Alphabet

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

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

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

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

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

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

Trade Desk shares slid 23.5% in a week as slowing revenue growth, weaker margins and execution gaps deepen concerns over advertiser demand.

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Lyft is broadening its mobility network through robotaxi partnerships, European acquisitions and partner-linked rides, while control risks remain.

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

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

The stock chart offers a clue about positive shift in sentiment. New CEO Abel made several bold moves in Q2.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), Meta (META), and Microsoft (MSFT).

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

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

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

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

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

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

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

Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.

Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.

Wellington Management fixed income portfolio manager Brij Khurana weighs in on what the bond market (^TYX, ^TNX, ^FVX) could be signaling about SpaceX's (SPCX) debt sales plans, especially as shares of Elon Musk's space venture continue to slide lower.

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

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

Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.

Uber reported second-quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed analyst projections. Uber says its robotaxi push is still well underway, with investments set to grow.

PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.

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

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

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

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

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

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

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

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

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

Wall Street closed sharply higher on Monday to start August trading.

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

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

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

With unmatched revenue in the lucrative commercial and defense sectors, soaring free cash flow, and sustained earnings beats, Palantir is one of Wall Street's most compelling growth stories.

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

SpaceX stock sank to $104.83 before closing at $114.53, up 5.7% on the first trading day of August. July was a brutal for the shares.

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

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

SpaceX's first earnings report as a public firm lands tomorrow, with AI burning billions, Starlink margins slipping, and Starship costs climbing.

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

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

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

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

SpaceX stock was lower in premarket trading on Monday. July was a brutal month for the company's shares.

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

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

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

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

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

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

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

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

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

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

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

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

Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.

Reddit shares plunged the most on record on Friday after US daily users, lack of new AI deal announcements dissapointed investors.

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

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

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

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

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

Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.

For the first time in three quarters, the market appears willing to grant that the AI spending is buying something real.

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

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

NVDA's 10% five-day slide reflects financing concerns, but surging AI capex, strong earnings growth and a discounted valuation keep its investment case strong.

SpaceX stock rose early Thursday as Elon Musk’s rocket and AI company tried to shake off recent losses with some help from the U.S. Space Force. Its shares added almost 16% after a strong earnings report. As for SpaceX, it was awarded a $1.6 billion contract for 18 Falcon 9 launches.

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

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

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

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

Microsoft surged on Thursday following a blowout quarter.

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

The generative AI figure that once made its progress checkable is gone from the latest earnings call.

SpaceX stock rose early Thursday as Elon Musk’s rocket and AI company tried to shake off recent losses with some help from the U.S. Space Force. The shares were up 1.6% at $114.29 in premarket trading, while and futures were up 0.4% and 0.2%, respectively. Its shares were up almost 9% after a strong earnings report.

LONDON, July 30, 2026--Omdia has raised its 2026 semiconductor revenue forecast to 94.1% year-over-year (YoY), driven by exceptional growth in DRAM and NAND as AI demand continues to outpace global supply. Memory ICs are now expected to account for more than 50% of total semiconductor revenue in 2026. AI demand has exceeded the industry’s current ability to produce and package chips, with bottlenecks across high bandwidth memory (HBM), advanced packaging, and node capacity expected to persist un

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

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

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

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

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

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

META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.

Tesla sells battery storage, but needs power to keep its own AI infrastructure running, as it develops self-driving cars and Optimus robots.

Investors have a short memory on Alphabet.

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

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

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

Google's cloud revenue grew 82% YoY in Q2, and its revenue exceeded expectations. But its 2026 CAPEX guidance widened significantly, and its EPS fell shy of expectations when stripped of…

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

The market’s nonchalance over escalations in Iran came to an abrupt end on Thursday, as oil prices settled above $100 a barrel for the first time in two months. Ongoing jitters about hyperscalers spending too much on the AI buildout weren’t helping matters, and the combination of those factors wiped out hundreds of billions of dollars in market cap. The Nasdaq Composite sank 2.1%.

Investing.com -- Alphabet nearly doubled capital expenditure in the second quarter as the Google parent accelerated investments in artificial intelligence infrastructure, while reporting revenue and profit that comfortably beat Wall Street expectations.

