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12.06.26 - 18:54
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Nvidia vs AMD: The Better AI Stock Is A Better Buy This June (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today's AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June...
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12.06.26 - 18:24
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SpaceX, Anthropic, and OpenAI′s hot IPO summer (TechCrunch)
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The IPO market is back, and it's not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it's a stress test for investors, for valuations, and for […]...
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12.06.26 - 17:48
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Prediction: Can Meta Stock Reach $700 by Year-End? (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) just delivered Q1 revenue of $56.31 billion, up 33% YoY, and EPS of $10.44 against a $6.66 consensus. CEO Mark Zuckerberg said the company is “on track to deliver personal superintelligence to billions of people.” Shares responded by dropping 13.81% YTD to $568.43. The bull case calls for $700 by year-end. I ... Prediction: Can Meta Stock Reach $700 by Year-End?...
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12.06.26 - 16:46
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Störung bei Facebook- und Instagram-Konzern Meta (DPA-AFX)
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MENLO PARK (dpa-AFX) - Dienste des Facebook-Konzerns Meta (Meta Platforms (ex Facebook)) sind von einer Störung betroffen. Nutzer berichteten auf Plattformen wie Allestörungen von Problemen, unter anderem Facebook ......
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12.06.26 - 16:12
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3 Nuclear Energy Stocks Powering the AI Boom in June (24/7 Wall St.)
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AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA's Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June...
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12.06.26 - 14:30
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Futures Rally Amid Fresh Iran Peace Hopes, All Eyes On SpaceX (ZeroHedge)
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Futures Rally Amid Fresh Iran Peace Hopes, All Eyes On SpaceX
US stock futures and global markets are higher, extending their rally while oil hit the lowest level in months following fresh reports that the US and Iran are nearing a provisional agreement to end their war, even if top leadership has yet to sign off. Meanwhile, all eyes are on SpaceX - the world's biggest IPO- where shadow markets are pricing a spike of at least 35% for SpaceX on its debut, while online market see odds of a 30% close at roughly breakeven. As of 8:00am ET, S&P 500 futures rose 0.6% after the benchmark climbed 1.8% in the previous session. Pre-market, all Mag 7 are higher led by GOOGL and META. Treasuries held steady after Thursday's gain: 10Y yields are at 4.46%. The DXY dollar index fell 21bp to 99.639. Commodities are all lower: WTI fell $3.90 to $83.81 while Brent slid almost 4% to head for its first close below $88 a barrel since the first week of the war. Base/precious metals are unchanged; ags are all l...
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12.06.26 - 10:06
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Meta unwinds Manus AI deal after China order, signaling tighter global scrutiny (Digitimes)
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Meta Platforms has fully severed operational and data-sharing ties with agentic AI startup Manus after Chinese regulators ordered the transaction canceled. The move affects global investors and AI developers, as it highlights how Beijing's intervention can reshape cross-border deals, block system access, and force companies to unwind technology integration after a deal closes....
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