Alphabet Inc.

Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.

What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.

Reddit shares rose 11% on S&P 500 inclusion news, even as Google's AI Overviews pressure its search traffic.

David Abrams (Trades, Portfolio), founder and CEO of Abrams Capital Management, recently submitted his 13F filing for the second quarter of 2026, revealing key adjustments to his concentrated portfolio. Abrams established the Boston-based firm in 1999 after a decade working alongside Seth Klarman (Trades, Portfolio) at Baupost Group. David Abrams (Trades, Portfolio) reduced his position in one stock during the quarter, with the most significant change being a reduction in Alphabet Inc (NASDAQ:

A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase.

The appointment signals a move toward performance and metrics frameworks. OpenAI must improve reliance on the tracking tools it offers advertisers before more will increase their ad budgets with OpenAI.

Apple ranks second in the sovereign fund's global portfolio, with a disclosed holding valued at 522 billion Norwegian kroner.

OpenAI said Thursday that Chief Revenue Officer Denise Dresser is leaving, marking the latest depart

Hertz was one of the worst-performing stocks in Pershing Square’s investment portfolio this year through August 11, subtracting 1.1% from gross performance, the firm said.

Four of the world's five most valuable companies send their shareholders cash every quarter. The fifth is spending more than its operations generate.

Strong AI demand may already be priced in.

Alphabet's 19% pullback reflects surging AI spending and cash-flow pressure, even as Cloud growth and a $514 billion backlog signal strong demand.

VZ is tapping its fiber network for AI connectivity, with a $1B+ Google deal and more hyperscaler agreements in the pipeline.

Norway's sovereign wealth fund valued its Alphabet position at 499 billion kroner, placing Google's parent above Microsoft and Amazon.

The world's largest sovereign wealth fund holds Nvidia shares worth 612 billion kroner, exceeding every other company in its portfolio.

Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO

Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.

OpenAI chief revenue officer Denise Dresser is leaving the company less than a year into the role. OpenAI appointed Dali Rajic, most recently president and COO of Google-owned cybersecurity company Wiz, to replace her.

OpenAI is naming its second new chief revenue officer in less than a year, a sign of efforts to bolster sales growth ahead of a highly anticipated Wall Street debut.

A study released Wednesday shows how 5% invalid traffic costs about $250,000 in cash and $750,000 in revenue losses.

Apple just posted its strongest June quarter ever, yet the stock sits 6% below its 52-week high while a supply-chain dispute and fading tariff tailwinds threaten to complicate the bullish case that Wall St. keeps building.

Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap is more complicated than a simple earnings miss.

Alphabet is already converting its capex investments into AI revenues.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle

Legal operations and legal department leaders from Mastercard, Meta, Google, Uber, General Motors, U.S. Bank, Capital One and more will help shape the future of outside counsel managementNEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Priori, the legal technology company modernizing outside counsel management and hiring, today announced the members of its 2026–2027 Client Advisory Board (CAB), a group of senior legal operations and legal department leaders who provide strategic guidance on the compa

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

With an investment in Alphabet, you get both an established AI player and exposure to Anthropic.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

While its two biggest cloud rivals soared past the market this year, one hyperscaler kept beating earnings estimates and still watched its stock fall. Now a single analyst thinks the gap between perception and reality has grown wide enough to matter.

A 16% annualized return sounds ambitious for trillion-dollar companies, yet three Nasdaq giants have the earnings architecture and AI tailwinds to make that math surprisingly plausible before the decade ends.

Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.

Alphabet has turned into the Warren Buffett of Wall Street.

Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. This change in focus is prompting investors to reassess which companies might lead the next phase of AI spending and returns. The new narrative suggests...

Revenue grows 5% but PAT margin slumps to 1.8% amid heavy marketing spend and soft discretionary demand.

Okta is gearing up to release its Q2 earnings report on Aug. 26, with Wall Street watching whether accelerating AI-security demand can sustain the stock’s powerful rally.

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.

Alphabet is tightening corporate oversight and reorganizing its Google DeepMind unit to prioritize the commercial performance of its flagship Gemini AI model.

Abel is following Warren Buffett's longstanding playbook of disciplined investing, but the conglomerate's portfolio is increasingly including tech stocks.

Microsoft is already relatively close to its median 12-month price target.

Google Cloud's growth rate stayed in the same band in the quarters before the run, but the margin underneath it was doubling in plain sight.

Google could face a levy based on Australian advertising revenue unless it signs agreements with more eligible publishers.

Google raises Pixel 11 prices by $100 as rising memory costs put pressure on smartphone makers

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.

Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft’s clinical AI advancements, Google’s expanded Vertex AI vertical models, NVIDIA’s domain-specific NIM microservices, and IBM’s compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. This 130-page study delivers an in-depth analysis of retrieval-augmented generation (RAG) frameworks, enterprise deployment models, key ve

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind’s leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid...

Google Pixel 11 arrives with higher prices, less RAM and modest hardware upgrades as the AI memory crisis deepens and Alphabet shares fall.

A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

What you need to know: Get the new Pixel 11 Pro on Simplicity. All for $45 a month. No trade-in required.Upgrade every year. Get the new Pixel 11 Pro (256GB) and upgrade to the latest Pixel model every year with Simplicity Pro for $80/month.Availability. Preorders for the Pixel 11, Pixel Pro, Pixel Pro XL, Pixel Pro Fold and Pixel Watch 5 start August 12 (10 am ET); general availability begins August 20. NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Preorders for the Google Pixel 11 series begin A

Wall Street’s expectations for SpaceX’s AI unit are so low, it may not need a pogo stick—let alone a rocket—to clear the bar, Morgan Stanley analysts argued in a recent note.

(Bloomberg) -- Whoop Inc., the maker of popular screenless fitness trackers, plans to roughly double the size of its Boston headquarters, boosting a city struggling to grab a bigger piece of the artificial intelligence boom.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.

Expanded Global Practice Integrates Engineering Scale, Enterprise AI, and Experiential Design to Bridge Physical and Digital Brand Ecosystems Project Worldwide Consolidates AI & Digital Transformation Practice Under Wondersauce Left to right: Chris Meyer and John Sampogna NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Project Worldwide, an alliance of leading independent creative agencies, today announced the consolidation of its unified global AI and digital transformation practice under agency pa

Meta shed more than 10% in a month while Wall Street analysts refused to blink, and one firm is now sitting on a price target that implies nearly double the current stock price. What they see in the wreckage is worth understanding.

Alphabet is growing cloud revenue faster than almost anyone on Wall Street expected, yet its stock trades at a multiple more typical of a slow-moving industrial. Something in that equation has to give.

Berkshire (NYSE: BRK.A, BRK.B) is directly at the center of Burry's critique, making it the primary risk-bearer for any investor who shares his concern that a shift in capital-allocation philosophy could erode the conglomerate's long-standing edge.

Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.

Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.

Strativera, a digital marketing and revenue operations agency serving mid-market and private-equity-backed companies, today announced its Salesforce consulting practice is live on Salesforce AppExchange, giving the firm credentialed standing across both dominant CRM ecosystems.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

Accelerating commercial momentum—highlighted by IonQ’s record $80 million Q2 2026 revenue performance, D-Wave’s 1,120% bookings growth, and expanded cloud quantum deployments across Alphabet (Google) and Microsoft is driving rapid adoption across financial modeling, aerospace engineering, drug discovery, and logistics. Quantum Computing Market Quantum Computing Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Quantum Computing Market - A Global and Regional Analysis: Focus on Application, P

Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.

Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit.

Nvidia, AMD, and Micron are three stocks to buy as AI infrastructure spending continues to surge.

Abel is making his mark on the company, but he's not veering too far away from Buffett.

As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.

Apple, Coca-Cola, and Alphabet are three Buffett favorites that investors can buy and hold.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced the appointment of Megan Ramm as Global Chief Revenue Officer. The appointment reflects PubMatic's strong momentum and positions the company to accelerate its expansion with advertisers and agencies as AI transforms how digital advertising is bought, sold and optimized. Based in New York, Ramm will lead PubMatic's global revenue strategy and execution across publisher

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Alphabet (NasdaqGS:GOOGL) faces more than 3,000 youth addiction lawsuits in US federal court after a key ruling denied dismissal efforts by major social media companies. The court decision leaves Google and peers exposed to potential legal findings on platform design and user harm, with possible knock-on effects for future regulation. FactSet data shows Alphabet has had an outsized impact on S&P 500 earnings growth this quarter, highlighting its weight in overall index performance. The...

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua

Leadership departures have increased scrutiny of Alphabet's AI execution while infrastructure spending approaches $200 billion.

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.

Brad Lightcap announces his departure from OpenAI after eight years at the artificial-intelligence lab.

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said De

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Alphabet stock has returned 174.6% over the past three years, yet current valuation checks suggest the market price still sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF and market multiples pointing to an undervalued stock, the question for investors is how to weigh that against rising capital needs and growing regulatory scrutiny. Alphabet's 174.6% gain over three years highlights how strongly the share price has already responded to...

Why are the indexes red when the typical stock is green? Alphabet and Amazon account for nearly the whole decline, and Wednesday's inflation report is the week's real event.

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.

The Dow Jones index gives up gains and oil rises after an Iranian official speaks on Hormuz. A Roger Federer play dives.

SpaceX's earnings beat, easing rate-hike odds and strong tech results point to a backdrop that could support further market gains.

The outlook cuts profit much more than revenue, and a cost base the company now owns is a big part of why.

Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.

A 35-year IBM veteran just ran the numbers on Big Tech's AI infrastructure binge and landed on a conclusion that should make every capex bull uncomfortable. His math starts with gigawatts and ends somewhere the market clearly hasn't priced in.

Deutsche Bank predicts that SpaceX (SPCX) will hit $100 billion in annual recurring revenue (ARR) by the end of 2026. Yahoo Finance Senior Business Reporter Ines Ferré and PNC Asset Management Group chief investment officer Amanda Agati share their thoughts.

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

French media organisations have asked France’s competition regulator to intervene over Google’s (NASDAQ:GOOG) use of artificial intelligence to generate summaries of news articles, according to a press trade association body. The publishers argue that Google’s AI-generated summaries are reducing the number of users clicking through to their websites, potentially weakening an important source of traffic for traditional media companies.

Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but who captures the next wave of AI premium when inference explodes.

What is Berkshire's new CEO waiting for to put more cash to work?

RBC Capital kept a ‘Sector Perform’ rating on Upwork while citing pressure from both artificial intelligence trends and changes to Google's search algorithm.

The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.

With a strong stock price run and hundreds of millions in dividend payouts, Coca-Cola will stay a top holding in the Berkshire portfolio for some time.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

S&P 500 Gets a Major Boost as JPMorgan Raises 2026 Target to 8,000

Bulls are stacking up price targets that tower above current levels while a famous short seller is betting against the memory giant. The case for each side is stronger than you might expect.

Nvidia and major Wall Street firms are targeting more than $500 billion for AI infrastructure.

(Bloomberg) -- The Australian state of Victoria has postponed world-leading working from home laws less than a month before they were due to start, following fierce opposition from business groups and calls for more consultation.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Nvidia Taps Wall Street for $500 Billion Funding Comm

Moby summary of iHeartMedia, Inc.'s Q2 2026 earnings call

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

Investing.com -- S&P 500 companies are on course for 32% year-on-year EPS growth in the second quarter of 2026, following a 30% jump in Q1. This back-to-back earnings run rivals the strongest on record.

Your 401(k) assets could be fueling the AI boom that could cost you your job. Here’s how you can protect yourself.

Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

STORY: From Nvidia drumming up cash to four legged robots keeping homes safe. This is Tech Weekly. :: Tech Weekly Nvidia said it's partnered with six major financial institutions to launch compute financing platforms... aimed at raising over $500 billion in third-party capital for AI infrastructure. Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals. The move highlights how surging demand for AI computing capacity is dr

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

For those seeking a pick-and-shovel approach to the AI wave, here's a guide to utilities, grid hardware, cooling firms, and refinery stocks.

Artificial intelligence has been a major tailwind for this budding cloud company.

Intel could price the offering at around $95 per share or above, according to Bloomberg’s sources, which would be a 6.5% discount from Friday’s stock price.

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year.

In early June 2026, AI and chip stocks lost roughly $1.3 trillion in combined market value in a matter of days. Investors who had been riding the AI wave suddenly started asking whether the trade had run too far ahead of reality. Nvidia shares had pulled back more than 15% from their May peak. ...

(Bloomberg) -- Alphabet Inc.’s Google pitches its artificial intelligence tools to corporate clients as a way to more quickly sift through a mountain of job applications to find the most promising candidates. Some of its own AI researchers don’t want to rely on these tools when recruiting.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Ver

Management set a higher bar for profits, and the stock has already jumped, but the real story is how much faster the bottom line is guided to grow than the top line.

Unease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.

Invesco sells you the same 100 stocks through two different funds at two different prices, and most investors buying the pricier one have no idea the cheaper version even exists.

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.

JPMorgan highlighted Microsoft's cloud growth and backlog while raising its S&P 500 earnings and year-end forecasts.

Between historical momentum trends, shifting Federal Reserve rate expectations, and earnings beats from market leaders, the current market backdrop suggests a higher market.

The stock chart is signaling a big, positive shift in investor sentiment. New CEO Abel made several bold moves in Q2.

The useful question for a holder is not which way this breaks, but how much of the position the priced band puts in play.

