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Is Washington Building a Tariff Wall Around American AI?
Insider Monkey66d agoneutral
Is Washington Building a Tariff Wall Around American AI?

Moonshot AI’s July 17 release of Kimi K3 has confronted Washington with an awkward fact: a Chinese open-weight model can approach leading American systems in coding and agentic tasks while charging less, though we challenge the simplicity of that premise here. On July 20, the White House was considering options to block or sharply restrict […]

Google (GOOGL) Backs Skilled Trades Alliance Across 30 States With BlackRock And Ford
Simply Wall St.66d agoneutral
Google (GOOGL) Backs Skilled Trades Alliance Across 30 States With BlackRock And Ford

Google, part of Alphabet (NasdaqGS:GOOGL), joined BlackRock, Carhartt, and Ford to launch the Alliance for America's Skilled Trades. The alliance aims to expand access to skilled trades training and scale apprenticeships and partnerships across 30 U.S. states. The initiative seeks to address workforce shortages in critical trades across the country. Alphabet, trading at around $347.15 per share, is adding a new dimension to its presence in the U.S. economy by backing this skilled trades...

Review & Preview: Bounce
Barrons.com66d agoneutral
Review & Preview: Bounce

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.

Big Tech's big AI spending is 'a good thing' right now
Yahoo Finance Video66d agoneutralVIDEO
Big Tech's big AI spending is 'a good thing' right now

The Nasdaq Composite (^IXIC) led US stocks (^DJI, ^GSPC) to daily gains on Tuesday as chip stocks began to show signs of recovering from last week's sell-off. Investors' eyes are especially wide on Big Tech earnings expected out this week. Prime Capital Financial CIO Will McGough sits down with Josh Lipton to comment on what tech investors will want to see in Alphabet's (GOOG, GOOGL) earnings and the rest of the Magnificent Seven performances.

Alphabet vs Apple: The Better Buy Before Earnings
24/7 Wall St.67d agobullish
Alphabet vs Apple: The Better Buy Before Earnings

Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.