

Wall Street Analysts Raise Price Targets on Datadog, Micron, and Lam Research Amid AI Spending Wave
Top-ranked analysts at Bank of America, UBS, and Mizuho have raised price targets on Datadog, Micron Technology, and Lam Research, citing sustained AI infrastructure demand, long-term supply agreements, and accelerating semiconductor spending.


Snap Alumni Launch Ghost Angels Fund to Back Next Generation of Social Media Startups
Twenty Snap alumni have launched Ghost Angels, a fund targeting pre-seed and seed AI startups in social media and consumer tech, with plans to back at least 20 companies in total.


SpaceX Lands $6.45 Billion in Space Force Contracts Weeks Before Expected IPO
SpaceX received $4.16 billion to build satellites for the "Golden Dome" missile defense system and a separate $2.29 billion communications contract, bringing its total Space Force awards this week to $6.45 billion — arriving just weeks before the company's anticipated IPO.


Software Stocks Post Best Month Since 2001 as Snowflake and Okta Defy AI Disruption Fears
Software stocks closed May up 21%—their best monthly performance since 2001—after Snowflake and Okta delivered blowout earnings that challenged fears artificial intelligence would cannibalize the sector.


Dell Shares Surge 39% After AI Server Revenue Jumps 757% in Fiscal First Quarter
Dell Technologies posted 88% year-over-year revenue growth and a 757% surge in AI server sales for the quarter ended May 1, sending shares up as much as 39% in extended trading and prompting the company to raise its full-year AI revenue forecast to $60 billion.


Family Offices Plan Biggest Portfolio Overhaul in Years, Pulling Back From U.S. Assets
Sixty percent of family offices plan their largest portfolio changes in five years, with non-U.S. wealth managers trimming dollar-denominated holdings and shifting capital to emerging markets, Europe, and other regions, according to the UBS Global Family Office Report.














