AMD's Taalas acquisition adds specialized AI inference silicon to its roadmap, aiming to boost performance and efficiency against fierce competition.

Nvidia (NVDA) is likely to deliver a fiscal second-quarter revenue beat and issue an upbeat guidance

Intel (INTC) plans to raise $15 billion from a common stock offering to support capital expenditures

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Microsoft, Amazon, Micron and Alphabet headline a strong Q2 season, with robust earnings and upward revisions reinforcing corporate fundamentals.

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 3.5% to $1,254.16 on Monday while the traded a fraction lower. At the time, Sandisk was trading around $1,757.

Google stock is in need of a jump-start after the recent DeepMind shake-up. Robust 2026 estimates may reignite the AI giant's shares.

Investing.com -- Berkshire Hathaway Inc. shares were trading over 2.5% higher on Monday, reaching their highest level since legendary investor Warren Buffett announced his departure as chief executive in May 2025. The stock climbed as much as 3.3% earlier in the session after successor Greg Abel increased spending from the company’s cash reserves and financial results exceeded analyst expectations.

Tech stocks still look like the place to be.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Wall Street analysts downgraded the stock in the wake of last week's dismal earnings report.

Alphabet (GOOG, GOOGL) shares made headlines recently after the company’s AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of key AI researchers could have implications beyond the headlines. Munster […]

Yahoo Finance Markets and Data Editor Jared Blikre and Breaking News Reporter Jake Conley break down Berkshire Hathaway (BRK-A, BRK-B)’s new approach under CEO Greg Abel. The company bought more stocks than it sold for the first time in three years, signaling a potential shift in its investment strategy.

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia […]

(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54.

Meta (NASDAQ:META) shares rose 2. 4% on Monday following the launch of Muse Glimmer, a compact artificial intelligence model with 30 billion parameters that is designed to operate on a single GPU.

Yahoo Finance Executive Editor Brian Sozzi and his Opening Bid panel break down JPMorgan's (JPM) outlook for the S&P 500 (^GSPC), including its 8,000 year-end target and what an elevated CAPE ratio could mean for stocks and the broader market.

Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.

(Bloomberg) -- Anthropic PBC has formed a strategic partnership with Macquarie Asset Management and Singaporean wealth fund GIC to build data centers for the Claude developer. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Condit

Chinese tech firms raised $217 billion through IPOs and bond sales over two years, but still trail U.S. peers by more than 6-to-1

NO-HEADQUARTERS/REDWOOD CITY, Calif., August 10, 2026--Veteran revenue leader from Uber Advertising, Google to lead global revenue strategy and execution at PubMatic

Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion

Investing.com -- Anthropic PBC announced Monday a partnership with Macquarie Asset Management and Singapore's GIC to develop data centers for its Claude artificial intelligence platform.

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Investing.com -- Meta’s stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies o

TSMC kicked off the fresh quarter with strong topline growth.

With Netflix trading at its cheapest valuation in three years, the streaming stock could pique Warren Buffett's interest.

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’China Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Hold Near Record Highs, Oil Ticks Higher: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says

A prominent AI skeptic is making the case that the explosive revenue growth powering Google Cloud, AWS, and Azure traces back to just two companies that have never turned a profit, and that the math holding it all together is starting to crack.

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlink could become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) executive and venture capitalist David Friedberg made a bullish case on the latest episode of the All-In podcast, citing Starlink’s rapid subscriber growth and strong financi

Apple stock gained 1.4% over the week, despite a sharp drop after the iPhone maker issued a weaker-than-expected quarterly forecast.

A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter

The Burger King parent company has some momentum.

Berkshire Hathaway (NYSE:BRK.B) under new CEO Greg Abel carried out its largest quarterly share repurchase since 2021, alongside major new equity investments. The company used a sizable portion of its cash reserves for substantial buybacks and fresh positions in stocks such as Alphabet. This capital deployment marks a clear shift from Berkshire Hathaway's prior pattern of net selling and more cautious use of cash. For readers looking to compare Berkshire Hathaway's capital decisions with...

A huge backlog plus massive spending equals incredible revenue growth.

Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a soaring cloud business while the other watched free cash flow crater 91%. The gap between their results raises a hard question about which AI spending bet Wall Street should still trust.

Once deemed an AI loser, Shopify has a huge agentic commerce opportunity in front of it.

Berkshire Hathaway's Q2 filing points to $13.5 billion in unnamed stock buys. The Aug. 14 13F reveals Abel's targets.

Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.

More than 40% of it went into a single private placement, priced about 1% under what public buyers paid in the same deal.

Warby Parker (NYSE:WRBY) reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program. Adjusted EBITDA

Huang's stock advice could become even more valuable in 2027.

The tech mogul is the world's third-richest person.

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.

This prediction addresses a major risk of the AI build-out.

Warren Buffett's famous cash pile shrank last quarter as new CEO Greg Abel ramped up spending on stocks and buybacks to multi-year highs.

NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in

Investing.com - Berkshire Hathaway Inc. drew down its record cash pile to $364.7 billion in the second quarter as Chief Executive Officer Greg Abel ramped up stock repurchases to $4.53 billion and oversaw a doubling in net profit. Moving aggressively into the equity market, Berkshire became a net buyer of stocks for the first time in 15 quarters, deploying billions into top holdings such as Alphabet Inc.. Simultaneously, the conglomerate repurchased $4.53 billion of its own shares in the three m

SanDisk’s groundbreaking High Bandwidth Flash technology could redefine AI memory infrastructure. Should you hop in to buy SNDK now?

Berkshire Hathaway's new CEO Greg Abel spent a significant chunk of the company's massive pile of cash as it invested $10 billion in Google's parent company and repurchased about $4.5 billion of its shares. The conglomerate that legendary investor Warren Buffett built reported its second-quarter earnings Saturday morning and disclosed that its cash holdings had shrunk to $365.5 billion from nearly $400 billion at the end of March. Berkshire's report suggested that it had added more than $21 bi

Alphabet's growth opportunities look like an embarrassment of riches.

S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

Amazon.com, Alphabet and Eli Lilly are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs. Amphenol broke out of a double-bottom base in June and erased all gains from the 155.46 buy point, according to IBD MarketSurge.

Google just announced a major AI leadership shakeup with Chief Scientist Jeff Dean departing after 27 years.

Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.

Compensation consultant Johnson Associates dubs it “The Year of the Bank” in a recent report, with year-end incentive pools 5% to 20% higher than 2025 at major investment and commercial banks. “Everything is shaping up to be a fantastic year for the banks,” says the firm’s managing director Chris Connors. Record earnings driven by equity trading, underwriting, and advisory are fueling the bountiful year-over-year increases in bank bonuses.

After a sharp pullback, Meta Platforms is testing a price floor that has held strong on seven prior occasions. The business arriving this time is different, setting up a classic standoff between history and today's reality.

In a “shrinkflation” world, investors might want to stop and appreciate the stock market, which is giving them more for less. While the is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times, per Bloomberg data. Simply put, the “E” is rising faster than the “P.” Second-quarter earnings season has been one for the ages, with 86% of companies beating earnings estimates, above the average of 78%,

Alphabet (NasdaqGS: GOOGL) announces a US$25b bond offering to fund AI expansion following its first recorded period of negative free cash flow. The debt deal marks a shift in Alphabet's capital structure as it leans on bond markets to support large scale AI infrastructure investment. The move comes while Google DeepMind faces executive turnover, leadership reshuffles and delays in certain AI model releases. Investors are weighing the larger balance sheet commitment to AI against execution...

Alphabet Inc (NASDAQ:GOOGL)’s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months. Most of his praise has focused on Alphabet Inc (NASDAQ:GOOGL)’s cloud computing business and its AI platform. The shares dipped after the firm reported its […]

Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a fundamental split in how Big Tech survives the spending era.

Apple, American Express, Coca-Cola, Bank of America, and Alphabet together account for $222.3 billion of the conglomerate's holdings

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

Google Cloud just posted 82% growth while the stock sits 4% below its all-time high, and our model has a very specific date when that gap closes.

The tech sector is chock-full of companies with high-quality earnings growth.

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Four of the sharpest institutional investors on the planet converged on the same three stocks in Q1 2026, and one of those picks is down nearly 17% this year. Here is what they are seeing that most retail investors are missing.

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

Fortude has launched an innovative AI-driven delivery model for ERP implementations using Infor CloudSuite. This model integrates industry accelerators with AI agents and human oversight to streamline and expedite the ERP implementation process, reducing costs and enhancing efficiency. By utilizing AI to automate repetitive tasks and organized project knowledge, Fortude aims to provide faster and more affordable ERP solutions, thereby allowing businesses to concentrate on data, automation,...

Alphabet's recurring revenue businesses will boost its stock over the next decade.

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.

Rackspace Technology (NasdaqGS:RXT) appoints Pranav Nambiar as Senior Vice President and General Manager to lead its AI Infrastructure business. Nambiar brings experience from roles at AWS, DigitalOcean, Google, and Microsoft focused on cloud and AI platforms. The hire signals Rackspace Technology's push into sovereign and compliant AI offerings for enterprise clients. The move comes as demand grows for governed AI environments that meet regulatory and data residency requirements. For...

(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbi

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s

The share prices of even the most valuable businesses can be highly volatile during earnings season.

Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.

A mix of high expectations, profit-taking, and a slight dip in valuations has sent S&P 500 stocks sputtering even after solid earnings reports.

Alphabet and Tesla both reported earnings the same day, both burned billions on AI, and both are chasing the same future. So why did the market punish one and reward the other?

Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?

In early August 2026, Block reported second-quarter revenue of US$6,617.69 million with net income of US$88.52 million, while also completing a multi-year US$4.43 billion share repurchase program that retired 11.03% of its stock. A day later, Google announced an expanded collaboration with Square that plugs food and beverage sellers directly into Ask Maps and Order by Cash App, tying Block’s payments ecosystems more tightly into everyday AI-driven restaurant discovery and ordering. Next,...

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

Where to invest in AI in 2026? Experts from J.P. Morgan, Pictet & Chantico break down AI stocks, ETFs, capex trends, and portfolio strategies for advisors.

AI CapEx fatigue continues to sour investors as hyperscalers shell out billions on data centers, chips, and power infrastructure without a clear timetable for returns. Wall Street’s been bracing for evidence of the spending boom being a drag on margins, free cash flows, and earnings. Some of the ...

Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.

Google has rebuilt Search around AI-generated answers — and for the first time, it has published official guidance on how to stay visible inside them. For businesses, the stakes have never been higher.

Marqeta (MQ) is back in focus after expanding its collaboration with Google to power a new family payments experience in Google Wallet. This gives kids and teens supervised tap to pay access while keeping parents in control. See our latest analysis for Marqeta. Despite the Google Wallet news and recent client partnerships, Marqeta’s recent momentum has been mixed, with a 30 day share price return of 4.77% but a 1 year total shareholder return that declined 38.91%, indicating longer term...

Alphabet was founded in 1998 as Google, a company focused on internet search. In 2004, the company went public, and since then, it has expanded into a wide array of products and services, including Google Maps, the Android operating system, the Google Pixel phone, and Waymo self-driving taxis. In ...

Google wants to raise $20-25 billion with its latest bond sale, and SpaceX is planning a 100 million sq/foot factory for robotics and chip fabrication in Texas.

On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after the company forecast stronger-than-expected cloud growth and reaffirmed heavy cash generation into its new fiscal year. The move added nearly $450 billion in market value in a single session, pushing the market […]

The social media company sent a fortune back to its owners, but the stock went nowhere. Here’s what the cash really bought, and what has to happen next for the bet to pay off.

Owning these shares means signing up for significant price swings, with option pricing reflecting typical levels of market uncertainty.

Toast (TOST) is back in focus after Q2 2026 results exceeded analyst expectations on both revenue and earnings, alongside a higher full year outlook and new AI driven partnerships with Google and BWH Hotels. See our latest analysis for Toast. Toast’s recent rally has gathered pace, with a 30 day share price return of 17.3% and a 90 day share price return of 38.6%. However, the 1 year total shareholder return declined 23.9%, so recent momentum contrasts with a weaker longer term picture. If...

Sandisk stock falls Thursday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.

One enormous investment cycle now faces its earnings test

Abel is deploying tens of billions of Berkshire's cash in new investments.

Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.

In early August 2026, Toast, Inc. reported Q2 results showing higher revenue and net income than a year earlier, completed a US$648.33 million share repurchase program, and highlighted record customer growth alongside new AI and market expansion initiatives. Toast also deepened its ecosystem reach through BWH Hotels’ endorsement of its POS platform across the U.S. and Canada and an expanded integration with Google’s Ask Maps, positioning the company at the center of emerging AI-driven food...

(Bloomberg) -- For years, Demis Hassabis was the only executive to oversee a US technology giant's artificial intelligence development from outside the country. Now, no one does.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksOn Wednesday, the f

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call

Tech stocks advanced Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Meta's earnings just cratered free cash flow by over 90% and broke a six-quarter winning streak, yet nearly every analyst on Wall Street refuses to downgrade the stock. The reason why reveals something important about where this company is actually headed.

The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an

Microsoft announced its fourth cloud region in India and its largest data center deployment in the country.

Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund posted a 6.49% net return in June, bringing the quarterly returns to 5.12%, compared to 3.17% and 14.48% for the globally diverse MSCI ACWI in ($A), respectively. The outperformance in June […]

Warren Buffett’s company was busy in the second quarter, repurchasing its own stock. Its investment activity and cash levels are also on Wall Street’s radar.

