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Alphabet Inc (NASDAQ:GOOGL) is one of Peconic Partners’ stock picks. Some 265 hedge funds are backing Alphabet stock. Over the past year, Alphabet shares have more than doubled, and analysts continue to see upside potential in the shares. Demand for Alphabet Inc (NASDAQ:GOOGL)’s Gemini AI model is outpacing supply so much that the company has […]
The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), and Oracle (NYSE:ORCL). The evidence sits in three data points from the most recent quarterly filings. NVIDIA’s Q2 FY2027 revenue guide of $91.0 billion, Alphabet’s 2026 capex guide ... $750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?
The recent Big Tech correction is a healthy reset, not a market crash. Big Tech capex remains the S&P 500's core engine. With falling gas prices driving down headline CPI and an impending dovish Fed pivot, current market levels offer an ideal entry point for a new historic rally.
Alphabet Inc. (NASDAQ:GOOGL) is one of the best NASDAQ stocks to invest in for long term. On June 30, FactSet announced a partnership with Google Cloud to integrate advanced AI into its financial intelligence platform. By combining FactSet’s trusted financial data with Google’s Gemini enterprise models, the collaboration aims to deliver agentic AI solutions that […]
The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover
Alphabet may be the Dow's newest member, but these three dividend-paying Dow stocks look like the better buys for income investors this July.
Tesla (NasdaqGS:TSLA) is expanding its robotaxi service to Miami, moving beyond its initial operations in Texas and California. The company is rolling out production-line Cybercabs that are now undergoing on-road testing in Miami. This marks a new phase in Tesla’s autonomous ride-hailing push and adds another competitor to existing robotaxi operators such as Alphabet’s Waymo. Tesla is best known for its electric vehicles and energy products, but the company has long framed autonomous...
The market is becoming more volatile. This portfolio move can help you navigate the environment.
On June 12, Amazon engineers handed a report to the U.S. Commerce Department. Within hours, two of Anthropic's newest AI models went offline for every user on the planet. Nineteen days later, Anthropic got them back. The return of Claude Fable 5 to global availability on July 1 is the result of two ...
On Fox Business’s The Bottom Line this week, Mike Rowe told viewers: “You cannot reinvigorate the trades without reimagining the way we train the next generation of workers. These jobs by and large exist out of sight and out of mind, so people are surprised to learn they exist and shocked to learn they represent ... Forget College? The AI Boom Is Creating a New Generation of Six-Figure Trade Jobs
Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...
Both tech companies are compelling AI investments.
Zuckerberg says progress has lagged internal expectations
Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) sit on opposite ends of Elon Musk’s empire this July. Tesla is walking into a July 22 Q2 earnings report with vehicle margins under a microscope. SpaceX is fresh off its historic June IPO, riding institutional rotation into launch, Starlink, and its newly folded-in xAI compute segment. Tesla ... Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July
Markets just logged their best quarter since 2020. When I read that headline initially, my brain almost exploded. You know, given the souring sentiment we’re seeing prevailing in many headlines of late. That said, certain pockets of tech have taken over growth leadership, and the market has found a way to continue to hover around ... Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run
June’s jobs report was weak. That’s perhaps understating it. In an economy of more than 300 million people, the U.S. economy was only able to eke out 57,000 jobs this past month. And on top of those numbers, revisions to prior month estimates hit investors in the face, suggesting that the consumer could be slowing ... The Economy Is Losing Steam After Adding Just 57,000 Jobs in June — But I’m Still Bullish On These 3 Unstoppable AI Stocks
As Alphabet preps to release its latest earnings ink, will its AI push and cloud momentum continue to power the stock higher?
Tesla said on Friday its robotaxi was available in Miami, as the electric vehicle maker looks to expand its autonomous ride-hailing operations. The expansion highlights Tesla's efforts to increase adoption of its self-driving software, a version of which it uses in the robotaxis and a key part of CEO Elon Musk's shift from EVs to AI and robotics. Tesla's move comes as the robotaxi sector gains momentum, with competitors such as Alphabet's Waymo and Amazon's Zoox accelerating their expansion efforts.
When an AI agent browses, recommends, and buys on a shopper's behalf, the retailer is just one piece of a much larger value chain. Five public companies sit at the center of that infrastructure, but they are not all created equal.
The operation targeted a cyber network that used millions of compromised devices.
FBI-backed action targets NetNut and Popa botnet
Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong
Recent research indicates significant growth in the global AI Orchestration Platform Market, fueled by the increasing adoption of artificial intelligence across various industries. These platforms, vital in coordinating and optimizing AI operations, are set to expand from a market value of approximately USD 9.81 billion in 2025 to about USD 72.45 billion by 2035, exhibiting a substantial compound annual growth rate of 22.13%. The demand for AI orchestration is driven by the necessity to...
Alphabet's stake in SpaceX is now worth more than the gross domestic product (GDP) of Costa Rica.
Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.
In just a short amount of time, corporate policy on "tokenmaxxing" — or excessively using AI models to inflate usage on internal leaderboards — has already peaked and valleyed. After seeing their bill for AI tokens, many companies have shifted toward a more efficient outlook on AI spending. Tabs CEO Ali Hussain discusses what's changed within corporate AI pricing and what this pivot may mean for OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) ahead of their mega-IPOs.
Recent developments in the AI chip sector have seen a significant shift towards onchain tokenization of real-world assets, as evidenced by a new partnership between Bitget Wallet and Robinhood Crypto. This collaboration enables the integration of Robinhood Chain, an Ethereum Layer 2 solution, within Bitget Wallet, allowing users to trade Stock Tokens representing major companies like NVIDIA, Google, and Apple. The initiative demonstrates the growing trend of incorporating traditional finance...
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