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Not every stock will take you to the moon, or Mars.

Investors are asking whether cloud and AI revenue can keep pace with a sharp rise in capital spending.

Stock Market Today: The Dow Jones index dropped Wednesday as oil prices jumped. SMCI stock surged, with Alphabet and Tesla earnings due.

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

Samsung Electronics on Wednesday unveiled a passport-sized foldable phone and raised prices of two updated foldable models, as it grapples ‌with rising memory chip prices while bracing for a new threat from Apple ‌in the niche but growing segment. The South Korean technology company pioneered foldable smartphones but its dominance is set to ​be challenged by Apple which analysts expect this year to launch a foldable phone with a screen similar in size to an iPad mini. "Strategically, this is one of Samsung's most important foldable launches," said Francisco Jeronimo, vice president at researcher IDC.

Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the biggest money sees opportunity right now.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Report points to tensions over AI data agreementReddit (NYSE:RDDT) shares fell 5. 8% in premarket trading on Wednesday after reports suggested the social media platform is considering restricting Google’s access to its content as negotiations continue over a new artificial intelligence data licensing agreement.

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]

With tech earnings on tap from the likes of Alphabet, Tesla, IBM, memory-chip maker Micron could be in for a wild ride.

Will the divergence in semis vs. Mag 7 end?

Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates.

US equity futures were lower pre-bell Wednesday as oil prices rose following US Secretary of State M

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

The company’s ambitions helped weaken its credit rating, leaving Oracle one notch above junk status and facing a massive financial requirement.

Investing.com -- Reddit stock took a hit Wednesday morning, dropping 5.8% in premarket trading following reports that the social platform is threatening to block Google from using its content to train artificial intelligence models. The move signals a growing high-stakes standoff between digital publishers and search engine giants. According to a Wall Street Journal report, Reddit executives are considering pulling the plug on Alphabet’s access as the two companies negotiate a renewal of their e

Brent crude briefly topped $95 a barrel Wednesday after an 11th consecutive night of U.S. strikes against Iran, with Fed rate hike odds climbing

Options traders price outsized moves as Tesla, Alphabet, and IBM report Q2 earnings after Wednesday's closing bell.

The newspaper publisher said page views on its platforms dived by 40% for the past half-year.

Host Kenny Polcari, Hennion & Walsh CIO Kevin Mahn, and Neostellar Capital Corp Principal Willy Lee break down Apple's intellectual property lawsuit against OpenAI, how it exposes Apple's AI vulnerabilities, and why the legal battle could push the highly anticipated IPO to 2027.

Alphabet just made a move that no shareholder-friendly tech giant has attempted in a decade, and the company is betting its entire AI future on the gamble paying off before investors lose patience.

Investing.com -- Alphabet reports its second-quarter 2026 results after the bell on Wednesday, and for this cycle, Wall Street has made clear that the numbers themselves are almost beside the point.

SK hynix (SKHY) is considering acquiring Intel's (INTC) semiconductor campus in New Albany, Ohio, as

This is a big day for the market, with Google owner Alphabet and electric vehicle manufacturer Tesla both set to report after the closing bell to kick off earnings season for Big Tech. Alphabet's earnings could be a make-or-break moment for the artificial-intelligence trade, which has faltered in recent weeks amid concerns about the rise of cheaper Chinese chatbots.

The Congressional Budget Office in January 2001 predicted such large future budget surpluses that it said all redeemable U.S. government debt could be paid off within five years. Treasury reversed course five years later as deficits instead widened, yet those bonds remain an afterthought. The long bond isn’t as closely followed as the 10-year note, the benchmark shown daily in this newsletter and important for things like mortgage rates.

LONDON, July 22 - What matters in U. and global markets today , Editor-At-Large, Finance and Markets Oil prices, bond yields and chip stocks were rising in sync again overnight, as this renewed round of fighting between the U.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

↗️ Super Micro Computer (SMCI): Shares surged in premarket trading after the AI server maker projected fourth-quarter gross margins roughly double those it had originally targeted. Rivals Dell Technologies (DELL) and Hewlett Packard Enterprises (HPE) also rallied.

The "Oracle of the Omaha" isn't slowing down much, if at all.

Reach (LON:RCH) said first-half revenue fell as lower referral traffic, particularly from Google, continued to weigh on digital audiences, but the publisher maintained that it remains on track to deliver full-year profit in line with market expectations. Chief Executive Piers North told investors t