Netflix shares dropped sharply after its Q2 earnings, but three popular ETFs that all hold the stock reacted in surprisingly different ways. The structure of each fund tells you far more about your real risk than the name on the label.

Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the most strategically valuable assets on the internet right now. But super-voting insiders hold the real power, and the list of buyers capable of clearing that bar is shorter than you might expect.

Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, ‌as surging investment in AI data centers fuels demand for ‌high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products ​that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech,

Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.

SAN ANTONIO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a global enterprise AI infrastructure and solutions provider, today announced the appointment of Pranav Nambiar as Senior Vice President and General Manager, AI Infrastructure. Nambiar will lead the infrastructure, operating model, partnerships and go-to-market strategy behind Rackspace's AI infrastructure offerings, further strengthening the company's position as a governed, model-agnostic operator of AI in prod

Moby summary of LegalZoom.com, Inc.'s Q2 2026 earnings call

Sandisk stock was falling early Thursday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.

Blue-chip stocks looked set to extend their record-breaking rally on Thursday, as investors continued to rotate away from tech amid concerns about overspending on AI. Dow Jones Industrial Average futures added 168 points, or 0.3%. Nasdaq 100 futures dropped 0.3%.

Micron's , Alphabet's and Nvidia have been highlighted in this Earnings Trends article.

Google shakes up AI leadership, IonQ’s revenue nearly quadruples, Berkshire’s earnings report is near, and more news to start your day.

It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ effor

Alphabet is in the spotlight as investors look to these catalysts for future growth.

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

Alphabet said DeepMind CEO Demis Hassabis will step down from his role and become chief scientist of Alphabet and chair of DeepMind.

STORY: "A $15 billion investment that promised 188,000 jobs. That's the pitch behind Google's planned data center in India. But for environmentalists, it's a threat to wildlife and water supply." :: Munsif Vengattil, Reuters India Technology Correspondent :: Bengaluru, India / August 6, 2026 :: Google’s $15 billion India data center project battles water, wildlife concerns :: Visakhapatnam, India / August 3, 2026 "This dispute, it centers on where this is being built. The site in the port city o

The main ‘big tech’ names recently reported quarterly financial results. We look at what is being signalled to investors.

Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.

Alphabet Inc.’s Waymo co-CEO Dmitri Dolgov warns physical-AI developers against applying Silicon Valley’s break-things culture to autonomous cars and robots, where errors can cause irreversible harm. Dolgov Recasts Silicon Valley’s AI Mantra Speaking at a Y Combinator interview released on...

(Bloomberg) -- Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI to build the world’s dominant AI models.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOGoogle AI Veterans Depart During Seismic Leadership ShiftChina’s AI Blitz Creates ‘Death Zone’ for Rival US

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

911.5 million shares held by SpaceX employees and early investors become eligible for sale on Thursday.

The Dow Jones Industrial Average weathered a slide in a handful of key stocks on Wednesday to notch its third closing high in a row. The Nasdaq Composite dropped 0.8%. While the S&P pulled back from its previous closing high, the Dow marked its 24th of the year and third in as many days.

(Bloomberg) -- Stocks in Asia were poised to ease Thursday as investors digested gains in technology shares while watching for fresh signs of progress toward a deal to reopen the Strait of Hormuz.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasit

Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.

NiSource Inc (NI) navigates regulatory changes while securing $1.4 billion in customer bill relief from major data center agreements.

Sandisk stock was falling late Wednesday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.

Shareholders are not taking too kindly to Google parent Alphabet’s AI leadership changes.

If you hold shares, you're already carrying exposure to a potential swing that could redefine the stock's value over the coming year.

Alphabet’s stock fell after AI pioneer Jeff Dean and several top researchers departed Google as the company also announced changes to DeepMind’s leadership.

SpaceX stock sinks after earnings. AMD drops after Elon Musk says his AI and space company will exclusively use Nvidia chips.

One generates billions in free cash flow with a 20% net margin; the other is growing 33% but trades at 2.4x the valuation multiple.

TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.

Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million

SK hynix (KOSE:A000660) and Sandisk have introduced a new High Bandwidth Flash technical specification. The standard has been released through the Open Compute Project and is aimed at AI inference systems. Partners including Google and Tenstorrent are involved in defining the guidelines for this HBF standard. SK hynix is a major memory and storage supplier, with products that sit at the core of data centers and AI hardware. The new HBF specification arrives as AI workloads put more pressure...

Alphabet's (GOOG, GOOGL) Google announced new roles for DeepMind Chief Executive Demis Hassabis amid

Alphabet (GOOGL) possesses solid growth attributes, which could help it handily outperform the market.

Subscriber additions weakened despite an unusually active news cycle, increasing concern about declining search referrals.

Uber's multiyear autonomous-vehicle commitment accompanied a third-quarter profit forecast below Wall Street expectations.

Sanjay Ghemawat, Oriol Vinyals and Quoc Le joined him at Discovery Loop

A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or earnings beats.

Stocks took a turn lower, reversing earlier gains in midday trading. The Nasdaq Composite fell 0.5%, while the S&P 500 was roughly flat after opening the session higher. The Dow Jones Industrial Average was up 0.

Google DeepMind CEO Demis Hassabis is transitioning to DeepMind chair, as Google chief scientist Jeff Dean exits.

The likes of Microsoft, Google, and Amazon have spurred concern about how much they’re spending on their AI clouds. But there’s another metric that bodes well for the AI trade.

Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.

Google stock fell amid Demis Hassabis stepping down as head of DeepMind amid worries Alphabet now lags in new artificial intelligence models.

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

Google AI leaders quit as Jeff Dean starts Discovery Loop and Alphabet stock slides despite record cloud growth.

SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled about 14% to $108.27, down 10 cents from Friday’s closing price.

Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

(Bloomberg) -- Hackers launched a wave of sophisticated attacks on Wall Street firms in recent days, targeting information systems at major money managers, according to people familiar with the matter.Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €73

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

Follow these guidelines and you'll be on your way to building a durable and sustainable long-term income stream.

Alphabet shares fell to a session low, down 5.4%, following reports of a major executive shakeup and high-profile talent departures at the tech giant. According to a report by The Wall Street Journal, Jeff Dean—one of Google’s earliest employees and a chief architect of its artificial intelligence strategy for the past 15 years—is leaving the company to launch an AI startup focused on scientific discovery. Joining Dean as co-founders are fellow Google AI veterans Oriol Vinyals, Quoc Le, and Sanj

CNBC’s Jim Cramer said Monday that Amazon.Com Inc CEO Andy Jassy’s explanation of the company’s artificial intelligence (AI) spending during its latest earnings call changed how Wall Street views Big Tech’s multibillion-dollar AI investments. AI Spending Strategy Cramer said investors...

(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

(Bloomberg) -- Uber Technologies Inc. and UK startup Wayve Technologies Ltd. received permits to launch their robotaxi service in London with a safety driver, getting out ahead of Waymo and Baidu Inc.’s planned rollouts.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.

Booking boasts a 20% net margin and $9 billion in free cash flow, while Carvana scales aggressively with 48% revenue growth but thinner margins.

According to the average brokerage recommendation (ABR), one should invest in Alphabet (GOOGL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Index funds typically outperform actively managed ones, but owning funds run by smart people isn't as crazy as folks think. Here are some top picks.

(Bloomberg) -- Uber Technologies Inc. issued a bookings outlook that just met analyst estimates and said fierce competition in the key Brazil market weighed on trips volume, compounding concerns from investors about the company’s ability to evolve in the robotaxi era.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families

Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a pair of founders who may have no intention of answering the phone.

Morgan Stanley (MS) is leading a consortium of banks planning to refinance through bond sales $15 bi

MERRILLVILLE, Ind., August 05, 2026--NiSource Inc. (NYSE: NI) today announced, on a GAAP basis, net income available to common shareholders for the quarter ended June 30, 2026 of $45.5 million, or $0.09 of earnings per diluted share, compared to net income available to common shareholders of $102.2 million, or $0.22 of earnings per diluted share, for the same period of 2025. For the six months ended June 30, 2026, on a GAAP basis, NiSource's net income available to common shareholders was $556.2

Shopify issued a rosy third-quarter forecast on Wednesday as the company's AI efforts draw more merchants to its suite of e-commerce services, assuaging fears over ‌growing competition and sending its shares up more than 18%. The strong outlook and a market-beating June quarter ‌show that AI is shaping up to be a major growth driver for Shopify, and no longer the threat it was once ​expected to be, with chatbots such as ChatGPT and Claude increasingly becoming better at handling routine tasks f

Amazon and Alphabet are smart backdoor ways to gain exposure to Anthropic while owning two AI giants built to win (with or without the start-up).

Nvidia dominates the AI accelerator market, but Alphabet just became a more serious threat.

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.

SanDisk stock jumped 10% after a new AI memory milestone with SK Hynix, just ahead of its fiscal Q4 earnings report.

Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.

SpaceX is ramping up spending, and that could mean big things for Micron.

Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?

Dynatrace (NYSE:DT) announced new autonomous agents, a no-code agent builder, and more integrations within its Dynatrace Intelligence platform. Gremlin Inc. introduced a native resilience testing app that now runs directly inside the Dynatrace platform. Chandu Thota, a senior engineering executive from Google, was appointed to the Dynatrace Board of Directors. Dynatrace sits at the intersection of observability, application performance, and security for large enterprises. The latest...

Arista Networks stock soared Wednesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results, late Tuesday, provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, according to FactSet.

About 12% a year for six years gets it done. The hard part is a $200 billion spending program.

SpaceX plans to have annual recurring revenue of about $100 billion by the end of 2026, CFO Bret Johnsen said on Tuesday evening. All of the numbers associated with SpaceX are large. SpaceX raised roughly $110 billion in recent weeks, from its record-setting IPO and debt sale.

Alphabet (GOOGL) is back in the legal spotlight after Teads Holding Co. filed a lawsuit in New York accusing Google of exclusionary ad tech practices that restricted competition and revenue opportunities for independent advertising platforms. See our latest analysis for Alphabet. Alphabet’s share price has moved sharply in recent sessions, with a 1-day share price return of 4.88% and a 7-day share price return of 11.93% after recent earnings, AI investment updates, and renewed legal scrutiny...

Moby summary of Chatham Lodging Trust's Q2 2026 earnings call

SpaceX's (SPCX) second-quarter loss narrowed as revenue surged past Wall Street's expectations, driv

SpaceX CEO Elon Musk said on Tuesday evening that SpaceX expects to generate $1 trillion in sales by 2030, up from prior projections of 2031. Second quarter sales were $7.8 billion. Currently, Wall Street projects $320 billion in revenue for 2030 for Elon Musk's rocket and AI company.

Image-sharing platform Pinterest forecast slower revenue growth for the third quarter on Tuesday, a sign of tough ‌competition for digital advertising from bigger players including Meta's Instagram, sending its ‌shares down 9% in extended trading. Pinterest has been expanding Performance+, its AI-powered suite for advertisers, ​to attract more marketers by helping them optimize and scale their campaigns with less manual effort. As Meta continues to improve its Advantage+ ad automation tools, Red

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

SpaceX doubled its revenue compared to last year, according to its first quarterly earnings since going public in June.

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.

Strong earnings from the biggest technology companies and improving AI spending trends could help drive another leg higher for Big Tech stocks, according to Société Générale.

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 11% in the afternoon session after investors revisited the company's strong second-quarter earnings results, prompting a rebound from a recent sell-off. The stock had previously fallen more than 20% after the earnings release, despite the company beating estimates. That drop was fueled by investor fears over "choppy" search referral traffic from Google and the absence of new AI data licensing deals. However, the underly

Apple (NASDAQ:AAPL) touched a $5 trillion market cap last week before its fiscal third quarter report landed on July 30. You are watching a stock that spent much of last year lagging the AI trade suddenly leading it, and the reason comes down to how Apple chose to play the AI buildout differently than everyone […]

Nvidia stock clears the 50-day moving average amid Big Tech earnings. Advanced Micro Devices is set to report Tuesday.

Nvidia reports fiscal 2027 second-quarter earnings on Aug. 26.

The bill for the AI build is easy to see, and the payback is already turning up in what advertisers pay for an ad.

All three major US stock indexes were up in late-morning trading Tuesday, as investors grew more opt

Cloud computing is a huge growth driver.

Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.

I keep buying Alphabet (NASDAQ:GOOGL) every time Wall Street throws a fit over its AI spending, and the July earnings reaction was the loudest invitation yet. The company posted a 199.41% EPS beat, 24% revenue growth, and Cloud accelerating to 82% year over year. The stock fell 7.13% that day. I added the next morning, ... Glaring Market Hypocrisy Gifted Us Wildly Discounted Alphabet, So Buy

Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what the balance sheets and backlogs actually signal.

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

Meta just posted 28% revenue growth and investors sold the stock hard anyway, spooked by soaring infrastructure spend and a murky AI strategy. Before you join the panic, consider what Wall Street may be getting badly wrong about where Meta is actually headed.

The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.

Google is arranging up to $200b in Wall Street financing to expand AI infrastructure in partnership with Anthropic. Broadcom (NasdaqGS:AVGO) is identified as a key AI chip supplier within this build out. The financing plan signals large scale demand for specialized hardware that supports AI training and inference. Broadcom sits at the center of this story as a core supplier to one of the largest AI infrastructure programs currently reported. The stock trades at $392.23 and has returned...

