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Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened faster than almost anyone noticed.
Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.
Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.
Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud growth, while the other faces a balance sheet doing heavier lifting than investors may realize.
Amazon and Alphabet are both seeing strong returns on their AI infrastructure investments.
Financial stocks were advancing pre-bell Friday, with the State Street Financial Select Sector SPDR
Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to do with subscriptions.
Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud officially launched Gemini Enterprise for Financial Services on August 25, expanding its agentic AI strategy into the highly regulated capital markets and corporate banking sectors. The platform, which is now available in preview, represents a deliberate bet on what Alphabet Inc. (NASDAQ:GOOGL) is positioning as a more governed, audit-ready play […]
AWS just posted its fastest growth in 18 quarters while Google Cloud surged 82% year over year, and both companies are spending tens of billions to pull further ahead. But when forced to pick one, the numbers point decisively in a direction that might surprise you.
Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
SpaceX CFO Delivers Key Message to Investors as AI Revenue Takes Off
Veda Partners managing partner and director of economic policy Henrietta Treyz outlines the type of policy shifts that could affect investors most if the Republicans end up "wiping out" in the midterm elections.
Micron (NASDAQ: MU), the world’s third-largest memory chipmaker, relies on Taiwan for roughly 60% of its global production capacity, including the high-bandwidth memory (HBM) chips powering AI servers sold to customers such as Nvidia, Google, and Microsoft. Any production disruption at its Taoyuan and Taichung facilities would ripple directly through global DRAM and HBM supply chains, making the resolution of this labor dispute a material risk for the stock.
Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.
The compute landlord thesis has officially outgrown its domestic borders. What began as a race to secure domestic data center capacity has evolved into a global scramble for energy sovereignty, vertical distribution control, and the architectural bypass of a fractured supply chain. This week’s activity reveals a landscape where the physical constraints of AI — […]
SpaceX is currently locking in $1.11 billion in monthly revenue from a single, undisclosed customer, a move that pushes the company’s annualized run rate for AI compute hosting to approximately $41 billion. This latest contract, confirmed by CFO Bret Johnsen at the Goldman Sachs Communacopia conference on September 10, 2026, places SpaceX firmly at the […]
Alphabet Inc. shares are trading lower during Wednesday’s premarket session. The move comes as Google outlined a 13 billion euros (roughly $15.13 billion) investment to expand its AI-focused infrastructure in Finland. The broader tone remains risk-off, with S&P 500 futures...
The US robotaxi race is moving beyond a handful of early markets. Amazon.com, Inc.’s (NASDAQ:AMZN) Zoox and Alphabet Inc.’s (NASDAQ:GOOGL) Waymo have announced expansions into additional cities as both companies work toward larger autonomous ride-hailing networks. The announcements represent different stages of that expansion. Zoox will begin mapping and testing in Houston and San Diego, […]
Pinterest (PINS) stock fell 9.2% in its latest session, on September 9, 2026, to about $18.28. Over the past twelve months it lost 51.8% while the S&P 500 returned 18.5%, so that twelve-month decline was not market-wide. The company's last report paired a strong quarter with a slower outlook.
Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.
People Inc. CEO Neil Vogel takes investors inside the publisher's battle with Google.
People Inc. (PPLI) CEO Neil Vogel joins Yahoo Finance Executive Editor Brian Sozzi to discuss the publisher's rebranding strategy, evolving media business, and the challenges AI poses to its content and audience.
Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
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