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Market News
Latest financial news and analysis from global markets
GOOGL
Thales inks deal with Google for homegrown German cloud provider
May 20 (Reuters) - French defence group Thales and Alphabet's Google Cloud have signed a deal to launch a new European cloud service in Germany that will be operationally and legally independent from
BAC
BofA names top chip stocks as server CPU TAM seen reaching $125bn by 2030
Investing.com -- Bank of America (BofA) has raised its outlook for the server CPU market, projecting it to grow from roughly $43 billion in 2026 to $125 billion by 2030, up from a prior estimate of $110 billion, a compound annual growth rate (CAGR) of 31%, driven by the rising role of processors in agentic AI workloads.
AMD
BofA names top chip stocks as server CPU TAM seen reaching $125bn by 2030
Investing.com -- Bank of America (BofA) has raised its outlook for the server CPU market, projecting it to grow from roughly $43 billion in 2026 to $125 billion by 2030, up from a prior estimate of $110 billion, a compound annual growth rate (CAGR) of 31%, driven by the rising role of processors in agentic AI workloads.
NVDA
BofA names top chip stocks as server CPU TAM seen reaching $125bn by 2030
Investing.com -- Bank of America (BofA) has raised its outlook for the server CPU market, projecting it to grow from roughly $43 billion in 2026 to $125 billion by 2030, up from a prior estimate of $110 billion, a compound annual growth rate (CAGR) of 31%, driven by the rising role of processors in agentic AI workloads.
NVDA
Oil retreats, stocks rise on cautious Mideast war hopes
Oil prices slid and European stock markets advanced Wednesday after a South Korean tanker passed through the Strait of Hormuz, easing concerns about the apparent impasse between the US and Iran on ending the war in the Middle East.It was the first transit by a South Korean vessel through the key waterway since the Iran war began at the end of February.
NVDA
Is Cisco or CrowdStrike the Better Short Bet Right Now?
Cisco Systems (NASDAQ: CSCO) and CrowdStrike (NASDAQ: CRWD) delivered very different earnings stories. Cisco posted $15.84 billion in Q3 FY26 revenue, while CrowdStrike closed FY26 with $5.25 billion in ending annual recurring revenue (ARR). Both stocks have risen sharply, raising a harder question: which carries the weaker risk/reward from here? The Cisco Bear Case: Cost ... Is Cisco or CrowdStrike the Better Short Bet Right Now?
AMZN
Prediction: These 4 Stocks Will Hit a $3 Trillion Valuation by the End of 2027
The $3 trillion market cap club should have eight members by 2027.
AVGO
Prediction: These 4 Stocks Will Hit a $3 Trillion Valuation by the End of 2027
The $3 trillion market cap club should have eight members by 2027.
AVGO
Is Broadcom (AVGO) One of the Best Long Term US Stocks to Buy Right Now?
With a 5-year average revenue growth rate of 21.42%, Broadcom Inc. (NASDAQ:AVGO) is included among the 11 Best Long Term US Stocks to Buy Right Now. On May 18, UBS analyst Timothy Arcuri raised the firm’s price recommendation on Broadcom Inc. (NASDAQ:AVGO) to $490 from $475. It reiterated a Buy rating on the shares. The firm updated […]
PLTR
Is Palantir Stock a Buy?
Palantir's stock is down 35% from its all-time high.
NVDA
Is Palantir Stock a Buy?
Palantir's stock is down 35% from its all-time high.
INTC
Is Palantir Stock a Buy?
Palantir's stock is down 35% from its all-time high.