Semiconductor stocks are 20% off of their highs. That might not be a bad thing.

Amazon.com Inc. shares rose 1.80% in Monday’s premarket after soaring more than 15% on Friday, putting founder Jeff Bezos on track for another multibillion-dollar increase in his net worth. Friday’s rally also added roughly $25 billion to Bezos’ fortune, helping...

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders

Palantir beats expectations, White House to review AI security risks, Snap gathering optimism, and more news to start your day.

Once operational, the project is forecast to generate around $25m in revenue for McCurtain County in Oklahoma, US.

AI processors have gotten dramatically faster, but the memory feeding them has struggled to keep pace, creating a bottleneck that no GPU upgrade can fix. Two major chipmakers think they have found the missing piece of the puzzle.

The tech giant has a significant stake in the space company.

Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz

Google's massive AI spending comes with a new risk investors can't ignore

SpaceX reports its inaugural quarterly numbers on Tuesday evening. A lot will be said about rocketry, AI, space, and even the future of human civilization. SpaceX is newly public and it just merged with Elon Musk’s AI company, xAI, in February.

President Trump's brokerage accounts have bought substantial shares of Alphabet and Meta Platforms stock this year.

With increased AI infrastructure spending, Nvidia, SK Hynix, and TSMC all look like good buys.

The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.

Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.

Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP

Greg Abel has been a busy man since taking over from Warren Buffett.

Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants.

Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk.

Apart from Google and Meta, OpenAI and Anthropic were also reportedly invited to discuss voluntary AI safety testing with White House officials.

MILPITAS, Calif., August 03, 2026--Sandisk Corporation (Nasdaq: SNDK) and SK hynix Inc. today announced the release of the HBF™ (High Bandwidth Flash) technical specification through the Open Compute Project (OCP), advancing the workstream to drive HBF standardization for the AI inference era, just six months after the consortium began work in February.

MAGS, MGK and QQQ are the three ETFs that hold all seven Magnificent 7 stocks. Compare their weights, fees and 2026 returns to find the right fit.

Stock Market Today: The Dow Jones index pops as oil stocks lag amid Trump Iran moves. Amazon clears a milestone. A Cathie Wood trade pays off.

Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.

Earnings season is in full swing, and one common theme that spooked investors: cash burn.

Adeia (NASDAQ:ADEA) reported second-quarter 2026 revenue of $96.1 million and adjusted EBITDA of $56.4 million, producing an adjusted EBITDA margin of 59%. The intellectual-property licensing company said results were in line with its expectations and reiterated full-year revenue guidance of $395 mi

STORY: U.S. stocks kicked off August with a rally on Monday, as the Dow added about one-and-a-third percent to close at a record high, the S&P 500 climbed one-and-a-half percent and the Nasdaq added more than two percent. Communication services was the best performing of the 11 major S&P sectors, boosted by a 6% jump for Meta and a nearly 5% gain by Alphabet. Jed Ellerbroek is portfolio manager at Argent Capital Management. “Obviously, an extension from last week, in terms of the big cloud compu

Hyperscaler earnings flipped from a fade to a buy and now Amazon, Microsoft, Meta Platforms and Alphabet shares are surging.

Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.

Signed multi-year license renewal with Google, which includes YouTube TV, one of the largest Pay-TV providersSigned multi-year license agreement with RPX, encompassing 10 new e-commerce customersLong-term annual revenue outlook increased to $600 million on the strength of our semiconductor business SAN JOSE, Calif., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA) (the “Company” or “Adeia”) today announced financial results for the second quarter ended June 30, 2026. “Second quarter r

The Dow Jones Industrial Average closed Monday at a fresh record, and the S&P 500 wasn't too far off its a record of its own. The Dow rose 1.3% or 693 points, setting a fresh record close. The Magnificent Seven were pulling their weight, shaking off recent underperformance.

Supply shortages and below-consensus guidance continued separating Apple from the broader mega-cap technology rally.

The new valuation raises expectations for Amazon's AI returns

Both had similar issues, but one is much easier to justify because of its business direction.

A widening efficiency gap could reshape AI valuations

Alphabet's earnings were up nearly 300% last quarter, largely due to investments.

Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.

Stock Market Today: The Dow Jones index jumps as Microsoft rallies. Oil stocks lag after Trump move on Iran. Amazon stock clears a milestone.

Amazon's cloud acceleration strengthened confidence that Alphabet's own infrastructure investments could generate measurable revenue growth.

The potential breakthrough comes with a dangerous revenue gap

Amazon shares jumped 4.6% to $284.02 Monday, a new all-time closing high, according to Dow Jones Market Data. Amazon also closed above a market value of $3 trillion for the first time ever on Monday. It’s the fifth company to reach this milestone, after Apple Microsoft Nvidia and Alphabet Amazon first closed above a $1 trillion market cap on Feb. 4, 2020 and notched a $2 trillion market cap on June 26, 2024.

Alphabet (GOOG) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Chip stocks have taken it on the chin lately, but worries about the AI trade don’t have to bring down the entire market. The S&P 500’s information technology and communications sectors fell 15% from June 1 through July 29, when the Federal Reserve announced it was holding the fed-funds rate steady, strategist Jim Paulsen wrote Monday on Substack. The overall S&P 500 ended up down less than 4%.

Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous to say out loud.

Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.

Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.

AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.

Google will source the full output of RWE’s Oklahoma solar project under a 15-year agreement, with operations slated to begin in 2028.

Alphabet might remain free cash flow positive in 2026 -- but what about 2027?

Microsoft spent about $175 billion this year, mostly for AI. It just showed shareholders that it can make good on its AI investments.

AI optimism and blockbuster Big Tech earnings fueled last week's biggest winners. Here are the top-performing stocks and their leveraged ETFs.

Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?

Meta shed more than 15% this year while its ad engine quietly posted one of its strongest quarters ever, and that contradiction is exactly where the opportunity hides.

Alphabet, Amazon and Meta all raised 2026 guidance

Alphabet was founded as Google in Menlo Park, California, in 1998, and its original name quickly became synonymous with the concept of the internet search engine. The company went public in 2004, and more than two decades later, it’s the third-largest company by market capitalization, with its ...

Google Pulls Controversial AI Feature. Alphabet Stock Faces Fresh Scrutiny

Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just how violently this high-beta stock can swing. Here is what three distinct scenarios say about where a $1,000 stake could land by 2027.

(Bloomberg) -- Robinhood Markets Inc. kicked off formal marketing of its second publicly traded closed-end fund, which will focus on investing in private companies that have participated in startup accelerator Y Combinator’s programs.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosStocks, Bonds Rise as US-Iran Hopes Spur Oil Drop: Markets WrapTrump Say

(Bloomberg) -- The credit markets may have had their fill of record borrowing for data centers, but tech companies aren’t done yet. Citadel Securities LLC is forecasting another $500 billion-plus of debt in the public and private markets by 2028 to bankroll the chips that go inside the artificial intelligence campuses.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Stri

Amazon has taken over two years to reach the $3 trillion market capitalization from the $2 trillion milestone reached in June 2024.

Berkshire's new CEO is bullish on the tech giant's future.

Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.

The charge would apply to advertising revenue for companies earning more than A$250 million locally.

Stock Market Today: The Dow Jones index jumps as Microsoft rallies. Oil stocks lag after Trump move on Iran. Amazon stock clears a milestone.

According to the average brokerage recommendation (ABR), one should invest in Alphabet (GOOG). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

(Bloomberg) -- Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackStocks Join Bonds Higher as US-Iran Hopes Sink Oil: Markets WrapThe e-commerce and cloud-computin

Treasury yields (^FVX, ^TNX, ^TYX) have been soaring, putting pressure on the Federal Reserve. Yahoo Finance Senior Business Reporter Ines Ferré and Zacks Investment Management chief market strategist Brian Mulberry discuss the implications of higher bond yields.

Good to see a more rational set of valuations on the biggest companies.

Revenue, iPhone, and Mac all set June quarter records; what sent the stock down was the September quarter guide and an open-ended memory cost.

Goldman Sachs Says Strong Earnings Could Rescue the AI Trade

SoundHound AI has built something rare in the voice-AI space: a platform that major automakers, restaurant chains, banks, and smart TV brands all depend on. Now, with shares down sharply and a transformative merger pending, several trillion-dollar companies have real reasons to consider writing a check.

Artificial intelligence is carrying this tech giant into a new era.

Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced a new integration with Google Threat Intelligence, Google's comprehensive threat intelligence platform, that incorporates Google Threat Intelligence data and scanning capabilities into Commvault Threat Scan workflows. Through this collaboration, Commvault can help customers transform global threat intelligence into actionable recovery insights, enabling organizations to identify clean recovery points fa

Microsoft, Amazon and Alphabet's have been highlighted in this Earnings Preview article.

The artificial intelligence boom has powered some of Wall Street’s biggest winners this year. But Strategy Inc Executive Chairman Michael Saylor believes it is also creating an overlooked challenge for Bitcoin. Speaking on Strategy’s second-quarter earnings call, Saylor argued that...

Big Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund climbed 1.

As hyperscalers scale out distributed AI factories, high-speed optical networking infrastructure becomes a vital link that prevents high-cost GPU clusters from going idle.

The IPO stock was fast-tracked into the tech index on July 7.

IonQ's revenue has tripled in two years, yet Alphabet still generates 1,700 times more per quarter — a gap that defines the quantum computing bet.

Greg Abel is now directing cash and capital decisions at Berkshire Hathaway (NYSE:BRK.B) following Warren Buffett's retirement. The company is holding record cash levels under Abel's oversight. Berkshire has been executing large share buybacks and making sizable investments, including positions in Alphabet and Taylor Morrison. Berkshire Hathaway sits at the center of multiple sectors through its insurance, energy, transportation, and manufacturing businesses. Greg Abel's expanded role puts...

Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For the most part, investors were bracing for another quarter marred by fears of capital expenditure and questions about ...

This company is one of the leading players in the AI race.

Meta just got crushed on a quarter where ad revenue grew nearly 28% year over year, and the gap between that selloff and the stock's actual fundamentals is creating one of the more compelling setups in large-cap tech right now.

NVIDIA and Alphabet both rode the AI wave to blockbuster quarters, but their financials tell two stories so different they raise a harder question: which business model actually wins when the buildout slows?

Even if Alphabet is worth $4.1 trillion, Berkshire's investments indicate it sees it as undervalued.

Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...

There are several great bargains available in the AI investment sector.

Now could be the time for cloud computing stocks to shine.

Nvidia's revenue has nearly tripled in two years while Alphabet's has grown steadily; the gap between them is narrowing faster than many expect.

Google's AI ambitions come with growing hidden risks. Alphabet has amassed over $150 billion in off-balance-sheet commitments as it guarantees data center leases to accelerate TPU adoption.

Reddit Inc. is encouraging more direct engagement through its app instead of finding the platform through Alphabet Inc.’s Google Search after CEO Steve Huffman said search referrals turned “choppy” during the second quarter, sending shares tumbling in extended trading. Google’s...

Galaxy has already repurposed its Helios site from Bitcoin mining to AI infrastructure, with the first 200 MW of an 800 MW deal being delivered to CoreWeave.

Alphabet's revenue has surged past $119 billion while IBM remains volatile around $17 billion — a widening gap that reveals starkly different growth trajectories.

Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and rewarded the other. The answer comes down to a single question neither company has fully answered yet.

Billionaire Chase Coleman just stacked Tiger Global's top five positions directly on the AI infrastructure supercycle, and every single pick still shows double-digit upside potential heading into August. The question is whether the window to get in front of the next earnings wave is already closing.

Morgan Stanley says that despite doubts about AI spending, there remains a major opportunity for investors.

Reddit just posted one of its best quarters ever. Revenue rose 61% year over year, and profit more than doubled. Guidance topped what Wall Street expected, yet the stock still dropped. That disconnect tells you something important about how investors are thinking about Reddit (RDDT) right now, and ...

The US technology billionaire who led the acquisition of English cricket's most lucrative Hundred franchise is in talks to buy London's new NBA Europe team. Sky News has learnt that Nikesh Arora, chief executive of the New York-listed cybersecurity firm Palo Alto Networks, is on a list of bidders being considered to acquire the latest addition to the capital's sports line-up. Mr Arora last year assembled a group which instantly became known as the 'Tech Titans' when it bought a 49% stake in th

The size of their respective cloud businesses matters, but there are other important considerations.

Alphabet Inc. (NASDAQ:GOOGL)’s shares are up by 6.8% year-to-date and by 71% over the past year. More recently, the shares are down by 5.7% over the past month. On July 23rd, the stock closed 7% lower after the firm had reported its second-quarter earnings on the 22nd after market close. The results saw Alphabet Inc. […]

Ever the Apple Inc. (NASDAQ:AAPL) bull, Jim Cramer is nothing but ecstatic about the firm’s recent fortunes. With a market capitalization of $4.90 trillion when Cramer made his remarks, the firm was the most valuable company in the world once again after losing the place to NVIDIA. Most of the debate surrounding Apple Inc (NASDAQ:AAPL) […]

Like SpaceX, five of the seven Magnificent Seven stocks sank below their IPO price during the first year after their IPO.

Reddit delivered strong earnings, but the numbers beneath the surface tell a different story. Slowing logged-in user growth and AI-powered search could threaten the platform's long-term value.

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Earnings from Microsoft and Amazon offered hope that the AI trade remains very much alive. Plus, good news for software.

The Standard & Poor's 500 index rose 1.1% this week as hyperscalers showed the mega spend on the art

Amazon delivered blockbuster results across the board.

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

Why the whipsaw today for Micron stock?

Amazon's accelerating cloud growth improved sentiment toward hyperscalers after investors punished Alphabet for its rising capital expenditure.

Profit growth is finally catching up with market dominance

Apple earnings growth is picking up while largely avoiding the AI spending spree by other tech giants.

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients

Federal court clears Reddit to advance anti-circumvention claims against Perplexity AI and SerpApi, even as the platform navigates Google search traffic fluctuations following robust Q2 2026 earnings.

The Dow was caught in the middle of a Magnificent Seven earnings divergence story. The Dow was up 0.3%, or 164 points, around noon after a turbulent morning. Amazon stock popped more than 13%, while Apple slid 9.

Reddit has become the voice of the internet. Why the future of AI could depend on the company’s success.

SEATTLE, July 31, 2026--The Social Media Victims Law Center, a national legal advocacy organization representing families harmed by social media and AI‑driven platforms, has filed a sweeping personal injury and wrongful death lawsuit against Meta Platforms Inc., Instagram LLC, Facebook Operations LLC, TikTok LLC, ByteDance Inc., Snapchat Inc. (Snap Inc.), and YouTube LLC (Google). The complaint was filed on behalf of four families from Texas, North Carolina, Minnesota, and Tennessee, who allege

Reddit just posted a beat-and-raise quarter yet its stock is cratering while Alphabet surges, and the reason why reveals a fault line running through every social media investment thesis right now.

FEATURE It shaped up to be a positive end to a bad month for stocks. The tech rebound continued, even as a big decline from Apple weighed on the major indexes. Amazon gained 15% after second-quarter earnings and revenue comfortably beat expectations.

Sterling Infrastructure's AI data center business is driving rapid growth, with revenue, earnings and backlog surging as demand for mission-critical projects accelerates.

Amazon gained 14% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. Intel rose 5.1%, Advanced Micro Devices added 4.2%, and Nvidia was up 1.8%.

(Bloomberg) -- Reddit Inc. shares suffered their worst intraday drop ever after the social media company failed to announce any new data licensing agreements in its latest earnings report, disappointing investors who are hoping to see a shift in revenue streams.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsChip Stocks Post Biggest Advance Since April 2025: Markets WrapMicrosoft’s $450 Billion Jum

Revenue accelerated and the ad engine kept compounding, yet free cash flow came in at well under a billion dollars and the spending floor moved up again.

Its cloud arm widened margins while the capital plan grew, and that pairing is what a re-rating would rest on.

Alliant Energy (NASDAQ:LNT) said it delivered second-quarter 2026 GAAP earnings of $0.65 per share and reaffirmed its full-year earnings guidance, with management saying results are trending in the upper half of the company’s range despite milder weather during the first half of the year. President

Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from modest recovery to nearly double from here. The gap between those two outcomes hinges on a question Wall Street spent nine months arguing about.

Amazon (AMZN) may have posted negative free cash flow in its second quarter earnings released on Thursday, but the stock is ripping up to 15% higher in Friday's session. Maxim Group managing director and senior consumer internet analyst Tom Forte dives into this phenomenon.

Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and future growth.

While investors chase chipmakers and AI startups, this earnings season quietly revealed a group of companies already converting signed customer commitments into surging cash flow, and the math behind their advantage may surprise you.

Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about what's driving the stock and guidance lower.

The selloff in Reddit shares came as investors looked past the earnings beat and focused on slowing U.S. user growth and management's commentary on its relationship with Google.

Scores of today's blue-chip giants once traded in the single digits, and five overlooked dividend payers under $10 are quietly building the same kind of case for your portfolio right now.

Google is backstopping the deal with its investment-grade credit rating, and is expected to receive an equity stake of about 20% in the project

Stock Market Today: The Dow Jones index rises Friday even as Apple dives on a weak sales forecast. Amazon stock surges on earnings.

Amazon stock rallied Friday after a strong second-quarter earnings report reignited enthusiasm for the tech giant's shares. Cloud growth for Amazon reached a more than four-year high, with the company touting progress in offering custom AI chips and services to enterprises. The closely watched Amazon Web Services business grew 37% to $42.4 billion.

For Apple shareholders, here’s a way to get paid a meaningful income now, which you keep no matter what, in exchange for agreeing to sell at a price above today's if the stock keeps climbing.

Apple is growing like an AI spender but isn't spending like one. Thursday's earnings show that route may be cheaper — but it's not free of obstacles.

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.

This leading company's share price rose 144% in the past five years.

Amazon’s capital spending will rise, iPhone sales jump, looming legislative vote overshadows Coinbase earnings, and more news to start your day.

Cook, who steps down as CEO on Sept. 1, said Apple's hybrid AI approach is an advantage as rivals rely on massive cloud infrastructure

Amazon.com (AMZN) shares were soaring early Friday after the e-commerce giant's second-quarter resul

Apple shares were falling hard early Friday, puncturing the iPhone maker’s recent strong run. But analysts at Citi think there are still grounds to back the stock. Apple shares were down 7.4% at $308.

Amazon shares surged 13% premarket on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI ‌bets and quashed any concerns about the company trailing its Big Tech rivals in the ‌AI race. The e-commerce and cloud titan posted its strongest cloud growth in over four years, indicating a fresh wave of demand that justifies ​its 10% increase in planned capital spending for 2026 to $220 billion. Amazon's results come as a resounding sign to Wall Stre

The Future Fund‘s Gary Black said Meta Platforms Inc.‘s (NASDAQ:META) post-earnings selloff could mirror Google parent Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) recovery over this week, as investors look past conservative guidance and one-time items. Alphabet Playbook Repeating Black, in a post on X Thursday, pointed to Google’s parent initially falling about 10% after reporting quarterly results before recovering about 5% over the course of this week as investors reassessed the numbers. He s

Microsoft surged after delivering stronger-than-expected results, led by Azure growth, expanding operating margins and signs AI spending is driving revenue.

Berkshire Hathaway has entered a new era after Warren Buffett’s retirement as CEO at the end of 2025, with successor Greg Abel now overseeing a record US$397 billion cash pile, heavy share buybacks, and recent moves such as the Taylor Morrison acquisition and a US$10 billion Alphabet investment. This combination of leadership transition and unusually large cash reserves puts Berkshire’s capital allocation choices, especially how and when that cash is deployed, firmly at the center of how...

Morningstar maintained an $850 fair value estimate for META, implying a 58% upside from current levels.

Reddit (NYSE:RDDT) reported Q2 results that surpassed its earnings estimates, supported by rapid expansion in AI-driven advertising. The company highlighted a rising advertiser base using its AI tools to target Reddit’s interest-based communities. Management also flagged ongoing risks tied to search-driven traffic volatility and unresolved Google data licensing terms for AI training. Reddit sits at the intersection of user generated content, online communities, and targeted advertising. The...

Alphabet may be the market's most overlooked AI leader, offering investors a rare mix of rapid growth, bargain valuation, and valuable hidden assets that could reward patient shareholders.

Revenue for the quarter reached $201 billion, above expectations of $197 billion, and up 20% on the year.

The social-media platform’s earnings outpaced Street estimates, but that wasn’t enough for investors.

It's not just the hyperscalers spending more on artificial intelligence. Apple's research and development operating expenses increased by 32% to $11.7 billion in the quarter, which was more than the $11.

Alphabet's cloud computing business is booming.

Amazon stock jumped after the e-commerce and cloud-computing giant reported second-quarter results. Cloud growth for Amazon reached a more than four-year high as the company touted progress in offering custom AI chips and services to enterprises. The earnings number was helped by pretax gains on Amazon's investment in the AI startup Anthropic, Amazon said.

Broadcom and Eaton stand out as August picks, as July's selloff resets growth stock valuations while AI and infrastructure demand support the outlook for 2026.

Apple Inc. (NASDAQ:AAPL) may not be building the world’s most advanced artificial intelligence models, but Dan Ives believes it could still become one of the biggest consumer AI winners. Speaking on The Real Eisman Playbook, the veteran tech analyst argued that Apple’s greatest advantage isn’t competing with OpenAI, Anthropic or Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google on foundation models—it’s owning the devices through which billions of people will eventually access AI. The Consumer

A consortium of banks led by Morgan Stanley reportedly will lend $15 billion to Nexus Data Centers, a Texas-based privately held developer of large-scale, AI-ready data center campuses. Google will provide guarantees for the billion of dollars Anthropic needs to lease its centers.

Amazon stock jumped after the e-commerce and cloud-computing giant reported second-quarter results. The closely-watched Amazon Web Services business grew 37% to $42.4 billion. Analysts were forecasting 31.3% growth for AWS prior to the report.

Results from the tech giants will shift investor focus toward Nvidia

Investing.com -- A data center developer working with Anthropic is reportedly in final stage discussions to secure $15 billion in financing for a new campus and power plant in Texas, with Google offering financial backing and chip supply.

Proven chip demand meets a far riskier space wager

Tesla Makes Bold Robotaxi Move as Miami Launch Begins

Booking's 20% net margins and $9.1 billion free cash flow contrast sharply with Shopify's 30% revenue growth but higher valuation multiples.

A $965 billion valuation does not buy a single watt of electricity or a square foot of data center floor space. Anthropic, currently preparing for an October 2026 IPO, finds itself in the position of many frontier AI labs: it possesses immense market capitalization but lacks the balance sheet depth to self-fund the physical infrastructure […]

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus ‌tied to Anthropic, with Alphabet's Google offering financial guarantees ‌and supplying chips, the Wall Street Journal reported on Thursday, citing people familiar with ​the matter. • A bank group led by Morgan Stanley is discussing ‌financing for the project ⁠in Hubbard, Texas, which includes a natural-gas-fired power plant capable of producing 1.6 gigawatts of electricity, the ⁠report said.

The social-media giant reports weaker-than-expected earnings and narrows its expectations for 2026 capital expenditures.

Google said Gemini Robotics ER 2 serves as a high-level reasoning model for robots, enabling them to plan complex tasks and work across different robotic systems.

Meta stock slumped further Thursday, highlighting skepticism of Zuckerberg's vision of billions of people using AI agents.

July 22 and 23 proved to be one of the most significant 48-hour periods of 2026’s artificial intelligence trade, showing a clear flaw in how public equity markets reward massive capital spending. Both Tesla, Inc. (NASDAQ:TSLA) and Alphabet published second-quarter financial results after the market closed on July 22, with both reporting negative quarterly free […]

During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.

Microsoft has accomplished something that eluded both Alphabet and Tesla.

Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.

Vertiv (VRT) stock is rebounding after the company reported quarterly earnings. Vertiv CEO Giordano "Gio" Albertazzi sits down with Yahoo Finance's Julie Hyman to discuss Vertiv's demand from AI hyperscalers, data center backlash, and more.

Meta Platforms (META) stock is down by over 9% on Thursday since the tech giant released quarterly results that missed adjusted earnings estimates while raising the lower end of its full-year capital expenditures. Jefferies senior analyst Brent Thill highlights Meta's various revenue segments and why the Big Tech name needs to look beyond just its core advertising business.

Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI spending war.

Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that move reveal something surprising about where the real AI bottleneck actually sits.

Wall Street likes big spenders ... but only up to a point.

Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.

Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.

Alphabet just posted record cloud growth and still got punished, sending shares to a valuation level the stock has rarely seen. Whether that punishment is the market's gift or a warning sign depends on one number investors keep arguing about.

Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.

Nvidia investors were probably hoping for more AI spending from Meta and Microsoft but the shares were still rising Thursday.

Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire categories of SaaS businesses overnight.

Azure just crossed a milestone that the bears said was years away, and Microsoft shares are reacting in a way that's putting pressure on every other cloud name heading into a pivotal week of earnings.

Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.

Alphabet's huge earnings beat is sending S&P 500 earnings growth soaring.

Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech

(Bloomberg) -- Leonardo Del Vecchio built one of Europe’s great business fortunes and tried to ensure it would survive him intact. Instead, family turmoil threatens to unravel his more than €40 billion ($46 billion) legacy. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainMeta’s Zuckerberg Defends AI Bets to Skeptical InvestorsUS Intercep

Jim Cramer watched the same stocks that sparked a June melt-up lose half their value on identical earnings numbers, and he has a pointed explanation for why the market is punishing good results while rewarding Twinkie makers.

Investing.com -- Bitget Wallet is launching Assetback, a new asset cashback program that allows Bitget Wallet Card users to earn rewards in Bitcoin, gold or tokenized U.S. stocks and ETFs rather than fiat currency or airline miles, Investing.com has learned.

Broadcom and Alphabet make for two great AI investments.

Nvidia investors were probably hoping for more AI spending from Meta and Microsoft but the shares were still rising Thursday.

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

The social-media giant reports weaker-than-expected earnings and narrows its expectations for 2026 capital expenditures.

Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.

Micron and Alphabet boosted S&P 500 Q2 earnings growth, while fading pricing power weighed on Consumer Staples outlooks and estimate revisions.

Alphabet increased its annual CapEx target last week, which pressured shares of hyperscalers including Amazon at the time. Microsoft, reporting on Wednesday, maintained its CapEx view.

The cash leaves now. The earnings hit arrives later, on a six-year schedule the company set itself.

