Alphabet Inc.

Ford edges out GM in five of the last eight quarters, but the gap remains razor-thin—a pattern that could shift either way.

For years, landing a high-paying job at one of America’s biggest tech companies could feel like reaching the top of the industry. But four former Big Tech workers told Business Insider how quickly six-figure salaries and seemingly secure careers disappeared...

The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting the rules of how rate pressure actually transmits.

AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should be trading.

Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.

Meta's new Muse AI agent has Wall Street buzzing and shares surging, but the company has yet to reveal a single usage or revenue figure to back up the hype before a critical October earnings report.

Key Stats for GOOGL StockPast week performance: -3. 1%52-week range: $236 to $409Valuation model target price: $504Implied upside: 46.

Alphabet (NasdaqGS: GOOGL) is fast tracking an experimental AI satellite launch under Project Suncatcher. The project embeds custom AI chips into a Planet Labs satellite that is preparing for an upcoming orbital deployment. Management is using Project Suncatcher to test AI powered orbital data centers as a new approach to remote computing capacity. The Project Suncatcher AI satellite launch push is only one part of Alphabet’s story for investors to weigh. Our analysis turns up 2 warning...

Investing.com -- Europe’s accelerating data centre buildout could strengthen the case for new nuclear capacity as technology companies seek dependable, low-carbon electricity to power AI infrastructure, J.P. Morgan analysts said.

Key Stats for Amazon StockCurrent Price: $249. 67Target Price (Mid): ~$600Street Target (12-Month Mean): ~$330Potential Total Return: ~141%Annualized IRR: ~23% / yearWhat Happened?On September 24, Amazon (AMZN) began rolling out Seller Central tools that let sellers manage their eBay (EBAY), Shopify (SHOP), TikTok, and Walmart (WMT) businesses, and let Multichannel Fulfillment merchants offer Prime delivery on their own sites at no added cost.

Key TakeawaysConnectivity-Led Raise: Marvell lifted its fiscal 2028 revenue outlook to about $18 billion, and CEO Matt Murphy said connectivity, not the new Google agreement, was the largest driver of the $1. 5 billion increase.

The cloud giant’s largest venture bet could expose its biggest strategic vulnerability.

Nine of the past 10 times this happened, the stock was up a year later. Is this one different?

Key Stats for Netflix StockCurrent Price: $71. 15Target Price (Low): ~$170Street Target: ~$93Potential Total Return: ~140%Annualized IRR: ~11% / yearWhat Happened?At itsfirst UK Upfront on September 24, Netflix (NFLX) set March 1, 2027, as the launch date for its ad-supported plan in nine more EMEA countries, a rollout it first announced at its 2026 Upfront.

There are many stocks out there beyond the big AI ones.

The best-performing Magnificent Seven stocks are AI leaders.

The Iran war has forced Big Tech to confront physical security in ways it never has before.

Alphabet Inc. will launch an experimental AI satellite as part of Project Suncatcher on Oct. 1, according to a report from the New York Times. The satellite is the first hardware from Project Suncatcher, Google’s effort to build AI data...

Tesla and SpaceX CEO Elon Musk was seated at the head table. So was Nvidia’s Jensen Huang, Apple’s Tim Cook, and AMD’s Lisa Su.

Alphabet’s growth outlook remains solid, driven by its diversified revenue base.

Apple stock just outpaced the QQQ over the past month, yet the average analyst still thinks it is worth less than its current price. What has to change before the math finally points to $350?

That massive backlog offers meaningful revenue visibility as demand continues to heat up for Google Cloud's AI solutions and infrastructure.

Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creating a rare gap between what the market sees and what the load growth math suggests.

OpenAI isn't even a public company yet, and there's already one prominent venture capitalist who would short the stock if it were public.

A $999 AI laptop gives Dell premium consumer optionality without disclosed sales or margin commitments.

The 200-day moving average is a closely watched level among investors and one of the most widely used indicators. Investors can use it to their advantage for stocks in longer-term uptrends.

Coinbase’s (NASDAQ: $COIN) tokenized versions of seven major U.S. stocks can now be used as collateral to bor...

Cybersecurity stocks are pulling back after a sharp early-week surge fueled by mounting AI safety concerns, while analysts say underlying security demand remains strong even as valuations have rerated higher.

Wall Street has Apple pegged at one price target, but our proprietary model lands somewhere else entirely, and the gap between the two tells a story about where this stock may be headed after a record-breaking June quarter.

JP Morgan believes the scramble by US technology giants for reliable power could push up European energy prices and hasten a long-awaited revival in nuclear power. Phil Buller, who covers European capital goods and utilities for the bank, said the trend was underappreciated by investors...

Oppenheimer just raised its Microsoft target and investors are cheering, but the company's dramatic Copilot overhaul trades predictable subscription revenue for a usage meter that rises and falls with customer behavior. Whether that bet pays off depends on a question Microsoft has not yet answered.

Google is about to launch a refrigerator-sized data center into orbit, but its own engineers admit it will be years before the technology is remotely useful. So why launch it at all?

Amazon.com (AMZN) management now leads its calls with AI. It plans about $220 billion of 2026 capital spending. The easy reading is that the stores run themselves while the cloud arm takes the spending. That reading holds only if two things are true. The stores must keep getting cheaper to run, and the cloud arm must earn back what it spends. Did the stores stop getting cheaper to run, or did management just stop leading with them.

Berkshire Hathaway has gone nowhere for a year while the S&P 500 climbed 12.5%, and the reasons behind that divergence reveal a company in the middle of a transformation that could resolve as either opportunity or permanent reset.

Shares of Meta are surging into the Connect conference on the back of an AI assistant that is rewriting the company's growth story, but massive capital spending and looming legal battles put the rally on a razor's edge.

It's too good a value to pass up on right now.

A lease extension at one Texas site just pushed Cipher Digital's contracted revenue potential into territory that is reshaping how Wall Street values the entire class of former Bitcoin miners now chasing AI infrastructure deals.

Rollins (NYSE:ROL) executives said the pest-control company is working to adapt its marketing and customer-acquisition strategy after an unusually volatile period in residential lead generation, which management believes was driven largely by changes in AI-powered search. Speaking at the JPMorgan U

It's part of a broader turnaround investment in a struggling industry.

Alphabet is still a great stock to buy, but there's a caveat to its valuation.

The contest to establish a network of satellites that work in concert as a data center is an extension of the rivalry playing out among tech giants and frontier AI labs.

Musk expects 220,000 more GB300 chips online next week, another 220,000 in November and a possible third wave in late December.

RKLB rose 14% this week after its 96th Electron launch, a bullish Cantor call, an ARK purchase and shareholder approval of its Iridium deal.

Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology, Inc. (NASDAQ:MRVL) are two of the clearest ways to bet that hyperscalers will keep replacing some merchant AI chips with custom silicon. The stocks now ask very different prices for that opportunity. Broadcom trades at about 20.5 times forward earnings, while Marvell trades near 47.8 times. That gap matters […]

Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc. (NASDAQ:META) are both using AI to make advertising more valuable while spending tens of billions of dollars on the models and infrastructure underneath it. Their valuations now make the portfolio choice unusually close. Alphabet trades at roughly 25 times forward earnings, while Meta is near 23 times. The […]

One of these numbers could double in November -- on paper.

Jenny Johnson’s blunt assessment exposes what AI bulls still cannot prove.

In this episode of Market Hang, Turney Duff and his panel of experts weigh in on Meta's (META) Muse AI agent, how the bond market's recent moves could threaten the AI boom, job interview etiquette, and much more.Today's panel includes The Wall Street Skinny co-founders Kristen Kelly and Jen Saarbach, Business Insider Today executive editor Dan DeFrancesco, and "The Future of Wealth" author Armando Pantoja.

KeyBanc Capital Markets Managing Director Justin Patterson joins Market Domination's Brooke DiPalma to discuss the resurgence of Meta (META) stock and how its upcoming product releases could usher it into the next phase of growth.

Google will be the first big tech company to put an experimental satellite in orbit to answer AI queries.

Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts say it belongs raises a question worth sitting with before the next move.

Alphabet just crossed below its 50-day moving average. That kind of bearish action calls for this particular options play.

Key Stats for NVIDIA StockCurrent Price: $225. 51Target Price (Mid): ~$660Street Target: ~$328Potential Total Return: ~193%Annualized IRR: ~28% / yearWhat Happened?NVIDIA (NVDA) is paying nearly $13 billion for a company with about $150 million in revenue.

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

Meta just shattered Wall Street's consensus price target on the back of a 37% monthly surge, but with free cash flow collapsing 91% and capex ballooning toward $145 billion, the real debate is whether the AI spending spree pays off before it breaks the stock.

Fervo Energy stock rises after the company’s geothermal development delivers power to the gid for the first time.

Key Takeaways: Camus Energy has joined the newly formed AEMA alongside tech industry leaders like Google and NVIDIA to advance data center grid integration.The partnership focuses on flexible interconnection strategies and intelligent energy orchestration to align growing data center power demand with grid reliability.As an AMEA member, Camus will help shape technical standards, market definitions, and public policy for integrating large-scale data center loads into the grid. SAN FRANCISCO, Sept

Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head over the next 12 months.

Data centers are quietly reshaping which utility stocks deserve a spot in an income portfolio, and four regulated electric companies just locked in contracts that could rewrite their dividend growth stories for the next decade.

Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity most investors are overlooking.

This software stock has the engine of a genuine turnaround, but after a recent pullback, investors must decide if the ticket price already accounts for the entire trip.

The U.S. can speed-run its AI data center boom or it can secure supply chains, but it "can't have it both ways."

Nvidia's decade-long transformation from gaming chip maker to AI infrastructure backbone rewrote the rules of semiconductor investing, but the real question is whether the next $1,000 faces the same odds as the last one.

Investing.com -- Wall Street analysts were largely positive on Meta Platforms (NASDAQ: META) after its Meta Connect event, where the company made its Muse AI agent the centerpiece of its product and hardware plans.

Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival trading at a steep discount with cleaner AI revenue already on the books.

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

S&P 500 Q3 earnings are projected to rise 23.9%, with Micron, NVIDIA and Alphabet materially shaping tech-sector growth.

AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses. Tigress Financial analyst Ivan Feinseth echoed this sentiment on September 17, citing strong Search momentum, rising Cloud growth, and margin expansion in second-quarter results. Consequently, the analyst has reiterated a Buy rating on the stock and hiked the price target […]

Retail sentiment on Stocktwits for SPY and QQQ has improved to ‘bullish’.

This tech giant's new artificial intelligence agent just whipped investors into a frenzy.

Meta Platforms, Inc. (NASDAQ:META) used Meta Connect 2026 to unveil a $1,299 VR glasses device, expand its AI glasses lineup and bring its Muse personal AI agent to more products, but market watchers were divided over whether the announcements could extend the stock’s recent rally. Gene Munster Says Meta Needed More Muse Data Deepwater Asset Management managing partner Gene Munster said he expected Meta shares to be "flat to down" following Mark Zuckerberg’s keynote, pointing to a lack of concre

Google signals an accelerated AI push as competition intensifies, particularly from Meta’s Muse AI agent.

One Wall Street analyst says the streaming giant’s edge over its biggest rival is slipping.

U.S. markets were keyed into inflationary concerns on Wednesday as the 10-year Treasury yield soared to close at 5.11%, notching its highest level since July 2007.

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 3.4% in the afternoon session after sentiment weakened ahead of rival Meta Platforms Connect conference, amid growing competitive pressure as peers Anthropic and OpenAI released cheaper frontier models.

The tech megacaps have multiple ways to cash in as the foundational AI model giant prepares to join the public market.

President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, AI and Taiwan.

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set a new high Tuesday. Micron and Sandisk drop.

AI stocks are booming as spending accelerates. Ed Zitron breaks down why he believes the AI bubble is being propped up by an unsustainable flow of capital.

Meta Platforms' (META) Muse chatbot not only moved AI stocks higher this week, but it may have even led to a tonal shift in the AI narrative and how consumers are using the new technology. Futurum CEO Daniel Newman weighs in on this topic.

Amazon is reaching out to former employees, including those previously laid off, to fill critical artificial intelligence and cloud computing roles amid an escalating industry talent war.

As concern over AI safety and rogue agents continue to make headlines, it’s no surprise that cybersecurity stocks are rising, or that investors are pouring massive amounts of capital into startups trying to build the next generation of security for an AI-native world. We’re even seeing companies like Instinct and Simile bring in nine-figure checks and valuations that wouldn’t have made sense a […]

YouTube is introducing new production tools to woo top creators to stay on the platform as Netflix aggressively poaches popular channels.

Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop.

Google is moving from buying clean electricity to helping create more of it at existing nuclear plants. On September 21, Georgia Power and Google announced an agreement supporting uprates at the Vogtle and Hatch nuclear stations that could add roughly 96 megawatts, subject to regulatory approval. That links Alphabet Inc. (NASDAQ:GOOGL) directly with The Southern […]

Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.

Google Cloud gains a stronger external model while Anthropic lowers revenue available per identical workload.

Alphabet has quietly built one of the most compelling AI growth stories among mega-cap stocks, but the real question is how much a $5,000 stake today could compound through 2031 across three very different scenarios.

WILMINGTON, Del., September 23, 2026--Factors.ai today released findings from its report, From Benchmarks to Blueprints: The LinkedIn Revenue Engine for B2B.

Investors appeared disgruntled over Instacart’s growing tech footprint. Maplebear stock fell Wednesday, the day after the company said Instacart’s grocery ordering system will be connected to Meta’s artificial-intelligence agent Muse. Shares of the grocery-ordering company slid 2.1% to $43.38, while Meta Platforms stock rose 1% Wednesday.

Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop.

PayPal just landed a checkout deal with Meta and another surprise partnership that sent shares jumping, but the stock is still down more than 20% over the past year and facing real headwinds that could define whether this rally sticks or fades.

Alphabet's cloud backlog just crossed half a trillion dollars, Gemini is closing in on a billion users, and Wall Street has not issued a single sell rating on the stock. Here is what it would actually take to turn that momentum into a 50% gain by 2027.

Travel stocks got hammered as investors see a new threat in Meta's Muse.

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

Move over Meta Platforms — SpaceX has a consumer AI agent, too. SpaceX didn’t respond to a request for comment about the numbers. Meta stock jumped more than $75, or 11%, on Monday after its Muse AI agent topped app download charts.

OpenAI needs a staggering sum to survive through 2030, rival Anthropic is already turning a profit, and Chinese AI is undercutting American models on price. A failed IPO could detonate valuations across the entire tech industry.

A familiar problem is haunting Nvidia The chip maker’s stock has paused in its latest effort to break out to new highs—and part of the problem is Google. Nvidia shares closed down 1.4% at $225.51 on Wednesday. The biggest threat is Alphabet’s Google and its Tensor Processing Units, designed in collaboration with Broadcom Although Nvidia and Google’s rivalry is generally an amicable one, investors keep a close eye on which chips the biggest players use.

Alphabet and Meta both burned billions on AI this quarter, but only one of them built something the other cannot simply outspend to replicate. The gap between an advertising flywheel and a true data moat is wider than their stock prices suggest.

