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Three CEOs with hundreds of billions already committed to AI infrastructure made separate calls to the White House last week, and a proposed federal oversight body quietly disappeared. Here is what each of them said on their earnings calls that explains why.
Epsilon3 CEO Laura Crabtree joins Ashley Mastronardi on NYSE Live to discuss We Help Industries Where Failure Isn't an Option
Lucid and Bolt are set to deploy at least 25,000 fully autonomous Lucid vehicles across multiple European cities.
Adobe (ADBE) trades near $250, down about 28% over the past year while the S&P 500 gained about 16%. Over the past three months the stock has returned about 21%. The market pays 13.9 times trailing earnings for a company that just reported record quarterly revenue. A multiple that low prices Adobe as if meaningful growth is off the table. The scenario below tests that pricing, and its answer rests on whether Adobe's free users ever start paying.
Alphabet (GOOGL) has gained 3.7% over the last five trading days while the S&P 500 fell 1.1%. A stock that rises in a down week gets attention. But five days say nothing about what Alphabet does to the rest of your money. The real question is what it does to your portfolio every time the market moves, because it travels further than the index in both directions.
Magnite drew fresh analyst backing with StoneX and Craig-Hallum highlighting potential benefits for independent advertising platform, according to TheFly.
Nvidia's shares look like a great deal right now.
Goldman Sachs Group (NYSE:GS) is arranging a reported $22b AI chip financing package linked to Blackstone and Alphabet's Crux AI venture. The bank is working with Crux AI as part of a broader move to support capital intensive AI infrastructure projects. Goldman is also expanding its private equity alternatives platform with fresh fundraises across its global private markets franchise. Goldman Sachs' $22b AI chip financing role and alternatives expansion should be weighed against the rest of...
A federal judge's 106-page opinion, made public Wednesday, orders interoperability, data sharing, and an internal compliance monitor
The Justice Department's antitrust ruling against Google sent supply-side ad tech names sharply higher Thursday, but the demand side sat out the rally entirely, and that split tells you exactly how the market is reading who wins and who doesn't.
Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story changes everything for investors holding a 247x earnings multiple.
A massive financing package is putting Google's custom AI chips at the center of a new cloud buildout.
Lucid (LCID) stock jumped on Wednesday after the electric vehicle maker signed a major partnership with European ride-hailing platform Bolt to deploy at least 25,000 autonomous vehicles across major European cities, extending Lucid's robotaxi push beyond the US for the first time.
The legendary investor's recent comments give cause for concern, but they may also encourage confidence among investors concerned about AI capital spending.
Telecom and software ETFs may offer a defensive AI opportunity as investors rotate away from rate-sensitive chip stocks toward cash-rich mega-cap platforms.
Broadcom's AI chip orders are tripling while the stock keeps sliding, and investors are stuck debating whether the business has already won or whether the hardest part of the trade is still ahead.
Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift means for where the stock goes next.
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Tapestry (NYSE:TPR) has enabled in-app shopping for Coach and Kate Spade through Google's Gemini app and Google Search. The rollout connects Tapestry's product catalog to Google's AI shopping tools, allowing users to browse and buy without visiting brand websites. Transactions use Universal Commerce Protocol to support direct, secure checkout for Coach and Kate Spade inside Google's platforms. This tighter Gemini and Search integration for Coach and Kate Spade only captures part of how...
Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income statement yet.
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 […]
Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here. In the second quarter, the portfolio gained 6.9%, compared to the S&P 500’s 15.2%. Overall, approximately 34% of the portfolio is in Asia, 43% in North America, and the rest spread across other regions. Hayden Capital remains […]
TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom.
AI agents excel at product discovery, but they struggle to close the deal. While 132 million U.S. adults have used AI to assist in a retail purchase, according to PYMNTS Intelligence, the actual conversion rate for these autonomous systems remains stuck. Only 3% of transactions currently involve agents, revealing a massive chasm between finding an […]
The basketball legend used a legal tax loophole to give his parents new jobs that changed their lives, and the best part is anyone can use it.
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