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The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

The Dow opened higher, but the S&P 500 and Nasdaq were on pace to fall for a second day in a row. The Dow rose 503 points, or 1%. The S&P 500 fell 0.3%. The Nasdaq tumbled 1.1%. A majority of stocks in the Dow and S&P were rising, but the chip stock slide was overpowering the latter.

The popular growth investor keeps adding to some of her favorite stocks.

Electricity demand in Texas grew 9% in recent months, nearly five ‌times the U.S. average, driven by the expan...

Unsupervised rides mark another step in Tesla's autonomous driving push.

The underlying business of Abel's picks isn't surprising or out of place. It's how Berkshire is investing in it that's so telling.

Nvidia stock was suffering comparatively modest losses after Broadcom earnings triggered a chip sector slump.

Investor demand supports larger capital raise as Alphabet accelerates AI infrastructure spending.

A software miss and unchanged full-year AI chip guidance overshadow a record Q2 beat.

If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL) or Microsoft (NASDAQ:MSFT)? Both are minting cash off the AI buildout, but they offer very different risk and reward profiles. Here is the head-to-head across the three dimensions that matter most for income-and-stability investors. ... Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

OpenAI (OPAI.PVT) recently announced it is returning to the robotics business, potentially rivaling Tesla's (TSLA) Optimus robot. Barron's associate editor Al Root discusses the dynamics of the competition in the video above.

Cathie Wood and Warren Buffett couldn’t be more different when it comes to investing styles. Wood’s ARK Invest is known for betting on disruptive tech like AI and robo-taxis, while Buffett spent his 55 years as Berkshire Hathaway CEO buying old-fashioned, reliable companies at fair prices. Google parent Alphabet appears to be the rare stock that fits both strategies.

Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL) guided 2026 capital expenditures to $175 billion to $185 billion, after spending $91.45 billion in 2025. The freshest hook landed this week with reports ... Why Google’s Record AI Spending May Signal a Turning Point

The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL)’s 2026 capital expenditure guidance. CFO Anat Ashkenazi walked the Street up to that figure on the Q1 2026 earnings call, telling investors the company was “updating our full year 2026 CapEx guidance range to $180 billion to $190 billion, up ... $190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer mentioned the company raising money and its competition with others, as he remarked: I saw that Amazon and Alphabet were pointedly absent among the winners. That’s right. Although Jensen did mention that Alphabet […]

CMA expects its move to give publishers greater ability to negotiate content arrangements with Google.

Former School of Rock CEO Matt Ross details his journey scaling creative education franchises like School of Rock, overcoming intense personal and professional hardships, and the life lessons on mental health and purpose detailed in his book, Grow or Fold.

Nvidia, Alphabet, Meta, Dell, Hewlett and Oracle have been highlighted in this Investment Ideas article.

Anthropic said it plans to buy a lot of Alphabet TPUs.

ARK Invest is loading up on GOOGL stock at a brisk pace.

The UK Competition and Markets Authority requires Google to let publishers opt out of AI-generated search summaries and training datasets. Google must provide clear attribution and links to publisher content within its AI search results. The ruling applies to Alphabet's (NasdaqGS:GOOGL) UK operations and includes testing new tools that give publishers more control. Alphabet, through Google Search, is heavily involved in building AI-powered search features that blend traditional links with...

Apple is only days away from its annual Worldwide Developers Conference, and investors are focused on whether the company can finally deliver the long-awaited AI-powered Siri. The June 8 keynote event is expected to showcase the next generation of iOS, iPadOS, macOS, and watchOS features. But this ...

Investors have multiple ways to get indirect exposure to SpaceX, even before the IPO.

Google's strength in search is undeniable, and arguably unshakable. However, its years-long push into AI is generating controversy, and in some cases, pushing customers away altogether. While Google commands over 90% of the search engine market, distrust of AI and complaints of "enshittification" ...

Strategy Inc. (NASDAQ:MSTR) CEO Phong Le said on Wednesday that financial tools popularized by the firm were employed in Google parent Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) proposed capital raise. CEO Sees Strategy’s Win In Google’s Raise In an X post, Le pointed out that Google’s proposed $80 billion equity capital raise, now upsized to $84.75 billion, includes $15 billion convertible preferred stock and a $40 billion at-the-market offering, instruments that Strategy has used before. The

As the hyperscalers pour record sums into data centers, the electric utilities that power them are emerging as an overlooked way to play the boom.

In the lead-up to its June 2026 Worldwide Developers Conference, Apple signaled a major overhaul of Siri using Google’s Gemini AI models and previewed native bill‑splitting tools that scan receipts, deepening integration of artificial intelligence and payments into iOS. This push to embed advanced AI assistants and financial features directly into the operating system underscores how Apple is increasingly consolidating everyday digital tasks inside its ecosystem, with meaningful competitive...

Berkshire Hathaway (NYSE:BRK.A) is acquiring Taylor Morrison Home Corporation, marking the first major deal under new CEO Greg Abel. The company is committing US$10b in a private placement as part of Alphabet’s US$80b equity raise focused on AI infrastructure. These moves follow Warren Buffett’s retirement and represent early capital deployment decisions under the new leadership. Berkshire Hathaway operates a mix of insurance, utilities, rail, manufacturing, and services businesses,...

Both tech giants are pouring tens of billions into AI infrastructure -- and both throw off enough cash to keep doing it for years.

Tech giant Meta on Thursday attacked Australia's "grossly unfair" bid to make social media companies pay for news, saying it is vehemently opposed to the draft laws."Our position is clear: this law is poorly designed, grossly unfair, and will fail to deliver a diverse and sustainable news industry," said Meta, the parent company of Facebook and Instagram.