High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Google and SpaceX are in talks to build data centers in orbit, pitching space as the future home for AI compute, even as costs today remain far higher than on the ground.
A launch deal would make the two companies partners as they prepare to compete on orbital data centers, an unproven technology SpaceX is pitching to IPO investors
Veritone (NASDAQ:VERI) reported lower first-quarter revenue but reaffirmed its full-year 2026 outlook, citing growing demand for its AI training data services, public sector software and recently expanded relationships with major technology companies. On the company’s first-quarter earnings call, P
Alphabet's Google and SpaceX are in advanced discussions over to launch data centers in space, the Wall Street Journal reported on Tuesday.
The Alphabet spinout plans to use the capital to expand its drug pipeline and push candidates toward clinical trials by the end of 2026
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
Reddit's (RDDT) renewal of its content licensing deal with Alphabet's (GOOG) Google isn't due until
Alphabet's Google is in talks with Elon Musk's SpaceX for a rocket launch deal as the search giant looks to put orbital data centers in space, the Wall Street Journal reported on Tuesday, citing people familiar with the discussions. Google is also in discussions about a potential deal with other rocket-launch companies, the report said. SpaceX and Google did not immediately respond to Reuters' requests for comments.
A deal between the two tech titans would give a boost to SpaceX’s business ahead of a historic public listing.
This royalty-based firm generates revenue from leasing mineral rights and direct soda ash production across key U.S. basins.
Isomorphic Labs, an artificial intelligence-driven drug discovery company, said on Wednesday it has raised $2.1 billion in its latest funding round led by existing investor Thrive Capital. The funding round, completed at an undisclosed valuation, also included other existing investors, Google Ventures and Alphabet, along with new backers MGX, Temasek and CapitalG. "This capital injection allows us to build out our drug design engine at scale, driving us forward in our mission to solve all diseases," said founder and CEO Demis Hassabis.
At $395.30, Google (NASDAQ:GOOG) is a hold. The stock is pressed against its $397.28 52-week high after a strong rally, and consensus price targets have caught down to spot rather than the other way around. Alphabet’s Class C shares have rallied 159.59% over the past year on an AI narrative with hard numbers: Cloud growing ... Google at 52-Week High: Buy, Sell or Hold?
Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO) was framed in Citi’s note as an earnings preview call, with the firm pointing to stronger AI demand driving the April quarter modestly above ... Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations
The pizza chain partnered with Alphabet’s Wing, building on its existing work with Alphabet's Google Cloud
The incident points to rising demand for AI security and enterprise cyber defense tools.
Net income margins and recent strategic moves set the stage for a closer look at how these tech giants are shaping their growth trajectories.
Do you think AVGO stock is a good long-term bet at current levels? What about at a 30% discount at about $300 per share? If you think that is a steal and have some cash ready to go, here is a trade.
Hackers reportedly planned large scale exploitation campaign
Energy stocks were rising premarket Tuesday, with the State Street Energy Select Sector SPDR ETF (XL
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab
CloudBolt Software has unveiled the latest version of its cloud management platform, emphasizing AI-ready operations, enhanced governance, and broader support for alternatives to VMware. This release highlights innovations that facilitate AI integration into cloud operations, allowing AI-assisted workflows to interact with cloud management functions through a governed framework. It also introduces more precise role-based access control and extends customization capabilities to cover...
Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
Artificial intelligence is creating trillions of dollars worth of value for America's largest companies.
South Korea's KOSPI index took a tumble Monday as an official floated the idea of a giving excess AI profits to the country's citizens.
Binance reported that its AI-powered security systems helped prevent $10.53 billion in potential user losses from early 2025 through Q1 2026. Google identified a zero-day ...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
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