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AI infrastructure spending by the top U.S. hyperscalers is poised to exceed $700 billion this year, and that's great news for these AI stocks.
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 (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
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
Trade Desk Stock Slides as Top Analyst Sees 37% Downside Ahead
Wedbush says the move reflects growing demand for AI computing power.
Alphabet (GOOG) could produce exceptional returns because of its solid growth attributes.
FactSet and Google say they will co-develop finance agents and weave "agentic experiences across the investment and dealmaking life cycles."
Google parent Alphabet has been going all-in on AI spending and it has tested some investors’ nerves, especially after a sizeable equity raise earlier in June to fund upcoming capital expenditures. It’s a prime example of how Big Tech’s AI ambitions are outstripping operating cash flows and forcing companies to tap debt and equity markets. On the heels of Alphabet’s $85 billion offering, Morgan Stanley believes Wall Street should brace itself for the company to spend $375 billion in 2028.
A consortium backed by companies including BlackRock, Google and Coinbase said Tuesday that it is launching a stablecoin. Called Open USD, the new dollar-backed stablecoin is slated to be offered later this year on the Coinbase-affiliated blockchain Base, as well as on Solana and other networks.
Millions of iPhone users could save on app subscription costs under plans from the competition watchdog to make it easier to bypass Apple’s fees.
Millions of iPhone users could save on app subscription costs under plans from the competition watchdog to make it easier to bypass Apple’s fees.
Alphabet (GOOGL, GOOG) could add 9 gigawatts of compute capacity in 2028 and sell 4 gigawatts of ten
Investing.com -- Circle Internet shares fell 5% Tuesday morning after Bloomberg reported that Visa, Stripe and more than 100 other financial firms are joining forces to launch a new stablecoin venture.
Alphabet's Dow entry boosts the index's AI exposure, while investors weigh whether the bigger winner is the Dow or the tech giant itself.
Based on the average brokerage recommendation (ABR), Alphabet (GOOG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Apple and Alphabet headline Zacks' July investing ideas as technical, seasonal and market breadth signals point to a potential buying opportunity.
The United States' regulation of artificial intelligence is problematic and inconsistent, Martin Chavez, vice chairman at investment firm Sixth Street, told Reuters on Tuesday. Speaking at the Reuters Momentum AI London event, Chavez criticised the current U.S. approach of regulating each new AI model's release individually, citing a lack of transparency on how decisions are made and who is making them. The outspoken remarks from a technology and financial industry veteran, who is also a member of the board of Google owner Alphabet Inc, echoed growing concerns about how the lack of a level playing field in AI regulation could increase risks.
Investor sentiment shifts toward infrastructure costsThe so-called “Magnificent Seven” technology stocks have collectively lost around $2. 3 trillion in market value during June as investors reassessed the scale of artificial intelligence infrastructure spending by the sector’s largest companies.
Alphabet (GOOGL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Alphabet (GOOG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Recent research by Skyhawk Security highlights a significant security concern within cloud AI environments, demonstrating how their AI Autonomous Attack Simulation was able to take control of a company's AWS organization in mere seconds. The simulation revealed a critical cloud security blind spot where a chain of legitimate configurations can be exploited to gain full organizational control, challenging traditional security measures. Despite the target company adhering to best practices in...
Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.
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. After a stellar debut, Alphabet will be an important part of the squad moving forward. Its inclusion means the Dow now contains five of the so-called Magnificent Seven—alongside Microsoft Amazon Apple and Nvidia That inevitably raises questions about whether the index is becoming too tech-heavy.
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