Microsoft beat fourth-quarter sales and profit expectations, with its Azure cloud posting 43% growth.

South Korea’s SK Hynix shares fell nearly 10% despite record results powered by the AI boom.

With investors growing more selective about AI stocks, AMD's August 4 earnings could be a big catalyst for the chip stock.

DoorDash stock pops as FAA grants the firm Part 135 air carrier certification. Here’s what it means for DASH shares heading into the company’s Q2 earnings.

Meta Platforms reported a 91% drop in second-quarter free cash flow on Wednesday, underscoring the financial strain of the social media giant's costly AI buildout amid an uncertain payoff. The Facebook and Instagram parent company reported free cash flow of $784 million in the second quarter ended June 30, down from $8.55 ‌billion a year earlier, sending its shares down 10% in extended trading. Meta's cash flow wipeout echoed Alphabet's, which last week reported its first-ever cash-flow-negati

ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del

If the AI trade fails to deliver, foreign investors will exit U.S. equities, Apollo Chief Economist Torsten Sløk said in an interview.

The social-media giant reported weaker-than-expected earnings and narrowed its expectations for 2026 capital expenditures.

D.A. Davidson head of technology research Gil Luria joins the Market Domination Overtime team in reacting to Meta Platforms' (META) second quarter earnings results.

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

Semiconductors and megacap tech have rolled over, yet the broader market and equal-weight strategies are holding firm.

The U.S. Federal Trade Commission on Wednesday sued the telehealth company over allegations it shared sensitive user health data with advertisers.

Arm Holdings signaled strong demand from AI on Wednesday, yet shares slid nearly 7% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street ‌estimates. The boom around AI and more recently the demand ‌for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs). Cloud ​giants such

Phillip Securities upgraded Alphabet after its earnings selloff but lowered forecasts to account for enormous AI spending.

Berkshire Hathaway Inc (NYSE:BRK.A) shares are trading at an 8% discount to intrinsic value, UBS said, raising its price target on the conglomerate ahead of its second-quarter earnings release. UBS lifted its target to $877,848 for Class A shares from $854,596, and to $585 for Class B shares....

Google spent a decade keeping its most powerful AI chips locked inside its own data centers, but something changed on the last earnings call that has one investor aggressively adding shares before year end.

Alphabet stock plummeted last week after its earnings release.

Reddit has become the voice of the internet. Why the future of AI could depend on the company’s success.

When two storm clouds hung over Alphabet, a Columbia-trained value investor saw a rare window to buy one of history's greatest businesses at a discount. Now a third cloud is forming, and the stakes are far higher than the first two.

Moby summary of Fiverr International Ltd.'s Q2 2026 earnings call

Investors will look beyond earnings to see whether AWS growth is keeping pace with rising AI investment.

This is a hyper-growth chapter for Palantir Technologies. The company provides its Artificial Intelligence Platform to critical institutions like the Department of the Navy.

Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs out. One of these giants already is. The other is betting everything on a customer that does not go live until 2027.

Azure's growth rate remains the headline, but the number that likely determines Thursday's open is fiscal 2027 capex guidance.

Reddit reports second-quarter earnings on July 30. Heading into the print, the stock is down about 27% year to date, and most of that damage came from one story. The Wall Street Journal recently reported that Reddit had internally discussed restricting Google’s access to its platform content for AI training, as renewal talks over their […]

Meta has fallen in the last nine trading sessions, but the streak looks ready to come to an end.

Vertiv stock drops sharply after the data-center infrastructure company’s second-quarter sales came in below Wall Street’s expectations.

Investors are laser focused on capex heading to Meta' earnings report.

Investing.com -- Direxion on Wednesday launched a new family of exchange-traded funds designed to generate income by writing call options on individual high-volatility stocks, expanding beyond its traditional leveraged and inverse ETF offerings.

Direxion today announced the launch of Defined Income Boost, a suite of six ETFs that seek income by writing call options on individual high-volatility stocks. The six funds are the Direxion NVDA Defined Income Boost ETF (NVIB), Direxion TSLA Defined Income Boost ETF (TSIB), Direxion GOOGL Defined Income Boost ETF (GOIB), Direxion META Defined Income Boost ETF (MEIB), Direxion PLTR Defined Income Boost ETF (PLIB), and Direxion MU Defined Income Boost ETF (MUIB).

Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mah

Apple heads into Q3 earnings with strong iPhone and Services momentum as investors weigh AI investments, supply constraints and an elevated valuation.

Alphabet's AI momentum across Search and Cloud, alongside updates on AMD and RTX, highlights growth opportunities and key execution risks investors are watching.

Meta stock has declined for nine consecutive sessions, falling about 13% cumulatively.

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

The market has hit new records this year, but it isn't the "Magnificent Seven" stocks that are leading the way.

Apple will report its third quarter earnings on Thursday.

Amazon will report its second quarter earnings after the bell on Thursday.

Binance will list 10 new bStock pairs, including Apple and Amazon, with zero maker fees running until August 31.

QQQ rebounded with Wall Street as investors brace for a pivotal Wednesday featuring Big Tech earnings and a Fed rate decision that could drive market volatility.

At a nearly $4.1 trillion market cap, the stock is far from having peaked.

After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit.

Investors worried about their AI exposure can collar shares—a cost-effective way to protect against losses in Alphabet or other tech stocks.

Meta could deliver a record quarter for its core advertising business. But Wall Street will look past that for the latest on the company’s AI spending.

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

The stock market is doubting everything it once held true, and it has the potential to end the years of easy returns.

Kimi K3 has reignited AI cost fears and has decimated tech stocks. However, the current carnage echoes the DeepSeek disruption of early 2025.

Jensen Huang had never posted on X before July 24. His first post on the platform wasn't about chips or Nvidia's earnings or the next GPU architecture. It was a letter. An open letter signed by more than 20 tech companies, including Nvidia, Microsoft, Meta, Google, OpenAI, Hugging Face, Mistral, ...

Investors' focus is shifting back to low-risk stocks.

Jim Cramer says Wall Street's shift from AI stocks to safer, more reliable value names echoes the 2000 dot-com bust.

(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A

When you think about the best semiconductor stocks, you probably start with Nvidia. Let's look at the leader of the AI revolution and its chipmaking peers.

In July 2026, Alphabet reported second-quarter 2026 results showing sales of US$119.80 billion and net income of US$112.19 billion, alongside the filing of a US$69.24 billion Class C stock shelf, an affirmed quarterly dividend, and a newly certified U.S. class action lawsuit that continues to be litigated with no settlement or judgment to date. These developments come as Alphabet pauses buybacks under its 2025 program and commits to very large AI-related capital expenditure that has turned...

It’s a chip panic that “appears to be indiscriminate,” analysts say.

Alphabet's AI-driven growth across Search, Cloud and Gemini is gaining traction, but can it offset rising spending, legal risks and ad market exposure?

STORY: :: Lisa Bernhard, Reuters :: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure. "I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending." Speaking with Reuters' Lisa Bernhard

NVDA-led AI infrastructure concerns sparked a pullback in quantum stocks, but D-Wave Quantum and Rigetti Computing remain backed by strong commercial momentum.

Growth is still accelerating, and the antitrust worries are familiar, but Alphabet's real vulnerability is a multi-year-high profit margin leaning on gains it may not repeat.

AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for thousands of companies built on top of it.

Morgan Stanley analysts say despite growing investor anxiety, major tech giants will achieve returns on invested capital between 25% and 50% from their massive trillion-dollar artificial intelligence spending.

[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global Digital Transformation in Healthcare Market size & share revenue was valued at approximately USD 72.3 Billion in 2025 and is expected to reach USD 81.7 Billion in 2026 and is expected to reach around USD 270.9 Billion by 2035, at a CAGR of 14.13% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Oracle Hea

Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.

Apple's (AAPL) market cap topped $5 trillion, becoming only the second company ever to do so. Yahoo Finance Technology Editor Dan Howley outlines the details.

Apple becomes only the second publicly traded company to reach the milestone, a day after surpassing Nvidia as the most valuable company

Alphabet reported earnings on July 22 and the stock dropped more than 7% in a single session. The numbers weren't bad. Cloud grew 82% year over year. Advertising held up. EPS beat. What rattled investors was the spending. Capital expenditure guidance for 2026 came in at $195 billion to $205 ...

Both Alphabet and Tesla posted negative quarterly free cash flow, but their profitability, balance sheets and stock swings after earnings show quite different dangers. Tesla (TSLA) and Alphabet (GOOGL) got the same tough message from Wall Street to start: Investors are no longer prepared to pay for ...

Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.

Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mah

Alphabet is determined to win the AI race, but not everyone is convinced.

Alphabet stock has pulled back recently even though valuation checks still lean supportive, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to a market price that sits below those benchmarks. After a strong three year run, the key issue for investors is whether that gap still represents room for further value to be recognised or already reflects the risks around heavy AI spending and regulation. Alphabet has returned 148.2% over the past...

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.

The telecom industry is entering the next era powered by 5G. Global 5G subscriptions surpassed 3 billion in the first quarter of 2026, and the figure is projected to hit 6.4 billion by the end of 2031. In North America, 5G penetration has surpassed 79%. With the initial land grab for 5G coverage complete, the […]

Amazon just killed off several of its flagship Nova AI models days after laying off engineers from its AGI division, and the timing looks alarming. But the $200 billion still flowing into AI infrastructure tells a very different story about what Amazon is actually building.

Meta Platforms (META) and asset manager BlackRock (BLK) have teamed up to develop a data center camp

(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China

Apple just reclaimed the title of world's most valuable company, and with earnings on July 30, investors face a critical question about whether the momentum behind its record Services growth and fresh buyback can survive scrutiny.

One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.

Apple’s market cap reached $5.04 trillion in Tuesday’s opening trade before the stock pared some of its initial gains.

Core AI Holdings (NASDAQ:CHAI) is expanding its strategic relationship with TikTok as it builds a broader AI-driven distribution network designed to support customer acquisition, digital advertising, and future consumer applications. Key Investor TakeawaysCore AI is deepening its TikTok partnership as part of a broader AI-powered global distribution strategy.

Investors have a short memory on Alphabet.

Weakening chart action as earnings from Amazon and Microsoft loom puts Nvidia's base at risk on Tuesday. Shares extend Monday's 5% drop.

Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four compounding business segments, a cloud franchise hitting multi-year highs, and a $200 billion AI bet that Wall Street is quietly pricing as a near-certain winner.

For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to do with Search.

Alphabet's 2015 investment in SpaceX has been an incredible success.

Microsoft, Meta, Apple, and Amazon report this week. Filings show AI capex already draining free cash flow.

This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

GOOGL, CSCO and NET are benefiting from AI-driven cloud demand and enterprise digital transformation. See why investors are watching them before August.

Phil Rosen joins Inside The ICE House to explain why Alphabet’s negative free cash flow quarter reflects aggressive AI investment rather than business weakness. He discusses how chipmakers continue to lead the AI trade while hyperscalers are building the infrastructure for longer-term gains. Rosen also argues that broader earnings strength beyond the Mag 7 is a healthy sign for the bull market. Looking ahead, he highlights financials as a sector poised to benefit from strong earnings, elevated r

Apple's market cap reached $5 trillion.

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Amazon (AMZN) and Meta (META) are both set to report quarterly earnings this week. Wedbush managing director of equity research, Ygal Arounian, shares his expectations for the earnings results.

DENVER, July 28, 2026--As artificial intelligence reshapes cybersecurity, risk management, and enterprise leadership, organizations are looking for practical strategies—not just predictions—to navigate what's next. From November 4-6, more than 700 executive leaders will gather at the Gaylord Rockies Resort & Convention Center in Denver, Colorado, for the EWF Annual Conference.

Microsoft will report its Q4 earnings after the bell on Wednesday.

Meta will report its Q2 earnings after the bell on Wednesday.

Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth is actually headed.

Microsoft is a stock that checks off many key boxes for Berkshire and other value-oriented investors.

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

META heads into Q2 earnings with AI-fueled ad growth and rising engagement, but higher spending and rich valuation may shape investor reaction.

David Eaves: The big three hyperscalers — Amazon, Microsoft and Alphabet — control more than 70% of the market

PayPal doubled down on its turnaround plan on Tuesday, raising its 2026 profit forecast and outlining cost-saving steps, as it looks to convince investors that it is worth more than the $53 billion takeover ‌offer that analysts described as "low-ball". The payments company, once the crown jewel of American financial technology, received a $60.50-per-share bid from Stripe ‌and private equity firm Advent International, Reuters reported earlier this month, citing sources. The offer is a fraction

Is this the time to be greedy that Buffett talks about?

WisdomTree's research chief sees AI accelerating the commercial progress of quantum computing stocks with cloud services driving adoption.

Here is a way to get paid a real income on your Alphabet shares right now, which you keep no matter what, in exchange for capping your gains at a price above today's.

GOOGL, MTZ and GS top a momentum screen built on Richard Driehaus' strategy, combining price strength with earnings growth and estimate beats.

GOOGL topped earnings estimates, but shares fell as AI spending surged. See why rising CAPEX may not overshadow cloud, search and ad momentum.

Abel, like the Oracle of Omaha, is a stickler for value -- and finding a good deal in today's stock market has proved almost impossible.

There is a credible, though not guaranteed, path for Alphabet to overtake Nvidia in market capitalization.

We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.

