Motley Fool11d agoneutral
2 Numbers Matter More to Alphabet Stock's Performance Than Anything Else Right NowDespite its massive size, this internet titan's share price is up 150% in the past three years.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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144● bullish (7d)
85● bearish (7d)
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24/7 Wall St.11d agobullish
Alphabet Just Bought Into Nuclear Power. That Is Why I Am Buying Alphabet.Alphabet is signing contracts for nuclear reactors, suspending buybacks, and doubling its debt load, and one investor sees all of that spending as the most bullish signal in the entire position.
Barrons.com11d agobearish
Tesla Stock Drops as Musk Adds to the Chorus of AI ConcernTesla stock dropped early on Monday after CEO Elon Musk joined those concerned about humanity’s ability to control AI. “Dario is right,” tweeted Musk on Saturday, reposting a tweet from Anthropic CEO Dario Amodei. Amodei recently wrote a lengthy essay calling for a slowdown of AI development to help mitigate AI risks, including cyberattacks, bioterrorism, and economic.
Motley Fool11d agobullish
Broadcom Just Named Its Next Customer to Pass Google: Anthropic. Here's Why That Matters More Than the Earnings Beat.The market didn't reward Broadcom's latest quarterly report with big stock gains, but the business's outlook remains promising.
Investor's Business Daily11d agoneutral
Data Centers At The Ballot Box: Why Google Holds The Edge In The Power War Against Amazon And MetaPublic pushback against AI data centers is spiking. Cleanview's Michael Thomas explains how local politics threaten Big Tech margins.
Motley Fool11d agoneutral
Alphabet's Rapidly Growing $50 Billion Business Is a Huge Advantage in the AI Arms RaceComments from Google Cloud's CEO suggest free cash flow could come back in a major way.
24/7 Wall St.11d agoneutral
Forget Chatbot Benchmarks. Google Just Found 1,000 Ways Into Microsoft’s Best Customers.Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors never think about.
24/7 Wall St.12d agoneutral
Chamath Palihapitiya: Anthropic Employee’s “Human Extinction” AI Warning Risks $2.3 Trillion IPOA viral Slack resignation note from an Anthropic safety researcher just handed the SEC a loaded question about the company's confidential IPO filing, and Chamath Palihapitiya thinks the answer could sink a $2.3 trillion deal before it ever prices.
24/7 Wall St.12d agoneutral
Anthropic Locks Down $517 Billion in Compute Ahead of IPO — and It’s Still Not EnoughAnthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
Motley Fool12d agoneutral
Google Bought YouTube for $1.65 Billion in 2006. The Streaming Platform Is Now the Main Driver of a Roughly $93 Billion Business at Alphabet.YouTube will likely go down as one of the greatest acquisitions of all time.
Motley Fool12d agoneutral
Sundar Pichai Says Alphabet's Cloud Backlog Hit $514 Billion After 82% Revenue Growth Last Quarter. Is Google Cloud Becoming a Bigger Growth Driver Than Search?Search still pays the bills, but Google Cloud's backlog now exceeds the entire company's revenue.
Insider Monkey12d agoneutral
Broadcom’s Anthropic Ramp Puts Google’s TPU Business in a Different LightBroadcom’s September 2 results show custom AI hardware turning into substantial sales. On the accompanying call, management said it expected to accelerate Ironwood shipments to Anthropic in the fourth quarter. That puts Google’s TPU technology at the center of a relationship whose economics differ for Broadcom Inc. (NASDAQ:AVGO) and Alphabet Inc. (NASDAQ:GOOGL). Broadcom can sell […]
Insider Monkey12d agoneutral
SpaceX Says a Mystery AI Customer Adds $1.11 Billion a Month. Google Shows How Fast Compute Is GrowingSpace Exploration Technologies Corp. (NASDAQ:SPCX) says a new, unnamed hosting customer will begin paying $1.11 billion per month on December 1. That is a $13.32 billion annualized run rate, not necessarily a guaranteed $13 billion contract. Alphabet Inc. (NASDAQ:GOOGL) shows both how quickly this business can scale and why contract terms matter. SpaceX CFO Bret […]
Insider Monkey12d agoneutral
Is Superintelligence On The Horizon? Safety Fears Grip Industry Leaders As They Push For A SlowdownSomething strange is happening at the frontier of intelligence. Anthropic CEO Dario Amodei called for slowing frontier AI development, OpenAI CEO Sam Altman agreed that the industry needs to “pace the frontier,” and Elon Musk said Amodei was right. The industry leaders’ fear stems from the fact that the alignment problem remains fundamentally unsolved. Rumors […]
The Wall Street Journal12d agoneutral
NFL’s Sunday Ticket Is Getting Smaller. It Isn’t Getting Cheaper.More NFL games are moving beyond Sunday afternoon, leaving YouTube and its subscribers paying more for a shrinking package.
Motley Fool12d agoneutral
Can Alphabet Overtake Nvidia in 2027?Alphabet is having a great 2026, but Nvidia's growth is tough to compete against.
Motley Fool12d agoneutral
Google's Historic 396 MW Clean Energy Deal Just Changed the Game for 1 AI Power PlayRecent IPO stock Fervo Energy is building on its partnership with Google with a massive power purchase agreement.