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Self-driving car company Waymo said Tuesday it will launch its robotaxis in the German city of Munich next year, marking the US group's first foray into the European Union.The firm, whose robotaxis currently operate in several US cities, is also planning to expand to London and Tokyo this year.
Nvidia just warned its biggest customers to brace for a steep price jump on next-generation AI servers, and that threat hands at least two rivals a rare opening to capitalize on the fallout.
Google is quietly betting its entire cloud future on a chip most investors have never heard of, and a new forecast suggests the volume ramp coming by 2027 is far larger than anyone expected.
D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.
Plus, Nvidia puts $6 billion more behind open-weight models, and rare-book dealers are conflicted about AI-era sales boost.
Management's narrative has pivoted hard from optimizing its massive retail machine to funding aggressive AI infrastructure buildouts, quietly changing what an investment in the company is actually a bet on.
If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.
Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.
Aug 25 (Reuters) - Self-driving technology company Waymo said on Tuesday it would begin testing its autonomous vehicles in Munich in the coming weeks, laying the groundwork for a commercial ride-
Warren Buffett almost never chases mega-cap tech, which makes Berkshire's massive new position in Alphabet one of the most surprising moves in years and a signal worth taking seriously before the rest of the market catches on.
Booming AI chip sales may not "re-rate" Google stock, says Morgan Stanley. That will wait for the debut of Gemini 4 AI model.
Morgan Stanley Bullish on Google AI Chips: TPU Sales Estimates Get Major Boost
Abel is making his mark on Berkshire Hathaway,
When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that uncertainty targets a very different set of companies than most portfolios hold.
Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers
Rezolve Ai (NASDAQ:RZLV) has announced that Google (NASDAQ:GOOG) selected its proprietary distributed database technology for use within Google Cloud infrastructure, marking what Rezolve describes as the platform’s first major commercial deployment with a large technology company. According to Rezolve Ai, the technology is supporting Google Cloud Web3 blockchain datasets, providing infrastructure for data indexing and processing pipelines across multiple blockchain networks.
Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI trade that investors are probably not ready to hear.
Four stocks quietly control nearly half of a fund that calls itself a broad growth index, and most investors holding it have no idea how concentrated their risk actually is.
Buffett's newfound love for Alphabet rests on one number buried deep in Alphabet's financial reports.
Across various industries, artificial intelligence is transitioning from experimental phases to becoming a fundamental component of enterprise infrastructure. A recent report highlights the growing financial investment into AI, with sectors such as pharmaceuticals, automotive, and financial services leading the charge. Investment by major tech firms like Google, Microsoft, and Amazon reached over $50 billion in 2025 alone, underscoring AI’s integration into core business operations. The...
The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success.
By Mike Scarcella WASHINGTON, Aug 25 (Reuters) - Alphabet's Google on Tuesday expanded its Gemini Enterprise artificial intelligence platform with new tools for lawyers and law firms, accelerating a
Coinbase tokenized US equities went live on Base on Monday, putting four technology stocks onchain as transferable tokens that eligible non-US users can hold in a self-custodial wallet with no brokerage account required.NVDAc, AAPLc, METAc, and GOOGLc track Nvidia, Apple, Meta, and Alphabet, and Chainlink now sits as the official ...
Alphabet is diversifying its custom chip business beyond Broadcom.
SpaceX stock rose in early trading on Tuesday after closing at its $135 June IPO price on Monday. CEO Elon Musk retweeted a post from chip maker Nvidia about its Vera Rubin semiconductors, adding that SpaceX has helped design a “space-optimized” version that is planned for orbit in 2027 with “significant scale” in 2028. Vera Rubin is Nvidia’s latest AI Graphics Processing Unit (GPU), offering faster compute than its Blackwell chips and much better token throughput.
Cloud revenue is accelerating at the same time capital budgets are exploding, and that tension separates the hyperscalers worth owning from the ones that could crack under their own ambition. Three names define the trade heading into September.
AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.
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