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28.05.26 - 16:24
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Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta′s Next Monster Business (24/7 Wall St.)
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The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg's $145 Billion AI Gamble Could Spawn Meta's Next Monster Business...
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28.05.26 - 16:12
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Microsoft’s AI Spending Won’t Derail Dividend Safety Inside Vanguard’s VIG (24/7 Wall St.)
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The Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) owns only companies with at least 10 consecutive years of dividend growth, screens out the highest yielders, and lets compounding work. VIG has returned 22% over the past year and 244% over the past decade, a track record that owes as much to its tech-heavy roster as to traditional ... Microsoft's AI Spending Won't Derail Dividend Safety Inside Vanguard's VIG...
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28.05.26 - 15:06
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WD Appoints Manuvir Das to Board of Directors (Business Wire)
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Veteran technology executive and AI infrastructure leader brings deep expertise in enterprise AI, data infrastructure and cloud computingSAN JOSE, Calif.--(BUSINESS WIRE)--Western Digital Corporation (Nasdaq: WDC), the storage foundation of the AI-driven data economy, today announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025.
“Manuvir is a highly respected technology leader with a strong track record of driving innovation across some of the world's leading AI, cloud, and enterprise infrastructure companies,” said Marty Cole, chairman, WD. “His experience helping enterprises operationalize AI at scale, combined with his deep understanding of data infrastruct...
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28.05.26 - 14:36
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This AI Stock Is Crushing Microsoft And Adobe In 2026 — JPMorgan Still Sees 43% Upside (Benzinga)
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Datadog has surged nearly 66% in 2026 while Microsoft and Adobe remain deep in the red. JPMorgan still sees another 43% upside for the AI software stock
Latest Ratings for DDOG
DateFirmActionFromTo Feb 2022Goldman SachsReiteratesBuy Feb 2022Morgan StanleyMaintainsOverweight Feb 2022Goldman SachsMaintainsBuy
View More Analyst Ratings for DDOG
View the Latest Analyst Ratings
Importance Rank:
2
read more...
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28.05.26 - 14:30
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[Video Enhanced] Streamex Adds Microsoft and PayPal Lead Product Designer to High-Level Talent Roster (The Newswire)
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Vancouver, BC – TheNewswire - May 28, 2026 – Global Stocks News - Sponsored content disseminated on behalf of Streamex Corp. On May 26, 2026 Streamex (NASDAQ: STEX) announced the appointment of Kori Handy as Vice President of Product and Design.
Streamex is a technology company building a tokenization ecosystem for all real-world assets, beginning with commodities.
“The majority of IT-focused employers worldwide are flat‑out struggling to find the skilled tech talent they need,” reports Alpha Apex.
“It is rare that a company at our stage is able to attract this many experienced, successful people,” Streamex CEO Henry McPhie confirmed to Guy Bennett, the CEO of Global Stocks News (GSN). “I've received calls from other tech CEOs asking how we did it. Our elite team understand the technology, and see the growth opportunity. Kori Handy has scaled multiple companies by making products more intuitive. He will be a key player for Streamex as we expand our product line.”
The hiring of Mr. ...
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28.05.26 - 12:01
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43 Milliarden US-Dollar zusätzlich? Microsofts KI-Wette nimmt Fahrt auf (Ariva)
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Microsofts Partnerschaft mit Anthropic könnte Azure bis 2030 Milliardenumsätze bringen. HSBC sieht ein zusätzliches Potenzial von 43 Milliarden US-Dollar pro Jahr. Microsoft könnte durch seine neue Partnerschaft mit Anthropic langfristig erheblich profitieren. Nach Einschätzung der Investmentbank HSBC eröffnet der Deal dem Konzern bis 2030 ein zusätzliches jährliches Umsatzpotenzial von bis zu 43 Milliarden US-Dollar. HSBC-Analyst ......
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28.05.26 - 10:30
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Jochen Stanzl (Consors Bank): "Alles, was mit KI zu tun hat, steigt steil an" - DAX Wimpernschlag vom Rekord entfernt (BRN)
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DAX-Rekord versus das Ausblenden der Risiken. Wie passt das zusammen? "Im DAX haben wir ganz andere Treiber. Wir haben sehr viele zyklische Unternehmen, die eben dann profitieren, wenn die Energiepreise möglichst niedrig sind und wenn die Konjunktur anspringt", so Jochen Stanzl (Consors Bank). Auch die Investitionen der Bundesregierung sollten bald wirken. International trägt der Markt eine KI-Brille - Big Techs wie Meta, Microsoft, Alphabet und Amazon investieren täglich (!) 2 Mrd. US-Dollar in neue Rechenzentren. Auf dem einen Auge schauen die Anleger auf Chips, auf dem anderen Auge sind sie blind und blenden die Risiken aus. Halb so wild, so Stanzl, denn: "Alles, was mit KI zu tun hat, steigt steil an." Kein Ende der Rally in Sicht? "Die Entwicklung geht ununterbrochen weiter", glaubt Stanzl....
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