News

During the second quarter, Alphabet reported 300% growth in net income.

The move comes as Alibaba's Qwen models surpass 3 billion downloads, putting its open-source AI push in competition with U.S. players including Google and Meta.

In early August 2026, T-Mobile US completed a spectrum swap with Grain Management, introduced new Experience 2.0 plans featuring EIP Flex 36 financing and student perks, and began offering Google’s Pixel 11 lineup and Pixel Watch 5 with aggressive promotions and support for its latest 5G Advanced and T-Satellite capabilities. These moves, alongside T-Mobile’s satellite-enabled disaster support in Hawai‘i during Storm Lala and an analyst downgrade citing rising competitive pressures,...

The total includes $1.2 trillion in unstarted leases and $1.9 trillion in purchase commitments.

Berkshire boosted its Alphabet stake by $17 billion in Q2, but Michael Burry says Greg Abel lacks Buffett's discipline.

U.S. tech firms are flooding credit markets with debt to fund investments in AI.

Massive spending commitments for data-center leases and chips aren’t shown on companies’ balance sheets.

Wall Street loves a good redemption arc, but it rarely hands one out for free. The market makes companies wait, publicly and sometimes painfully, before admitting they belong. Few companies know that waiting game better than Reddit (RDDT). For two decades, the platform was the internet’s message ...

As earnings season winds down, it's time to reflect on lessons from this quarter.

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

Taiwan Semiconductor has its fingerprints all over the modern data center.

Alphabet (NasdaqGS:GOOGL) has released its Gemini 3.7 Flash AI model, aimed at speeding up productivity tasks and coding automation. The rollout of Alphabet's higher end Gemini 3.5 Pro model has been delayed, raising fresh questions about its position against rivals such as OpenAI and Anthropic. Investors are weighing rising competitive pressure from open source and lower cost Chinese AI models, which could influence Alphabet's long term AI market position. The wider build out of AI...

Google Cloud is Alphabet's fastest-growing division.

OpenRouter's CEO recently described the startup as Stripe for AI.

The foldable smartphone used to resemble an expensive technical experiment. Now they’re starting to appear more like something Apple can sell. That change is significant since Apple (AAPL) has spent years ignoring a category that competitors, including Samsung, Google, Motorola, Huawei, and others, ...

On August 13, Alphabet’s (NASDAQ:GOOGL) Google unveiled Gemini 3.7 Flash, a new AI model built for coding and automated business tasks. The launch came without word on when the company’s flagship Gemini 3.5 Pro model will arrive, a gap investors have watched closely as a gauge of whether Google’s DeepMind unit can keep pace with […]

Microsoft's successful AI strategy has legs.

SpaceX is a popular stock, backed by some investing and corporate heavy hitters. The heaviest hitter of all, of course, is Elon Musk. It’s the first time public funds have disclosed SpaceX positions.

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

Alphabet (GOOGL) unveiled the Pixel Tag, its first item tracker, priced at $29, putting it directly against Apple (AAPL) and its AirTag. The product launches Nov. 11 and will also come in a four-pack for $99. It’s a small piece of hardware that helps people find their keys, wallets, luggage, and ...

Monitoring the 20 largest S&P 500 stocks closely, as a unit through this ETF and individually, is an essential part of being a conscious modern equity investor or trader.

SpaceX is moving fast enough to potentially spend half a trillion dollars on data centers in a single year, and the inference economics driving that decision reveal something surprising about where the entire AI arms race could break down.

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Waymo sees flaws in camera-only driverless technology systems Tesla plans to use?

On August 5, NiSource Inc. (NYSE:NI) held its second-quarter earnings call, and the numbers told two different stories at once. Adjusted EPS fell to $0.16 from $0.22 a year earlier, yet management walked away reaffirming every long-term target on the books. That gap between a rough quarter and an unshaken outlook is the story here, […]

Some of the artificial intelligence boom’s biggest beneficiaries can cash in whether open models proliferate or not.

Block (NYSE:XYZ) launched Bitcoin payments on Square's point-of-sale system, allowing merchants to accept Bitcoin with no processing fees until 2027. The company expanded its partnership with Google to bring Square food and beverage sellers into conversational AI ordering through Google Maps. Cash App ordering is set to link directly within Google Maps, connecting discovery to checkout for participating Square restaurant sellers. Block is far from the only stock tied to payment rails,...

In recent filings, Berkshire Hathaway disclosed that it added millions of Delta Air Lines shares while also reshaping its broader equity portfolio, including exiting Constellation Brands and trimming its Bank of America stake. This increased exposure places Delta alongside Berkshire’s core holdings such as Apple, American Express, Alphabet, Coca-Cola, and Bank of America, highlighting the airline’s importance within a highly concentrated investment lineup. Now, we’ll examine how Berkshire’s...