Verizon (NYSE:VZ) said it is investing $70 million in a nationwide initiative aimed at providing artificial intelligence training to job seekers, small businesses and educators in the United States. The telecommunications company is working with non-profit organisations including Goodwill Industries and aims to provide AI training to hundreds of thousands of people.

Alphabet just posted numbers that should have sent the stock soaring, yet something is keeping a lid on it. Here is why the cheapest mega-cap in the AI trade might still have the most room to run.

Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.

Southern Company's Georgia Power plans nuclear upgrades with Google, potentially adding 96 MW while targeting $900 million in projected customer benefits.

D-Wave Quantum (QBTS) trades near $17.50, about 61% below the high it set inside the past year. Nothing in the market broke to do that. The S&P 500 returned close to 18% over the same twelve months. The stock has already fallen a shock-sized amount without a shock, which is what makes the next leg hard to size.

ARK Invest poured about $25.1 million into Rocket Lab while selling roughly $5.8 million of Alphabet shares in its latest disclosed trades

It's been a rough run for Netflix stock.

These top-tier stocks still have enormous growth potential.

Google Cloud ASIC deployments are expanding globally, creating regional opportunities across next-generation TPUs, Axion CPUs and quantum processors.Dublin, Sept. 23, 2026 (GLOBE NEWSWIRE) -- "Google Cloud Global ASIC TPU, CPU, & QPU Deployment Analysis" has been added to ResearchAndMarkets.com's offering. A comprehensive new market intelligence report provides detailed analysis of deployed and installed Google Cloud semiconductor application-specific integrated circuits (ASICs). The research co

Amazon-backed (AMZN) Anthropic is in early discussions to lease up to 1 gigawatt of data center capa

President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, AI and Taiwan.

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

These quantum computing stocks can appeal to investors in ways that Palantir can't.

Brahma AI, the AI-native operating system for enterprise audiovisual content, today announced that it has raised $150 million through the issuance of preferred shares with a $100 million investment by Multiples Alternate Asset Management. The company has also received a further $100 million of investor interest.

Alphabet has rewarded long term holders with a very large 3 year return, and with the stock around US$351 at the last close the live question is how well that price lines up with the cash the business is expected to generate. Alphabet has delivered a 175.8% return over the past 3 years, which puts real weight on whether that share price climb is fully backed by the cash flows the company can produce over time. Heavy spending on AI data centers, nuclear power deals in Finland and clean energy...

It was big news when the value of Apple surpassed $1 trillion. But now a dozen S&P 500 companies have done it.

The company embraces nuclear as a way to power AI.

Meta Platforms' (META) new AI agent Muse is teaming up with Shopify (SHOP) to help and enable consumers to complete online purchases. Yahoo Finance Tech Editor Dan Howley breaks down the value this represents for Meta.

Pershing Square’s latest filing reveals a calculated pivot between two tech rivals.

Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027. Here is the math behind three bold calls that could reshape how you size your tech positions.

Netflix has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.

Anthropic PBC is releasing a new artificial intelligence model that’s meant to field a wide range of business tasks at a lower cost, part of the startup’s bid to keep ahead of rivals while it prepares for a highly anticipated Wall Street debut.

The news that Amazon (AMZN) is banning AI agents from its digital storefront should have absolutely ruined Meta Platforms (META)’s 11% rally yesterday. Instead, the stock shrugged it off – and Elon Musk shows exactly why.

ScamAdviser, a leading brand in global enterprise scam prevention solutions, concluded its successful participation at the Global Anti-Scam Summit (GASS) America 2026 in San Francisco, organized by the Global Anti-Scam Alliance (GASA). Bringing together global leaders across tech, finance, and cybersecurity, the summit addressed pressing digital scam challenges, highlighted by ScamAdviser's product Watchmen's recognition with the prestigious Scam Fighter Award for its outstanding contributions t

Stock Market Today: The Dow Jones index reversed lower despite new U.S.-Iran peace hopes. Apple stock is trading near a buy point.

Shopify stock rises for a second consecutive day as investors believe Meta’s Muse AI agent might be a very good thing for the company’s business.

Mizuho Sends Bullish Message on Meta Stock as Muse Hits No. 1

INTC extends its Core Ultra platform to new Googlebook laptops, bringing Series 3 processors, AI capabilities and advanced connectivity.

Yahoo Finance Executive Editor and host of Sozzi Unleashed, Brian Sozzi, tees up the stories making waves across the markets. The Magnificent 7 are back in focus as megacap tech stocks help push markets higher, with Meta (META) leading the charge after its new Muse AI agent gained momentum and climbed to the top spot on Apple's (AAPL) App Store.

Stock Market Today: The Dow Jones index was firm on U.S.-Iran peace hopes Tuesday as oil prices and Treasury yields continue to fall.

Looking back on software development stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Bandwidth (NASDAQ:BAND) and its peers.

Meta stock is trading near a 2026 high as excitement builds about the Facebook parent company's Muse AI app.

Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle is actually headed.

Netflix downgraded, SanDisk initiated: Wall Street's top analyst calls

Analysts raised concerns around Netflix’s engagement trends as YouTube expands its living-room presence and Netflix heads into a potentially weaker second-half content slate.

Alphabet (GOOG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Recently, Zacks.com users have been paying close attention to Alphabet (GOOGL). This makes it worthwhile to examine what the stock has in store.

Quantum computing stocks are struggling with a major industry conference on tap as investors eye roadmap to commercialization.

Wall Street is getting cold feet on data centers, and communities across America are pushing back hard against new construction. The technology powering the AI revolution may be colliding with limits no algorithm can optimize away.

Haas also expressed growing confidence that the company can beat its $2 billion AGI CPU revenue target.

The free platform replaces manual data entry with smart automation, giving tech professionals an advisor-grade Monte Carlo retirement plan in just five minutes.SAN FRANCISCO, CA / ACCESS Newswire / September 22, 2026 / What began as a weekend project to help his wife safely step away from her career has quietly turned into , a free financial platform now modeling over $33 billion in assets across 11,000 users.

After a brutal early 2026 selloff that left the most powerful stocks in the market looking finished, something shifted. The forces that once drove the biggest rally in stock market history may be waking back up.

It was big news when the value of Apple surpassed $1 trillion. But now a dozen S&P 500 companies have done it.

Warren Buffett formally stepped down as Berkshire Hathaway’s chairman on September 18, ending more than five decades in the job and handing the nonexecutive chairmanship to his son Howard Buffett. Greg Abel already runs Berkshire as CEO, while Buffett remains a director and chairman emeritus. The succession makes Berkshire’s equity portfolio more interesting than usual. […]

Nvidia is in a great position to deliver incredible returns.

Google will support nuclear plant upgrades in Georgia that could add 96 MW of capacity and deliver projected customer savings.

Morgan Stanley unveils 2027 'Vintage Values' roster after 2026 roster outperforms S&P 500.

The market has rewarded this tech giant for its powerful business engine, but a recent pullback forces investors to ask if the best part of the run is already over.

Wells Fargo's AI-driven upgrade reinforced investor confidence as Muse AI agent gained early traction on app stores, today, Sept. 21, 2026.

Zoom Communications (ZM) stock sits about 21% below its 52-week high after falling 17.4% over the past month, a month in which its quarterly report beat its own guidance. Over the past year it returned 2.9% while the S&P 500 returned 17.3%. The question for a holder is what a real market shock would add.

Warren Buffett stepped down as the chairman of Berkshire Hathaway (BRK-A, BRK-B) last week, to be succeeded by his son Howard. The Glenview Trust Company CIO Bill Stone discusses Buffett's legacy as an investor before talking about Berkshire's latest stock price moves.

Tech stocks gained late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Apple (AAPL) stock has gained 41.2% over the past twelve months and trades near its 52-week high of $339.79. All the while, Apple keeps buying back its own shares, so each share you hold claims a bigger slice of the profit. That engine is real and well funded, but at 38.2 times trailing earnings it explains only a small part of what you are now paying for.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Meta (META) more than 10% intraday surge after Wells Fargo (WFC) raised its price target on the stock from $640 to $796. Meta also got a boost from its Meta Muse AI agent app climbing to the top spot on Apple's (AAPL) App Store, highlighting growing momentum around the company's AI push.

Alphabet Inc. Google is securing nuclear electricity for decades as it races to expand AI infrastructure, but locking up reactor output is only one piece of the equation. The bigger question may be what fuels those reactors: Christo Liebenberg, co-founder...

Reddit has provided enough evidence to show that Anthropic and Reddit are contractually bound by Reddit’s User Agreement, a judge rules.

The Dow Jones index rallies on the stock market today after Treasury Secretary Scott Bessent touts China talks. Nvidia stock climbs.

The Dow Jones index rallies on the stock market today after Treasury Secretary Scott Bessent touts China talks. Micron, Nvidia and AMD Jump.

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

The semiconductor rally came alongside a roughly 3% decline in U.S. crude prices and lower Treasury yields, helping lift broader U.S. equity indexes.

Meta keeps bleeding cash into AI infrastructure and Reality Labs while the market punishes every headline, yet one stubborn investor sees a reason to keep buying shares that most holders are dropping like they're on fire.

The Dow Jones index rallies on the stock market today after Treasury Secretary Scott Bessent touts China talks. Nvidia stock climbs.

Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.

Vaulted Deep, a waste management company building subsurface infrastructure for organic waste, today announced a $35 million debt facility from Mediobanca to expand its national buildout. The financing, arranged by CFP Energy, a leading provider of market-based energy transition solutions, is the largest publicly disclosed U.S. commercial debt deal in durable carbon removal to be secured by long-term purchase contracts. It demonstrates how such contracts can help companies borrow from mainstream

The company sent a fortune back to its owners, but the stock itself went the other way. Who really won.

Wall Street has a number on Amazon, and we think it's wrong. AWS is accelerating at its fastest pace in nearly five years, AI demand is outrunning supply, and our model tells a very different story about where this stock is headed.

Stock Market Today: The Dow Jones index rallies Monday as oil prices and Treasury yields drop. Nvidia stock continues to climb.

If you’re thinking of buying shares in Google’s parent company Alphabet, you might be confused as to why there are two symbols to choose from.

Fresh developments boosted the stock's outlook.

Tennr, the company eliminating patient care delays across the US by helping healthcare providers manage payer requirements, remove operational bottlenecks, and give every stakeholder visibility into the patient journey, today announced the appointment of a new sales leadership team: John Capaldi as Chief Revenue Officer, Dean Sutherland as VP of Sales Transformation, and Matt Stephens as SVP of Customer Experience and Value Engineering. Together, they bring more than seven decades of enterprise

Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very interesting heading into 2027.

One veteran hedge fund manager believes the Magnificent 7 will grow into one of the most dominant forces in financial history, yet predicts that one or two of those companies will vanish entirely before the race is over.

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

On September 9, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL)’s Google will invest at least €13 billion, or about $15.1 billion, in AI infrastructure in Finland over the next two years, its biggest European investment, including three new data centers and a 22-year deal for up to 50% of the output of one of Finland’s […]

Looking back at how five stocks picked specifically to beat the market over just the next year have now fared 10 years later.

Warren Buffett started adding Alphabet to Berkshire Hathaway's stock portfolio before his long tenure as CEO ended.

ChatGPT ads just passed $1 billion in annualized revenue.

Bill Ackman sold Alphabet and bought Meta Platforms during Q2.

Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), and Alphabet Inc. (NASDAQ:GOOGL)’s YouTube compete aggressively for subscribers, ad revenue, and, increasingly, sports rights. On September 14, the three put aside their rivalry to form a new lobbying group aimed at representing the streaming industry as a single, undivided voice in Washington. The New Coalition The Streaming Access and […]

Amazon and Alphabet will benefit in two big ways from Anthropic's IPO.

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

Key TakeawaysMarvell Technology (MRVL) closed at $244. 25 on September 18, a fresh high that fully erases the more than 8% drop the stock took the day after its August 27 earnings call, even though nothing about the underlying numbers has changed since then.

NVIDIA (NasdaqGS:NVDA), Google, and Emerald AI have created the AI Energy Management Alliance to coordinate electricity use in AI data centers. The alliance has started building what it calls the first purpose-built power-flexible AI data center, designed to adjust consumption with grid needs. AEMA plans to publish shared frameworks for grid-responsive data centers with input from utilities, regulators, and large AI infrastructure users. The formation of AEMA and the power-flexible data...

As the market rotates away from large-cap stocks, new opportunities have emerged in their place.

I believe investors are underrating the potential of this compounding machine.

Here's why Berkshire could be buying more Alphabet shares this quarter.

Wood made a major Magnificent Seven purchase in the ARK Innovation ETF.

When Google’s Gemini AI quietly hacked real companies during testing, it turned abstract AI risk into something concrete and uncomfortable. That kind of failure can rattle confidence in big tech; yet it can also shine a spotlight on smaller AI security and governance stocks exposed to the same story from a very different angle. This article walks through three such stocks from our screener, and why their role in this moment matters to your portfolio thinking. The three stocks below are a...

Investing.com -- Artificial intelligence is moving beyond text generation into scientific research, creating investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities, according to UBS Wealth Management.

When news breaks that Google’s Gemini can autonomously hack real companies, the story quickly shifts from science fiction to balance sheet risk. Cyber insurance and tech liability insurers suddenly move from background players to potential shock absorbers or pressure points for the AI era. This article walks through three stocks from our cyber-focused screener that appear most exposed to this news and explains why their positioning could matter for your portfolio decisions. The three insurers...

Malaga, Spain--(Newsfile Corp. - September 18, 2026) - On September 15th, Artificial Intelligence and Green City Transition Innovation Forum was successfully held in GreenCities 2026. The forum is co-hosted by NSGC and BIC EURONOVA. This year, GreenCities bringing together representatives from more than 80 global city governments, international organizations, universities, research institutions, testing and certification agencies, as well as important enterprises including Telefónica, Vodafone,.

Whether investors realize it or not, the ruling is huge for Google's parent company and its stock.

Reddit (RDDT) stock trades near $153, down about 43% over the past year while the S&P 500 returned 17%. The market has already decided something here is wrong. The advertising business is not the problem; it is still growing fast. The risk sits one step upstream, in where the next visitor comes from.

One of the world’s largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.

AI Boom Is Supercharging S&P 500 Profits. Goldman Sachs Warns the Boost Won't Last

The search giant's in-house AI chip is now a product line. Two companies collect on every system that ships.

Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.

Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.

Nvidia, Google and Emerald AI have launched the AI Energy Management Alliance (AEMA), a coalition that dynamically manages the electricity use of data centers in response to grid conditions. Varun Sivaram Founder and CEO of Emerald AI joins to discuss the alliance.

AI is becoming a broader earnings engine across Google

Artificial intelligence has come under renewed scrutiny. But this AI stock is eyeing an entry amid bullish support as profits pop.

Starting the lightning round of the September 16 episode of Mad Money, a caller asked for thoughts on Nokia Oyj (NYSE:NOK) as they highlighted the company’s partnerships with NVIDIA and Google, networking and data center buildouts, and AI defense systems. Jim Cramer replied: I like Nokia very much. I’m glad you brought it to our […]

Tech stocks were edging higher Friday afternoon, with the State Street Technology Select Sector SPDR

AI spending is reshaping how investors value tech giants

Netflix Stock Tumbles After Analyst Predicts More Pain Ahead

The headline number for long-term Meta Platforms (NASDAQ:META) shareholders is a spending line. And it just got bigger. Anchor Number: $130 Billion to $145 Billion $130 billion to $145 billion. That is Meta’s full-year 2026 capital expenditure guidance, including principal payments on finance leases, as narrowed from a prior $125 to $145 billion range in the […]

Evercore says Google's search position is recovering, while a new antitrust ruling removes a major breakup risk.

