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

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

Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.

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

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

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

The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?

Hyperscalers are expected to fund an increasing amount of their capex with debt.

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

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

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

I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up

Amazon’s (NASDAQ:AMZN) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at ... 3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings

Investors have a short memory on Alphabet.

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

Apple's market cap reached $5 trillion.

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

Rivals across Europe are seeking billions in damages.

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

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

Meta reported its Q2 earnings after the bell on Wednesday.

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

Microsoft reported its Q4 earnings on Wednesday.

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

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.

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

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

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

PayPal doubled down on its turnaround plan on Tuesday, raising its 2026 profit forecast and outlining cost-saving steps, as it looks to convince investors that it is worth more than the $53 billion takeover offer ‌that analysts described as "low-ball". The payments company, once the crown jewel of American financial technology, received a $60.50-per-share bid from Stripe ‌and private equity firm Advent International, Reuters reported earlier this month, citing sources. The offer is a fraction of the roughly $360 billion valuation PayPal commanded as a pandemic-era ​darling in 2021.

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