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Alphabet Is Nearing a $5 Trillion Market Cap
Barrons.com133d agoneutral
Alphabet Is Nearing a $5 Trillion Market Cap

Alphabet is about to make a trillion dollar climb in less than 90 days. The tech conglomerate is roughly 2% away from a $5 trillion market value, with both classes of its shares on pace for a record closing high.

How Ondas Is Growing Far Faster Than It Burns Cash
Trefis133d agoneutral
How Ondas Is Growing Far Faster Than It Burns Cash

The headline numbers for the Ondas (ONDS) Q1 2026 report triggered typical market hesitation, driven by an operating loss of $42.7 million, an operating cash burn of $51.3 million, and a slight EPS miss of -$0.07 versus the -$0.06 consensus estimate. For casual observers, these figures support the bear thesis that an aggressive roll-up strategy involving a series of strategic acquisitions is creating a highly capital-intensive corporate structure with significant near-term integration costs. How

Buy, Hold or Sell Intel at Over $100?
24/7 Wall St.133d agoneutral
Buy, Hold or Sell Intel at Over $100?

Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?

Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1
24/7 Wall St.133d agobullish
Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1

Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a highly concentrated portfolio: almost 65% of Berkshire’s $331 billion equity portfolio ... Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1

Prediction: Wall Street May Be Sleeping on Google’s Next Big Move
24/7 Wall St.133d agoneutral
Prediction: Wall Street May Be Sleeping on Google’s Next Big Move

Few mega-caps have shifted the narrative as decisively as Google (NASDAQ:GOOG) has over the past year. After a 138.92% one-year run and a 26.65% year-to-date gain, the real question is whether the market has fully priced what comes next. Our model says it has not. Our 24/7 Wall St. Price Target for Google Google trades ... Prediction: Wall Street May Be Sleeping on Google’s Next Big Move

Baidu Stock Climbs After Q1 Earnings As AI Growth Outshines Ad Concerns
Investor's Business Daily133d agobullish
Baidu Stock Climbs After Q1 Earnings As AI Growth Outshines Ad Concerns

Baidu stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. Baidu said that it earned an adjusted 12.06 yuan per American depositary share for the March quarter, down 34% from a year earlier. Often compared to Google, Baidu was one of the quickest Chinese tech companies to embrace AI.

The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable
24/7 Wall St.133d agoneutral
The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable

The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The ... The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and f