Analysts recently projected that Reddit will post quarterly earnings of US$0.99 per share and revenue of US$744.94 million, reflecting very large year-over-year growth, while investors also focus on its ongoing data licensing negotiations with Google. These forecasts spotlight how Reddit’s user engagement and data licensing potential, especially around AI training, are becoming central to its long-term business story. We’ll now examine how upbeat earnings expectations and the Google data...

Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.

Shareholders have fared extremely well over the long haul. Will the next decade be good, too?

Dan Niles says Apple's AI missteps saved it from a capex trap, but warns its valuation carries risk into earnings.

Verizon has signed a $1 billion agreement with Google.

Microsoft appears well-positioned to deliver another solid quarter, supported by resilient cloud and AI demand.

Big Tech's $725 billion AI spending boom is becoming increasingly exposed to energy markets, as higher oil, gas, and electricity costs threaten to inflate data center expenses and delay returns on massive AI investments.

American Express sold off after reporting earnings, but the company is at the top of its game.

The numbers were huge, but so were the costs, and analysts wanted to know if Alphabet's large AI spending is building a real moat or just digging a hole.

Wall Street is headed for its busiest week of the earnings season and while earnings have been strong so far, one thing is clear: Good isn't good enough for tech companies. Amazon, Microsoft, and Meta are some of the 170 companies reporting earnings this week after Alphabet and Tesla set the stage last week. More than 130 S&P 500 companies have already reported earnings, with most beating earnings expectations, but whether those earnings beats translated into a move higher for the stocks was a

Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.

Baker Hughes crushed earnings estimates for the second quarter as AI-fueled orders swelled. Baker Hughes stock surged above a key level on Monday, while oil stocks broadly fell. Along with its Q2 report, Baker Hughes raised guidance based on a key segment tied to artificial intelligence (AI) data centers.

Yahoo Finance Markets and Data Editor Jared Blikre takes a look at how market capitalization changed in July for the top US stocks: SpaceX (SPCX), Tesla (TSLA), Alphabet (GOOG, GOOGL), and Apple (AAPL).

The Street enters its busiest week of the quarter. Carson Group chief macro strategist Sonu Varghese joins Josh Lipton on Market Domination Overtime to break down the recent chip sell-off and how investors should approach the AI trade amid shifting market dynamics

Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than the headlines do. Here is why one analyst keeps adding shares before the window closes.

Baker Hughes delivered a big earnings surprise and raised guidance. The oil stock continues to benefit from the AI power boom.

Stock Market Today: The Dow Jones index jumps on hopes of U.S.-Iran talks. Memory plays lag after CXMT IPO. Nvidia stock falls amid OpenAI move.

Investors crushed Google shares after the company reported higher-than-expected AI CAPEX spending guidance. However, there is much more to the story.

The social media company may also become a cloud computing provider.

Baker Hughes delivered a big earnings surprise and raised guidance. The oil stock continues to benefit from the AI power boom.

Peacock’s full content library, including live sports, will be available to U.S. YouTube Premium subscribers starting early next year.

The Dow Jones index jumps on hopes of U.S.-Iran talks. Oil skids but software shines Monday. Nvidia falls on OpenAI move.

Apple's market cap climbed to roughly $4.94 trillion on Monday, pulling ahead of Nvidia's $4.83 trillion

Apple stock has climbed more than 22% year to date, with investors rewarding the iPhone maker for its capex-light approach to AI spending.

It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals a surprising split forming among investors over the future of artificial intelligence.

Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.

The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.

Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those two drops could not be more different. One company is bleeding. The other is spending by choice.

Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.

Each of these founders has unique strengths and a vision for their company.

GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.

Four of the Magnificent Seven are set to report earnings this week. Neuberger senior research analyst Dan Flax joins Julie Hyman on Market Catalysts to discuss whether investors should be concerned about soaring AI spending as tech giants ramp up capital expenditures (capex).

The Dow Jones index jumps on hopes of U.S.-Iran talks. Oil skids but software shines Monday. Nvidia falls on OpenAI move.

Yoodli, the AI-powered experiential learning platform that uses AI roleplays to help teams practice high-stakes conversations, today announced the appointment of Kartik Murthy as Vice President of Product. Murthy officially joins the company July 27 and will lead product strategy and execution as Yoodli scales its platform for global revenue teams.

Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Explore how Alphabet's (GOOGL) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

GOOGL's Q2 beat and early AI monetization challenge worries over higher AI spending, as Cloud growth and Search demand point to stronger momentum.

Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.

Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement just triggered another selloff, and the history behind that pattern is worth understanding before dismissing it as reckless.

Wall Street is heading for a pivotal week as Big Tech earnings, the Federal Reserve's rate decision and key inflation data test a market hovering near record highs. The busiest stretch begins on Wednesday, when Microsoft and Meta Platforms report earnings before the focus quickly shifts to...

All eyes on Meta's big spending plans.

AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.

Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.

S&P 500 companies are beating earnings expectations at a historic clip and profit margins are hitting levels never seen before, but a closer look at the numbers reveals one company is quietly distorting the entire picture for the rest of corporate America.

US stock futures (ES=F, NQ=F, YM=F) are soaring in Monday's pre-market trading as Wall Street looks ahead to this week's bout of Big Tech earnings, which includes Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), Amazon (AMZN), and Qualcomm (QCOM). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss whether tech companies raising AI capex is actually hurting profitability

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds, balance sheets, and strategic motives.

Before buying this Magnificent Seven stock, investors need to ask the right questions.

Eyes on capex guidance this week from Big Tech.

Vertiv and EMCOR Group are spotlighted as AI infrastructure plays, with data center and energy demand driving growth ahead of upcoming earnings.

Alphabet, MasTec and Goldman Sachs top a momentum screen, backed by strong earnings growth expectations and consistent earnings surprises.

One GAAP rule has made Alphabet's net income an unreliable gauge of the stock's intrinsic value.

Still known as Google at the time, the future Alphabet Inc announced a game-changing $1.65 billion acquisition for video platform YouTube on Oct. 9, 2006. The deal has transformed Alphabet and become one of the most profitable acquisitions of all...

Earnings season kicks into high gear this week.

US equity investors will focus on big-tech earnings, inflation, and the Federal Reserve policy meeti

CRSR's AI infrastructure push and rising earnings estimates earn Bull of the Day, while AU faces falling forecasts as gold cools.

Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.

With spending on AI data centers set to soar, Nvidia, SK Hynix, and Broadcom are three top AI stocks to own.

The software firm’s shares look expensive, but a look at future earnings reveals a very different picture.

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

Nvidia is investing $1 billion in Naver, which is referred to as South Korea’s Google.

Alphabet stock sank after earnings because of the company’s Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

Google's $205B AI infrastructure plan highlights rising data center investment, but investors worry it's falling behind in the AI arms race.

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

(Bloomberg) -- Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew Wi

Microsoft, Apple, Amazon and SK Hynix report this week as investors test Big Tech's AI spending against real returns.

Alphabet just raised capital and reaffirms guidance again.

U.S.-Iran attacks have paused amid deal hopes. Apple, Amazon, Meta lead an earnings wave. A Fed rate hike is on the table.

Rivian upgraded, Check Point downgrade: Wall Street's top analyst calls

Apple has a headstart, but it's not stable.

Alphabet's increased capex forecast for 2026 this week was the latest tailwind for AI infrastructure stocks.

The Oracle of Omaha now has direct ties to the groundbreaking AI infrastructure buildout.

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

Alphabet just posted its first negative free cash flow quarter as a public company, and Wall Street panicked. But the number investors fixated on may be the least important figure in the entire earnings report.

Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.

U.S.-Iran attacks have paused amid deal hopes. Apple, Amazon, Meta lead an earnings wave. A Fed rate hike is on the table.

Alphabet's attractive valuation doesn't tell the entire story.

Under Greg Abel, Berkshire Hathaway has taken a sizable stake in Google-parent Alphabet.

These AI stocks should directly benefit from Alphabet's increasing capex.

Quantum computing is on the horizon.

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

Gemini may not be the most popular AI model, but investors are wrong to ignore Alphabet's AI progress.

How diversified is a 147-stock fund when 10 names hold 60% of the money?

Alphabet is doubling down on AI and has been gradually raising its capex budget. The stock has come off its 2026 highs, and any further weakness would make the stock a compelling buy.

The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.

Top US stock market stories this week: Tesla’s drop, $100 oil and volatile chip stocks as AI spending rattles Wall Street.

Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.

Berkshire Hathaway has traded both stocks extensively over the last year.

Reddit’s standoff with Google over AI content could reshape its biggest licensing deal. Is the recent sell-off a warning sign or a buying opportunity?

A key comment from Alphabet’s earnings call sent these two neocloud stocks higher. Here’s why investors should add these stocks to their portfolio.

Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.

Artificial intelligence needs electricity; these high-yield energy companies are helping to provide it.

Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.

Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.

Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Apple, Microsoft, Meta Platforms, Amazon.com headline a massive earnings wave. The Federal Reserve meets, with a rate hike a possibility.

Despite tremors in its share price, Cramer continues to be lukewarm about Meta Platforms (NASDAQ:META). The shares are down by 8.5% year-to-date and by 16.7% over the past year. One major point of debate surrounding Meta Platforms (NASDAQ:META) relates to its heavy capital expenditure in order to keep up with other mega cap peers. However, […]

Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget.

Google-parent Alphabet Inc. posted a blowout quarter on Wednesday, and buried in the numbers is a figure bigger than most countries’ entire economies. The YouTube owner’s second-quarter revenue rose 24% to $119.8 billion, up from $96.4 billion a year earlier,...

As competitors spend enormous sums, the tech titan's financial discipline is being rewarded.

Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy.

The team reviews how five stocks picked in the days following Brexit have fared against the market 10 years later.

The telecom giant just signed a major dark fiber agreement with one of the world's biggest AI spenders.

The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.

It’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.

The reported split could reshape the robotaxi race as Waymo looks to expand independently and Uber faces fresh questions over its autonomous vehicle strategy.

Big tech earnings week punished spenders despite beats. Price, money flow, options, and analyst data reveal who won and lost.

Bitcoin (CRYPTO: $BTC) has outperformed stocks over the past week despite rising market volatility caused by corpor...

Verizon Communications has reported its second-quarter 2026 results, with revenue of US$34,253 million and net income of US$3,835 million, while also completing US$3,500 million of share repurchases under its January 2026 buyback program. Alongside the earnings release, Verizon unveiled a dark-fiber deal with Google worth more than US$1 billion and raised its 2026 outlook for adjusted earnings, free cash flow and share repurchases, pointing to growing emphasis on AI infrastructure...

Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Early second-quarter earnings data suggests companies are beating Wall Street forecasts by nearly 9%, well ahead of the four-quarter average of around 7.5% and the 4.4% tallied since 1994, according to LSEG. Nearly 85% of companies are beating estimates, compared with the recent average o

Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Apple, Microsoft, Meta Platforms, Amazon.com headline a massive earnings wave. The Federal Reserve meets, with a rate hike a possibility.

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come next week, including Mag 7 earnings from Microsoft (MSFT), Meta (META), Apple (AAPL) and Amazon (AMZN), as well as the Fed decision and the latest Consumer confidence data.

STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as

Alphabet, MasTec and Goldman Sachs topped a momentum screen built on the Driehaus strategy, combining earnings strength with favorable price trends.

Investors aiming to buy into the artificial intelligence boom driving the economy and Wall Street for the foreseeable future might want to consider best-in-class, AI-boosted infrastructure stocks.

STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google,"

Investing.com -- Uber Technologies (NYSE: UBER) shares skidded 4% on Friday, with losses accelerating in the final hour of trading following a revealing Financial Times report that Alphabet’s Waymo is eyeing the exit ramp on their alliance. According to the report, the self-driving car company is holding internal discussions about terminating its current agreements with the ride-hailing giant, which presently include joint operations in Austin and Atlanta. The Breakdown Uber has confirmed the fr

The Dow rose on Friday, but the blue-chip index couldn’t stave off its third-consecutive weekly decline. The Nasdaq dropped 0.6%. Stocks traded sideways all day, as another slide in chip stocks dragged down the S&P 500 and Nasdaq.

US equity indexes fell this week as quarterly results from Magnificent-7 stalwarts failed to lift ma

Alphabet shares sank after its Q2 earnings report.

The Standard & Poor's 500 index shed 0.6% this week amid mixed corporate earnings and continued worr

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).

In many ways, Alphabet (GOOGL) stock investors entered the earnings season looking for proof that AI was strengthening its Search business without forcing another major bump in spending. Though the quarter delivered evidence of robust demand, it wasn’t the confirmation Wall Street was hoping ...

Alphabet's revenue towers over AMD, but AMD's growth rate tells a different story over the past eight quarters.

Intel Shares Drop Despite Strong AI-Fueled Earnings

Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.

Alphabet's cloud revenue is growing at a remarkable pace.

The Nasdaq tested key lows and the S&P 500 broke support as oil prices soared while Tesla, Google sold off. But there was strength too.

Verizon Communications (NYSE:VZ) raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. Chief Executive Officer Dan Sc

Alphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...

Verizon CEO Dan Schulman said the company expects to announce additional AI infrastructure deals by year-end worth multiple billions of dollars

Google's $1B Fiber Bet Ignites Verizon Stock as AI Growth Story Accelerates

Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.

Google parent Alphabet Inc. CEO Sundar Pichai made one of his boldest comments yet about the company’s AI ambitions during Wednesday’s earnings call, saying the company has already begun its “most ambitious pretraining run yet” for Gemini 4. “We have...

