Two companies have recently seen their stock prices head higher on optimism about the future growth in AI spending. Palantir Technologies (NASDAQ: PLTR) shares are up 93% from their April low, as of this writing. Taiwan Semiconductor Manufacturing (NYSE: TSM) is up 67% in that same period.

Stock markets in Asia are mixed after U.S. stocks rose to more records as they closed out another winning week

Justin Sun's Tron Inc. filed a S-3 form with the Securities and Exchange Commission (SEC) on July 28, requesting to issue up to $1 billion in the aggregate of common stock, preferred stock, debt securities, warrants and rights.

The world's largest companies want to spend hundreds of billions developing their AI capabilities, and they all rely on Nvidia to supply critical components in that effort.

Sky-high valuations for tech heavyweights have left investors searching for alternatives. Plus, President Trump's trade policies haven’t affected all companies the same way, creating winners (and losers) for investors to discover.

Trees don’t grow to the sky, they say, and GE Vernova stock has risen too far for two Wall Street analysts. Shares of the power-generation technology company fell early Monday following a couple of analyst downgrades.

Over at Chardan Capital, Geulah Livshits reiterated a buy rating and a $25 price target on July 23. From the stock's price of $3.05 on the morning of July 28, Livshits' estimate implies a gain of about 720% in about a year.

When Wall Street veteran Tom Lee speaks, investors listen. As head of research at Fundstrat Global Advisors, Lee has built a reputation for bold predictions and contrarian calls that often prove prescient.