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Google Will Punch Below Its Weight in the Dow
The Wall Street Journal95d agoneutral
Google Will Punch Below Its Weight in the Dow

Alphabet’s addition to the Dow will give the index more AI exposure... though not as much as you might think. Under the Dow’s methodology, higher-priced stocks are given more weight, meaning the Google parent will make up 4% of the index when it joins on Monday, while Goldman Sachs and Caterpillar make up more than 10% each.

Bloomberg95d agoneutral
AI Demand Begins to Justify Massive Cost of Data-Center Buildout

(Bloomberg) -- Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetGrand Ole Opry House Up For Sale by Owner Ryman HospitalityStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapStocks Climb Late After Micron’s B

Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say
Reuters95d agoneutral
Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say

Amazon and Microsoft's cloud computing services should ‌be designated gatekeepers under EU ‌rules aimed at reining in the power ​of Big Tech, EU antitrust regulators said on Thursday. Amazon Web Services and Microsoft Azure, the two largest ‌cloud providers globally, ⁠should be designated gatekeepers under the Digital Markets Act ⁠which sets out a list of dos and don'ts to ensure ​a level ​playing field, ​the European Commission ‌said. The preliminary findings by the EU competition enforcer came after a seven-month long investigation.

UBS Maintains Buy Rating on Broadcom (AVGO) Stock
Insider Monkey95d agobullish
UBS Maintains Buy Rating on Broadcom (AVGO) Stock

Broadcom Inc. (NASDAQ:AVGO) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 11, Timothy Arcuri of UBS was bullish on the company’s stock and maintained a “Buy” rating with a price objective of $485. That being said, the firm’s analyst opines that supply constraints might result in […]

Should Berkshire’s US$10 Billion Alphabet Bet and Tech Tilt Require Action From Berkshire Hathaway (BRK.A) Investors?
Simply Wall St.95d agoneutral
Should Berkshire’s US$10 Billion Alphabet Bet and Tech Tilt Require Action From Berkshire Hathaway (BRK.A) Investors?

Earlier this year, Berkshire Hathaway under new CEO Greg Abel agreed to invest US$10.00 billion in Alphabet through a private share placement, while also reshaping its equity holdings toward a more concentrated portfolio that leans into select technology names. This marks a clear shift from Warren Buffett’s long-standing approach, signaling how Berkshire’s capital allocation philosophy is evolving in the post-Buffett era. We’ll now examine how Berkshire’s large private placement in Alphabet...

Bitdeer Technologies (BTDR): Top Crypto and AI Play in Situational Awareness Portfolio
Insider Monkey96d agoneutral
Bitdeer Technologies (BTDR): Top Crypto and AI Play in Situational Awareness Portfolio

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Bitdeer Technologies Group (NASDAQ:BTDR) ranks #7 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $29,751,243 Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin miner founded in 2021 that is now pivoting toward AI cloud services. What makes it […]

Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026
Exec Edge96d agoneutral
Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Kristen Fehrenbach, Vice President of Global Microsoft Alliance at Pax8, and Michelle Curtis, Chief Revenue Officer at New Charter Technologies . The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed how MSPs can […] The post Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from