Free cash flow is Alphabet's biggest problem, but this analyst isn't worried at all.

Rigetti Computing (RGTI) sells quantum computing systems into a market its own management calls early, which makes the buy question hard to answer. You cannot lean on earnings, because Rigetti loses money, which leaves its price-to-earnings ratio meaningless. You can measure what you pay for each dollar of sales. Here is that walk, one step at a time.

Stock Market Today: The Dow Jones index falls Friday as oil prices reverse higher. Apple, AMD, Micron and Sandisk are key movers.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

Stock Market Today: The Dow Jones index falls Friday as oil prices reverse higher. Apple, AMD, Micron and Sandisk are key movers.

The AI Energy Management Alliance wants flexible data centers that can reduce grid demand in exchange for faster interconnection approvals

Google Cloud is growing at a blistering pace, Gemini is everywhere, and Wall Street is almost universally bullish, yet the stock sits near its lowest valuation in years. Something about that gap does not add up.

Shares of Alphabet (NASDAQ:GOOGL) are climbing in Friday morning trading while two mega-cap technology peers slip and the broad sector barely moves. Alphabet stock is up 3% to $357.80, a clean single-name advance on a session where the tape around it is quiet. The gain stands out against a backdrop where sector funds are barely […]

Stock Market Today: The Dow Jones index falls Friday as oil prices reverse higher. Apple, AMD, Micron and Sandisk are key movers.

The names are not surprising. What is surprising, however, is just how big these companies have become, and how fast.

Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill that crushed free cash flow by 90%.

Google stock edged up after the federal judge unsealed a detailed remedies decision in an advertising antitrust case.

Just as the industries she has traversed throughout her career have evolved rapidly — from ads to beauty and beyond — so, too, has the executive.

Broadcom is generating gobs of free cash flow to support rapid dividend raises.

Some members of the group look dirt cheap.

Its performance this year has been underwhelming, but its long-term appeal is strong.

Anthropic could be public in a matter of weeks. Wall Street—and the world—are nowhere near prepared for what’s to come.

Meta launched its Meta One subscription to monetize AI spending.

Apple, American Express, and Alphabet make up more than 50% of Berkshire's stock portfolio.

Wells Fargo calls Cipher Digital a high-risk, high-reward investment.

Splitting a half-million dollars between two popular ETFs feels like textbook diversification, but a quiet look under the hood reveals something most investors never bother to check before their next contribution.

Shares of digital advertising technology company PubMatic (NASDAQ:PUBM) jumped 2.6% in the afternoon session after a federal court ordered behavioral remedies against Google, prohibiting the company from favoring its own ad tools over rival ad tech platforms.

Alphabet Inc. (GOOG) concluded the recent trading session at $343.87, signifying a +1.33% move from its prior day's close.

These five tech stocks are built to weather higher rates with strong balance sheets, robust cash flow, and financial flexibility.

Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.

Two months after its public listing, IQM agrees to sell a system to a research institution in Brazil.

Three CEOs with hundreds of billions already committed to AI infrastructure made separate calls to the White House last week, and a proposed federal oversight body quietly disappeared. Here is what each of them said on their earnings calls that explains why.

The adtech specialist is benefiting from a major court ruling and analyst optimism.

Magnite drew fresh analyst backing with StoneX and Craig-Hallum highlighting potential benefits for independent advertising platform, according to TheFly.

Alphabet (GOOGL) has gained 3.7% over the last five trading days while the S&P 500 fell 1.1%. A stock that rises in a down week gets attention. But five days say nothing about what Alphabet does to the rest of your money. The real question is what it does to your portfolio every time the market moves, because it travels further than the index in both directions.

Alphabet's 7% slide reflects heavy AI spending and FCF pressure, even as Cloud growth, backlog and AI adoption support long-term prospects.

Nvidia's shares look like a great deal right now.

Goldman Sachs Group (NYSE:GS) is arranging a reported $22b AI chip financing package linked to Blackstone and Alphabet's Crux AI venture. The bank is working with Crux AI as part of a broader move to support capital intensive AI infrastructure projects. Goldman is also expanding its private equity alternatives platform with fresh fundraises across its global private markets franchise. Goldman Sachs' $22b AI chip financing role and alternatives expansion should be weighed against the rest of...

Lucid (LCID) stock jumped on Wednesday after the electric vehicle maker signed a major partnership with European ride-hailing platform Bolt to deploy at least 25,000 autonomous vehicles across major European cities, extending Lucid's robotaxi push beyond the US for the first time.

Broadcom's AI chip orders are tripling while the stock keeps sliding, and investors are stuck debating whether the business has already won or whether the hardest part of the trade is still ahead.

Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.

Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story changes everything for investors holding a 247x earnings multiple.

Telecom and software ETFs may offer a defensive AI opportunity as investors rotate away from rate-sensitive chip stocks toward cash-rich mega-cap platforms.

Quintrace, esVolta, and LevelTen Energy today announced the results of a battery storage pilot, sponsored by Google, that shows how batteries can capture surplus renewable energy and deliver it to the hours with greater fossil generation, opening up the first environmental revenue stream for battery assets. Using hourly, time-stamped Granular Certificates (GCs), the pilot allocated solar energy to grid-connected batteries and shifted it to hours when Google's energy consumption exceeded its rene

Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income statement yet.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift means for where the stock goes next.

Berkshire Hathaway is known for holding stable, boring stocks, but it still has significant exposure to AI companies.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

American Express is an impeccable value for long-term investors.

Morningstar says Amazon’s advertising platform and other data-heavy rivals could put pressure on The Trade Desk.

Apollo's Torsten Slok warns hyperscaler debt risk mirrors 2008 housing crisis signals as CDS spreads widen sharply.

A syndicate of major banks has arranged $22 billion in debt to fund specialized AI processors for Blackstone and Alphabet’s joint venture named Crux AI.

Morgan Stanley says the AI slowdown push changes nothing. It also banks almost every company doing the spending.

Palantir Technologies (PLTR) trades near $172.56, and the options market has already drawn the year ahead in dollars. The one-year band runs from $96.77 at the floor to $307.69 at the ceiling. That is not a forecast. It is the size of the uncertainty you are holding, and it raises a question about position size rather than direction.

A new alliance wants data centers to earn faster connections by becoming controllable electricity customers.

The recent outperformance of Verizon and AT&T is not the kind of leadership that typically accompanies a durable growth cycle. Both names posted mid-to high-single-digit gains over the past month, while many of the growthier, internet, and entertainment stocks that dominate the (XLC) have lagged or declined. Verizon is up 26% year to date, comfortably outperforming flashier sector peers like Alphabet up 10%, Meta Platforms up 2%, and Netflix down 17%.

Could investors see their investment double in that time?

Analyst sees another catalyst for BE stock as entry into S&P 500 looms. In 2026, Bloom Energy earnings are poised to more than triple.

Apple (AAPL) reported a record June quarter, with revenue up 16%. The stock has returned 42% over the past year against 17% for the S&P 500. That is a price built on everything going right, and by Apple's own guide the margin behind it is already giving way.

These two tech giants position Berkshire to prosper in AI.

Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.

Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.

Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.

Nvidia's growth will open up a huge gap by 2028.

Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly […]

Google stock could gain as Waymo expands robotaxis, improves economics and explores licensing AV driving technology for consumer cars.

Alphabet shares just brushed a 52-week high, Google Cloud is exploding, and a $514 billion backlog is waiting to be unlocked. Whether $400 becomes a ceiling or a launching pad depends on a few catalysts that Wall Street may still be underestimating.

The alliance will bring together AI companies, utilities, power producers and data center operators to develop common standards for grid-responsive computing facilities.

WASHINGTON, September 16, 2026--Global Technology Pioneers Emerald AI, Google, and NVIDIA Launch the AI Energy Management Alliance to Advance Flexible AI Data Centers

Should cars that drive themselves have steering wheels? The low-cost two-seat purpose-built robo-taxi doesn’t have pedals or a steering wheel. It’s part of Tesla’s plan to grow and dominate the fledgling robo-taxi industry.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

GridUnity today announced the launch of the AI Energy Management Alliance, or AEMA, and its selection as a founding board member. The new coalition is bringing together leaders in artificial intelligence, data center infrastructure and the power sector to define how flexible AI data centers can connect to the electric grid and support reliable system operations.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

​NEW YORK & LONDON, September 16, 2026--AI remained a key theme for global hedge funds in August, as the financing of the AI infrastructure buildout increasingly shifted from equity toward debt-financed structures. As AI-related corporate debt issuance accelerated, companies relying more heavily on external financing for AI investment showed early signs of greater sensitivity than those funding growth through internal cash generation, according to Data Insights, the institutional hedge fund mark

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Both Alphabet and Apple just reported blowout quarters, but one of them is sitting on a regulatory time bomb aimed directly at its core revenue engine while the other faces little more than a rounding error.

Does Ackman know something Wall Street doesn't?

The IPO could break records and send profits at Amazon and Alphabet soaring.

The ProShares Equities for Rising Rates ETF has gotten a lift from oil stocks. But the fund’s holdings in tech and financials should help keep the momentum going.

Both stocks have been underwhelming recently, but the long-term appeal is strong.

Eurozone households have hundreds of billions of euros invested in US technology. Analysts say Europe has the money and promising companies, but too few become accessible investments for ordinary savers.View on euronews

Blackstone (NYSE:BX) CFO Michael Chae said the firm sees a constructive backdrop for corporate profits, investment deployment and fundraising, citing accelerating earnings growth, expanding margins and demand for capital across infrastructure, private credit and private wealth markets. Speaking at

Fortum Oyj (HLSE:FORTUM) just tied its future Loviisa nuclear output to Google through a multi decade power purchase agreement, which gives the utility clearer long term revenue visibility around its planned lifetime extension investments. Recent trading suggests investors are leaning into that story. Fortum Oyj’s share price return is up 19.3% over the past month and 28.3% year to date, while the 1 year total shareholder return of 59.3% points to momentum that has been building rather than...

As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity analysts. Amazon.com, Alphabet and Dell Technologies 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.

MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]

Mega-Cap Tech Nears Breakout as Magnificent Seven Regains Momentum

Tesla, Inc. (NASDAQ:TSLA) spent nearly two years raising anticipation for the Cybercab. When the time arrived on September 3 in Austin, the result was a stock that popped, then rapidly returned all of its gains, and a robotaxi race that still seems to be Alphabet’s to lose. Tesla, Inc. (NASDAQ:TSLA) had its long-awaited Cybercab launch […]

The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.

Reddit's faster ad growth, expanding advertiser base, and AI-powered Max adoption give it an edge over Alphabet despite search traffic headwinds.

One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.

If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.

Broadcom's AI revenue just exploded 221% year-over-year while its stock sits 17% below recent highs, and CEO Hock Tan says the company is barely getting started. The path to $550 per share is narrower than Wall Street thinks, but the math behind it is harder to dismiss than the skeptics admit.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

It is an excellent "forever stock" candidate.

Rigetti Computing (RGTI) trades near $15, about 73% below the high it set inside the past year. No market shock did that: the S&P 500 returned 17% over the past twelve months while Rigetti lost 8.5%. The 73% is measured from a high set inside those same twelve months, so the stock ran up hard before it fell. A fall like that in a rising market says the price is a bet on a road map.

Marvell has surged over 150% this year on the back of explosive data center growth, but Wall Street's consensus target may still be too conservative. Here is why analysts keep chasing the numbers, and what it would take to push shares to a price most investors haven't dared to model.

Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise even longtime bulls.

One portfolio shift stands out from Wood's latest moves

These tech juggernauts are tied to the Claude parent through equity stakes and multi-gigawatt cloud deals.

Caterpillar offers investors a rare combination of industrial value, consistent earnings beats, and direct upside to the generational AI revolution.

The global edge computing market is projected to grow from USD 111.34 billion in 2026 to USD 317.39 billion by 2031, at a 23.3% CAGR. Growth is driven by IoT adoption, demand for low-latency applications, 5G expansion, regulatory requirements, and AI and machine learning integration. Real-time analytics will be the fastest-growing application, while regional/cloud edge will hold the largest deployment share. North America will lead the market, with Asia Pacific growing fastest. Key vendors inclu

Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]

Former Google Search Ads strategy leader will help Caprae develop leadership talent, strengthen its management bench, and build the organizational infrastructure behind its continued growthLOS ANGELES, CA / ACCESS Newswire / September 15, 2026 / today announced that Eric Nehrlich, executive coach and former Chief of Staff for Google's Search Ads organization, has joined the firm as Interim Chief of Staff.Nehrlich has worked with Caprae Founder Kevin Hong and members of the company's leadership t

AI robots can create many millionaires, but Tesla may not be the best way to play it.

Asia's financial institutions are rethinking their approach to AI. The following is an article by Maxim Afanasyev at Google, and Zack Yang, Co-Founder at FOMO Pay, exploring that shift, and how FOMO Pay and Google are working together to bring autonomous, agent-initiated payments to Asia's SMBs.

Meta Platforms (META) trades about 17% below its 52-week high, and has lost ground over the past year while the S&P 500 climbed. You can be paid now for agreeing to buy the shares well below today's price, whether or not you ever own them. The catch is the reason they have lagged: Meta is spending on data centers almost as fast as the business turns cash.

Consumer stocks were mixed late Monday afternoon, with the State Street Consumer Staples Select Sect

The safety debate may be masking a bigger concern

Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

As the bond market continues its long summer slump, Wall Street is adjusting its year-end market calls.

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

The Dow Jones index drops on the stock market today as oil prices surge. President Trump hits out amid AI leaders calls for a slowdown.

A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.

Consumer stocks were higher Monday afternoon, with the State Street Consumer Staples Select Sector S

Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.

Everyone knows Nvidia owns the AI trade, but a quieter giant with 2.5 billion active devices is building a monetization machine that could rewrite that assumption entirely.

Aurora Innovation (AUR) stock has gained about 54% over roughly nine months, from the middle of December 2025, against about 13% for the S&P 500. A run like that usually means the market fell for a technology story. This one is duller. Over those months Aurora put driverless trucks onto a production line and signed the carriers to run them.

The business is performing much better than its stock may suggest.

The Dow Jones index falls on the stock market today as President Trump hits out at AI slowdown calls. Treasury Secretary Bessent makes an Iran move.

Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

Amazon stock was lower while Google and Microsoft were higher as investors digested Anthropic's AI slowdown call.

Cerebras Systems is scaling AI inference with faster systems, hyperscaler partnerships and capacity expansion as NVIDIA and Alphabet intensify competition.

A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about risk depending on your age.

Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026—but they were getting some love from investors on Monday, even as a broader tech selloff raged on. Alphabet climbed 2.7% and Meta added 2.9% in Monday trading. The tech-heavy fell 0.3% after the bosses of Anthropic, OpenAI, and SpaceX called for a slowdown in AI development.

