Alphabet missed estimates for the first quarter, with YouTube revenue a weak spot. But Wall Street analysts reiterated their positive ratings on the stock.
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Wall Street analysts are still bullish on Alphabet despite disappointing quarter and YouTube struggles
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Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping […]
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Jim Cramer says ‘it’s not to late’ to own AI winners powering the market
CNBC’s Jim Cramer said the market continues to be driven overwhelmingly by enthusiasm around semiconductors and data center stocks, and next week will test whether investors keep rewarding nearly any positive AI-related development. “This market keeps going up and up on the same old stuff: news about semiconductors, even old news about semiconductors, retreaded news […]
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Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking
Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for the iPhone maker’s devices, marking a major shift in the chipmaking landscape. Talks between the two companies have been brewing for more than a year, with a preliminary agreement reached in recent months, the Wall […]
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