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Alphabet Inc. and Blackstone Inc.’s new cloud venture has hit delays for major data-center locations that were supposed to run Google’s chips, underscoring the obstacles standing in the way of Big Tech’s AI ambitions.
You may be seeing fewer demands to prove you are human on websites. But AI is changing the battle on both sides. Here’s what it stands.
Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.
In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.
Google Cloud CEO Thomas Kurian said Alphabet (NASDAQ:GOOG) is seeing accelerating enterprise demand for its cloud infrastructure, artificial-intelligence products and cybersecurity offerings, citing growth in customer additions, large contracts and cross-selling across its product portfolio. Speaki
When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.
Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every investor's next move under pressure.
The company called the changes the largest quality reduction in its 29-year search history, saying they favor intermediaries over local businesses
His largest position today is a bet on genomics.
Australia looks poised to claw social media back to an earlier era, if it can convince users to actually opt in. The government of Australian Prime Minister Anthony Albanese shared new legislation Tuesday that targets personalized feeds — the sticky and lucrative recommendation algorithms baked into Meta (META)'s Instagram, Alphabet (GOOGL)'s YouTube, and ByteDance's TikTok. Australia already influences social media...
Investors see Oracle's fortunes as tied to OpenAI's success, and the new ChatGPT-6 Astra model appears to be winning over users and tech experts
Alphabet's stock has some goofy things going on with its valuation metrics.
Google Cloud expands its enterprise AI push with Accenture, betting on forward-deployed engineers to drive adoption and overcome deployment bottlenecks.
AWS and Google Cloud are both burning through tens of billions in capex every quarter, but only one is converting that spending into free cash flow at hyperscale margins right now. Which model actually wins when the 2027 capacity cliff arrives?
Google said it would bring an Iowa nuclear power plant back from the dead. Now, the plant's owner is getting a $1.9B loan from the U.S. Energy Department.
Uber Technologies (UBER) will benefit from the long-term trend for autonomous vehicles, Wedbush said
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
On the morning John Ternus took over as Apple CEO, the most consequential headline about the company had nothing to do with the iPhone cycle or Siri AI. It came from a CNBC Squawk Box interview on September 1, 2026, where West Virginia Attorney General JB McCuskey called Meta Platforms (NASDAQ:META)’ recent $17 billion child-safety […]
Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very different from a year ago.
Elon Musk's brief stint as the world's first trillionaire is slipping away fast, and the forces dragging him back down reveal deep cracks in two of his most powerful companies.
Accenture (NYSE:ACN) and Google Cloud (NASDAQ:GOOG) have launched the Accenture Gemini Enterprise Business Group, a new joint initiative designed to help organisations adopt and scale Google’s Gemini Enterprise artificial intelligence platform. The initiative will draw on Accenture’s existing workforce of nearly 50,000 Google Cloud-skilled professionals while establishing a dedicated team of 1,000 forward deployed engineers.
Uber's profits doubled and free cash flow surged past $10 billion, yet the stock keeps sliding while rivals circle the ride-hailing throne. The real question is whether Wall Street is seeing something bulls are missing, or pricing in a robotaxi takeover that may never arrive on schedule.
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