Abacus, a global managed IT and cybersecurity service provider built for highly regulated industries, announced the launch of AI³ (Abacus AI Acceleration), a strategic initiative designed to help organizations adopt, manage, and scale artificial intelligence through a governance-first, continuously managed approach.

Alphabet is signing contracts for nuclear reactors, suspending buybacks, and doubling its debt load, and one investor sees all of that spending as the most bullish signal in the entire position.

Despite its massive size, this internet titan's share price is up 150% in the past three years.

Tesla stock dropped early on Monday after CEO Elon Musk joined those concerned about humanity’s ability to control AI. “Dario is right,” tweeted Musk on Saturday, reposting a tweet from Anthropic CEO Dario Amodei. Amodei recently wrote a lengthy essay calling for a slowdown of AI development to help mitigate AI risks, including cyberattacks, bioterrorism, and economic.

NVIDIA, Arista Networks and Vertiv offer exposure to AI infrastructure as surging capex drives demand for computing, networking and power systems.

Public pushback against AI data centers is spiking. Cleanview's Michael Thomas explains how local politics threaten Big Tech margins.

The market didn't reward Broadcom's latest quarterly report with big stock gains, but the business's outlook remains promising.

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

The bank’s bullish outlook comes with a crucial test

Finland is becoming a major data center hub as tech giants pour billions into AI infrastructure. On Wednesday, Google announced its largest investment in Europe yet: $15.1 billion in Finland over the next two years.

Search still pays the bills, but Google Cloud's backlog now exceeds the entire company's revenue.

YouTube will likely go down as one of the greatest acquisitions of all time.

A viral Slack resignation note from an Anthropic safety researcher just handed the SEC a loaded question about the company's confidential IPO filing, and Chamath Palihapitiya thinks the answer could sink a $2.3 trillion deal before it ever prices.

All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.

These stocks are demonstrating incredible performance and have a long growth runway.

Fresh catalysts are putting stocks in the spotlight and creating new opportunities for investors.

Cathie Wood is swapping Google for Meta as AI takes center stage. But is Meta the better bet now?

Trump is calling AI data centers the oil of the next 50 years and singling out Google for building one in the wrong country, but the communities he says will benefit are already absorbing a cost his pitch quietly skips.

Recent IPO stock Fervo Energy is building on its partnership with Google with a massive power purchase agreement.

Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day. The sharp reaction led Jim Cramer to question, during the September 8 Mad Money episode, why investors punished a company whose AI business continues to accelerate. What the heck just happened to […]

According to a note published on August 31, Bernstein analysts believe Meta Platforms, Inc. (NASDAQ:META) will surpass Alphabet Inc. (NASDAQ:GOOGL)’s Google Search in advertising revenue by the end of 2026. The firm’s theory is interesting for what it excludes: by omitting other Google ad revenue streams like Maps and Gmail, Bernstein says Meta Platforms, Inc. […]

The search giant's growth is accelerating, but the AI build-out has pushed its free cash flow below zero.

Anthropic's IPO is expected to take place this year, but you can get exposure to the stock well before its big day.

Alphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race. Reuters reported September 9 that Google plans to invest at least €13 billion, or roughly $15.1 billion, in Finnish AI infrastructure over the next two years. The project includes three new data centers and a 22-year agreement to purchase as much as […]

Nvidia stands out as the best stock to buy of the three.

Most SCHD holders track the quarterly payout and call it a win, but a decade of reinvested dividends tells a story the fund's marketing materials never mention. The yield looks safe until you compare the account balance.

Reddit (RDDT) stock is down about 35% over the past twelve months. Yet at about $155 it still trades at about 26.5 times trailing adjusted earnings, meaning normalized net income with stock-based compensation added back. The forecast that makes Reddit look cheaper does not need wider margins. It needs advertising to keep growing while search referrals stay volatile.

Meta is now contending for the $30 trillion consumer agentic AI market with the launch of Muse.

Alphabet (GOOGL) closed the most recent trading day at $338.99, moving +1.92% from the previous trading session.

At about $644.38 a share, Meta Platforms (META) stock carries options that price a range from roughly $418 to $993 for about a year out. The floor of that band would take about a third off a position, and the ceiling would add more than half. Wide as it is, the range carries only a normal premium over how much the shares actually moved in the past year.

Yahoo Finance Senior Autos Reporter Pras Subramanian joins Market Domination host Ines Ferré to report that SpaceX (SPCX) has signed a $1.1 billion-per month AI computing deal. The move will bring the company closer to its $100 billion annual recurring revenue target this year, according to CFO Bret Johnson.

Investors seem to like the ease of Google's new AI offering.

Alphabet (GOOGL) stock trades at about $332, and options expiring roughly a year out price a 68% probability range running from roughly $233 to roughly $474. That floor sits just under the stock's 52-week low of $235.96, while the ceiling clears its 52-week high of $402.12. Yet, a range this wide is close to normal for these shares, not a sign of unusual fear.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Morningstar's top markets editor is calling the upcoming Anthropic IPO the biggest in history, and two familiar stocks are already pricing in the outcome before a single share lists.

Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

Amazon and Alphabet are both seeing strong returns on their AI infrastructure investments.

Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud growth, while the other faces a balance sheet doing heavier lifting than investors may realize.

Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.

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.

Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to do with subscriptions.

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.

AWS just posted its fastest growth in 18 quarters while Google Cloud surged 82% year over year, and both companies are spending tens of billions to pull further ahead. But when forced to pick one, the numbers point decisively in a direction that might surprise you.

Financial stocks were advancing pre-bell Friday, with the State Street Financial Select Sector SPDR

Micron (NASDAQ: MU), the world’s third-largest memory chipmaker, relies on Taiwan for roughly 60% of its global production capacity, including the high-bandwidth memory (HBM) chips powering AI servers sold to customers such as Nvidia, Google, and Microsoft. Any production disruption at its Taoyuan and Taichung facilities would ripple directly through global DRAM and HBM supply chains, making the resolution of this labor dispute a material risk for the stock.

SpaceX CFO Delivers Key Message to Investors as AI Revenue Takes Off

Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

SpaceX is currently locking in $1.11 billion in monthly revenue from a single, undisclosed customer, a move that pushes the company’s annualized run rate for AI compute hosting to approximately $41 billion. This latest contract, confirmed by CFO Bret Johnsen at the Goldman Sachs Communacopia conference on September 10, 2026, places SpaceX firmly at the […]

The compute landlord thesis has officially outgrown its domestic borders. What began as a race to secure domestic data center capacity has evolved into a global scramble for energy sovereignty, vertical distribution control, and the architectural bypass of a fractured supply chain. This week’s activity reveals a landscape where the physical constraints of AI — […]

Avid and Google Cloud today announced the expansion of their strategic partnership, introducing browser-based Avid Media Composer, the company's flagship video editing platform, and an upgraded Avid Content Core, Avid's content data platform. By embedding Google Cloud's Gemini Enterprise and Google BigQuery directly into Avid's post-production environment alongside media-specific AI agents and Avid tools, creators can remove the constraints of physical hardware and administrative friction. As a

Alphabet, Amazon and IBM offer diversified AI and quantum exposure as hyperscalers ramp infrastructure spending and quantum technology advances.

Alphabet Inc. shares are trading lower during Wednesday’s premarket session. The move comes as Google outlined a 13 billion euros (roughly $15.13 billion) investment to expand its AI-focused infrastructure in Finland. The broader tone remains risk-off, with S&P 500 futures...

This is the first new stock to crack Berkshire's top five in years.

Pinterest (PINS) stock fell 9.2% in its latest session, on September 9, 2026, to about $18.28. Over the past twelve months it lost 51.8% while the S&P 500 returned 18.5%, so that twelve-month decline was not market-wide. The company's last report paired a strong quarter with a slower outlook.

The US robotaxi race is moving beyond a handful of early markets. Amazon.com, Inc.’s (NASDAQ:AMZN) Zoox and Alphabet Inc.’s (NASDAQ:GOOGL) Waymo have announced expansions into additional cities as both companies work toward larger autonomous ride-hailing networks. The announcements represent different stages of that expansion. Zoox will begin mapping and testing in Houston and San Diego, […]

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.

Nvidia keeps more than half of every dollar of revenue as profit.

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.

Barclays Raises S&P 500 Forecast Despite Warning Signs From Utilities and Valuations

Broadcom's latest quarter revenue hit $29.6 billion — nearly 11 times Marvell's $2.7 billion — with both companies posting steady gains over the past two years.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.

Goldman sees lasting AI growth but a rougher road ahead

Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.

Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today named Sarah Kennedy Ellis chief marketing officer, effective October 5, 2026, reporting to Aneel Bhusri, Workday co-founder, CEO, and chair. Kennedy Ellis will lead Workday's global marketing and communications organization and will be responsible for championing the company's brand narrative and growth strategy for the AI era.

Snap (SNAP) has slipped about 10% from its late-August high to around $5.31, and the reflex is to call it an entry point. The company underneath is healthier than the chart implies, but this stock has a long record of sharp falls, and what usually followed them is not encouraging. Snap is also funding Specs, a hardware bet whose payoff management puts years away. Start with the falls.

Meta’s consumer AI agent moment is here. Will it be a hit with customers and the stock? Wall Street isn’t sure.

This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.

The second acquisition of 2026 to strengthen Alianza's orchestration and intelligence control plane. The deal adds native meeting connectivity and multi-model transcription. Skribby Skribby - a provider of meeting bot and multi-model transcription technology. Brian Beutler Chief Executive Officer and Founder, Alianza Pleasant Grove, Utah, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Alianza, a leading provider of communications platforms for service providers, today announced it has acquired Skribby, a pr

Fresh third-party data on Reddit's user momentum sent shares surging against a down market, but a looming audience measurement reset threatens to scramble the very numbers investors are celebrating today.

Nvidia's foundational role in artificial intelligence (AI) infrastructure sets the stage for future dividend hikes.

Broadcom's AI semiconductor revenue just surged 221% in a single year, yet the stock sits 13% below its highs and analysts are quietly debating whether it could eventually challenge NVIDIA for the top spot in tech market cap rankings.

The spending is earmarked for new data centres and related infrastructure in Hamina, Kajaani, Muhos and Vaala.

ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or a momentum chaser depends on which numbers you trust.

THG (LON:THG) reported higher first-half revenue, a sharp increase in adjusted EBITDA and an improved free cash flow position as the company continued to simplify its operations around its Nutrition and Beauty businesses. Group revenue rose 7.2% to £828.7 million in the first half of 2026. Adjusted

The partnership gives brands that advertise on Amazon access to ChatGPT's ad platform, which has reached $1 billion in annualized revenue

Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share price could matter a lot to long-term investors.

Pinterest Shares Tank 9% as CEO Warns of Near-Term Business Pain

Apple's fall event just wrapped, and options traders are already pricing in a swing that dwarfs the stock's typical post-event move. Whether that energy breaks toward a bull case or a bear case depends on one catalyst nobody is talking about loudly enough.

A widening state backlash threatens Big Tech's costly expansion plans

Oil prices stay above $100, stoking stock market inflation fears; Macy’s and other key earnings; and more news to start your day.

Clay has reached a $7.1 billion valuation following a $115 million Series D funding round led by Wellington Management. The round included participation from Sequoia, a16z, StepStone, Perennial, CapitalG, and DST. This valuation marks a significant increase from the $3.1 billion mark the company held in August 2025, representing more than a doubling of value […]

Major “hyperscalers” are making their way across the pond to build foundations in Europe’s newest data center host.

After four lackluster months, the weakness (rooted in a lack of understanding of all that Google brings to the table) may have nearly run its course.

Swarmer is planning to expand its defense technology footprint, and the stock has gained 13% year-to-date.

ARK Investment Management purchased META shares worth a total of $27.9 million and sold GOOGL shares for a total value of $27.8 million.

MALMÖ, Sweden, Sept. 10, 2026 (GLOBE NEWSWIRE) -- ECCV 2026, one of the world’s premier conferences in computer vision and machine learning, is taking place in Malmö, Sweden, from September 8 to 12. Managed by the European Computer Vision Association (ECVA), the conference brings together the global research and technology community, with major sponsors including Google, Meta, Apple and Amazon. On September 9, Tec-Do led the 2nd Multimodal Reasoning and Slow Thinking in the Large Model Era (MARS

While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data center buildouts is the single biggest threat to the tech revolution, following his tour of Midwest infrastructure sites.The ‘Hearts and Lungs’...

As the big frontier model makers muscle into legal tech, venture dollars are consolidating around a select few leaders who have gone on acquisition sprees. Legal AI provider Harvey’s $550 million raise accounts for 16% of the $3.35 billion invested in legal tech companies globally so far in 2026, according to PitchBook data. Lightspeed and Diffusion co-led the round, which valued the company at $15.5 billion. Add Harvey’s previous $200 million fundraise in March, as well as competitor Legora‘s $

Today, Sept. 9, 2026, investors are watching whether the autonomous agent can unlock a new revenue stream for the social platform.

On Sept. 9, 2026, the consumer electronics giant debuted its first foldable phone at $1,999 alongside new Pro models featuring a 2nm chip and Siri improvements.

Ohio is reportedly reconsidering incentives worth billions as states weigh the costs of data center growth and rising demand for power and water.

BUZZ HPC, HIVE’s AI subsidiary, signed Canada’s data center development principles alongside Google, Microsoft, AWS, Meta and Anthropic.

Listen Labs operates an AI-driven market and customer research platform for marketing insights.

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Google Commits €13B to Finland AI Infrastructure, Securing Its First Non-US Nuclear Deal Google’s commitment of €13 billion toward AI infrastructure in Finland marks a definitive shift in the data centers strategy of hyperscalers. By anchoring its expansion to a 22-year power purchase agreement (PPA) with Fortum for output from the Loviisa nuclear plant, Google […]

Growth stocks have been down for months, but there are signals that it’s time for them to move higher again.

US tech giants such as Meta Platforms Inc. and Google parent Alphabet Inc. have been heavily investing in data center expansion across. Yorkville Ives partner Dan Ives estimates that between 1,000 and 1,500 data centers are currently in motion across...

SpaceX has run into some challenges in rapidly building out its AI infrastructure.

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.

Focusing on large-cap technology equities that have lagged behind broader market momentum during the September 3 episode of Mad Money, Jim Cramer broke down why Alphabet Inc. (NASDAQ:GOOGL) presents an exceptional opportunity. He said: Hey, you want a hated stock? How about this Alphabet, up just 9% for the year? There’s a big cap stock that’s […]

Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 6.1% to $651.05 and was one of the best-performing components in the for the trading session.

Meta's AI Agent Muse Takes Aim at Google and Anthropic

GOOGL's high ROIC and surging Cloud growth stand out, but soaring AI capex is putting pressure on free cash flow and dulling the case for new buyers.

States are starting to question tax breaks once used to attract data centers.

(Updates with additional details on Google's Finland investment from the third to fifth paragraphs.)

Alphabet just staked more money on a single European country than most tech giants spend globally in a year, and the reason has less to do with servers than with something far scarcer: guaranteed clean power through 2050.

Data centers land in Hamina, Kajaani, Muhos and Vaala across 2027 and 2028

Amazon, Sony and Alphabet offer varied streaming exposure as digital viewing, advertising, live sports and AI reshape the entertainment landscape.

