News

Voice features reach Gmail, Docs and Keep, but the enterprise rollout still waits.

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.

Energy prices remain sensitive to Middle East risks, which keeps inflation in focus and puts even more attention on companies building smarter, more efficient systems powered by artificial intelligence. That creates a potential opening for investors who want exposure to the tools that help businesses do more with less. This article looks at three stocks from our AI-focused screener that show how different parts of the AI stack are evolving. The three stocks below are only a sample from this...

NVIDIA, Amazon, Palantir, Dell and Fortinet stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.

On August 3, Commvault (NASDAQ:CVLT) plugged Google’s threat intelligence directly into the recovery workflows customers use after a cyberattack, a small-sounding update that says a lot about where the company is headed. It is less interested in simply storing copies of your data than in deciding, automatically, whether that data is safe to restore. The […]

Quantum computing may be a ways out, but it's not too early to position your portfolio to benefit.

International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 call, though generative AI still turns up in the Consulting numbers. Where the figure went, and what management counts instead, is the more useful question.

Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally directing more top-of-funnel users toward freemium experiences rather than upfront paywalls, and it is managing that transition alongside leadership changes, with an interim CFO in place and Anil Chakravarthy set to succeed Shantanu Narayen as CEO on December 1, 2026.

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

Nvidia (NASDAQ:NVDA) is investing billions across an AI industry that ultimately buys its chips. Prominent economist Tyler Cowen says that could make the boom more durable, not prove it is a bubble.“You can think of Nvidia as a kind of...

Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.

The average analyst fair value estimate for Eos Energy Enterprises has shifted from about US$7.89 to about US$6.67, signaling a reset in how price targets are lining up with current assumptions. This move reflects research that balances enthusiasm for the company’s Z3 projects, manufacturing plans, and large commercial pipeline against concerns about dilution, execution at the Thorn Hill facility, and broader renewables risks. As you read on, you will see how this evolving narrative could...

Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells in the sector.

SNOW stock jumps 16.6% after Q2 second-quarter results as AI adoption, enterprise growth, and higher product revenue guidance fuel momentum.

Microsoft stock is trading slightly higher this year despite the company’s massive capex. Wall Street believes those investments will pay off.

One of Buffett’s boldest late-career bets is getting clearer

A market crash could come at any time; investors need to be ready.

DIS' discounted valuation, rising earnings outlook and IP-driven growth support a hold despite international parks weakness and market underperformance.

The Vanguard Russell 1000 Growth ETF has structural advantages that prioritize today's leading growth stocks.

The chip giant has committed over $40 billion in 2026 alone, with frontier AI labs receiving nearly $50 billion of that total

Fervo's been down sharply since its IPO, but that may be changing now.

Investors need to factor in how long it will take for the robotaxi market to become what it will be, and where Waymo is currently valued.

Tesla's Cybercab made its Austin debut with rides and fanfare, but the launch raised more questions than it answered about scale, safety approvals, and who actually profits if the robotaxi bet pays off.

Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...

Alphabet just came off its longest monthly losing streak in over a decade, and a massive capital spending bet has free cash flow running negative. So why are analysts lining up to call this the cheapest growth story in mega-cap tech?

Apple on Wednesday is widely expected to introduce its iPhone 18 handsets, including its first folding-screen model.

Microsoft's disclosure places Alphabet third by revenue while exposing the value of closing a relatively narrow gap.

Forecasts could soon become faster, sharper and more local