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Magnite (NASDAQ:MGNI) said growth in connected television advertising, expansion of its programmatic technology and potential changes to Google’s advertising technology practices are central themes for its business outlook. Speaking at an Age of AI technology conference, Senior Vice President of In
The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.
Alphabet Inc. is poised to pay just under 7% to borrow longer-dated funds in its debut Australian dollar bond deal, in potentially its highest-ever coupon, underscoring how broader demands for cash among hyperscalers around the world are feeding into more costly funding almost everywhere.
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.
In the past quarter, Berkshire Hathaway Inc. reported Q2 2026 results showing revenue of US$101.81 billion and net income of US$25.67 billion, with earnings per share from continuing operations of US$17,868. Alongside this earnings jump, Berkshire’s new CEO Greg Abel oversaw a very large ramp-up in equity purchases, including an 83% increase in the Alphabet stake, and the company’s biggest share buyback since 2021. Next, we’ll examine how Greg Abel’s renewed appetite for large-scale equity...
Buffett's wisdom is timeless.
Alphabet (GOOGL) has been active across capital markets, leadership changes and product rollouts, giving investors fresh data to assess how the company is funding and prioritising its artificial intelligence ambitions. See our latest analysis for Alphabet. Despite the flurry of bond issues, AI product launches and leadership changes around Google DeepMind, Alphabet’s 1 year total shareholder return of 71.25% and 5 year total shareholder return of 145.82% contrast with a recent 90 day share...
Berkshire increased its Alphabet holding to nearly 106 million shares worth $37.8 billion.
Custom silicon may open another path into hyperscaler spending
Google's AI infrastructure bill is enormous, but its cloud acceleration gives investors something tangible.
OpenAI (OPAI.PVT) released a new version of ChatGPT with updated parental controls and safety guardrails for teenage users. Yahoo Finance Tech Editor Dan Howley outlines the growing safety concerns around AI and the features of this new AI model.
Campaign finance records show at least four billionaires quietly funding the opposition—and the fight is only growing stronger
S&P 500 earnings per share are on pace to climb more than 50% in the second quarter. Combining reported and yet-to-be-reported results, S&P 500 earnings are up 50.4%, according to the most recent data from FactSet. Profit growth is broad, too, with 10 of the 11 S&P 500 sectors posting year-over-year earnings growth.
Investing.com -- Anthropic (NASDAQ:ANTP) is reportedly preparing to expand its revolving credit facility beyond an initial $10 billion target as the artificial intelligence developer sets the stage for a highly anticipated initial public offering. The proposed expansion has attracted a flurry of major financial institutions eager to secure substantial lending commitments, a move widely viewed as a strategic maneuver to bolster their pitches for lucrative underwriting roles, according to a report
Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI spending wave flips from cost center to earnings engine.
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable ending.
Roughly 45 days after every quarter closes, a few hundred of the biggest money managers in the country have to tell you what they own. The document is called a Form 13F, one of the rare places where an ordinary investor sees what the professionals did instead of what they said on television. It is ...
It's already outpacing Elon Musk's company.
Adobe’s stock has declined to a historical support zone that has previously preceded upward price momentum. Trading around $254, it sits at a price level that has attracted increased buying volume in the past.
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.
Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) could face growing pressure on one of enterprise software’s most lucrative business models as AI agents reduce the need for human software users, according to Parnassus Investments Chief Investment Officer Todd Ahlsten. "The...
The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.
A 29-state youth-harm trial opened in Oakland Tuesday with damages that could dwarf Meta Platforms' entire market cap, and that legal cloud is landing just as the company's cost structure shows a troubling divergence from its revenue growth.
A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural question the STOCK Act never resolved.