News

Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced ‌Micro Devices and SpaceX during the second quarter, according to ‌regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • ‌It trimmed its Microsoft ⁠stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.

Alphabet's early SpaceX investment has become a significant financial asset, although its value remains exposed to the recently listed company's volatile shares.

The billionaire investor’s hedge fund also established a sizable position in CME Group while trimming Restaurant Brands International.

Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion alone cannot deliver.

A federal appeals court removed another procedural obstacle facing more than 3,000 lawsuits accusing Meta Platforms, Inc. (NASDAQ:META), Snap Inc. (NYSE:SNAP), Alphabet, and TikTok of harming young users through allegedly addictive product features. The Ninth Circuit did not decide whether the companies are liable. It ruled that Section 230 provides a defense against liability, not […]

Vanguard swapped the benchmark powering one of the most popular growth ETFs on the market, and most holders never saw it coming. What looks like a paperwork formality could quietly reshape which companies sit inside your portfolio over time.

The AI leadership battle just changed direction again

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo

Two senior OpenAI executives announced their departures in the same week that the company reported staggering revenue growth, and the timing points to forces most headlines are missing entirely.

Intel's $23 Billion Capital Raise Could Be a Game Changer for Its Foundry Business

Baupost is leaning harder into a costly AI buildout

Apple's Services segment just posted a record quarter while Siri AI prepares to reach 2.5 billion active devices, and the combination is forcing a serious reassessment of where this stock goes over the next 12 months.

A crypto trader has reportedly lost approximately $550,000 in USDC as they fell victim to a Google advertisement phishing scam, as per the crypto asset tracing and recovery firm FlashRescue's co-founder Darcy. On Aug. 13, Darcy posted on X that the user lost the sum to a paid Google ...

A low correlation to the index says the return is genuinely its own, while its behavior on the market's down days says it has not softened them.

Greg Abel has been aggressive early in his tenure, suggesting he's ready to deploy more of Berkshire's cash hoard.

Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building.

When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.

Reddit (RDDT) will be joining the S&P 500 (^GSPC) next week. Morning Brief host Julie Hyman, Investopedia editor in chief Caleb Silver, and Yahoo Finance Breaking Business News Reporter Jake Conley discuss the details.

Tesla and Alphabet both reported earnings on the same day, both stocks trade near the same price, and both companies are pouring billions into AI. But one of them is burning cash on promises while the other is already cashing checks, and the gap between them is wider than it looks.

71% That's the share of Alphabet’s quarterly profits that came from "other income" last quarter. The gains came from revaluing equity holdings, which include SpaceX and Anthropic. Other income made up 66% of Amazon’s earnings, primarily due to its stake in Anthropic.

Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.

Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually builds long-term wealth.

Every other hyperscaler is renting part of the AI chain, and one company quietly built the whole thing from the silicon up. The question is whether the market has figured that out yet.

Taboola’s second quarter was met with a negative market response as revenue fell short of Wall Street expectations. Management attributed the shortfall primarily to two factors: a Google policy change that discontinued the “Explore More” product and a deliberate effort to remove low-performing international publishers, particularly in Greater China. CEO Adam Singolda acknowledged the impact of these actions, noting, “Despite these two headwinds, I’m happy with our ability to accelerate growth an

Reddit has posted eight consecutive quarters of sales growth above 60%

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Some companies deserve the praise and attention that investors are giving them. Ones whose growing margins come from cutting their labor force don’t, Amir Goren writes.

Andrew Boone values Alphabet at 32x 2027 earnings against 29x for Amazon

A recent Cloudera report highlights significant challenges enterprises face in implementing AI projects, with 95% having delayed or canceled initiatives due to infrastructure limitations. The survey findings, from over 1,500 IT architects, indicate a widespread need for overhauling legacy data architectures to support scalable and secure AI across hybrid environments. This shift, termed "The Great AI Re-Architecture," underscores the increasing complexity of data governance and the ongoing...

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]