
Alphabet's diversified growth, AI-driven ad innovation and lower valuation give it an edge over Netflix's slowing growth.
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Alphabet's diversified growth, AI-driven ad innovation and lower valuation give it an edge over Netflix's slowing growth.

Performance risk is the larger issue moving forward with Berkshire and its stock portfolio.

Alphabet's ad revenues surge 14.4% in Q2 as Search, YouTube and Gemini-powered tools strengthen its position against Reddit and Meta Platforms.

Dialectic founder Ryan Zurrer comes on Market Catalysts to discuss the opportunities that tokenized assets present compared to traditional stocks, and the advantages this is giving companies like Elon Musk's SpaceX (SPCX).

There were several common purchases among hedge funds in Q2.

The customers, the contracts, and the expansion rate behind Palantir's run were all on the record before the price moved, and the options market had stopped bracing for a big move.

Citizens’ $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its 2027 estimated GAAP earnings per share for the company. Analyst Andrew Boone reiterated the target on August 26, along with […]

Wolfe Research just made a bold call that Alphabet will be the stock of 2027, and the argument rests on something most AI investors have overlooked entirely about how Google is quietly positioning itself across the entire AI economy.

For much of the last year, Alphabet Inc. has been the Big Tech stock to beat as investors bet that it was the most-likely winner from the artificial intelligence boom.
In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.

Formal verification spent forty years as the most trustworthy technique nobody could afford. AI-assisted formalization is collapsing its cost curve, and with it, any excuse for unproven software. By Exec Edge Editorial Staff Almost all software reaches the world on the strength of testing. Engineers run a program through the cases they can think of, […] The post Years to Hours: Chris Hsu on the Inflection That Just Made Software Provable appeared first on ExecEdge.

To paraphrase Justin Timberlake in his iconic turn in the 2010 film "The Social Network," a trillion dollars isn't cool. You know what is? $3 trillion.

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.

Billionaires from Microsoft CEO Steve Ballmer to businessman Robert Kraft are spending their fortunes buying sports teams and funding charitable causes.

Alphabet, Micron and Nvidia have been highlighted in this Earnings Trends article.

Money is flowing to shareholders while they are being diluted at the same time -- and the two amounts aren't close.

Rezolve AI stock has logged steep share price losses over the past three years while one of its valuation checks still screens it as undervalued on a market multiple basis. Recent contract wins and product announcements have brought fresh attention to the company, yet its overall value score remains low. The share price has declined about 72% over the past three years, which puts Rezolve AI firmly in a recovery story rather than a recent high flyer. Google’s deployment of Rezolve AI’s...

After a short stint at OpenAI, Zoph will become a vice president of research at Google, which has recently lost a string of high-profile researchers.

Researchers have raised concerns about the change’s effect on their independence and ability to detect threats from newest models.

One part of Alphabet’s AI story is getting harder to ignore

The stock has soared since a custom chip agreement with a giant customer came to light. The place that deal shows up this week isn't where most investors will look.
Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.

Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.

Released on August 14, Berkshire Hathaway’s second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter in 14 quarters. The shift was driven primarily by an 83% increase in its Alphabet Inc. (NASDAQ:GOOGL) stake, to about 106 million shares worth $37.8 billion, making it Berkshire’s […]
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