Latest News
Amazon's $1B+ Deal with Corning Powers AI Data Center Fiber Optics
Amazon signs a multiyear, multibillion-dollar deal with Corning for fiber optics to support AI data centers, boosting Corning shares 6.3%.
Meta's $145B AI Spending Plan Faces Investor Skepticism Over Stock Dilution
Meta shares fell 0.8% Monday on reports the company may sell tens of billions in new stock to fund AI expansion, sparking dilution concerns.
Palantir Faces Skepticism Over AI Growth as Valuation Nears 180x Earnings
Palantir shares held steady after a volatile week, with strong Q1 growth and raised 2026 guidance offset by a high multiple and AI sentiment risks.
Netflix's Modest Rebound Fails to Mask Investor Concerns Amidst Board Exit and Competition
Netflix (NFLX) shares rose 0.3% after eight consecutive declines, as the market processed founder Reed Hastings' board departure, unchanged guidance, and intensifying competition from Amazon and YouTube.
Boeing 777X Test Milestone Achieved; Cash Flow Remains Key Focus
Boeing's 777X program clears a key FAA test phase, shifting focus to certification and cash flow as the company works to convert its $695 billion backlog into deliveries.
Apple's WWDC AI Push Puts Siri in Spotlight, Valuation Risks Loom
Apple shares climbed 2.2% to $314.17 ahead of its WWDC keynote, with Wall Street focused on Siri AI updates. However, the stock's 15% gain since April and high valuation leave little room for disappointment.
Oklo Stock Rises on ARMEC Acquisition, July Test Reactor Milestone Looms
Oklo shares rose 3% after acquiring ARMEC to expand in-house manufacturing, with July's test reactor criticality a key catalyst for the pre-revenue nuclear firm.
Alphabet Orders 3M Intel TPUs for 2028; Piper Sandler Raises Target Amid AI Search Surge
Alphabet orders 3M+ TPUs from Intel for 2028, Piper Sandler hikes target to $445 on AI search gains, UBS flags margin risks from Cloud TPU revenue. GOOGL shares slip to $362.21.
