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Pre-Market Stock Futures: Futures are trading lower after a wild day on Wall Street, as stocks took off after Treasury Secretary Bessent announced the Treasury would double its current bond buyback, targeting 10- to 20-year and 20- to 30-year maturities. That sparked an initial big rally, which tapered by the close; still, all of the ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Compan
Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.
Some of Wall Street's most influential artificial intelligence (AI) stocks are being shuffled around by Third Point's billionaire boss.
Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nvidia, Tesla, and Google are increasingly turning to Samsung as an additional advanced foundry supplier. The shift toward dual sourcing highlights both the strength of demand for TSMC's manufacturing services and potential supply risk for clients. Competition between TSMC and Samsung for AI...
Chamath Palihapitiya says Mark Zuckerberg avoids emphasizing Meta Platforms Inc.‘s advertising roots because “great engineers” would rather join companies seen as leaders in space, search or artificial intelligence, even though ads remain the engine funding Meta’s costly AI push. Meta’s...
Alphabet has had a strong year, and a 2X leveraged ETF tracking it sounds like an even better deal until you see the actual returns and realize something quietly eroded a significant chunk of the expected gains.
S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.
S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.
The rights are tied to Google's purchases of custom chips from Marvell, with vesting structured in tranches linked to spending.
Australia passed a law on Thursday ordering Meta Platforms' (META) Facebook and Instagram, Alphabet'
Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in levies if they fail to strike commercial deals with local media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, TikTok and Microsoft's LinkedIn, covering companies with a "significant" social media or search service in Australia, and local advertising revenue exceeding A$250 million ($178 million).
Nvidia, Micron and Alphabet have been highlighted in this Earnings Trends article.
Morningstar said the long-term opportunity far outweighs share-dilution concerns.
Credit quality is strong in part because banks, the largest issuers, have rarely been in better shape over the past few decades.
Investors are excited about a lucrative chip supply deal with an AI titan.
YouTube is offering millions of dollars to popular channels if they upload their videos to the site exclusively for a certain period of time, according to a Bloomberg report.
Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.
A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.
Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.
This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Madden NFL 27 launching a new Persona Engine with more than 65 behavioral DNA types for every player, Todd Boehly’s Eldridge, a $75 billion asset manager, deploying AI across over 100 portfolio companies including Chelsea FC, and Pac-12 moving its fall Olympic sports, […] The post The Dealmaking 3: Madden’s AI Persona Engine, Boehly’s $75B AI Bet & Pac-12 Free on YouTube appeared first on CorpGov.
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 8.2% in the afternoon session after it disclosed in a company press release, a commercial agreement granting Google parent Alphabet a warrant to buy roughly 7% of its outstanding shares.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 3.9% in the afternoon session after its competitor Marvell Technology landed a deal to develop custom artificial intelligence (AI) chips for Google.
SpaceX was reportedly in talks to buy AI coding startup Cognition. SpaceX has already acquired Cursor as it races to catch up to rivals like OpenAI and Anthropic in enterprise AI.
The flight attendants want assurance that their confidential information will be removed from the sale of the defunct airline’s digital records.