Sharemaestro Newsreel

Nvidia to Invest Up to $105 Billion for OpenAI Data Center

(Bloomberg) -- Nvidia Corp. has agreed to spend as much as $105 billion to support a massive new data center campus in Ohio set to be leased by OpenAI, according to a financial filing, marking the latest tie-up between two dominant forces driving the …

Die Safran-Aktie steigt mit angehobener Prognose und neuem Kursziel

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Quick Read Tepper exited SanDisk after a 591% run and trimmed Micron, rotating profits into power utilities Vistra and NRG, both trading below 16x forward earnings. Tepper pushed Amazon to 5 million shares and opened a new CoreWeave stake, targeting AI infrastructure layers that …

ServiceNow (NOW) Stock Still Looks Expensive Despite A 30% Fall

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ServiceNow stock has had a rough year, with a sharp share price fall sitting alongside valuation checks that suggest the company is not …

Meta’s Lawyers Say A Loss Could Cost $1.4 Trillion. Trial That Could Determine The Future Of Zuckerberg’s AI Ambitions Is Underway.

Quick Read Meta faces up to $1.4 trillion in penalties as a landmark youth-safety trial begins, with states calling $200 billion a more likely figure. States demand Meta delete AI models trained on data collected from children under 13, directly threatening Zuckerberg's $145 billion …

Walt Disney (DIS) Unveiled A New Avengers Trailer

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Walt Disney (NYSE:DIS) gained fresh attention as Marvel Studios released the new Avengers: Doomsday trailer, signaling the next major chapter in its superhero …

Can Costco Stock Reach New Highs in Member Monetization?

Costco Wholesale Corporation COST continues to unlock fresh potential in member monetization by expanding its high-value executive tier and deepening digital engagement. During the third quarter of fiscal 2026, membership fee revenues climbed 10.7% to $1,373 million from the year-ago period. The September 2024 …

IREN's NVIDIA Status and Microsoft Win: Time to Buy or Hold the Stock?

IREN Limited IREN has moved deeper into AI infrastructure after two credibility-building milestones. Recently, Microsoft accepted Horizon 1 at the Childress campus, while NVIDIA awarded IREN Exemplar Cloud status for its GB300 NVL72 deployment. Horizon 1 is the first of four 50MW deployments tied …

Sandisk, Micron, Nvidia, SpaceX, Amazon, L3Harris, and More Stocks That Explain Today’s Market

Stocks are trading slightly lower as the summer doldrums hit the market. Several AI stocks are rising. Continue Reading

Billionaire BlackRock CEO Larry Fink Says One of ‘Worst’ Financial Decisions You’ll Ever Make Is Keeping Your Money in the Bank

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. A savings account may feel like the safest place to park cash, but BlackRock CEO Larry Fink says playing it safe can come with a hidden cost …

Can Walmart Sustain Growth as Household Budgets Tighten?

Walmart Inc. WMT continues to draw shoppers with its value-focused retail proposition as household budgets come under greater pressure. The company is seeing clear differences in spending behavior across income groups, making its ability to preserve traffic and unit growth — an important measure …

Space Exploration Technologies Corp. (SPCX) Says $100 Billion in Revenue Is Coming by December. Here’s the Math Behind It

Space Exploration Technologies Corp. (NASDAQ:SPCX) held its first earnings call as a public company earlier this month, and Elon Musk set an aggressive target: an annualized revenue run rate of $100 billion by December, more than tripling the company's current run rate of just …

L3Harris Replaces CEO After Conduct Investigation, Shares Retreat

L3Harris on Monday replaced Chairman, CEO Christopher Kubasik over conduct concerns following investigation. LHX stock falls. Continue Reading

Balancing Factor Exposure Drives Bloom Energy Corp’s (BE) Gains

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical …

Wall Street Analysts Predict a 32.15% Upside in Broadcom Inc. (AVGO): Here's What You Should Know

Broadcom Inc. (AVGO) closed the last trading session at $392.99, gaining 6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target …

Apple’s Red Flags Are Real and Signal Trouble

Quick Read Apple's June quarter beat was artificially inflated by tariff refunds worth 2 margin points and 11 cents of EPS, masking a bare midpoint guidance miss. AAPL trades at 35 times earnings, trails the S&P 500 year to date, and averages a -1.16% …

Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

Quick Read Nine tech giants carry $3 trillion in off-balance-sheet AI obligations, a figure triple their reported debt and nearly double a July estimate of $1.65 trillion. Deferred depreciation could exceed $520 billion over three years, pushing Oracle's revenue share from 7% toward 28% …

PANW vs. NET: Which Cybersecurity Stock Has an Edge Right Now?

