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Google's Marvell Deal Puts New Pressure on Broadcom's AI Strategy

A broader AI overhaul is starting to take shape

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

NVIDIA's $108B forecast highlights AI-quantum convergence, putting Quantinuum and QUBT in focus as hybrid computing commercialization advances.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Broadcom looks like both a short-term and long-term buy.

XYZ's Square expands deeper into restaurants as partnerships and seller wins test whether wider adoption can accelerate growth.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

Megacap Tech Stocks Lag Nvidia as AI Money Pours Into Chips and Software

Private equity could open a much bigger AI channel

The correlation to the index is high, the five-year record shows wider swings for slightly less return, and neither of those says diversification.

Barret Zoph is returning to DeepMind.

Despite the awkward timing with the security breach, it’s still a good deal to gain control over an open-source model.

LONDON, Aug 27 (Reuters) - Google has agreed to settle a mass London lawsuit brought on behalf of app developers for £260 million ($353.21 million), according to a deal published on Thursday.

Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely seen at this scale. The divergence points to a clear winner for the next four quarters.

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 supply bottleneck management used to name has gone quiet, and what replaced it changes the kind of company you own.

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.

The ETF invests only in "Magnificent Seven" stocks.

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 […]

Nvidia stock rises and tech stocks advance in the wake of the company’s better-than-expected earnings.

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%.

A $30 billion wireless contract offers stability while competition enters Broadcom's more valuable custom-AI territory.