Microsoft's stock has gone nowhere for a year while its fundamentals quietly broke out, and one AI-driven business unit may have just handed it a credible shot at joining the most exclusive club in markets.

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Dell's net worth rose $4.6 billion on Tuesday to $267.7 billion as Dell Technologies stock closed at an all-time high

Base44 Integrates Native Google Ads Campaign Management for App Builders The Base44 marketing tools now span discovery, promotion, and acquisition, providing builders access to create a live Google Ads Performance Max campaign directly from the Base44 chat. The Base44 marketing tools now span discovery, promotion, and acquisition, providing builders access to create a live Google Ads Performance Max campaign directly from the Base44 chat. NEW YORK - September 9, 2026— Base44, the AI-powered plat

End customers will only ever see their own provider's brand, which means the layer underneath has to be good enough to go unnoticedLONE TREE, Colo. and CAMBRIDGE, United Kingdom, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Tresic has selected Speechmatics to power the speech-to-text layer of its Intelligence Cloud platform, following a direct evaluation against Google and Deepgram. The platform, built on the vCon standard, adds conversation intelligence to calls a business is already making. Speechmatics

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.

Qtonic Quantum today announced that Gina Fratarcangeli has joined the company as Senior Advisor, AI Transformation and Global Alliances. The former Google Managing Director will advise on enterprise adoption, commercial strategy and partnerships with global systems integrators and cloud providers, helping connect Qtonic Quantum's cybersecurity capabilities with the organizations and partners responsible for putting them to work.

Google said on Wedneday that it plans to invest at least €13 billion in Finland over the next two years to expand its AI infrastructure.

Google Faces AI Threat, But Traffic Keeps Growing: Bank of America Weighs In

Google's Search Empire Faces a New EU Test. What It Means for Alphabet Stock

The €13 billion ($15.1 billion) commitment, to be deployed in 2027 and 2028, includes data centers in four Finnish cities and a nuclear power deal

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently r

Google will invest at least 13 billion euros in data centres and other digital infrastructure to power its AI ambitions in Finland, in what the US tech giant called Wednesday its biggest single investment in Europe.The $15 billion plan also calls for clean energy projects over the next two years, which Google said was "a testament to Finland's leadership in responsibly building AI infrastructure".

This stock is arguably nearest and dearest to the Oracle of Omaha’s heart.

Micron Technology, Inc. (NASDAQ:MU) and Alphabet Inc. (NASDAQ:GOOGL) offer two ways to invest in AI demand. One sells essential memory; the other must turn computing capacity into services customers will pay for. Insider Monkey’s tracked worksheet sample counted 184 Micron holders in Q2 2026 versus 154 in Q1, while Alphabet’s Class A shares attracted 275 […]

Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) looked cheap as investors favored other winners. His thesis: enormous AI investments could begin delivering substantial returns. His charitable trust owns both stocks. The latest results support the growth […]

Bill Ackman’s Q2 portfolio changes are drawing fresh attention on September 7: Pershing Square exited its remaining Alphabet Inc. (NASDAQ:GOOGL) shares and established a position in Netflix, Inc. (NASDAQ:NFLX). The pair offers two different ways to monetize AI, with very different demands on cash. What the filings actually show At Q1’s end, Pershing reported 32,376 […]

A technology firm is generating cash at a rate that dwarfs the market average, yet its stock is being offered at a deep discount. Here is the reason for the markdown.

SANTA MONICA, Calif., September 08, 2026--Snap Inc. (NYSE: SNAP) today announced that Ronan Harris has been named Chief Commercial Officer. Harris will lead Snap's global advertising sales and go-to-market organization, with a focus on driving advertising revenue growth and strengthening advertiser and agency partnerships.

Google's biggest competitive fear is not appearing in traffic data

Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every investor's next move under pressure.

When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.

Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.

In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.

His largest position today is a bet on genomics.

Alphabet's stock has some goofy things going on with its valuation metrics.

Uber stock fell Tuesday as investors continued to debate the competitive threat of Tesla's Cybercab plans.

AWS and Google Cloud are both burning through tens of billions in capex every quarter, but only one is converting that spending into free cash flow at hyperscale margins right now. Which model actually wins when the 2027 capacity cliff arrives?

Meta is quietly assembling one of the largest AI compute empires on the planet, and the funding source hiding in plain sight changes everything about how you should value this stock.

Accenture (NYSE:ACN) and Google Cloud (NASDAQ:GOOG) have launched the Accenture Gemini Enterprise Business Group, a new joint initiative designed to help organisations adopt and scale Google’s Gemini Enterprise artificial intelligence platform. The initiative will draw on Accenture’s existing workforce of nearly 50,000 Google Cloud-skilled professionals while establishing a dedicated team of 1,000 forward deployed engineers.

Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very different from a year ago.

NEW YORK, September 08, 2026--Ryan Olohan joins MDCalc as Head of Sales. Hire Signals Growth for Trusted Information Provider to Millions of Physicians.

AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena and Google lag.

Uber's profits doubled and free cash flow surged past $10 billion, yet the stock keeps sliding while rivals circle the ride-hailing throne. The real question is whether Wall Street is seeing something bulls are missing, or pricing in a robotaxi takeover that may never arrive on schedule.

The AI boom is becoming a power-and-real-estate story as developers race to build much larger computing campuses.

These AI companies are grabbing plenty of headlines these days.

September has delivered an average decline of more than 1%.

The company says it has a better grasp of how artificial intelligence is impacting its businesses.

PALO ALTO, Calif., September 08, 2026--HTEC, a global AI-first engineering and technology services company, and Modular have demonstrated Modular's AI software stack running on Google's TPU architecture. Presented at ModCon 2026, the work shows that support for a new silicon target can be delivered by extending an existing software foundation rather than rebuilding it for each accelerator.

Two of them are tech stocks, and the others are the portfolio's longest-held positions.

Berkshire Hathaway could be moving toward a more traditional insurance model.

An unprecedented construction wave could reshape AI's biggest stock-market winners

Why doesn't Berkshire own the top AI stock?

JBL's AI infrastructure growth and diversified portfolio are fueling gains, but supply chain risks and customer concentration remain key concerns.

Apple quietly broke its own product release playbook, and most investors scrolled right past the announcement without realizing what it signals for the decade ahead.

Ahead of Wednesday's launch, AAPL faces a tricky mix: strong demand, rising costs, tight supply, and a premium stock valuation.

Azure just crossed a revenue milestone that caught Wall Street off guard, and Microsoft's backlog tells a story the headline numbers barely hint at. Whether the stock can push toward $600 depends on one number that most investors are not watching closely enough.

Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in plain sight among mega-cap tech stocks.

Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly where the opportunity hides.

Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk you are actually willing to take.

Money manager Bill Ackman recently added Netflix stock to his portfolio.

Harvard Business Review reports that 90% of B2B purchases could flow through AI agent exchanges by 2028. Azoma sets out what agentic commerce optimisation platforms should deliver for enterprise brands and digital shelf teamsLondon, Sept. 07, 2026 (GLOBE NEWSWIRE) -- Azoma, the Agentic Commerce Optimisation platform that helps brands drive revenue through AI shopping agents like ChatGPT, Google Gemini, Amazon Rufus and Walmart Sparky, today set out what enterprise brands and digital shelf teams

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average analyst estimate tracked by LSEG, marking the company’s first-ever year-ahead revenue forecast. Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 […]

Bloomberg reported that Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach “significant scale” in 2028, citing a post on X. Musk wrote “SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system […]

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

Google recently unveiled Fairwind while launching Gemini 3.8 Flash as the company looks to catch up on the AI race.

Berkshire Hathaway has made Alphabet one of the top positions in its large stock portfolio this year.

Rezolve's revenue grew nearly 2,000% annually in this year's first half, but investors have questions about the business's outlook.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Apple, which was seen as an "AI laggard," is outperforming the hyperscalers this year. Can AAPL stock continue its outperformance?

Berkshire Hathaway recently shifted from being a net seller to a net buyer of stocks under CEO Greg Abel, ramping up purchases including a roughly US$38.00 billion Alphabet stake and acquiring homebuilder Taylor Morrison for about US$6.80 billion. This repositioning concentrates more of Berkshire’s vast portfolio in technology, AI-adjacent infrastructure, and interest-rate‑sensitive housing, marking a clear evolution in its capital allocation playbook after Warren Buffett’s long...

Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.

Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, […]

Amazon stock has underperformed the S&P 500 over the last five years, but the company has incredible strengths.

Bank don't necessarily thrive amid low interest rates.

Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […]

Newly reported records put dollar figures on power infrastructure for Google’s West Memphis data center, but Entergy says the first $716 million headline understated the full economics. Reports identified $526 million toward the Cypress Solar project and $190 million for transmission. Entergy later argued that the $526 million figure reflected only the upfront payment and […]

Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June.

The portfolio looks diversified. Cramer says look again

Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

Quantum computing may be a ways out, but it's not too early to position your portfolio to benefit.

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

Microsoft stock is trading slightly higher this year despite the company’s massive capex. Wall Street believes those investments will pay off.

The average analyst fair value estimate for Eos Energy Enterprises has shifted from about US$7.89 to about US$6.67, signaling a reset in how price targets are lining up with current assumptions. This move reflects research that balances enthusiasm for the company’s Z3 projects, manufacturing plans, and large commercial pipeline against concerns about dilution, execution at the Thorn Hill facility, and broader renewables risks. As you read on, you will see how this evolving narrative could...

Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.

Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells in the sector.

TTD has plunged 60.3% YTD as revenue growth slows amid soft ad demand across key categories despite long-term growth opportunities.

Warren Buffett refuses to pay a dividend, yet one ETF promises investors a 15% annual payout built entirely around his portfolio. Understanding where that money actually comes from changes everything about how you should evaluate it.

One of Buffett’s boldest late-career bets is getting clearer

A market crash could come at any time; investors need to be ready.

AMC’s Adam Aron criticized the online trading platform for its tokenized stocks and demanded that the company stop the trading of AMC stock tokens. The shares jumped around 5% ahead of the open and it was by far the most actively traded stock in premarket trading. Robinhood stock fell 1.9%.

Fervo's been down sharply since its IPO, but that may be changing now.

The Vanguard Russell 1000 Growth ETF has structural advantages that prioritize today's leading growth stocks.

DIS' discounted valuation, rising earnings outlook and IP-driven growth support a hold despite international parks weakness and market underperformance.

Microsoft's disclosure places Alphabet third by revenue while exposing the value of closing a relatively narrow gap.

Alphabet just came off its longest monthly losing streak in over a decade, and a massive capital spending bet has free cash flow running negative. So why are analysts lining up to call this the cheapest growth story in mega-cap tech?

You don't need to guess which big tech company will come out on top.

AMC’s Adam Aron criticized the online trading platform for its tokenized stocks and demanded that the company stop the trading of AMC stock tokens. The shares jumped around 10% ahead of the open and it was by far the most actively traded stock in premarket trading. Robinhood stock fell 1.3%.

Morningstar said Broadcom’s 2028 outlook exceeded its own estimates and expects demand for the company’s AI chips to remain strong over the next two years.

Japan’s government bond yields recently retreated after earlier highs, and the yen has strengthened, which keeps many global investors focused on large caps and macro headlines. That leaves plenty of room in the shadows for smaller high quality Japanese stocks with solid fundamentals and limited analyst coverage. This article highlights three such under the radar opportunities that could potentially help diversify a long term Japan focused portfolio. The stocks covered below are just a small...

TSMC is a key partner for every member of the "Magnificent Seven."

In late August 2026, Marvell Technology reported higher second-quarter revenue and earnings compared to a year earlier, raised its fiscal 2027 and 2028 revenue outlook, driven by broad-based Data Center strength, and completed a US$4.56 billion share repurchase program begun in 2016. At the same time, management disclosed that much of the financial benefit from its expanded hyperscaler, including Google, partnerships may arrive closer to 2029, creating a tension between strong near-term...

Eos Energy Enterprises (EOSE) drew fresh investor attention after MN8 Energy and Google selected its Z3 zinc based long duration storage for a PJM grid project serving Google data centers in West Virginia. For investors, the MN8 and Google collaboration comes at a time when Eos Energy Enterprises has seen its share price under pressure. The latest close is US$3.50, and the year-to-date share price return is down about 73%, while the 1-year total shareholder return is also down. However, the...

Tesla is holding a private event to showcase its new robotaxi-specific Cybercab model on Thursday. Shares jumped in the regular session.

Reddit (RDDT) stock closed 9.3% higher on Wednesday at $158.10, and the news behind it came from a research desk rather than from Reddit. The argument was that the worst outcome for two of its data licensing contracts is already in the price. That put a price on the cheaper half of Reddit's AI question. The expensive half is untouched.

Snowflake stock surged 16% in Thursday's trading session after the cloud-data leader crushed its Q2 expectations yesterday evening and raised its full-year outlook.

Fervo Energy (FRVO) stock is in focus after the company agreed to a 396 megawatt power purchase agreement with Google for its Cape Station geothermal GeoCluster in Utah, as well as a sizeable expansion option. That Google agreement comes after a mixed stretch for Fervo Energy, with the share price falling 53.73% over the past 90 days and 50.79% year to date. At the same time, the 7 day share price return of 16.45% hints at renewed interest following recent contract wins. Spot 38 power grid...

Nvidia (NVDA) is buying AI platform Hugging Face for $12.9 billion in a move that could extend Nvidia's reach in the AI ecosystem beyond being just a chip supplier. Futurum CEO Daniel Newman reacts to this headline news and what the acquisition of Hugging Face represents for Nvidia's growing market share of the AI landscape.

Berkshire Hathaway (BRK.A) drew fresh attention after CEO Greg Abel detailed the conglomerate's multibillion dollar Alphabet stake and AI ambitions, prompting investors to reassess how this exposure fits alongside Berkshire's own stock. For context, Berkshire Hathaway's 90 day share price return of 5.58% contrasts with a 30 day share price return that declined 1.27%, while the 1 year total shareholder return of 0.89% sits well behind the 3 year total shareholder return of 38.25% and 5 year...

Google’s Arkansas data-center buildout is providing a rare look at the price of AI electricity. Documents reported on September 1 show Alphabet Inc. (NASDAQ:GOOGL) agreeing to pay $526 million toward the Cypress Solar project and another $190 million for transmission upgrades. Those commitments benefit Entergy Corporation (NYSE:ETR), the regulated utility responsible for turning Google’s computing […]

Advertising leader Magnite stock briefly touched a new buy point Wednesday, but reversed lower in midday trading.

Data center demand is surging, but utilities, electric transmission and grid connections can take years to meet the need

Meta just fired its loudest shot yet at Anthropic and OpenAI, and the stock is surging on a claim that no independent benchmark has confirmed yet.

MN8 Energy recently announced it will collaborate with Eos Energy Enterprises and Google on a West Virginia project combining 86 MW of solar with both zinc-based long-duration and lithium-ion storage to supply clean, dispatchable power to the PJM grid and nearby data centers. This marks Google’s first use of Eos’ American-made Z3 long-duration technology and the first commercial-scale deployment of such storage in West Virginia, linking advanced grid capacity with redevelopment of a...

Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.

Broadcom's fiscal Q3 earnings and revenues beat estimates as AI chip demand surges, with AI semiconductor sales up 221% and a higher fiscal 2026 outlook.

During the September 1 episode of Mad Money, a caller inquired whether Marvell Technology, Inc. (NASDAQ:MRVL) is a buy. In response, Jim Cramer commented: Okay, this is another one that proves my point. Marvell reported an amazing quarter. What they then said was, “Look, listen, maybe our big win won’t be till 2029… It’s going […]

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

Stock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Nvidia stock rallies on its Hugging Face deal.

Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash flow to a fraction of last year's levels. Whether the ad machine can overpower those headwinds is the trade every Meta investor needs to understand right now.

Elon Musk said bringing large artificial intelligence data centers online requires far more than chips, as Alphabet Inc.’s Google, Anthropic and other companies lease computing capacity from Space Exploration Technologies Corp. amid tightening power supplies across the fast-growing AI industry....

AWS just posted its fastest growth in 18 quarters, yet the most compelling reason to keep buying Amazon stock has nothing to do with last quarter's numbers at all.

Sundar Pichai promised investors a flagship AI model by June, but what arrived instead has sparked Alphabet's longest stock losing streak in over a decade, raising an uncomfortable question about whether the company's celebrated AI pace is actually working.

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Palantir stock looks expensive, yes, but given its growth rate, is it really overpriced?

Tesla is holding a an event to showcase its new robotaxi-specific Cybercab model on Thursday. The stock rose about 1.5%.

Broadcom upgraded, Ultragenyx downgraded: Wall Street's top analyst calls

Amazon, Alphabet, and Meta Platforms are three top AI stocks to own for the long term.

Greg Abel just revealed the single physical constraint he believes will determine which AI data center projects actually get built, and it has nothing to do with chips or capital.

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

S&P 500 Q3 earnings are expected to surge 23%, with broad sector growth and Alphabet, Micron and Nvidia driving Tech gains.

Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...

Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is still looking elsewhere.

AWS revenue has been disclosed since 2015, Google Cloud since 2020

Warren Buffett missed out on buying this tech giant early, but Berkshire is making up for lost time.

The idea of the project is to build a virtual power plant that connects thousands of smaller energy resources such as home batteries and smart appliances

Stock futures fall, Broadcom beat forecasts for AI Chip sales growth, Micron and China chip makers fight for market share.

Concerns about data-center financing and Google’s deal with rival chip maker Marvell overshadow Broadcom’s solid results.

The AI build-out is still going strong, and these three stocks are a great way to cash in.

Alphabet stock soared the last time a judge rejected the Justice Department's bid to force it to sell part of its business.

Alphabet stock fell on the news, but it might be better than you think.

The battery specialist is helping the grid make better use of solar power.

Investors are watching Google’s AdTech ruling, while Craig-Hallum remains positive on Magnite and retail traders have become highly bullish as competition could increase.

Broadcom, a key beneficiary of AI data center investment, grew its revenue by 86% in the latest quarter.

Fervo Energy (NasdaqGS:FRVO) and Google have signed a new enhanced geothermal framework agreement to support large scale, carbon free data center power. The deal includes what the companies describe as the largest ever geothermal power purchase agreement. The framework allows for significant expansion of Fervo's contracted geothermal capacity over time for future data center infrastructure. Both sides present the agreement as a key step in using enhanced geothermal systems to supply cleaner...

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

Today, we break down SB Energy’s IPO plans, Google’s 396 MW PPA with geothermal energy startup Fervo, and Bitdeer moving one step closer to an AI deal with a $100M…

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.

Reddit stock rises after a Baird analyst noted that share prices are likely to hold steady if deals are renewed near current terms.

On Sept. 2, 2026, the battery storage provider climbed 18.75% after the clean-energy collaboration announcement tied to about 200 expected jobs.

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.

The immediate threat is limited, but the overlap matters

“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.

Eos Energy Enterprises shares rise after the company announces plans to supply Google with data-center batteries.

Google dodges a major antitrust blow after a judge rejects a forced AdX sale. Alphabet stock climbed on the news.

For five years, one of tech's biggest names operated a cash-return machine of astonishing scale. Now, an all-in bet on artificial intelligence is changing the equation for owners.

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Space Exploration Technologies Corp. (NASDAQ:SPCX) has reshuffled its data-center leadership after engineering concerns and reliability problems emerged at facilities in Tennessee and Mississippi, The Information reported Tuesday. The shake-up comes as Elon Musk races to expand SpaceX’s AI infrastructure business...

Fervo's deal with Google could expand to 1 gigawatt of geothermal power, enough to supply a very large AI data center in Utah.

Shares of Alphabet rose Wednesday after a federal judge rejected a Justice Department request that Google sell its online advertising business. Alphabet stock advanced 1% to $338.51 on Wednesday, while the and the both gained 0.5%. Judge Leonie Brinkema on Wednesday dismissed the Trump administration’s move to force Google to sell AdX, the company’s online exchange tool for publishers and advertisers.

Investing.com -- Palantir Technologies (NYSE:PLTR) shares plunged 7% on Wednesday. While the broader market context remains complex, the sharp sell-off appears directly tied to Google’s sudden entry into Palantir’s most lucrative territory: specialized government and defense AI. The decline accelerated shortly after Google DeepMind unveiled Gemini 3.8 Flash Cyber, a specialized artificial intelligence model built explicitly for cybersecurity, vulnerability detection, and automated patching. Cruc

The biggest opportunity for the stock isn't some futuristic gadget, but a powerful dynamic hiding in plain sight in its latest results.

The stakes for Tesla's Cybercab event scheduled for Thursday are higher than for past product demos, according to Morgan Stanley.

Baird just reframed the biggest risk hanging over Reddit stock, and the market responded with its sharpest single-day move in months. Here is what two expiring AI licensing deals actually mean for the bull and bear cases.

Alphabet is Berkshire's third-largest stock holding, while data centers supplied roughly 8% of Iowa's electricity demand last year.

SpaceX (SPCX) artificial intelligence revenues and use cases are accelerating faster than expected,

Berkshire Hathaway CEO Greg Abel said the company will only provide power for new data centers if other utility customers benefit. In a wide-ranging interview Wednesday morning with CNBC from Tokyo—where Abel is visiting with several large Japanese trading companies in which Berkshire has investments—the CEO discussed how Berkshire’s big utility, Berkshire Hathaway Energy, approaches data centers.

FEATURE Tesla stock was down ahead of its Cybercab event in Austin, Texas. Shares of the electric-vehicle maker were off 1.5% in early trading at $350.80, while the and were up 0.2% and 0.4%, respectively.

Eos Energy Enterprises (NASDAQ:EOSE) shares rose 12% on Wednesday following the announcement of a collaboration with MN8 Energy and Google for a solar and energy storage project in West Virginia. The project will combine 86 MW of utility-scale solar generation with 10 MW/100 MWh of Eos’ Z3 zinc-based long-duration energy storage and 70 MW/280 MWh of lithium-ion battery storage.

MSFT's Saudi datacenter launch and $175 billion 2026 capex plan highlight how its AI infrastructure push is reshaping growth and capacity.

Marvell and Broadcom both rode the AI wave to blowout quarters, but the businesses behind the tickers are built on completely different gambles, and only one of them offers a cushion if a major hyperscaler changes course.

Jim Cramer celebrated a blockbuster Google deal as proof that Marvell's CEO scores again, but the stock just shed nearly 10% after the earnings call revealed something the headline never mentioned.

Apple, Amex, and Alphabet are three of Warren Buffett's favorite stocks.

The stakes for Tesla's Cybercab event scheduled for Thursday are higher than for past product demos, according to Morgan Stanley.

John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a convincing answer to why the iPhone stays at the center of computing when AI agents start replacing the apps on it.

Broadcom Inc. (NASDAQ:AVGO) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it beats expectations. The bigger question may be what CEO Hock Tan says about Broadcom’s AI customers and growing competition for...

AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.

Tesla stock was quiet ahead of its Cybercab event in Austin, Texas. Shares of the electric-vehicle maker were down 0.2% in premarket trading at $355.30, while and futures were down 0.2% and 0.1%. Tesla is hosting a Cybercab event on Thursday.

Berkshire Hathaway CEO Greg Abel said the company will only provide power for new data centers if other utility customers benefit. In a wide-ranging interview Wednesday morning with CNBC from Tokyo—where Abel is visiting with several large Japanese trading companies in which Berkshire has investments—the CEO discussed how Berkshire’s big utility, Berkshire Hathaway Energy, approaches data centers.

Investing.com -- Berkshire Hathaway's Chief Executive Greg Abel said Wednesday the company sees opportunities for its energy business from the expansion of AI data centers, following the conglomerate's $10 billion additional investment in Alphabet three months ago.

Alphabet Shares Climb as Google Prepares New AI Model to Challenge Anthropic

Reddit (NYSE: RDDT)’s data licensing deals with Alphabet Inc. (NASDAQ:GOOGL)’s Google and OpenAI are set to expire next year, and Wall Street simply can’t decide whether these deals are a windfall or a warning sign. On September 2, Baird analyst Colin Sebastian reiterated a Neutral rating and $185.00 price target on the stock. The note […]

In an interview with CNBC, Berkshire Hathaway CEO Greg Abel said the broader economy is “incredibly vibrant,” and that the underlying fundamentals remain “strong.”

As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC). On August 31, Piper Sandler reiterated an Overweight rating on Amazon (NASDAQ:AMZN) with a $320.00 price target. According to the firm, AMZN’s return on invested capital […]

A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway. On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an […]

Jim Cramer called Apple's balance sheet pristine while slamming hyperscalers for wrecking theirs on AI data centers, but the actual filings tell a more complicated story about who is really carrying the heavier debt load.

Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:GOOGL) by 45.4%, from 10.63 million shares to 5.81 million, while opening a position in Advanced Micro Devices, Inc. (NASDAQ:AMD). The trade shifts some exposure from a giant platform funding AI infrastructure to a chip […]

(Updates with Google's response in the sixth paragraph and the most recent stock move in the last pa

Goldman Sachs added Adyen, RWE, and Talanx to its September European stock picks, with Adyen drawing a 77% upside call.

It’s not about how much companies manage to sell; it’s about how much they manage to keep.

Tepper just abandoned one AI winner for another

The adtech company turned in another disastrous earnings report.

Though Wall Street analysts expect around 70% earnings growth this year and next, the stock is down 30% from its all-time high in June.

Why Wix.com (NasdaqGS:WIX) Is Back In Focus After Its Gemini Integration Wix.com (NasdaqGS:WIX) is back on investors’ radar after announcing a connected app with Google that brings its Wix Harmony website creation tools directly into the Gemini interface for voice- and text-driven site building. The Gemini integration arrives after a volatile stretch for Wix.com, with a 60.6% 1-month share price return suggesting short-term momentum is rebuilding, even though the total shareholder return over...

Investors are considering higher losses, unchanged guidance, and possible growth from major business partnerships.

Fervo Energy (NASDAQ:FRVO) soared by 28.41 percent on Tuesday to close at $19.75 apiece after bagging home a new power purchase agreement (PPA) with Google to support the development of its data center facility in Utah. Under the agreement, the energy company will deliver 396 megawatts of power to Google from its Cape Station project […]

A blockbuster deal with an AI colossus has investors excited.

Nvidia could soon trail only Amazon among U.S. tech companies by revenue, raising the question of which stock offers the better investment opportunity.

Fervo Energy is emerging as a potential answer to AI's power problem.

Alphabet is involved in nearly every part of the AI boom.

The deal, part of MediaTek's record $3.9 billion bond offering, ties Nvidia's chip ecosystem to a Taiwanese rival building its own AI accelerator business.

Meta may be on track to surpass Google Search this year, says Bernstein. On September 1, Bernstein SocGen Group analyst Mark Shmulik reiterated an Outperform rating and $800.00 price target on Meta Platforms, Inc. (NASDAQ: META) The firm has argued that Meta has seen the largest advertising benefit from AI. The irony from his note […]

The rally on Tuesday followed Fervo’s 396-megawatt power purchase agreement with Google, its largest contract to date.

Today, Sept. 1, 2026, the geothermal developer signed a landmark commercial agreement that validates firm power demand and clears a path to Cape Station revenue.

Moby summary of REZOLVE AI PLC's Q2 2026 earnings call

If you're applying normalized earnings ratios, Micron could be one of the most valuable stocks in the world in a few years.

Meta ad revenue grew 27% to $59.4B, closing in on Google Search. So why is the stock still falling? The answer is not capex.

Ripe Protocol is bringing classic DeFi liquidity mining back on Robinhood Chain.

Disruptive innovation has made stocks a winning asset class over time, and a top-heavy index has helped accelerate long-term wealth creation for investors.

The market is flooded with names that claim to be AI companies. The word “AI-powered” is enough to get the attention of the Street, but some believe those days are going to be history soon as investors become jittery about massive CapEx and ROI-related fears. To find out where retail investors are actually putting money […]

AI data center owners are looking to cut operating costs. One way is to drop a century-old electricity convention and replace it with something surprising.

Google is going big after geothermal power amid the AI data center boom, and Fervo is its first choice. Here's why.

Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's what the bears are missing.

Apple stock had a great run under former CEO Tim Cook. It was unremarkable compared to Magnificent Seven peers.

Rezolve AI (NASDAQ:RSLV) saw its revenue surge roughly 1,970% to $130.8 million in the first half of 2026, up from $6.3 million a year earlier and nearly triple its full-year 2025 total, even as the company's net loss widened to approximately $139.5 million. The wider loss was driven largely...

FEATURE Tesla stock started the week with a bang, rising 5.5% on Monday. Investors’ optimism wasn’t easy to explain. The likeliest reason, according to Future Fund co-founder Gary Black, was robo-taxis.

Fervo Energy stock soars after the Bill Gates-backed geothermal energy company signs a major deal with Google.

The company's AI-driven revenue has surged, particularly from Google Cloud, but that growth came at a cost.

Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D

Rezolve Ai reaffirmed approximately $360 million of FY2026 revenue guidance after rapid first-half growth, while Google’s adoption of its distributed database technology provides a new reference point for its infrastructure-licensing strategy. Key Investor TakeawaysRezolve Ai (NASDAQ:RZLV) generated $130.

Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.

First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in Q2. The S&P 500 Index rose 15.2%, while the MSCI EAFE Index gained 10.8%. Growth […]

AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.

CEO Daniel Wagner said Rezolve expects to announce additional infrastructure licensing agreements “imminently.”

Fervo Energy stock soars after the Bill Gates-backed geothermal energy company signs a major deal with Google.

Fervo Energy (NASDAQ:FRVO) shares rose 15% on Tuesday morning following a Wall Street Journal report that the geothermal company had secured its largest power agreement to date with Alphabet’s Google (NASDAQ:GOOG). The agreement covers nearly 400 megawatts of electricity from Fervo’s Cape Station project in southwestern Utah.

A top Wall Street analyst is sounding the alarm on a fast-growing OpenAI revenue stream that targets the exact same advertiser budgets powering Alphabet's most profitable business.