Palo Alto Networks PANW and Cloudflare NET are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. PANW focuses broadly on next-generation firewalls, cloud security and AI-driven threat detection. Cloudflare provides a cloud-native platform spanning network …

Boeing Stock Falls After U.S. Army Grounds Apache Helicopters

The U.S. Army has temporarily grounded its Apache helicopters after a tragic crash near Fort Hood, Texas, which cost the lives of two service members. “We mourn these aviators, and our deepest condolences remain with their families, friends, and unit during this extraordinarily difficult …

Is Bloom Energy (BE) Outperforming Other Oils-Energy Stocks This Year?

Investors interested in Oils-Energy stocks should always be looking to find the best-performing companies in the group. Is Bloom Energy (BE) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out. Bloom Energy is a …

Is Schneider Electric (SBGSY) Stock Outpacing Its Industrial Products Peers This Year?

For those looking to find strong Industrial Products stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Schneider Electric SE (SBGSY) one of those stocks right now? A quick glance at the company's year-to-date performance in …

Is Industrial & Commercial Bank of China (IDCBY) Stock Undervalued Right Now?

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in …

Tesla (TSLA) Advances After Beating Key Metrics in Q1

Baron Capital, an investment management company, released its Q2 2026 letter for "Baron Partners Fund". A copy of the letter can be downloaded here. Baron Partners Fund reported a 16.61% (Institutional Shares) gain in Q2, outperforming both the Russell Midcap Growth Index (14.55%) and …

ChatGPT and Billionaire Bill Ackman Agree on Visa (V)

According to Rallies Arena, a public tracker that gives AI models money and watches how they invest it, Visa (NYSE:V) is among the top stock holdings of ChatGPT. Visa recently made the news after billionaire Bill Ackman shared his bullish views on the stock …

Nvidia just took a very serious step on SpaceX stock

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where …

SpaceX bulls would be wise to remember one thing

SpaceX (SPCX) bulls best keep a close eye on the company's cash flow statement the next year or so, because some line items are about to take off in a big way. The big call Big capital expenditures and big capital raises are poised …

Is It Worth Investing in Costco (COST) Based on Wall Street's Bullish Views?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's …

Wall Street Analysts See Broadcom Inc. (AVGO) as a Buy: Should You Invest?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage …

Wall Street Bulls Look Optimistic About UnitedHealth (UNH): Should You Buy?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's …

BRKb|Berkshire Hathaway Inc|Kurs:503.850|Änderung %:-0.180

3 Reasons We Love Philip Morris (PM)

3 Reasons We Love Philip Morris (PM) Philip Morris currently trades at $190.49 per share and has shown little upside over the past six months, posting a middling return of 3.7%. The stock also fell short of the S&P 500's 13.9% gain during that …

Broadcom’s Brilliant Strategy Keeps Me Buying, Especially Now

Quick Read Broadcom's dual AI engines, consisting of custom ASICs and dominant networking chips, capture hyperscaler capital from both sides, creating utility-like lock-in over semiconductor cyclicality. AVGO trades at 21x forward earnings with a PEG of 0.44, offering a cheaper entry than NVDA while …

Is Wall Street Bullish or Bearish on Akamai Technologies Stock?

Akamai Technologies Headquarters and Trademark Logo Headquartered in Cambridge, Massachusetts, Akamai Technologies, Inc. (AKAM) is a leading cybersecurity and cloud computing company helping businesses stay secure, connected and resilient online. Its broad security portfolio and global threat intelligence help protect enterprise data, applications and …

Uber adds Zipline drones to its Eats delivery network

Uber is investing in, and partnering with, drone delivery company Zipline with the goal of making one million deliveries per day using the startup's drones by the end of 2029. Zipline drones will make the first deliveries on the Uber Eats platform by the …

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Uber, Zipline partner on US drone delivery for Uber Eats

Aug 17 (Reuters) - Uber Technologies and Zipline announced a partnership on Monday to bring ‌autonomous drone delivery to Uber Eats ‌customers across the United States. The tie-up was accompanied by ​Uber making a strategic investment in the drone delivery company. • The companies …