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The industry may be trying to write rules first

Training new models and serving existing ones create different demand risks for Google's infrastructure business.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Consumer stocks were higher Monday afternoon, with the State Street Consumer Staples Select Sector S

A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.

The Streaming Access and Choice Alliance, led by trade group TechNet, will push for policies on consumer access and sports broadcasting rights

Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

Alphabet, Meta Platforms and other AI labs would benefit from a development slowdown: they could possibly catch up to OpenAI and Anthropic.

Microsoft and Alphabet both posted monster cloud quarters and both are spending at a pace that would have seemed reckless two years ago, but only one of them is funding the buildout without going to the debt markets, and that gap may define the trade for 2027.

The three companies are founding members of a new Streaming Access and Choice Alliance that will advocate for consumer access to online content.

Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.

Marketing and business data should be used to drive future growth, not just report on past spending, according to Google.

Daniel Roberts says today's AI demand could outrun available infrastructure for years.

Everyone knows Nvidia owns the AI trade, but a quieter giant with 2.5 billion active devices is building a monetization machine that could rewrite that assumption entirely.

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Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

Cerebras Systems is scaling AI inference with faster systems, hyperscaler partnerships and capacity expansion as NVIDIA and Alphabet intensify competition.

Amazon stock was lower while Google and Microsoft were higher as investors digested Anthropic's AI slowdown call.

Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.

The business is performing much better than its stock may suggest.

Leave it to Elon Musk to say, essentially, I've been right all along.

Aurora Innovation (AUR) stock has gained about 54% over roughly nine months, from the middle of December 2025, against about 13% for the S&P 500. A run like that usually means the market fell for a technology story. This one is duller. Over those months Aurora put driverless trucks onto a production line and signed the carriers to run them.

Tesla is quietly assembling pieces that go far beyond selling cars, and the question is whether the market has any idea how large the combined opportunity could get.

A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about risk depending on your age.

Stock Market Today: The Dow Jones index drops Monday as oil prices jump. Nvidia stock sells off as AI leaders call for a slowdown.

Tight DRAM supply, soaring HBM demand and long-term customer deals could fuel growth for MU through 2027 and beyond.

Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026—but they were getting some love from investors on Monday, even as a broader tech selloff raged on. Alphabet climbed 1.5% and Meta added 2.1% ahead of the opening bell. Both Meta and Google are working on rival AI systems.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a