Anthropic on Friday released Claude Opus 5, a new artificial intelligence model the company says approaches the performance of its most powerful system at half the price.Opus 5 costs $5 per million input tokens and $25 per million output tokens, half the price of Fable 5, Anthropic's most expensive publicly available offering.

Check out the companies making headlines this week:

Alphabet Inc. (NASDAQ:GOOGL) burned more cash than it generated last quarter for the first time since its 2004 IPO, and Wall Street reacted by handing the stock its worst day in over a year. Google lost roughly the market cap of Palantir (NASDAQ:PLTR), despite Google Cloud revenue reportedly surging 82%, a sign of how spooked investors are by that negative $5.86 billion free cash flow figure. The sell-off may be pushing investors toward the one megacap that barely spends on AI at all: Apple Inc.

Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.

Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet on where AI revenue lands a decade from now.

The AI build-out will likely accelerate in 2027.

Brent crude sinks to $95 per barrel amid hopes of U.S.-Iran talks, and the Dow jumps today, July 24, 2026.

Stock market turmoil continues as investors seek cover. Here's how to interpret the defensive action.

Nvidia stock slides below an early entry at 213.99 on Friday. The move comes after earnings beats from Alphabet and Intel.

Meta and Alphabet both reported blowout quarters, but one relied on a tax windfall while the other borrowed billions to fund its AI ambitions. The gap between their valuations tells a story that ad revenue and cloud growth alone cannot explain.

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if it's a rare opportunity or a clear warning.

Speaking during the company's second-quarter earnings call, CEO Dan Schulman said Verizon will provide dark fiber to connect Google's data centers.

Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.

AMD CEO Dr. Lisa Su said that demand for AI isn't slowing down "at all."

Investing.com -- Barclays said Alphabet is poised to launch one of its most significant new AI infrastructure initiatives through a "TPU-as-a-service" (TPU-aaS) model, arguing the market is underestimating its long-term earnings potential. The brokerage believes the initiative could lift Alphabet's 2028 gross profit by about 15% while significantly expanding operating income.

The telecom group expects additional infrastructure agreements to produce several billion dollars in revenue as it raises its 2026 profit and cash-flow forecasts.

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

Stocks are facing a multipronged attack this month, and investors are looking for a reason to buy the dip.

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

Shares were gaining on Friday after Intel’s earnings report signaled demand for AI chips remains strong.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

(Bloomberg) -- Spiking energy prices, more US tariffs and mushrooming spending on artificial intelligence are reawakening investors’ inflation fears.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA week that began with s

Apple stock is holding up the best out of the Magnificent Seven stocks as the company has proceeded cautiously with its AI investments.

Alphabet's stake in Elon Musk's SpaceX looms as a big test for Google stock. Will Google sell SpaceX shares to fund soaring AI spending?

AI spending fears push Alphabet below key technical milestone

Stock closes below long-term support for the first time in a year

Investors spent the week arguing about capital spending. The more interesting number was sitting in the segment table.

Microsoft and Amazon will report results on July 29 and 30, respectively, offering a clearer read on Big Tech spending and cloud trends.

A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial intelligence. Major equity ‌indexes were on track for weekly declines, dragged down on Thursday by steep slides in Alphabet and Tesla following their quarterly reports. The fallout for Google parent Alphabet, ‌sparked in part by an increase in its

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

Intel beats expectations, Alphabet feels the sting of SpaceX’s stock drop, and more news to start your day.

Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

At the end of last year, Wall Street analysts who ventured guesses on second-quarter earnings predicted 14% growth, on average. By the end of June, analysts were predicting 22% earnings growth. Stock market gains have lately lagged behind.

SpaceX faces a launch delay and stock dip as weather pushes Starship Flight 13 to Friday evening in Texas.

Stocks stabilized on Friday but were on track for weekly losses as investors assessed a new set of global tariffs against a backdrop of AI jitters, rising oil prices, and elevated bond yields.

FTSE 100 Live pre-open London looks set to open in the red on Friday, with tech selling and oil topping $100 a barrel combining to darken the mood heading into the weekend. Futures traders have the FTSE 100 called 40 points lower, building on Thursday's 77-point decline to 10,639. The...

Alphabet's revenue increased by 24% to $119.8bn, marking the 12th consecutive quarter of double-digit growth.

Stocks drifted to a mixed finish on Wall Street Friday as oil prices slipped for the first time in a week. Every major index lost ground overall for the week amid increasing pressure from a sharp escalation in the U.S. war with Iran. Investors are also contending with new tariffs from the Trump administration and worries about the economy suffering under the weight of stubborn inflation.

Is YouTube about to become the biggest video entertainment platform?

A leading Wall Street analyst says the AI spending arms race is still early, even as Tesla and Alphabet shares sink.

Uber is taking a unique approach to the autonomous driving revolution.

While GOOGL stock could remain volatile as investors digest elevated spending, Alphabet remains well positioned to benefit from the accelerating AI investment cycle.

Elon Musk’s EV company lost a quarter of its value after revealing weak profits and high spending on AI and robotics

Intel reported 25% YoY sales growth on the back of favorable AI compute demand trends, reflecting the highest growth rate we've seen from the company in more than a decade.

Google parent company Alphabet said it had roughly $94.1 billion worth of SpaceX stock.

Once Brent crude surged above $100/bbl, market fortunes were settled this trading day.

STORY: Wall Street stocks plummeted on Thursday, with the Dow dropping about 1%, the S&P 500 shedding 1.2% and the Nasdaq tumbling more than 2%.The latest earnings results from large tech companies such as Alphabet and Tesla revived concerns about heavy AI spending, says Keith Buchanan, senior portfolio manager for Globalt Investments."We're at a point now where the hype has to kind of meet some level of realistic expectation, quantifiable expectation. And the markets are starting to digest just

Micron and SK Hynix shares rose Thursday following Alphabet’s earnings report and capital expenditure guidance.

Take Alphabet. Investors knew Google invested about $1 billion in SpaceX in 2015, but they couldn’t be certain what happened to the stake. Alphabet still has its stake, and the value has shot higher since 2015, but that is becoming a small headwind for the share as SpaceX stock tumbles to new lows.

Alphabet reported blowout earnings results late Wednesday, but the stock is dropping after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates-even as those forecasts were revised upward leading into the reporting cycle-while the overall pace of earnings growth continues to accelerate noticeably.

Some Wall Street expert have said that investors could be in for a bumpier ride than usual this earning season.

Today, July 23, 2026, investors punished the search giant after it raised capital spending forecasts again, signaling aggressive AI investment ahead.

On July 23, 2026, massive capital expenditure plans triggered a broad retreat across technology stocks, as soaring crude oil added to inflation fears.

VeriSign (NASDAQ:VRSN) reported stronger second-quarter 2026 results, citing record domain name registrations, continued solid renewal rates and a rising contribution from artificial intelligence-related tools that management said are making it easier for users to get online. Executive Chairman, Pr

Shares of Google-parent Alphabet slid on Thursday as investors bristled at the mounting costs and uncertain benefits of its AI data center buildout, even as its infrastructure spending began to bear fruit.

Every business eventually reaches the moment when growth stops being free. For most of the past decade, the biggest American technology companies looked like they had found a way around that rule. They generated cash faster than they could spend it, bought back their own stock, and pushed into new ...

D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.

The "Magnificent Seven" group of stocks suffered its steepest one-day decline since the tariff-driven market sell-off in April 2025.

Amazon Slides Ahead of Earnings on China Probe and AI Cost Concerns

Investment gains approached $100 billion in Q2, while most SpaceX shares remain under sale restrictions.

Allegion, the lock manufacturer and physical security company, leads the S&P 500 with shares on track for their best day ever as the broader market declines.

Alphabet and Tesla shares fall as investors worry about a rally in oil prices that could drive inflation higher.

Micron and SK Hynix stock rose Thursday after earnings from Alphabet and signs of continued spending on memory helped ease fears that have hung over chip makers. SK Hynix was outdoing its U.S. rival, though the Korean memory giant has been susceptible to bigger swings recently, since it made its debut in the U.S. stock market earlier this month. Micron stock was up 3.4% with SK Hynix’s American depositary receipts (ADRs) up 4.7%.

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 6.5% in the afternoon session after its second-quarter earnings report revealed a sharp downturn in cash flow, overshadowing strong revenue growth. The company beat Wall Street's revenue estimates, with sales growing over 24% year on year to $119.8 billion. However, investors focused on the rising costs of the artificial intelligence race, which drove the company's free cash flow negative for the quarter. Alphabet reported a negativ

Amazon stock slipped below its 200-day moving average after Google's Q2 report reignited AI cost fears.

Alphabet (GOOG, GOOGL) and Tesla (TSLA) shares were slumping Thursday after the technology giants in

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

The broader technology sector weakened after renewed geopolitical tensions in the Middle East weighed on investor sentiment.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

Analysts largely maintained Buy, Overweight and Outperform ratings while lowering price targets amid higher AI spending and margin concerns.

Nvidia stock slides below an early entry at 213.99 on Thursday. The move comes after Alphabet's earnings report late Wednesday.

Blackstone (NYSE:BX) reported sharply higher second-quarter 2026 earnings as executives said the firm’s early and aggressive positioning around artificial intelligence infrastructure is driving investment performance, fundraising and new business formation across the platform. Weston Tucker, Blacks

Google just gave investors another reason to love Micron stock.

Alphabet and Tesla shares fall as investors worry about a rally in oil prices that could drive inflation higher.

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.

Alphabet’s second-quarter free cash flow turned negative for the first time as the Google parent ramps AI spending, leaving Wall Street divided over whether the investment will pay off.

The Nasdaq dropped 2.6% as mega-cap tech earnings arrived with a reality check. Rising oil prices and ballooning AI capex are weighing on market sentiment.

Consumer discretionary and communication services indexes are having their worst day since April 2025. The S&P 500’s consumer discretionary sector was down 4.8% in recent trading, which put the sector on track for its biggest daily drop since it fell 6.5% on April 3, 2025. Tesla, with a market cap of $1 trillion, was the biggest drag with a 14% drop.

About $80 billion of Google's SpaceX stock is subject to short-term selling restrictions, with another $14.1 billion locked up through the third quarter of 2027

Google parent declares another $0.22-per-share shareholder payout

Take Alphabet. Investors knew Google invested about $1 billion in SpaceX in 2015, but they couldn’t be certain what happened to the stake. Alphabet still has its stake, and the value has shot higher since 2015, but that is becoming a small headwind for the share as SpaceX stock tumbles to new lows.

Albertsons (ACI) shares slumped amid heavy trading after the grocery chain lowered its fiscal 2026 e

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech’s AI infrastructure build-out is consuming capital faster than it can generate returns.

US equity indexes dropped as shares of mega-caps Alphabet (GOOG, GOOGL) and Tesla (TSLA) sank and go

Alphabet (GOOGL, GOOG) delivered a Q2 revenue and earnings per share beat backed by big upside from

All three major US stock indexes were down in late-morning trading Thursday, as Alphabet (GOOG) and

Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are willing to admit about the risks buried inside that spending. One earnings call could break the spell.

When a fellow Mag 7 giant drops a stunning cloud earnings report, it quietly flashes a buy signal for a completely different stock. Here is why one investor's finger stays glued to the buy button ahead of a pivotal July earnings date.

Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the company continues to fall.

A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up, and earnings may force a reckoning either way.

Google stock fell after Alphabet's first-ever negative free cash flow highlighted mounting AI spending amid booming cloud growth.

Investors shrug off superb Alphabet profits after hearing about its planned cash outlays.

You’d expect Nvidia’s (NVDA) next big catalyst to come from familiar places: quicker GPUs, larger clusters, and more cloud spending. Google parent Alphabet’s earnings strengthened that assumption. Google bumped its 2026 CapEx forecast to $195 billion to $205 billion, according to ...

The labor market is chugging along, but that wasn’t enough to give markets a boost in the face of surging oil prices. Alphabet’s earnings beat expectations, but the firm’s forecast for higher AI spending ahead sunk the stock in overnight trading. Chip stocks were struggling to rally on that news in the face of higher oil prices.

Alphabet, the newest addition to the Dow, dove on its latest quarterly results and it's weighing on the blue-chip index. The Dow is down 1.1%, or 563 points. Alphabet was the worst performer in the Dow, contributing a roughly 142-point drag on the index, Dow Jones Market Data showed.

IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.

At least on paper, for now, Google's investments in Anthropic and SpaceX have paid off and enabled its parent company Alphabet to offset any losses when quarterly financial reports come.

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

Alphabet’s second-quarter free cash flow turned negative for the first time as the Google parent ramps AI spending, leaving Wall Street divided over whether the investment will pay off.

Trump said that the U.S. will inflict “major military punishment” upon Iran and the Houthis if they attack ships again.

Alphabet and Tesla shares fall as investors worry about a rally in oil prices that could drive inflation higher.

Alphabet's (GOOG, GOOGL) next key catalysts following Q2 results are the launch of its Gemini 4 arti

RBC Capital Markets lead equity analyst on global autos, Tom Narayan, sits down with Julie Hyman on Market Catalysts to expand more on his takeaways from Tesla's (TSLA) latest earnings and where it may be facing the biggest problems in expanding its robotaxi business.

Google's AI spending may be spooking markets but it will benefit a number of stocks linked to the buildout of data centers.