One line item in this afternoon's report will tell investors more than the headline numbers will.

The Dow Jones Industrial Average added 0.7% while the S&P 500 rose 0.9% and the Nasdaq Composite gained 1.3%. Semiconductor stocks logged their best day in a month. Overall, traders “shrugged off the news from the War in favor of buying the chip makers again, presumably on the hope that the AI hyperscalers, when they report second-quarter earnings over the next few days, will also report large capital spending plans,” wrote Macquarie Strategist Thierry Wizman.

Concerns surround Google Gemini. But analysts across the board are bullish heading into the earnings report.

Google parent Alphabet has been a market-beating machine for ages.

Earnings may take a back seat again. Investors want updates about Tesla's robotaxis and Optimus robots.

Wall Street closed sharply lower on Friday, pulled down by tech and discretionary stocks.

U.S. stocks started off a key week of trading with a Monday morning rise. Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings. The heaviest slate of second-quarter earnings and big tech updates are on tap, as well as a Federal Reserve policy meeting, and continued attacks between the U.S. and Iran are putting the focus back on energy markets. Tech stocks

Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).

Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.

The biggest problems aren’t caused by what you don’t know, but what, as Mark Twain put it, “you know for sure that just ain’t so.” It’s there in the major indexes, where S&P 500 futures were down 0.9% in early Friday trading, while Nasdaq Composite futures were off 1.9%, and nearing correction territory. Chip stocks were supposed toe be unstoppable, driven by shortages and insatiable demand for artificial intelligence.

(Updates with closing levels throughout the story.) Wall Street's stock indexes fell Thursday aft

Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.

The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.

According to a report by The Information, Apple has held discussions with bankers about potential chip acquisitions in recent months.

Tesla may beat Q2 earnings estimates as deliveries and energy storage surge, but rich valuation, heavy AI spending and execution risks cloud the stock's appeal.

AUSTIN, Texas, July 14, 2026--Polygraf AI, the company redefining AI security for critical operations, today announced Meeting Guard, a real-time AI fraud detection solution for enterprise meetings designed to address a growing reality facing organizations: your meetings are no longer secure.

Significant advancements in AI-ready centers and connectivity infrastructure, such as Google's Sol subsea cable, are underway. Sustainability is prioritized through renewable energy adoption. Spanish Data Center Market Spanish Data Center Market Dublin, July 14, 2026 (GLOBE NEWSWIRE) -- The "Spain Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" has been added to ResearchAndMarkets.com's offering.The Spain data center market is on track for significant expansion, projec

A New Jersey bill would ban self-driving cars that don't use radar and lidar. Tesla's stock is up 1% on Friday.

More robo-taxis would give Tesla stock a boost. Scaling the self-driving taxi business, however, has been harder than investors expect.

A technology giant is growing faster than it has in years, yet the market is pricing its stock as if that growth is worth nothing at all.

Visa Inc. (NYSE:V) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 3, Matthew O’Neill of Bank of America Securities reiterated a Buy rating on Visa Inc. (NYSE:V) and set a target price of $410. The firm’s assigned price target implies a further 13% upside from current levels. This […]

After a powerful run to near-record highs, the biggest threats to Apple are the very sources of its strength, which now face pressure from costs and regulators.

Self-improving models are reshaping the AI race as OpenAI, Anthropic, Google and others pursue superintelligence.

The purchase of $10 billion worth of Alphabet stock through a private placement was Berkshire Hathaway's biggest deal since Greg Abel took over as CEO.

Regulation meets AI driven growth at Alphabet The UK’s Competition and Markets Authority has imposed new conduct rules on Google Search, requiring fairer rankings and data portability, just as Alphabet (GOOGL) leans heavily into AI driven expansion. At the same time, Alphabet’s Gemini platform and Google Cloud business are drawing strong demand, backed by a US$80b equity raise and recent Q1 revenue of US$422.5b with net income of US$160.2b. See our latest analysis for Alphabet. Alphabet’s...

Amazon is returning to the bond market with a multitranche debt offering as strong investor demand keeps borrowing costs low while the company continues investing heavily in AI infrastructure.

