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Alphabet (NASDAQ:GOOGL) is sitting on a Google Cloud backlog that nearly doubled quarter-on-quarter to $462 billion, and Sundar Pichai went on the most recent earnings call and said, in plain English, “We are compute constrained in the near term.” When the supplier is rationing for everyone, the interesting question is what the rationing tells you ... New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?
The average enterprise is spending $11.5 million on AI this year, and most cannot point to a dollar of return. That is the uncomfortable framing from a recent segment of The AI Daily Brief, which called the gap between AI investment and provable business outcomes the defining challenge of enterprise AI adoption. For retail investors ... Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares rose 3.7% to $350.24 on Monday as the Google parent company began trading as a member of the Dow Jones Industrial Average, replacing Verizon Communications (NYSE:VZ).
The Dow Jones Industrial Average added Alphabet today, and the timing is the joke. Alphabet (NASDAQ:GOOGL) replaces Verizon (NYSE:VZ) in the 30-stock benchmark on the same day the stock is staggering toward its worst month since February of last year, with the quarter and the month ending tomorrow. CNBC’s MacKenzie Sigalos framed the moment plainly ... Alphabet Just Joined the Dow, Right in the Middle of Its Worst Month in Over a Year
It has been assumed up until recently that the primary challenge to Tesla’s (NASDAQ: TSLA) self-driving business was Google Waymo. Other technologies from smaller companies exist. And major legacy car companies like GM (NYSE: GM) are developing their own products. There is a new challenger, and it appears to be impressive. Wayve, which is based ... Tesla Faces Fierce New Rival in Self-Driving Race
While the core ad business commands attention, a smaller segment is quietly compounding. The Family of Apps Other revenue line grew 74 percent last quarter. This growth is driven by WhatsApp's paid messaging and subscriptions, signaling that a new monetization engine is coming online.
Alphabet stock rose roughly 4% on its first day in the 30-member index, though the inclusion carries limited mechanical impact
U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
Comcast's NBCUniversal said on Monday that its streaming service Peacock's Premium Plus tier is now available for subscription through YouTube Primetime Channels, expanding access to its content library. Here are some details: • The move allows subscribers to view a wide range of Peacock offerings directly within the YouTube platform, including live sports, popular NBC and Bravo series, original programming and Universal films. It follows a broader agreement between NBCUniversal and Google that was announced in late 2025.
Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.
Wall Street bankers are predicting a busy second half after SpaceX's $86 billion listing and Alphabet's $85 billion share sale pushed issuance past the 2021 peak
The move validates that advertising and AI are considered foundational to businesses. Google's focus is on AI and it is expected to give the Dow more exposure to companies focused in the technology.
According to data compiled by Bloomberg, Wall Street bankers predict a robust pipeline of IPOs and other equity offerings through the remainder of 2026.
US stocks (^DJI, ^IXIC, ^GSPC) are showing its first signs of recovery since last week's tech-wide sell-off. Great Hill Capital chairman Thomas Hayes explains to Yahoo Finance Executive Editor Brian Sozzi why he is calling AI as being part of the "Back to the Future" trade as investors begin to shrug off more geopolitical headlines centered around oil price and Iran.
Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.
The Google-parent is replacing Verizon Communications in the 30-stock Dow index from Monday’s session, in a move announced last week. Because the Dow is a price-weighted index—meaning stock price rather than market capitalization determine the weighting of each company—few funds choose to replicate its composition. Alphabet’s move comes amid a broader rebound for the Magnificent Seven group of stocks on Monday.
Alphabet joins the Dow today, replacing Verizon Communications. Its addition will give the index more AI exposure... though its methodology means it won’t be as great as you might think. We broke it down in charts.
