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Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
The company announced a new integration with a tech titan it has partnered with for years.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
SpaceX is due to release its first earnings report as a public company Tuesday. Here’s what to look for in the company’s second-quarter performance: Starlink growth: SpaceX’s satellite internet product is the company’s cash cow.
Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.
Alphabet's earnings were up nearly 300% last quarter, largely due to investments.
A widening efficiency gap could reshape AI valuations
The potential breakthrough comes with a dangerous revenue gap
Amazon's cloud acceleration strengthened confidence that Alphabet's own infrastructure investments could generate measurable revenue growth.
Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.
Alphabet might remain free cash flow positive in 2026 -- but what about 2027?
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Google will source the full output of RWE’s Oklahoma solar project under a 15-year agreement, with operations slated to begin in 2028.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.
The cloud war between Microsoft, Google, and Amazon is reshaping how AI gets built and deployed, and the gap between the three giants may surprise you. Hundreds of billions of dollars hinge on which platform corporations trust with their future.
Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.
Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous to say out loud.
Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just how violently this high-beta stock can swing. Here is what three distinct scenarios say about where a $1,000 stake could land by 2027.
Google Pulls Controversial AI Feature. Alphabet Stock Faces Fresh Scrutiny
Alphabet was founded as Google in Menlo Park, California, in 1998, and its original name quickly became synonymous with the concept of the internet search engine. The company went public in 2004, and more than two decades later, it’s the third-largest company by market capitalization, with its ...
A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.