The company's AI platform is driving rapid, triple-digit growth in its core U.S. market, but the stock's premium price and past volatility demand a clear-eyed look at the risks.

Meta stock is off to a strong start in July as investors are sizing up a potential Meta cloud business.

OUSD could represent an existential threat to USDC.

Excitement has cooled this year around some of the biggest names in tech.

Miami marks the latest city to offer Tesla's robotaxis. However, the service's rollout remains slow.

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover

Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.

After eight years with Webush securities and 25 years as a top Wall Street technology analyst, Dan Ives announced Thursday plans to move on. Well known as a colorful commentator and a longtime Tesla bull, Ives aims to launch what he described as a "modern merchant bank," aimed at combining research, advisory, capital raising and investing under one roof, the analyst told CNBC. On Tuesday, Ives wrapped up his term at Wedbush by initiating coverage of SpaceX with an outperform rating and $190 pr

Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock fell more than 7% on Wednesday.

A Swedish market court on Wednesday ordered Google to pay some 14.3 billion kronor ($1.46 billion) in damages, plus interest, to price comparison site Pricerunner for promoting its own shopping comparisons in search results.The Patent and Market Court in Stockholm said "Pricerunner is deemed to have suffered damage as a result of Google having, for many years, unlawfully favoured its own price comparison service."

Uber stock could face more robotaxi fears after news that it is no longer partnering with Waymo in Phoenix, an analyst said.

ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.

Microsoft faces pressure as massive AI infrastructure spending weighs on margins, with investors watching when Azure and Copilot investments begin to pay off.

Wall Street bankers are predicting a busy second half after SpaceX's $86 billion listing and Alphabet's $85 billion share sale pushed issuance past the 2021 peak

AMZN boosts its India commitment to $48B by 2030, expanding AI, cloud and logistics infrastructure as rivals race for the same growth market.

The Nasdaq fumbled early gains after Wall Street resumed selling chip stocks. The Dow rose 184 points, or 0.4%. Stock market breadth was strong, but some sideways trading in key chip stocks turned south as the afternoon rolled on.

The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

Cheaper Chinese AI could stimulate demand, which would be good for hardware and equipment makers, and data centers, says Gavekal Research analyst Will Denyer.

Health Tech Advisory and Industry Analyst Stephanie Davis comes on Market Domination to assess the state of the wearable technology industry, commenting on the lessons that the companies in this space can learn from FitBit's past. FitBit was acquired by Alphabet (GOOG, GOOGL) in 2021.

The U.S. peace deal with Iran remains delicate, but investors seem to be too busy selling artificial intelligence stocks to notice. Iran war peace talks were fraught over the weekend—President Donald Trump threatened to restart the conflict and there was ongoing violence in Lebanon. With Wall Street largely optimistic that an end to hostilities will come sooner rather than later, tech was once again the real reason stocks were moving today.

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) fell 7% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.

For investors seeking exposure to one of the key enablers of the AI revolution, Micron (MU) remains a stock worth watching ahead of its Q3 results on Wednesday, June 24.

BofA analyst Alexander Perry recently analyzed safety y data for Waymo and Tesla. Serious incidents are very rare.

META's AI push is fueling user and advertiser engagement, but heavy spending, Reality Labs losses and valuation concerns cloud the stock's outlook.

Intel's (INTC) stock has risen roughly sixfold from its 2025 lows, trading at over $120 per share. The move reflects a fundamental rethinking of Intel's foundry business, which has received a vote of confidence from the U.S. government and marquee customers, who reportedly include Nvidia (NVDA), Tesla (TSLA) and Google (GOOG). With fabs in Arizona and Oregon, Intel is the only American company that both designs and manufactures leading-edge chips on U.S. soil, giving it a geopolitical hedge that

Pacific Biosciences of California, Inc. (NASDAQ:PACB) is one of the 8 Best Genomics Stocks to Buy According to Analysts. On May 26, Pacific Biosciences of California, Inc. (NASDAQ:PACB) began global shipments of its SPRQ-Nx sequencing chemistry and new multi-use SMRT Cells for the Revio platform. The firm lowered the per-genome list price to $345 and authorized […]

Wedbush thinks AI upgrades showcased in the WWDC event can add $100 to Apple’s stock.

