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Nvidia (NVDA) stock has struggled to keep pace with the broader semiconductor rally this year, but Morgan Stanley just says the AI chip giant remains one of its favorite names. Shares of Nvidia fell 3.5% on Monday as investors continued to question whether the chipmaker can sustain its growth. ...
Hachette, Cengage, Elsevier, and other publishers allege that Google trained its AI on copyrighted works without the necessary permissions.
Netflix is facing a host of challenges as it prepares to report its second-quarter results late Thursday.
Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.
Regulators are reviewing whether Android users were unfairly steered toward Google Search.
Reddit's rapid ad growth highlights its momentum, but GOOGL's AI-powered advertising ecosystem and earnings outlook make it the stronger digital ad stock.
New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.
META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 7, Cognizant announced a significant expansion of its partnership with Google Cloud. This further broadens the ways companies bring Gemini Enterprise to clients and deepens Cognizant’s internal use of the technology. The collaboration is based on the dedicated […]
For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.
That's not a bad thing at all.
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Google is quietly building silicon that threatens to cut NVIDIA out of its own customers' data centers, and the latest earnings from both companies reveal just how close that collision has become.
Investing.com -- Morgan Stanley reiterated an Overweight rating on Broadcom in a note on Tuesday, pushing back on investor concerns that MediaTek could significantly erode Broadcom's share of Google's TPU business.
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Equity and Income Fund”. A copy of the letter can be downloaded here. Oakmark Equity and Income Fund aims to maximize returns while preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities. The allocation was 60.1% in equities, 38.9% […]
Alphabet stock has almost tripled investors’ money over the past five years, yet current valuation checks paint a more measured picture. The Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is close to where the market is already trading, and earnings multiples still screen as supportive. Alphabet has delivered a 5 year total return of about 186%, which puts extra focus on whether today’s price still offers a reasonable entry point after such a strong...
Management's narrative has pivoted hard to AI and custom chips, but what they've stopped highlighting, the cash generation that funded it all, reveals a profound shift in the company's risk profile.
Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
FurtherAI, an AI workspace tailored for the insurance sector, has been chosen by Novacore as the backbone of its underwriting operations. The integration aims to enhance Novacore's efficiency by replacing outdated systems with a platform that molds to specific underwriting workflows, enabling flexibility and growth with evolving AI models. This partnership underscores a trend in Cloud AI deployment within the insurance industry, with AI-driven tools becoming central to streamlined operations...