SAN FRANCISCO, September 01, 2026--Backstory, the AI platform for revenue teams (formerly People.ai), today announced the appointment of Sam Branson as Head of Partnerships. In this newly created role, Branson will build a strategic partner ecosystem as a core growth engine, defining partnership strategy and the strategic alliances that will accelerate the company's revenue growth and extend its reach across the enterprise.

TSLA stock moves above its 50-day SMA as FSD adoption and Cybercab buzz build, but rich valuation, margin pressure and falling cash flow cloud the rally.

SpaceX's post-IPO pullback comes as Starlink profits rise, AI revenues surge and Starship advances toward an orbital test.

FEATURE Tesla stock started the week with a bang, rising 5.5% on Monday. Investors’ optimism wasn’t easy to explain. The likeliest reason, according to Future Fund co-founder Gary Black, was robo-taxis.

The Atlanta Rideshare Drivers Union has called on local and state officials to protect rideshare drivers’ earnings on platforms like Uber Technologies Inc. and Lyft Inc., arguing that Alphabet Inc.‘s Waymo is already squeezing human drivers’ earnings and work volume....

A 45-year-old investor with a million dollars on the line and a third of it riding on three stocks asked Wes Moss how to escape. His answer starts with a mindset shift most investors resist making.

Fervo Energy stock soars after The Wall Street Journal reports Bill Gates-backed geothermal energy Fervo has signed a major deal with Google.

Google is set to purchase 396 megawatts of electricity from Fervo’s Cape Station project in southwestern Utah.

Global workforce intelligence firm TalentNeuron today announced the release of The Great Reallocation: Understanding the Impact of AI on Talent Strategy, a new research report examining how enterprises are reshaping their workforces as AI moves from experimentation to large-scale adoption. The research analyzed workforce strategies at Salesforce, Klarna, Wells Fargo, Google, Microsoft, Citi, and BT Group, finding that AI investment is not resulting in a single workforce strategy. Instead, organi

Microsoft, Google, TCS and Tech Mahindra extend global distribution; customer base exceeds 1,640; FY2026 revenue guidance of approximately $360 million reaffirmed Key Highlights Revenue increased approximately 1,970% to $130.8 million compared with $6.3 million in H1 2025 and nearly three times revenue for the whole of FY2025. Rezolve’s revenue is seasonally weighted towards H2 with peak retail and holiday trading, enterprise deployment timing and increasing partner-led distribution expected to

Investments in OpenAI, Anthropic and SpaceX drove up earnings for Big Tech players like Amazon, Microsoft and Google-parent Alphabet.

XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.

Duquesne Family Office's billionaire boss was a busy bee in the artificial intelligence (AI) arena during the second quarter.

Rough run for GOOGL.

The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes. Three ETFs attack that problem from completely different angles, and the returns so far in 2026 suggest the strategy is working.

Abel's new favorite stock may one day unseat Apple as Berkshire Hathaway's largest holding.

President Donald Trump has backed the AI infrastructure buildout as data center projects face growing public resistance.

A report from The Wall Street Journal late Monday said that Anthropic and Nvidia have signed a cloud-computing deal worth $35 billion, backed by cloud provider Lambda and Hut 8, will develop the data center for the same.

A new revenue stream could reshape OpenAI's IPO story

In a group of tech giants, one company delivers top-tier growth but wears the group's lowest price tag, forcing investors to decide if it's a bargain or a warning sign.

India's biggest-ever IPO could give investors a new benchmark for Meta and Alphabet's stakes in Jio Platforms.

The company raised revenue guidance for fiscal 2027 and 2028.

Investors probably shouldn't read too much into a CEO hyping his own company's stock over the short term.

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

The EU handed Google an ultimatum that carried a penalty tall enough to erase tens of billions in revenue, and what Google gave up to make the threat disappear may cost it more than any fine would have.

Over five years the stock has tracked the index closely and still returned less, at more than twice the volatility.

AMZN stock dropped on Monday after a Wall Street Journal report said the FTC plans to sue the company over how it prices ads on its retail site.

Investing.com -- Amazon.com Inc shares fell 2.8% on Monday following a report by the Wall Street Journal that the Federal Trade Commission will file a lawsuit against the company over allegations related to its advertising pricing practices.

Alphabet just delivered blowout cloud growth while its stock sits nearly flat for the year, leaving investors to wonder whether a historic capex bet will pay off or drag shares down further before they can ever reach $500.

OpenAI's ChatGPT Ads platform has reached $1 billion in annualized revenue run rate, the artificial

The Dow Jones index dropped on the stock market today as President Trump gave an AI warning. Tesla jumped and some equities tested entries.

Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on what you believe about one very concentrated bet.

VALHALLA, N.Y., August 31, 2026--FUJIFILM North America Corporation, Imaging Division, announced today the launch of 'Fujifilm for Google Photos Print Store,' a new, integrated print storefront designed to bring high-quality physical photo products directly to Google Photos users. Fujifilm will assume leadership and responsibility for the photo printing functionality of the popular Google Photos platform, with plans to roll out new features, new products and a more robust user experience.

Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity lives.

Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.

Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number most analysts are not talking about.

“Planned AI infrastructure spending of approximately $650 billion in 2026 is increasing demand for advanced engineering plastics used in servers, semiconductor packaging, connectors and thermal systems, while AI simultaneously transforms polymer R&D and manufacturing efficiency.”Boston, Aug. 31, 2026 (GLOBE NEWSWIRE) -- A sweeping wave of AI-driven infrastructure investment is fundamentally transforming demand dynamics across the plastics in electronics components value chain, creating high-conv

Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad machine raises a question every investor should answer before Q3 earnings arrive.

The conglomerate's recent activity might be the start of a more aggressive perspective toward the market.

International Business Machines' acquisition of HRL Laboratories adds silicon-spin qubit, materials and manufacturing expertise to advance scalable quantum systems.

Meta stock has struggled this year but could reach a milestone in the battle for digital ad dollar against Google.

The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.

A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why he keeps hitting the buy button.

Nemotron 3, Gemma 4, cotomi, Qwen3.7-Max, and GLM-5.2 Validated to Run on VMware Cloud FoundationLAS VEGAS, Aug. 31, 2026 (GLOBE NEWSWIRE) -- VMware Explore 2026 -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced that leading AI models from providers including Google, NVIDIA, NEC, Alibaba Cloud, and Z.ai, are validated to run on VMware Cloud Foundation (VCF), enabling customers to b

Pinterest's surprise CFO resignation sent shares sliding Monday while a direct rival moved in the opposite direction, raising a pointed question about whether investors are reacting to a leadership gap or something more fundamental lurking in the guidance.

Stock Market Today: The Dow Jones index drops while oil prices jump Monday after the U.S. and Iran exchange new strikes. Defense stocks lag.

Apple Inc. (NASDAQ:AAPL) remains in focus as its resilient U.S. smartphone position contrasts with growing pressure across the global handset market from rising memory costs. Apple shares edged lower in Monday premarket trading, slipping less than 0.5%. Nasdaq futures rose 0.02%, while S&P 500 futures fell 0.11%. Apple Holds US Smartphone Share Apple maintained its U.S. smartphone shipment share year over year in the second quarter of 2026, even as volumes eased following the iPhone 17e launch i

Bernstein said AI is improving ad targeting, recommendations, engagement, and delivery.

Cloud migration, edge computing, AI workloads and digitalization drive demand for scalable hosting, with serverless, hybrid, multi-cloud, automation and green data centers creating opportunitiesDublin, Aug. 31, 2026 (GLOBE NEWSWIRE) -- The "Hosting Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global hosting market is experiencing rapid growth as enterprises expand their digital infrastructure and adopt scalable hosting solutions. The market is projected to increas

The development of AI technology is the stock market issue of 2026, 2027, 2028, and likely beyond. AI has created trillions in stock market value, and set off an epic arms race among technology giants looking to dominate the space. A Barron’s analysis recently suggested that the U.S. economy can handle spending 25% of economic output before a new-technology bubble pops.

Retail investors continue to monitor the trading activity of members of Congress, especially when they buy stocks and then sell them several months later. Here’s a look at a three-month trade that may have actually turned into a loss for...

Rezolve AI shareholders got some promising news this week.

Alphabet was a late addition to Berkshire's portfolio before Buffett retired.

Here’s what could happen to ESTC shares next.

Investors’ intense focus on AI is at times adding to the might of a small club of Big Tech stocks with mega market values to potentially make or break a single trading session for the S 500.

Workday's Q2 revenue grew 12.8% and margins widened as AI adoption accelerated, with $1.33 billion in buybacks and a new $4 billion authorization fueling a bullish, if capped, outlook.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

AI is expanding the value of Google Search; subscriptions are adding a more predictable and diversified revenue stream.

The stock market's sluggish summer heads into September focused on the Fed's mid-month rate policy meeting.

SpaceX and Alphabet are a comparison that not many investors are making.

Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.

Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc. (NASDAQ:LITE) fell with it on August 28. Barron’s argued the sympathy selloff made little sense because Marvell’s actual data-center results remained strong, especially for the optical demand that […]

AppLovin's massive revenue growth and net margin contrast sharply with Alphabet's fortress balance sheet.

Microsoft is in early talks with Moonshot over its Kimi K3 AI model, potentially giving Azure an additional powerful growth catalyst.

Shares of digital payments platform PayPal (NASDAQ:PYPL) fell 12.7% in the afternoon session after Bloomberg News reported that a consortium led by payment processor Stripe and private-equity firm Advent International abandoned its $53 billion takeover pursuit of the company.

This is a hyper-growth chapter for Palantir Technologies. The company now provides a complete sovereign AI stack, with its AIP platform as the core engine for government and commercial clients.

Marvell Technology (MRVL) stock fell 10% in Friday's trading session despite posting record Q2 results yesterday evening and raising its longer-term outlook.

At $314.58, Apple (AAPL) looks set up for roughly 38% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.

The video-call giant is generating far more cash than the average company, yet the market is treating it like a business in decline. Here’s the offer on the table.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 9.7% in the afternoon session after investor concerns over the timing of revenue contributions from its Google custom AI chip agreement overshadowed second-quarter results and raised revenue outlooks.

Marvell Stock Crashes Below Key Support After 10% Selloff

Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.

CNBC reported on August 18, 2026, that NVIDIA Corporation (NASDAQ:NVDA) agreed within the same week to a $500 billion financing pact with major Wall Street firms and up to $105 billion in support for an OpenAI data center in Ohio as rivals AMD and Google chip away at its once-dominant technology lead. Why This Matters […]

Marvell Technology, Inc. (NASDAQ:MRVL) and Alphabet Inc. (NASDAQ:GOOGL) now have a much tighter AI relationship than a normal supplier contract. Marvell disclosed on August 19 that Google had signed a custom-silicon agreement covering products tied to its TPU ecosystem and received warrant for up to 58.97 million Marvell shares. Most vest in 240 tranches, with […]

A major Wall Street analyst raised its price target hard after digging into one part of the earnings report.

Marvell Technology stock fell below a key support level on Friday after the chipmaker's fiscal second-quarter earnings report.

Alphabet preserves its global spam rule while suspending manual search penalties throughout the European Economic Area.

Record AI-chip sales could not satisfy investors demanding immediate revenue from Marvell's largest new agreement.

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

The Dow Jones Industrial Average waffled Friday after Federal Reserve Chair Kevin Warsh wrapped up his speech at the Fed's annual symposium in Jackson Hole, Wyo. Meanwhile, the likes of Amazon.com, Microsoft, Apple and Google-parent Alphabet were big movers on the stock market today.

The stock has trailed the market over the past year, yet its margins sit at multi-year highs, and it is the margin that has room to fall.

Tesla is down 23% for the year yet Robotaxi is expanding, Cybercab production has started, and Optimus lines are being installed. Whether those catalysts can close the gap between today's compressed margins and tomorrow's potential defines exactly how far this stock can run.

Grand Theft Auto VI is almost here, and Take-Two Interactive Software stock is getting a boost. Shares of Take-Two the parent company of GTA VI’s publisher Rockstar Games, rose 2.6% to $239.93 on Friday after the release of the videogame’s much-anticipated third trailer. GTA VI is still set to release Nov. 19.

Alphabet's surging Google Cloud revenues, AI adoption and $514B backlog sharpen its challenge to Microsoft and Amazon despite capacity constraints.

Marvell Technology (MRVL) could see stronger growth as demand for custom AI chips, optical products

Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company stake counts as real money.

Amazon is pouring hundreds of billions into AI infrastructure while free cash flow turns negative, yet something unexpected is showing up in its retail data that suggests this spending may be doing far more than powering cloud servers.

Take-Two whet the appetite of gamers for its highly anticipated title “Grand Theft Auto 6” with a video preview. TTWO stock rose on Friday.

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

Buying the stock today means paying for an engineering roadmap that runs years out, not for the hardware revenue the company books now.

Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market cap milestone is closer than most investors realize.

Klein's bullish thesis rests on a convergence of deeply negative sentiment, a near-unbroken historical earnings track record, and an expectation that CEO Hock Tan will directly confront the dominant bear narrative on the call. Broadcom is the most direct publicly traded expression of the custom ASIC AI chip debate — the market's current verdict on whether Google's in-house chip development will erode AVGO's hyperscaler revenue is weighing visibly on the stock.

Alphabet was cash-flow negative in the second quarter due to its heavy spending on data centers.

All that volatility may be obscuring the fact that Tesla stock has trailed the S&P 500 over the past five years. The S&P 500, excluding dividends, has risen closer to 70%. For starters, there is earnings growth.

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

Elon Musk recently predicted $1 trillion in annual SpaceX revenue by the end of the decade. He sees a much higher number by 2033.

GOOGL, MSFT, AMZN and ANET stand out as cloud computing plays as AI, scalability and cost efficiency fuel enterprise adoption.

Marvell drops after so-so earnings fail to wow investors, while PayPal slumps after a report says its takeover may be off.

Warren Buffett is getting high marks for his role as Berkshire Hathaway’s chairman as he approaches his 96th birthday on Sunday. Since he stepped down as CEO at the start of the year, Buffett has remained very much in the game, including involvement in Berkshire’s share buybacks and its large Alphabet stake.

Marvell Technology stock fell sharply Friday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. With that trade stumbling in recent weeks and Marvell surging anyway, investors wanted a bit more from the results.

A stronger forecast comes with one important valuation catch

Marvell guided to explosive growth, beat earnings, raised its outlook, and watched its stock fall anyway. The reason tells you something critical about how AI trades right now.

Strong forecasts were not enough as investors focused on when Google revenue will really arrive.

Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted years sooner than management is promising to deliver it.

Meta shares have shed more than 23% over the past year, and a brutal Q2 report gave bears plenty of ammunition. But our proprietary model sees a very different story forming underneath the selloff.

Based on the average brokerage recommendation (ABR), Alphabet (GOOG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

The proposed California wealth tax could end up costing the state more tax revenue than it raises, former White House economic adviser Tomas Philipson said. Philipson, who previously served as acting chair of the Council of Economic Advisers, discussed California’s...

Elon Musk recently predicted $1 trillion in annual SpaceX revenue by the end of the decade. He sees a much higher number by 2033.

Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button stays warm.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

PayPal Loses $50 Billion Takeover Bid as Stripe and Advent Walk Away

META's $18 billion settlement over youth-safety claims removes a legal overhang but could raise compliance risks across social media.