Google Cloud's expanding backlog and growing enterprise adoption of Gemini-powered AI solutions position Alphabet to deliver significant growth.

Roku stock is in focus as Fox announces plans of buying the streaming devices firm for $22 billion. But the buyout deal weighed heavily on FOXA shares today.

Navan climbed after Q1 earnings as AI momentum, rising enterprise traction, and strong adoption trends boosted investor sentiment and outlook.

Apple announced Siri AI earlier this month, along with other updates. Investors eagerly await the company's AI execution.

Alphabet (GOOGL) closed the most recent trading day at $368.56, moving +2.47% from the previous trading session.

Nvidia stock was gaining as it outlined plans to issue investment-grade corporate bonds for the first time since 2021.

The Iran-U.S. deal gave Wall Street a green light to pile into risk assets and chase momentum, and lagging Magnificent Seven stocks were in on the action this time. The Dow rose 721 points, or 1.4%. The S&P 500 jumped 1.

The SpaceX record-setting IPO is in the books. SpaceX is the latest, and largest, in a long line of hot technology IPOs. Expectations that space-based AI will be low cost and profitable underpin SpaceX’s $2.1 trillion valuation.

Intel has received a double rating upgrade from a Bank of America analyst with a price target of $135.

Check out the companies making headlines this week:

AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA’s Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #3 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $177,413,018 Alphabet (NASDAQ:GOOGL) is proving the AI doubters wrong. The fear was that AI would cannibalize Google Search. The reality is the opposite. Search is growing faster because […]

When 13F filings for Q1 2026 hit in May, the smart-money positioning on Alphabet (NASDAQ:GOOGL) split clean down the middle. On the sell side, Stanley Druckenmiller exited his entire 385,000-share position (roughly $153 million), Brad Gerstner’s Altimeter sold all 519,290 shares (roughly $162.5 million), and Bill Ackman trimmed his Class C holding from about 6.1 ... 3 Billionaires Dumped Alphabet in Q1. 2 Billionaires Bought More. The Winners Are Clear

Investing.com -- A wave of mega IPOs from SpaceX, Anthropic, and OpenAI, alongside fresh share sales from AI hyperscalers, could pose a significant test for the stock market, according to Capital Economics, which warned that surging equity supply has historically coincided with the late stages of major equity booms.

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Talking about tech companies that would be able to get out of “out of this morass,” Cramer said: And then the next one is Apple. Still has a balance sheet that’s fantastic. Still has […]

Nvidia stock could be in line for a long-term boost if Elon Musk’s SpaceX makes a successful transition to public markets. Nvidia shares were down 0.2% at $204.32 in early trading Friday. The stock is down 9.1% over the past month, with investors seemingly wary of competition in artificial-intelligence chips.

Alphabet Inc. (NASDAQ:GOOGL) is among our Good Stocks to Invest in Now. The stock has gained more than 13% over the past 6 months, and the Street expects more than 18% upside from the current levels. ​Recently, on June 9, TD Cowen analyst John Blackledge raised his price target on Alphabet Inc. (NASDAQ:GOOGL) from $450 […]

The satellite radio giant’s stock found something better than luck: a powerful new partner outside the car.

The SpaceX CEO's fortune on paper now rivals the annual economic output of many countries, according to World Bank data.

Amazon is down more than 10% over the last month. The valuations look reasonable now, and long-term investors can start buying AMZN stock at these levels.

Meta remains one of the highest-quality tech companies in the market, and the recent pullback may encourage more investors to take a closer look at its stock.

While AI-driven revenue opportunities may take time to materialize, solid iPhone demand and strength in the Services segment will support Apple’s growth.

STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.:: Intel:: NvidiaThat’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.:: IntelShares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.:: IntelIntel declined to

A 2x daily leveraged ETF that owns nothing but swaps on a single AI server stock did what 2x daily leveraged ETFs on single AI server stocks do when the AI server trade breaks. Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) fell 22% on June 5, 2026, closing at $23.22 after opening near $29.95. ... SMCX Sank 67% in a Year While the Underlying Stock Rose 2%

The AI race is getting more expensive, and Alphabet’s latest fundraising plan proved it. Still, Berkshire Hathaway’s $10 billion bet offers investors a reason to look deeper.

