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Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.
Google Pushes AI Into Orbit With High-Stakes TPU Test
Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts say it belongs raises a question worth sitting with before the next move.
Coach and Kate Spade items are now available for purchase in Google’s AI shopping ecosystem.
Investing.com -- Alphabet Inc's (NASDAQ:GOOGL) Google has officially launched Project Suncatcher, an ambitious orbital computing initiative aimed at deploying its proprietary artificial intelligence chips into space to bypass growing terrestrial energy and infrastructure constraints. The tech giant announced Thursday that it is preparing to launch a prototype satellite equipped with its Trillium Tensor Processing Units (TPUs) aboard SpaceX's (NASDAQ:SPCX) upcoming Transporter-18 rideshare missio
Google signals an accelerated AI push as competition intensifies, particularly from Meta’s Muse AI agent.
In the closing of the recent trading day, Alphabet (GOOGL) stood at $337.83, denoting a -3.8% move from the preceding trading day.
Meta is surging while Alphabet slides hard, yet Microsoft sits completely unmoved and the broad tech funds are barely lower. That three-way split points to something more specific than a sector selloff, and the fund figures tell a story the headlines are missing.
Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.
A familiar problem is haunting Nvidia The chip maker’s stock has paused in its latest effort to break out to new highs and part of the problem is Google. Nvidia shares were down 0.4% at $228.06 in early trading Wednesday. The biggest threat is Alphabet’s Google and its Tensor Processing Units, designed in collaboration with Broadcom Although Nvidia and Google’s rivalry is generally an amicable one, investors keep a close eye on which chips the biggest players use.
ARK Invest poured about $25.1 million into Rocket Lab while selling roughly $5.8 million of Alphabet shares in its latest disclosed trades
Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop in premarket trade.
Gemini creates a premium consumer lane beside Dell's much larger AI-server business.
Netflix has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.
Zoom Communications (ZM) stock sits about 21% below its 52-week high after falling 17.4% over the past month, a month in which its quarterly report beat its own guidance. Over the past year it returned 2.9% while the S&P 500 returned 17.3%. The question for a holder is what a real market shock would add.
While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound.
Alphabet (NasdaqGS:GOOGL) unit Google DeepMind has been named in a new class-action lawsuit targeting leading AI labs. The complaint challenges an industry-funded safety oversight body that would coordinate pre-release reviews of advanced AI models. Plaintiffs allege the joint safety structure could amount to coordinated action to slow AI development and distort competition. The class action over the proposed AI safety oversight body is an important new factor to weigh alongside our broader...
Wood made a major Magnificent Seven purchase in the ARK Innovation ETF.
AI is becoming a broader earnings engine across Google
Lucid and Bolt are set to deploy at least 25,000 fully autonomous Lucid vehicles across multiple European cities.
Tesla now has to prove to government regulators that its Cybercab — which has no steering wheel or pedals — is legal to sell, and safe for the road.
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]