanded its Secure AI Factory with Nvidia through a partnership with Super Micro Computer, Inc. (NASDAQ:SMCI), adding high-density liquid- and air-cooled GPU systems to…...
Nvidia, Blackwell and AI Spending: 4 ETFs in Focus Ahead of Earnings
2+ week, 3+ day ago (612+ words) VanEck Vectors Semiconductor ETF PowerShares QQQ Trust,Series 1 PHLX Sox Semiconductor Sector Ishares Global X Robotics & Artificial Intelligence ETF For investors who don’t own NVIDIA Corp. (NASDAQ:NVDA) directly, Wednesday’s earnings report could still touch their portfolios. Nvidia is a…...