Investing.com -- Meta Platforms (NASDAQ:META) shares fell 7% on Friday after the Financial Times reported the company is considering a major equity raise to fund its artificial intelligence infrastructure.

A report says Meta is exploring a potential equity raise as AI infrastructure spending ramps up and capital needs grow.

Xianming Liu, head of XPeng's General Intelligence Center, told Electrek that the company spends roughly RMB 300 million a month training AI models for autonomous driving.

Apple stock has been in a holding pattern ahead of the debut of the new and improved Siri, which is set for Monday at WWDC.

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

Broadcom (AVGO) stock has fallen as much as 15% in Thursday's trading session despite reporting record Q2 results yesterday evening.

One advantage of Nvidia not rocketing higher amid recent chip-stock enthusiasm is there’s less room to fall when things turn sour. The chip maker looked to be benefiting Thursday as it weathered a selloff in the semiconductor sector. Nvidia shares were up 2.3% at $219.51 in early-afternoon trading, while the Nasdaq was up less than 0.1%.

Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer mentioned the company raising money and its competition with others, as he remarked: I saw that Amazon and Alphabet were pointedly absent among the winners. That’s right. Although Jensen did mention that Alphabet […]

The famous hedge fund manager seems to have found a hidden gem outside of the market's most popular stock picks.

From University Lab to Quantum Hype Stock IonQ (NYSE:IONQ) hit the public market in October 2021 via a SPAC merger with dMY Technology Group III, becoming the first pure-play quantum computing stock investors could actually buy. The pitch was bold: a trapped-ion architecture spun out of University of Maryland and Duke research, aimed at solving ... What a $1,000 Bet on IonQ Since Its SPAC Debut Is Worth Today

Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors

Anthropic filed for an IPO, while Google parent Alphabet said it would raise $80 billion from stock sales to fund its AI buildout

Meta Platforms is rolling out subscriptions for its family of apps as well as AI services. The subscriptions could drive its long-term growth and help the company monetize its AI capex.

Enlight Renewable Energy surged after securing a long-term Google power agreement, reinforcing its growing role in the AI-driven electricity infrastructure boom.

Ashraf Alkarmi will become the new CEO of Dropbox, succeeding co-founder Drew Houston.

The pitch behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) is intuitive: own all seven Magnificent Seven names through a single ticker, collect a fat weekly distribution, and let YieldMax run synthetic covered calls in the background. YMAG bundles seven single-stock YieldMax sleeves on Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA, and Tesla into ... YMAG Bundles YieldMax’s Magnificent Seven Strategy Into One Ticker, And the NAV Decay Compounds Across All Seven

Amazon merges Rufus and Alexa+ into free Alexa for Shopping, touting AI-driven sales and ad gains, but rising AI costs and margin pressure loom.

In other news, Kawasaki opens a Silicon Valley center to expand physical AI collaboration between the U.S. and Japan, and Stellantis plans to partner with Accenture and Nvidia on digital twins.

Tesla stock failed to notch seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla uses AI to train its robo-taxis to drive.

Blackstone (NYSE:BX) has formed a joint venture with Google to create a new U.S. company focused on supplying advanced data center capacity. The venture will offer Google Cloud TPUs as a compute-as-a-service product to support accelerating AI workloads from enterprises. An experienced Google executive is set to lead the new platform, combining Blackstone's capital and infrastructure reach with Google's AI technology. At a share price of $116.14, Blackstone is adding a fresh digital...

AAPL is baking Apple Intelligence into iPhone 17, Macs and services, aiming to drive upgrades and revenue, even as AI rivals surge.

The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business

HubiFi, the multi-source revenue recognition solution, is available to all Stripe customers today on the Stripe App Marketplace. The integration unifies and automates revenue recognition across Stripe, app stores, ERPS, and other multi-source revenue data — a core complexity most revenue recognition tools weren't built for.

As the most searched for stock on Zacks.com, Apple's (AAPL) remarkable rally has accelerated in recent weeks.

Arm Holdings targets AI data centers with its new AGI CPU, betting agentic AI workloads will drive demand for Arm-based infrastructure.

