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Bloomberg87d agoneutral
Alphabet’s $2 Trillion Gain Turns ‘Rock Star’ Into Question Mark

(Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanThe stock price has more than doubled, raising its market capitalization by more t

SpaceX (SPCX) Is Spending $60 Billion To Build An AI Infrastructure Business
Simply Wall St.87d agoneutral
SpaceX (SPCX) Is Spending $60 Billion To Build An AI Infrastructure Business

SpaceX, ticker NasdaqGS:SPCX, is expanding its AI compute infrastructure business with new third party deals and a US$60b stock acquisition of Anysphere. The company is shifting its focus beyond launches and telecom toward selling AI compute capacity to partners including Anthropic, Google, and Reflection AI. These AI compute agreements are described as worth nearly US$28b annually, positioning SpaceX as a neocloud infrastructure provider for external AI customers. For investors tracking...

Alphabet (GOOGL) Is Limiting Gemini AI Access As Cloud Capacity Tightens
Simply Wall St.87d agoneutral
Alphabet (GOOGL) Is Limiting Gemini AI Access As Cloud Capacity Tightens

Alphabet’s Google Cloud is limiting access to its Gemini AI models for major customers, including Meta, due to tight AI compute capacity. Several external clients reportedly face similar restrictions as Alphabet prioritizes its own services and paying cloud workloads. Meta is increasing use of its in-house Muse Spark model to lessen reliance on external AI infrastructure providers. The situation highlights how scarce AI compute and heavy data center spending are influencing product roadmaps...

Waymo and Uber make critical robotaxi move in major U.S. market
TheStreet88d agoneutral
Waymo and Uber make critical robotaxi move in major U.S. market

Look at the robotaxi partnership map closely in 2026, and the pattern that keeps emerging is one of constant reshuffling. Uber Technologies Inc. (UBER) and Alphabet's (GOOG) Waymo confirmed their robotaxi pilot in Phoenix, Arizona, has ended, Reuters reports. The companies framed it not as a ...

How Microsoft Stock Rises 50% To $550?
Trefis88d agoneutral
How Microsoft Stock Rises 50% To $550?

A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.

AMD stock jumps, Circle plummets on stablecoin competition
Yahoo Finance Video88d agobullishVIDEO
AMD stock jumps, Circle plummets on stablecoin competition

Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) shares getting a lift after Wells Fargo analysts boosted their price target on the chipmaker's stock, while Circle Internet Group (CRCL) plummets on reported stablecoin competition from other firms.

Which Stock Sent the Dow to 52,000? Hint: It Wasn’t a Tech Giant
Barrons.com88d agoneutral
Which Stock Sent the Dow to 52,000? Hint: It Wasn’t a Tech Giant

If the Dow’s ascent to 52,000 were a World Cup match, then Alphabet involvement was akin to a soccer player being substituted on in the final moments and scoring the fourth goal in a 4-0 win. What’s more, if the Mag 7 can roll back the years and start having a positive impact on the Dow, it could even reach 53,000 before the World Cup is over.

The Next Space Race: Could the U.S. Tech Boom Send SPCX Past $3 Trillion by 2027?
24/7 Wall St.88d agoneutral
The Next Space Race: Could the U.S. Tech Boom Send SPCX Past $3 Trillion by 2027?

SpaceX (NASDAQ:SPCX) is surging back again after a brief fall from its highs. SPCX stock is up by almost 11 days in the past five trading sessions and is likely set to continue moving higher in the coming days as the broader rally shows no sign of stopping. In fact, many analysts (retail and the suits) ... The Next Space Race: Could the U.S. Tech Boom Send SPCX Past $3 Trillion by 2027?

Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Today
24/7 Wall St.88d agobullish
Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Today

Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG) both reported earnings on April 29, 2026. Microsoft leaned on enterprise cloud and Copilot seats. Alphabet leaned on Search resilience and a hyper-growing cloud unit. Both beat estimates. Both are spending unprecedented sums on AI infrastructure. The market has punished both anyway. Azure Heats Up. Google Cloud Runs Even Hotter. ... Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Toda

Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine
24/7 Wall St.88d agoneutral
Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine

Alphabet (NASDAQ:GOOGL) and Verizon (NYSE:VZ) just delivered Q1 2026 results that reveal why S&P Dow Jones Indices swapped the telecom giant out of the Dow for the search and cloud heavyweight. Alphabet is pouring cash into AI infrastructure at a historic scale. Verizon is leaning on a customer turnaround and a freshly integrated fiber footprint. ... Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine