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Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
After dominating mobile game advertising, the company is pushing its AI platform into new markets, forcing investors to weigh proven performance against the risks of a major strategic pivot.
(Bloomberg) -- Apple Inc. received a rare bearish rating as KeyBanc Capital Markets downgraded the stock to underweight, citing concerns over both demand and valuation.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With App
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
The market is handing investors a gift with the latest sell-off.
<body><p>STORY: From Apple losing out against landmark EU rules to solar-powered EVs...</p><p>This is Tech Weekly.</p><p>:: Tech Weekly</p><p>Apple lost its challenge against landmark EU rules.</p><p>The tech giant tried to refute the designation of its app stores and operating system as gatekeepers. </p><p>It means Apple is subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of big fines if they don't follow along.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect over three years ago.</p><p>Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.</p><p>That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and hurt demand.</p><p>Memory chip prices have soared as suppliers focus on AI data center customers over consumer electronics.</p><p>It’s forced smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.</p><p>SK Hynix shares fell more than 15% in trading on Monday - just days after its U.S. listing.</p><p>It was the South Korean chip giant's biggest one-day decline on record.</p><p>Investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.</p><p>The fall in SK Hynix and rival Samsung Electronics stock led to a 9% plunge in South Korea's Kospi and triggered a 20-minute trading halt.</p><p>And an electric vehicle made by Renault completed a 1,000-mile journey using only solar power. </p><p>Easee CEO, Anthony Fernandez, said the vehicle was charged at solar installations along the route from the UK’s Land's End to John o' Groats…</p><p>As well as portable lithium-ion battery units that had been charged using only solar power.</p><p>"I think what's going on in the world at the moment is really forcing people to rethink where their energy comes from, and I think people are gravitating more and more towards renewable technology. And also to reduce the dependency that we have on the grid, which in many parts of the world is aging quite rapidly."</p><p>The car's five-day trip was backed by Easee and Renault.</p></body>
Futures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.
Meta Platforms Inc. (NASDAQ:META) has officially transformed from a cautionary tale of extreme capital expenditure into the “market’s latest darling,” following a rapid 20.97% stock rally in roughly three weeks, driven by a radical shift in how Wall Street values the tech giant’s artificial intelligence infrastructure. The 21% Surge Explained Between late June and mid-July 2026, Meta experienced a blistering market rally, with its adjusted closing stock price jumping from $542.87 on June 25 to $
MARKETS AM NEWSLETTER Oil prices surged Monday, erasing a month of declines, amid renewed fighting between the U.S. and Iran. But investors’ attention will likely drift Tuesday, at least temporarily, to a flood of bank earnings and the latest reading of U.
This is nothing to fret over.
(Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said that in the not-so-distant future, nuclear fusion technology will offer the most realistic solution for powering AI data centers’ ballooning needs. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHormuz Route
The social-media giant has flooded the market with its AI-enabled, camera-equipped smartglasses, much to the chagrin of privacy advocates.
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.
Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...
In the most recent trading session, Meta Platforms (META) closed at $656.73, indicating a -1.86% shift from the previous trading day.
TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.
Meta (META) raised the budget for its Louisiana data center from $27 billion to $50 billion. Yahoo Finance Technology Editor Dan Howley takes a closer look at the company's surging costs.
Meta Platforms has launched "Meta Compute," a third-party cloud AI offering that directly overlaps with CoreWeave's services. The move turns Meta from a major customer into a significant new competitor for CoreWeave. At the same time, Ark Invest and Cathie Wood have increased their holdings in CoreWeave (NasdaqGS:CRWV). CoreWeave enters this new phase with its shares at $88.88 and a mixed recent track record. The stock is up 2.8% over the past week and 12.1% year to date, but is down 11.6%...
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.
OpenAI, Meta and SpaceXAI emphasize affordability as businesses tighten AI spending and scrutinize usage costs.
Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.
Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.
According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.
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