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Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.
Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.
Verizon Communications (NYSE:VZ) CEO Dan Schulman said the company is gaining momentum in its turnaround efforts through a customer-focused strategy, lower promotional spending, cost reductions and an expanding broadband and AI-infrastructure opportunity. Speaking at the Goldman Sachs Communacopia
SpaceX has run into some challenges in rapidly building out its AI infrastructure.
Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic’s accelerating compute requirements. The opportunity comes amid growing concerns that Google’s decision to develop more of its chips internally could threaten Broadcom’s custom silicon business. However, Macquarie analyst Arthur Lai argued on September 3 that many of these concerns may already be priced […]
Alphabet Inc. (NASDAQ:GOOGL) co-founder Sergey Brin is taking a bigger role in Google’s effort to regain the lead in artificial intelligence, using his founder-level influence to push Gemini forward from an unlikely base: a converted office microkitchen. Brin has become...
US tech giants such as Meta Platforms Inc. and Google parent Alphabet Inc. have been heavily investing in data center expansion across. Yorkville Ives partner Dan Ives estimates that between 1,000 and 1,500 data centers are currently in motion across...
Investor demand reached £10.65 billion for the four-part deal, but appetite was lower than a similar Alphabet offering earlier this year
Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.
Focusing on large-cap technology equities that have lagged behind broader market momentum during the September 3 episode of Mad Money, Jim Cramer broke down why Alphabet Inc. (NASDAQ:GOOGL) presents an exceptional opportunity. He said: Hey, you want a hated stock? How about this Alphabet, up just 9% for the year? There’s a big cap stock that’s […]
Aqua calls its platform a turnkey alternative investments platform.
Data centers land in Hamina, Kajaani, Muhos and Vaala across 2027 and 2028
Meta's AI Agent Muse Takes Aim at Google and Anthropic
By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities
Alphabet just staked more money on a single European country than most tech giants spend globally in a year, and the reason has less to do with servers than with something far scarcer: guaranteed clean power through 2050.
States are starting to question tax breaks once used to attract data centers.
GOOGL's high ROIC and surging Cloud growth stand out, but soaring AI capex is putting pressure on free cash flow and dulling the case for new buyers.
Hock Tan built something rare in tech: a tollbooth that the biggest AI spenders on the planet have no choice but to pay. Here is why that changes where my next dollar goes.
Jim Cramer says buy the Magnificent Seven before the AI payoff hits, but one market strategist argues the group has already fractured into winners and losers, and the 2026 scoreboard is starting to prove him right.
Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 7% to $656.71 and was the best-performing component in the for the trading session.
Amazon, Sony and Alphabet offer varied streaming exposure as digital viewing, advertising, live sports and AI reshape the entertainment landscape.
Microsoft's stock has gone nowhere for a year while its fundamentals quietly broke out, and one AI-driven business unit may have just handed it a credible shot at joining the most exclusive club in markets.
Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]
Arauca Capital, an investment management firm focused on a concentrated portfolio of high-quality companies, released its latest investor letter. The letter can be downloaded here. The portfolio generated a gross return of +25.26% for H1 2026. Record investor inflows were observed in the period, emphasizing a commitment to fundamentals over past performance. Significant investments included […]
Apple (AAPL) is expected to unveil its foldable iPhone on Wednesday at its "Surprise and Shine" event. This will be CEO John Ternus's first product launch as chief executive. Sherwood News head of markets Luke Kawa and Investopedia editor in chief Caleb Silver chat with Morning Brief host Julie Hyman about their expectations for the launch.
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