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Investors seem to like the ease of Google's new AI offering.

Jim Cramer called it months ago, and now Google has planted its AI inside the same Hollywood editing software that Adobe has long called home territory. The question is whether this is a one-off partnership or the opening move in a much larger creative software takeover.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Morningstar's top markets editor is calling the upcoming Anthropic IPO the biggest in history, and two familiar stocks are already pricing in the outcome before a single share lists.

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.

If you’re like us, you’re likely paying for at least one subscription you’ve forgotten about — and maybe several. A streaming service you signed up for to watch one show or game. A free trial that quietly converted three weeks ago. A meditation app you barely remember. Subscriptions are easy to start and surprisingly hard […] This was originally published on The Penny Hoarder, a personal finance website that empowers millions of readers nationwide to make smart decisions with their money through

Azure just crossed $100 billion and Google Cloud is growing at 82%, but the bigger story is where those enterprise seats are actually moving and which balance sheet can survive the spending war to find out.

Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.

AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.

Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened faster than almost anyone noticed.

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.

Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud growth, while the other faces a balance sheet doing heavier lifting than investors may realize.

Amazon and Alphabet are both seeing strong returns on their AI infrastructure investments.

Financial stocks were advancing pre-bell Friday, with the State Street Financial Select Sector SPDR

Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to do with subscriptions.

Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud officially launched Gemini Enterprise for Financial Services on August 25, expanding its agentic AI strategy into the highly regulated capital markets and corporate banking sectors. The platform, which is now available in preview, represents a deliberate bet on what Alphabet Inc. (NASDAQ:GOOGL) is positioning as a more governed, audit-ready play […]

AWS just posted its fastest growth in 18 quarters while Google Cloud surged 82% year over year, and both companies are spending tens of billions to pull further ahead. But when forced to pick one, the numbers point decisively in a direction that might surprise you.

Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

SpaceX CFO Delivers Key Message to Investors as AI Revenue Takes Off

Piper Sandler Has a Bullish Message for Marvell Investors: AI Growth Could Explode

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Veda Partners managing partner and director of economic policy Henrietta Treyz outlines the type of policy shifts that could affect investors most if the Republicans end up "wiping out" in the midterm elections.

Micron (NASDAQ: MU), the world’s third-largest memory chipmaker, relies on Taiwan for roughly 60% of its global production capacity, including the high-bandwidth memory (HBM) chips powering AI servers sold to customers such as Nvidia, Google, and Microsoft. Any production disruption at its Taoyuan and Taichung facilities would ripple directly through global DRAM and HBM supply chains, making the resolution of this labor dispute a material risk for the stock.

Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

The compute landlord thesis has officially outgrown its domestic borders. What began as a race to secure domestic data center capacity has evolved into a global scramble for energy sovereignty, vertical distribution control, and the architectural bypass of a fractured supply chain. This week’s activity reveals a landscape where the physical constraints of AI — […]

SpaceX is currently locking in $1.11 billion in monthly revenue from a single, undisclosed customer, a move that pushes the company’s annualized run rate for AI compute hosting to approximately $41 billion. This latest contract, confirmed by CFO Bret Johnsen at the Goldman Sachs Communacopia conference on September 10, 2026, places SpaceX firmly at the […]

Alphabet, Amazon and IBM offer diversified AI and quantum exposure as hyperscalers ramp infrastructure spending and quantum technology advances.