News

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.

This is the first new stock to crack Berkshire's top five in years.

Alphabet Inc. shares are trading lower during Wednesday’s premarket session. The move comes as Google outlined a 13 billion euros (roughly $15.13 billion) investment to expand its AI-focused infrastructure in Finland. The broader tone remains risk-off, with S&P 500 futures...

The US robotaxi race is moving beyond a handful of early markets. Amazon.com, Inc.’s (NASDAQ:AMZN) Zoox and Alphabet Inc.’s (NASDAQ:GOOGL) Waymo have announced expansions into additional cities as both companies work toward larger autonomous ride-hailing networks. The announcements represent different stages of that expansion. Zoox will begin mapping and testing in Houston and San Diego, […]

Pinterest (PINS) stock fell 9.2% in its latest session, on September 9, 2026, to about $18.28. Over the past twelve months it lost 51.8% while the S&P 500 returned 18.5%, so that twelve-month decline was not market-wide. The company's last report paired a strong quarter with a slower outlook.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.

Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.

People Inc. CEO Neil Vogel takes investors inside the publisher's battle with Google.

Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructu

People Inc. (PPLI) CEO Neil Vogel joins Yahoo Finance Executive Editor Brian Sozzi to discuss the publisher's rebranding strategy, evolving media business, and the challenges AI poses to its content and audience.

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

Ant International, Visa, and Mastercard introduced the agentic commerce framework with a specific pitch: register an agent once, and it can transact everywhere. The idea was a single agent identity layer that would let autonomous software operate across merchants without repeated verification. The framework’s merchant-side story has a hole in it. The framework addresses who […]

Nvidia keeps more than half of every dollar of revenue as profit.

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Josh Lipton to report on Apple's (AAPL) latest lineup of products, including Siri AI and the iPhone Duo, and why buyers may be driven to buy new products for the hardware features rather than the AI integration.

The CEO of one of Apple’s biggest carrier partners did not mince words.