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Washington is drafting legislation that could give federal regulators the power to block Google's most powerful AI models before they ever reach customers, and the financial consequences for Alphabet's $460 billion Cloud backlog are anything but theoretical.
Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.
California just banned the design patterns that power Meta's ad engine for millions of young users, and the real question for shareholders is what happens when other states follow.
Reddit's faster ad growth, expanding advertiser base, and AI-powered Max adoption give it an edge over Alphabet despite search traffic headwinds.
Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Etsy (ETSY) could achieve the high end of its gross merchandise sales target as better artificial in
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
It is an excellent "forever stock" candidate.
Broadcom's AI revenue just exploded 221% year-over-year while its stock sits 17% below recent highs, and CEO Hock Tan says the company is barely getting started. The path to $550 per share is narrower than Wall Street thinks, but the math behind it is harder to dismiss than the skeptics admit.
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
A growing safety debate is reaching Silicon Valley's biggest labs
One resignation does not establish a broad exodus, but it intensifies scrutiny around talent and development speed.
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.
Marvell has surged over 150% this year on the back of explosive data center growth, but Wall Street's consensus target may still be too conservative. Here is why analysts keep chasing the numbers, and what it would take to push shares to a price most investors haven't dared to model.
Rigetti Computing (RGTI) trades near $15, about 73% below the high it set inside the past year. No market shock did that: the S&P 500 returned 17% over the past twelve months while Rigetti lost 8.5%. The 73% is measured from a high set inside those same twelve months, so the stock ran up hard before it fell. A fall like that in a rising market says the price is a bet on a road map.
A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations. California-based Planted said the new capital expands its robotic fleet.
Alphabet trades at a multiple that would make sense for a company with no growth story, yet its Cloud backlog just hit half a trillion dollars. Something in that math is badly mispriced, and the window may not stay open long.
Here’s how to spot the red flags before you hand over your crypto.
Investing.com -- Oppenheimer lifted its rating for Etsy to Outperform from Perform in a note this week, setting a $90 price target based on gains from AI-powered search, product improvements and stronger app engagement.
The deal values Glass Imaging, founded by two former Apple engineers, at more than triple its previous $100 million valuation
The Trade Desk (TTD) trades about 89% below its two-year high, a discount typically assigned to businesses confronting prolonged contraction. Yet its free cash flow over the last twelve months is 12.1% of market value, against a 4.4% median for the S&P 500.
Bitdeer AI has announced the securing of a 65.1MW AI Cloud data center facility, A202, at its Johor Bahru, Malaysia campus under a 10-year data center services agreement. This substantial addition is part of their strategy to expand AI cloud capacity up to 350MW by the first quarter of 2028, responding to strong market demand for liquid-cooled, rack-scale AI Cloud capacity. With this latest development, Bitdeer AI's total secured AI Cloud capacity now stands at approximately 206.5MW,...
These tech juggernauts are tied to the Claude parent through equity stakes and multi-gigawatt cloud deals.
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