Alphabet's vertically integrated AI ecosystem and cloud growth may give it an edge over Super Micro Computer in the booming AI data center market.

This artificial intelligence company offers compelling value, but Ackman says there are even better opportunities.

Alphabet's stock has been on fire since Q1 ended.

Shares in the leading AI company have skyrocketed 130% during the past 12 months.

Alphabet is going all-in on consumer-centric AI, looking to play to its strengths.

Long weighed down by smartphone market stagnation and the impending loss of Apple as a client, Qualcomm is staging a powerful comeback as it transitions to an aggressive offensive in AI data center inference and physical AI.

Intel wants to capture higher margins amid surging AI PC demand and tightening supply of advanced nodes.

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Alphabet Inc. (NASDAQ:GOOG) is one of the best communication stocks to invest in. Alphabet Inc. (NASDAQ:GOOG) announced on May 20 a partnership between Google Cloud and Thales, a global leader in high technologies, aimed at establishing a new sovereign cloud solution in Germany. Management stated that the agreement marks a notable step in meeting the German […]

OpenAI is reportedly looking to file for an IPO. MSFT stock looks like a buy ahead of the AI startup's listing.

The SpaceX S-1 is finally here, and the story it tells goes way further than rockets. The filing runs to 36 pages of risk factors alone, and the numbers inside match the ambition: a $28 trillion total addressable market, a pay package tied to establishing a Mars colony, and a valuation target that would make it the largest IPO in American […]

(Bloomberg) -- A neglected part of downtown Chicago is perking up as Alphabet Inc. redevelops a 1980s-vintage building designed to house legions of state government workers. Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran in Talks With Oman Over Permanent Hormuz Toll SystemUAE Joins Saudis, Qatar in Urging Trump Not to Restart WarModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSt

Zacks GenXers Tracey Ryniec and Mark Vickery look back on the late 1990s and compare it with 2026's AI Revolution.

Moby summary of Evogene Ltd.'s Q1 2026 earnings call

Alphabet Inc. ’s Google (NASDAQ:GOOG) on Tuesday introduced a range of new artificial intelligence tools at its annual I/O developer conference, including AI agents integrated directly into Search and a faster, lower-cost Gemini model aimed at enterprise customers.

The key takeaway from Ackman's move isn't that Alphabet isn't a good stock to own.

WIth Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus. Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in...

AMZN pushes Fire TV and Alexa+ upgrades to turn viewing and voice into shopping, as rising usage and purchases meet strong sales and heavy capex risks.

The Sweden data center market is poised for robust growth, anticipated to achieve a CAGR of 8.34% from 2025 to 2031. The Swedish government's digital initiatives and a focus on AI-ready infrastructure are pivotal to this expansion. EcoDataCenter's AI-ready campus in Borlänge exemplifies this trend. The national strategy for AI development is set for 2026, further enhancing market momentum. Notable investments in high MW campuses by atNorth and EcoDataCenter highlight a shift towards large-scale

The two giants are launching an AI compute supplier as the demand for AI infrastructure continues to grow.

While UBER stock has dipped so far this year, Wall Street sees massive upside ahead.

Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK Act, while the VanEck Social Sentiment ETF (NYSEARCA:BUZZ) uses natural language processing to score social media chatter around large-cap US stocks. Both test ... NANC Traders Beat the Crowd by 33 Points and the Difference Keeps Growing

Warren Buffett's successor Greg Abel is steering both day-to-day operations and a massive investment portfolio.

Both Big Tech stocks look like long-term winners, but one clearly has the upper hand.

Intel stock is rallying as investors increasingly view the company as a critical AI manufacturing and infrastructure partner behind the massive Terafab project.

The Nevada utility will stop supplying electricity to the region after May 2027, leaving Liberty Utilities scrambling to find a replacement source

The celebrity fund manager believes that Robotaxi will stay ahead of Waymo.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

As AI data centers scale globally, Arm is helping run them while Fortinet is helping defend them.

Intel’s remarkable rally reflects growing investor confidence in the company’s turnaround efforts and its expanding role in the AI infrastructure boom.

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

TTD misses earnings estimates despite revenue growth, as slowing momentum, macro pressures and rising competition challenge its near-term outlook.