High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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 […]
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 […]
Amazon’s Jeff Bezos, Meta’s Mark Zuckerberg and Nvidia’s Jensen Huang were among the dozens of CEOs invited to President Trump’s state dinner in Washington, D.C., on Thursday to honor China’s Xi Jinping.
Waymo is planning on entering Las Vegas, but it is not alone in the market there. Amazon-backed Zoox already has a public robotaxi presence in the city, giving Waymo an established rival as it begins its Nevada rollout. Alphabet Inc.’s (NASDAQ:GOOGL) autonomous-driving unit has started offering fully autonomous rides to public passengers in Las Vegas, […]
Waymo has spent years proving that driverless taxis can operate commercially in U.S. cities, and is now taking the model to Tokyo to test whether it can work there. Alphabet Inc.’s (NASDAQ:GOOGL) autonomous-driving unit plans to launch a fully autonomous commercial taxi service in the Japanese capital in 2027 alongside taxi-app operator GO and Nihon […]
In the past month, Waymo has expanded its fleet in Texas by 49%. There are other hotspots as well.
A battered space favorite just attracted Wood’s attention again.
AJ Scaramucci, son of Wall Street financier Anthony Scaramucci, has taken Solari Capital out of stealth after deploying $350 million across AI and crypto.
Alphabet Inc. (NASDAQ:GOOGL) has spent years fighting European regulators over how Google Search treats competing services. Now the argument is moving from the courtroom and regulators’ offices directly onto the search-results page. Earlier this month, Google rolled out major changes to Search in Europe as it works to comply with the EU’s Digital Markets Act. […]
One of these numbers could double in November -- on paper.
AI's infrastructure race may eventually extend far beyond Earth
International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.
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.
Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.
Google will be the first big tech company to put an experimental satellite in orbit to answer AI queries.
Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.
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.
Gemini creates a new premium-client lane beside Dell's much larger AI-server business.
Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (
Google Pushes AI Into Orbit With High-Stakes TPU Test
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.
Coach and Kate Spade items are now available for purchase in Google’s AI shopping ecosystem.
Alphabet just crossed below its 50-day moving average. That kind of bearish action calls for this particular options play.
Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...
Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.
Investing.com -- Alphabet Inc's (NASDAQ:GOOGL) Google has officially launched Project Suncatcher, an ambitious orbital computing initiative aimed at deploying its proprietary artificial intelligence chips into space to bypass growing terrestrial energy and infrastructure constraints. The tech giant announced Thursday that it is preparing to launch a prototype satellite equipped with its Trillium Tensor Processing Units (TPUs) aboard SpaceX's (NASDAQ:SPCX) upcoming Transporter-18 rideshare missio
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.
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