News

Google Cloud and Blackstone announced a $5b joint venture to offer AI compute-as-a-service built on Google’s Tensor Processing Units (TPUs). Alphabet plans to supply TPUs to external customers, including Anthropic and Meta, expanding access to its AI chips. At Google Marketing Live, Google introduced six Gemini powered ad formats and outlined a new AI centric product roadmap for marketers. EU regulators are preparing a record antitrust fine against Alphabet under the Digital Markets Act,...

According to a preliminary list released by FTSE Russell on Friday, Micron and SanDisk will be added to the Russell 1000 Growth Index.

There aren't many investors with better track records than Druckenmiller.

The European Union is planning to fine Alphabet's ‌Google a high triple-digit million ‌euro amount as part of an antitrust investigation, ​Germany's Handelsblatt newspaper reported, citing commission sources. The investigation, ​which was officially ​launched in March ‌2025, relates to concerns that Google favours its own services in search results and seeks to ensure the world's most popular internet search engine complies with ‌local regulation. The European Commission ​and Google were ​not immediately available ​for comment.

Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of Mad Money, a caller named Jerry laid out a tech-saturated portfolio diversified across tech retail sales, software, semiconductors, data center, and advertising, noting ... The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Alphabet Inc (NASDAQ:GOOG)'s Google unveiled a suite of artificial intelligence-driven advertising products at its annual Google Marketing Live event, targeting expanded wallet share from both offline budgets and social media platforms as it moves to cement its position in the emerging agentic...

Alphabet's vertically integrated AI ecosystem and cloud growth may give it an edge over Super Micro Computer in the booming AI data center market.

Arm Holdings targets AI data centers with its new AGI CPU, betting agentic AI workloads will drive demand for Arm-based infrastructure.

This artificial intelligence company offers compelling value, but Ackman says there are even better opportunities.

If you bought JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for the monthly checks, you probably think you own a Nasdaq-100 portfolio with a covered-call overlay. That is mostly true. The part that gets less airtime is that JEPQ’s option exposure runs through equity-linked notes, which are unsecured debt of the banks that issue them. ... JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

It may keep offering you advice based on information that may be dated—or wasn’t even about you in the first place.

On a recent All-In Podcast episode dissecting SpaceX’s S-1 filing, guest investor Gavin Baker and the hosts framed Elon Musk’s privately held rocket and connectivity empire as something more ambitious than a high-growth tech company. David Friedberg argued that “having a space-based communication network, space-based data centers, and space-based communication back down to Earth wireless” ... SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

Alphabet's stock has been on fire since Q1 ended.

AI bubble fears grow as Big Tech allegedly recycles AI investments into cloud revenue, fueling dot-com style worries.

When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation Gigawatt Summit, where Michael Kratsios, Chief Science and Tech Policy Advisor to President Trump, anchored the case for a structural reordering of US ... Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953

Exa Labs Inc. has raised $250 million in a Series C round led by Andreessen Horowitz, valuing the San Francisco-based artificial intelligence company at $2.2 billion. The startup said it will use the new capital to train its next generation...

Bubble brewing that rivals the roaring '20s, but bulls won't sell until these two things happen

Alphabet is going all-in on consumer-centric AI, looking to play to its strengths.

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) is built for capital appreciation, with dividends an afterthought. With a 0.05% expense ratio and a portfolio engineered for capital appreciation, MGK pays a yield so thin it barely registers next to a money market fund. But MGK still distributes cash every quarter, and that cash comes from ... Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year

Google parent Alphabet has taken a $1 billion stake in a company that holds a virtual monopoly in a niche segment of the financial services market.

Shares in the leading AI company have skyrocketed 130% during the past 12 months.

3 Made-in-USA coins to watch show bullish setups as Trump's patient Iran strategy resets risk premium for three US AI tokens.

Despite a surge in revenue and a massive opportunity ahead of it, Microsoft's stock has slipped over the last year.

Jim Cramer’s blunt line to a young first-time homebuyer on the May 22 episode of Mad Money: “Expect corrections and don’t rely on hope as an investing strategy.” The caller, a younger investor, had just used a significant portion of his investment assets as a down payment on his first home and asked how to ... ‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

Long weighed down by smartphone market stagnation and the impending loss of Apple as a client, Qualcomm is staging a powerful comeback as it transitions to an aggressive offensive in AI data center inference and physical AI.

Philippe Laffont was busy buying Taiwan Semiconductor Manufacturing Company and ASML Holding stock in the first three months of the year.

Alphabet's latest side project could be a huge boost to this rapidly growing business.

Rashaad Bilal of Earn Your Leisure distilled the Musk-versus-Altman saga down to one sharp line: “He knows the flaws because he knows the man.” That framing reorients how investors should read every legal filing, every X post, and every interview Elon Musk aims at OpenAI. The litigation is a competitive weapon. xAI is the business ... ‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

On a recent All-In Podcast episode featuring guest Gavin Baker, the roundtable looked at the exact same economic data and came away with completely different investment outlooks. David Friedberg is highly focused on building a global bond crisis and a sovereign debt spiral. Gavin Baker is far more bullish, arguing that America’s energy independence and ... Debt Spirals vs. AI Factories: The Great Macro Divide of 2026