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In many ways, Alphabet (GOOGL) stock investors entered the earnings season looking for proof that AI was strengthening its Search business without forcing another major bump in spending. Though the quarter delivered evidence of robust demand, it wasn’t the confirmation Wall Street was hoping ...
Google's $1B Fiber Bet Ignites Verizon Stock as AI Growth Story Accelerates
Tesla is bleeding market share in investor portfolios to Lucid and Rivian even as it posts record deliveries, and the reason points to a CEO distraction that could get louder before it fades.
(Corrects to say Trump in paragraph 3) July 24 (Reuters) - U.S.
President Trump threatened Friday to impose "a substantial tariff" on the European Union over the bloc's penalties against U.S. technology companies .
Verizon CEO Dan Schulman said the company expects to announce additional AI infrastructure deals by year-end worth multiple billions of dollars
Alphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...
Verizon Communications (NYSE:VZ) raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. Chief Executive Officer Dan Sc
Alphabet's cloud revenue is growing at a remarkable pace.
Investing.com -- President Donald Trump said Friday the United States will start a Section 301 Investigation into the European Union’s practice of fining American technology companies after Google received another penalty from the bloc.
Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.
Alphabet's (GOOG, GOOGL) Google said Friday it is signing the EU AI Act Code of Practice on Transpar
Stock market turmoil continues as investors seek cover. Here's how to interpret the defensive action.
The AI build-out will likely accelerate in 2027.
The European Commission has fined Google $1 billion, claiming it breached the EU's Digital Markets Act.
Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet on where AI revenue lands a decade from now.
Meta and Alphabet both reported blowout quarters, but one relied on a tax windfall while the other borrowed billions to fund its AI ambitions. The gap between their valuations tells a story that ad revenue and cloud growth alone cannot explain.
Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.
Alphabet Inc. (NASDAQ:GOOGL) burned more cash than it generated last quarter for the first time since its 2004 IPO, and Wall Street reacted by handing the stock its worst day in over a year. Google lost roughly the market cap of Palantir (NASDAQ:PLTR), despite Google Cloud revenue reportedly surging 82%, a sign of how spooked investors are by that negative $5.86 billion free cash flow figure. The sell-off may be pushing investors toward the one megacap that barely spends on AI at all: Apple Inc.
The telecom group expects additional infrastructure agreements to produce several billion dollars in revenue as it raises its 2026 profit and cash-flow forecasts.
Investing.com -- Barclays said Alphabet is poised to launch one of its most significant new AI infrastructure initiatives through a "TPU-as-a-service" (TPU-aaS) model, arguing the market is underestimating its long-term earnings potential. The brokerage believes the initiative could lift Alphabet's 2028 gross profit by about 15% while significantly expanding operating income.
Next week's earnings from Apple (AAPL), Meta (META), Amazon (AMZN) and Microsoft (MSFT) could set the tone for the broader market, making it one of the most consequential weeks of the summer. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss what investors should watch and why these reports could have an outsized impact on market sentiment.
AMD (AMD) CEO Lisa Su chats with Yahoo Finance Executive Editor Brian Sozzi about her observations on current AI demand.
Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.
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