Marvell CEO Matt Murphy said Marvell’s custom revenue could be “a lot larger” than Wall Street is currently modeling, particularly from fiscal 2029 onward.

Marvell Stock Tumbles Despite Higher Forecasts as Google Deal Concerns Mount

(Updates with the latest stock move in the first paragraph and details on the Google deal in the fif

Marvell Technology (NASDAQ:MRVL) shares fell 7. 9% in pre-market trading after the chipmaker reported fiscal second-quarter results that exceeded revenue and earnings expectations and raised its full-year outlook.

Every dip in Meta stock triggers the same response: another buy. With capex fears mounting and a trillion-dollar lawsuit underway, the case for adding shares keeps getting harder to ignore.

Google-related revenue is expected to become a much bigger contributor for Marvell in fiscal 2029, the chipmaker said.

The North America data center construction market, valued at USD 85.23 billion in 2025, is projected to reach USD 158.20 billion by 2031, growing at a 10.86% CAGR. Growth is driven by AI, cloud computing, hyperscale campuses, renewable energy procurement, liquid cooling, and advanced power infrastructure. The US leads investment, while Canada and secondary US markets gain momentum. Key players include AWS, Microsoft, Google, Meta, Equinix, Digital Realty, and Vantage Data Centers. North American

Marvell Technology stock has delivered a very strong 3 year gain, yet current valuation checks show a mixed picture, with the intrinsic value estimate sitting close to the market price while traditional market multiples lean expensive. Marvell Technology has returned 318.4% over the past 3 years, which puts extra focus on whether recent optimism is already fully reflected in the share price. The expanded AI chip partnership with Google may support higher long term cash flow expectations...

The U.S Federal Trade Commission (FTC) is reportedly in the final stages of a probe into whether YouTube’s content policies misled users and violated consumer protection laws.

Marvell Technology stock was falling sharply in the Friday premarket after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensu

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 they are looking at a bargain or a warning sign.

Warren Buffett is getting high marks for his role as Berkshire Hathaway’s chairman as he approaches his 96th birthday on Sunday. Since he stepped down as CEO at the start of the year, Buffett has remained very much in the game, including involvement in Berkshire’s share buybacks and its large Alphabet stake.

SpaceX would be right at home among the "Magnificent Seven."

Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection.

Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely hurt traditional, Warren Buffett-style value equities.The Discount Rate ThreatPatel argues that as frontier labs like OpenAI or Anthropic rapidly scale...

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Broadcom looks like both a short-term and long-term buy.

Alphabet's diversified growth, AI-driven ad innovation and lower valuation give it an edge over Netflix's slowing growth.

Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely seen at this scale. The divergence points to a clear winner for the next four quarters.

Performance risk is the larger issue moving forward with Berkshire and its stock portfolio.

Alphabet's ad revenues surge 14.4% in Q2 as Search, YouTube and Gemini-powered tools strengthen its position against Reddit and Meta Platforms.

The customers, the contracts, and the expansion rate behind Palantir's run were all on the record before the price moved, and the options market had stopped bracing for a big move.

There were several common purchases among hedge funds in Q2.

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple was down 0.6% and Microsoft was up just 0.1%, while Alphabet and Amazon were also lower and Meta Platforms was up 0.7%.

Citizens’ $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its 2027 estimated GAAP earnings per share for the company. Analyst Andrew Boone reiterated the target on August 26, along with […]

The ETF invests only in "Magnificent Seven" stocks.

For much of the last year, Alphabet Inc. has been the Big Tech stock to beat as investors bet that it was the most-likely winner from the artificial intelligence boom.

In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.

Wolfe Research just made a bold call that Alphabet will be the stock of 2027, and the argument rests on something most AI investors have overlooked entirely about how Google is quietly positioning itself across the entire AI economy.

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.

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

Michael O’Rourke, chief investment strategist at JonesTrading, sees echoes of the dot-com era in today’s market. He likes large-cap pharma and consumer staples.

Money is flowing to shareholders while they are being diluted at the same time -- and the two amounts aren't close.

Rezolve AI stock has logged steep share price losses over the past three years while one of its valuation checks still screens it as undervalued on a market multiple basis. Recent contract wins and product announcements have brought fresh attention to the company, yet its overall value score remains low. The share price has declined about 72% over the past three years, which puts Rezolve AI firmly in a recovery story rather than a recent high flyer. Google’s deployment of Rezolve AI’s...

The social media giant reached a settlement with U.S. states on Wednesday, easing a major legal overhang, today, Aug. 26, 2026.

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +22.6% from the same period last year on +10.9% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and five producing double-digit growth.

The stock has soared since a custom chip agreement with a giant customer came to light. The place that deal shows up this week isn't where most investors will look.

One part of Alphabet’s AI story is getting harder to ignore

Released on August 14, Berkshire Hathaway’s second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter in 14 quarters. The shift was driven primarily by an 83% increase in its Alphabet Inc. (NASDAQ:GOOGL) stake, to about 106 million shares worth $37.8 billion, making it Berkshire’s […]

A social media giant handed shareholders a truly huge pile of cash, but the market's reaction raises a sharp question about the price of its future.

BNP sees custom accelerators becoming a bigger part of AI infrastructure.

Almost half the headline financing primarily addresses employee-share taxes rather than directly expanding AI infrastructure.

Alphabet was a popular buy among some successful funds in Q2.

Coinbase taps Chainlink to supply pricing data for tokenized stocks on Base, connecting traditional securities with onchain finance.

Google Alum-Founded Company Earns Competitive Spot to Demonstrate Flexible Electric Grid Connection Software to Duke Energy, Edison International, PG&E and MoreSUMMARY Top-tier Selection: Camus Energy chosen for the 10-week Google for Startups Accelerator program focused on sustainable, reliable energy solutions.Utility Exposure: Camus will demonstrate its FlexConnect software to participating utility providers including Duke Energy, Edison International, and PG&E.Data Center Focus: The demonstr

Moonshot is seeking up to 30% of Kimi K3 revenue from U.S. cloud giants.

Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) are reportedly in early talks with China’s Moonshot AI over revenue-sharing deals for its Kimi K3 model, weeks after Treasury Secretary Scott Bessent said he might add the company to...

Investing.com -- Circle Internet Group (NYSE:CRCL) shares fell 4% Wednesday following a Wall Street Journal report that banks are now considering launching their own stablecoins after previously opposing them.

JPMorgan weighs its own stablecoin as major banks explore a global consortium and thousands of smaller banks launch BankChain Alliance.

Investors will be looking for greater visibility into Marvell's recently announced $12.2 billion custom chip deal with Google.

Pennsylvania just handed Snap a fresh lawsuit hours after the stock posted a rare gain, while Meta quietly closed a deal that could have cost it close to its entire market cap. The two prints reveal exactly how much balance sheet size matters when youth-safety cases finally reach a verdict.

Zoom reported adjusted earnings of $1.55 a share for the quarter, up from $1.53 a year ago and above analysts’ expectations for $1.48, per FactSet.

Rezolve AI scored a validation win so rare for small-cap AI names that it sent the stock surging 22% in a single session, yet the same announcement barely moved the needle for its hyperscaler partner. Now traders are deciding how much of that move was real.

The Beijing-based startup wants up to 30% of revenue from Kimi K3-related services on Azure, AWS, and Google Cloud, unnamed sources say

Hyperscalers are already burning through capital at a pace that shocks Wall Street, but SpaceX just announced a project that makes trillion-dollar AI budgets look cautious. The question is whether one profitable satellite business can carry a bet this size.

Chris Malone left OpenAI last week, the Wall Street Journal reported, adding to a tally of more than a dozen senior exits in 2026

Apparently, there is no longer room for Alphabet in Pershing Square Capital Management's portfolio, but doubling down on other AI stocks may be a great idea.

The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.

Google stock is under pressure amid fierce AI model competition but one industry veteran predicts rival OpenAI will falter.

Wall Street is focused on Nvidia's GPUs, but the faster-growing story is sitting beside them.

Approximately $107 billion of Berkshire Hathaway's invested assets can be traced to two artificial intelligence (AI) pioneers.

Most investors can name the massive companies racing to develop autonomous vehicles, but here are three hidden gems you might not have considered.

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.

Nvidia keeps beating earnings estimates. In six of the last eight quarters, the stock has still sold off. Will Wednesday be any different?

Billionaire investors were buying shares of Alphabet, Apple, and Meta Platforms in Q2.

The New York Times reported earlier Tuesday that the streaming service is considering adding more streamers, like Comcast’s Peacock and Fox One, to its roster.

As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth supercycle could slow.

Google launched Gemini Enterprise for Legal, targeting research, document analysis, and contract work.

Tesla will open its Nevada Semi factory on Sept.24, with capacity to produce as many as 50,000 trucks annually.

The $200 million extension comes just months after the physical AI startup reached a $2 billion valuation.

Wix is turning the AI threat into a growth opportunity, and its Gemini partnership could give investors a fresh reason to rethink the beaten-down stock.

Rezolve stock rallies as Google selects its distributed database platform for deployment within Google Cloud. Here’s why caution is warranted in chasing the RZLV shares rally.

Zoom reported adjusted earnings of $1.55 a share for the quarter, up from $1.53 a year ago and above analysts’ expectations for $1.48, per FactSet.

Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

An OpenAI executive helping to oversee the AI developer’s data center buildout, Chris Malone, has left the company.

Investors are celebrating the first major commercial deployment of the AI upstart's distributed database platform.

Zoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.

SpaceX stock rose on Tuesday after closing at its $135 June initial public offering price on Monday. JPMorgan touts the company’s artificial intelligence, Nvidia is partnering on space chips, and a new launching site is on the way. In a Tuesday note, analyst Doug Anmuth praised the rate at which SpaceX is developing Grok, its frontier large-language model that competes with the likes of Anthropic’s Claude, Google’s Gemini, and OpenAI’s ChatGPT.

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265

Rezolve will handle indexing and data pipelines for Google Cloud Web3’s blockchain datasets, helping ensure the information stays accurate, complete, up to date, and easy to access.

Morgan Stanley sees major upside from its custom AI chips.

Alphabet stock has delivered strong gains over the past few years, yet valuation checks still point to a potential discount to its estimated intrinsic value based on a Discounted Cash Flow (DCF) model. Recent AI related news around Google Cloud, custom chips and Waymo keeps expectations high, which makes the current pricing gap particularly important for investors to assess. Alphabet has returned 168.0% over the past 3 years, which puts extra focus on whether the recent share price fully...

Alphabet hopes to convert its massive AI investments into additional revenue.

The market has heavily discounted this social media company's stock, yet its financial engine continues to generate cash at a notable rate.

While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.

The real upside case extends well beyond this quarter

SpaceX and Nvidia are working on AI chips that will work in the harsh environment of space. JPMorgan likes how Grok is coming along.

Options traders are pricing in a double-digit move.

Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.

Management's narrative has pivoted hard from optimizing its massive retail machine to funding aggressive AI infrastructure buildouts, quietly changing what an investment in the company is actually a bet on.

The software firm looks expensive today, but the real debate is whether its rapid growth can deliver on the valuation discount that patience affords.

Political and community pushback is reshaping the data center boom, but the shift could favor hyperscalers. Here are the ETFs that could gain.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

Booming AI chip sales may not "re-rate" Google stock, says Morgan Stanley. That will wait for the debut of Gemini 4 AI model.

Morgan Stanley Bullish on Google AI Chips: TPU Sales Estimates Get Major Boost

Four stocks quietly control nearly half of a fund that calls itself a broad growth index, and most investors holding it have no idea how concentrated their risk actually is.

Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI trade that investors are probably not ready to hear.

Cambium, the modern market for wood, today announced the appointment of Peter Coats as Chief Financial Officer. Coats brings more than two decades of experience across physical infrastructure, climate technology, capital markets and finance, and will lead Cambium's financial strategy as the company continues rapid expansion of its platform for connecting and modernizing the wood economy.

Ogury, the global adtech company powered by Persona Intelligence, today announced the appointment of Nadav Perry as Chief Revenue Officer, Americas. Perry will report to Nicolas Bidon, CEO of Ogury, and joins the company's Executive Committee. In this role, he will take full ownership of sales execution, revenue performance and team leadership across the United States, Mexico and Canada.

Coinbase tokenized US equities went live on Base on Monday, putting four technology stocks onchain as transferable tokens that eligible non-US users can hold in a self-custodial wallet with no brokerage account required.NVDAc, AAPLc, METAc, and GOOGLc track Nvidia, Apple, Meta, and Alphabet, and Chainlink now sits as the official ...

AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.

The "Mad Money" host argues big tech can absorb tougher regulatory requirements that smaller developers cannot afford

Wall Street's savviest asset managers are selling a stock that's rallied over 2,600% since the start of 2023, in favor of a company with otherworldly artificial intelligence (AI) ambitions.

Big investors say Bitcoin's rally reflects capital fleeing AI stocks, framing BTC as both a rotation play and a hedge.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Treasuries have reclaimed the yield advantage, with fewer than 4% of S&P 500 stocks now yielding more than the 10-year Treasury (near 4.69%), compared with nearly 63% a decade ago.

The social media giant is delivering elite-level growth and profits, yet its stock commands only a mid-tier valuation. Is the market right to be so cautious, or is this a classic mismatch.

The open-source AI hub is fielding buyout interest at nearly triple its 2023 valuation, weeks after a security breach and days after Stripe's OpenRouter deal reset the price of AI infrastructure.

Cryptocurrency exchange Coinbase Global (NASDAQ: $COIN) has debuted tokenized stocks on its Base blockchain network...

Coinbase Tokenized Stocks just went live on Base, running on the new B20 standard. Here's what to expect.

Two investors who run money in completely opposite ways ended up in the same two stocks in Q2. That is worth paying attention to.

New Street Research urges Meta to establish a cloud business and reiterates a Buy rating and $700 price target on Meta stock.

Marvell’s huge rally has not scared Wells Fargo away

Netflix could face higher programming costs as YouTube spends to keep creators exclusive, putting pressure on the streaming company’s margins.

Marvell's Google breakthrough is forcing investors to question Broadcom's grip on hyperscaler AI silicon.

D-Wave Quantum's order book grew over the past year while its revenue shrank, and the gap is a delivery schedule more than a demand problem.

ADBE's 16% monthly rebound, discounted valuation and accelerating AI monetization support the stock, but competition and heavy AI spending keep it a hold.

GF Securities sees major Google and Amazon silicon revenue ahead.

Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the sector fund slipped into the red reveals a tension that cuts against how investors have been positioned all year.

Coca-Cola stock is considered one of Warren Buffett's most famous and successful investments. Coke is one of his oldest investments too.

Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks about its ceiling.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at consumer internet stocks, starting with Alphabet (NASDAQ:GOOGL).

SEO Practitioner Matthew Kellogg shares search results strategy for managing professional identity online. Matthew Kellogg Publicly Chronicles Reputation Management Methodology Across National Markets SEO Practitioner Matthew Kellogg shares search results strategy for managing professional identity online. Miami, FL , Aug. 24, 2026 (GLOBE NEWSWIRE) -- Matthew Kellogg, an SEO practitioner for over a decade, has developed systematic approaches to reputation management applicable to many profession

The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure money belongs right now.