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Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.
Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.
Meta stock has struggled this year but could reach a milestone in the battle for digital ad dollar against Google.
Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing refuses to stop betting on a hand that keeps coming up short?
Jim Cramer thought Caterpillar gave a viewer's portfolio real diversification until he looked closer and realized one quiet shift in the company's business had turned it into something else entirely.
Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms race save Apple or doom it?
Artificial intelligence is changing the economics of digital advertising faster than many investors expected. The technology isn’t simply creating new products; it is making existing businesses better at turning attention into dollars. That is important because advertising remains one of the internet’s biggest profit pools. And now, Bernstein says Meta Platforms (NASDAQ:META) could capture a […]
Shares of CrowdStrike Holdings (NASDAQ:CRWD) are climbing 4% to $227.84 in Monday morning trading after the company opened its Fal.Con 2026 conference in Las Vegas with platform announcements. CrowdStrike stock was up 86% year to date through Friday’s close, and Monday’s move extends that run into fresh territory. This rally stands out against a softer […]
Investing.com -- Bernstein believes Meta Platforms (NASDAQ: META) is on course to overtake Google Search as the largest single destination for advertising dollars this year, powered by AI gains.
Apple (AAPL) CEO Tim Cook is officially passing the reins to incoming CEO John Ternus on Tuesday, Sept. 1. Morning Brief host Julie Hyman, Yahoo Finance Breaking Business News Reporter Jake Conley, and Barron's associate editor Al Root discuss Cook's future involvement with the company, Ternus's big jobs ahead, and more.
A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why he keeps hitting the buy button.
Humans process and synthesize content differently than agentic bots, requiring simplified content necessary so bots can interpret it more easily, which makes the word "innovation" in Nina Gould's title at Forbes so interesting.
AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.
Pinterest's surprise CFO resignation sent shares sliding Monday while a direct rival moved in the opposite direction, raising a pointed question about whether investors are reacting to a leadership gap or something more fundamental lurking in the guidance.
Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding which AI spending spree is actually worth backing.
The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.
Bernstein said AI is improving ad targeting, recommendations, engagement, and delivery.
Apple Inc. (NASDAQ:AAPL) remains in focus as its resilient U.S. smartphone position contrasts with growing pressure across the global handset market from rising memory costs. Apple shares edged lower in Monday premarket trading, slipping less than 0.5%. Nasdaq futures rose 0.02%, while S&P 500 futures fell 0.11%. Apple Holds US Smartphone Share Apple maintained its U.S. smartphone shipment share year over year in the second quarter of 2026, even as volumes eased following the iPhone 17e launch i
Tech giant Google has been quietly making overtures to major studios as it tries to find ways to get Hollywood to use its AI technology.
Across S&P 500 companies, per-share earnings soared 53% in the second quarter from a year earlier, while sales rose nearly 16%, according to data from LSEG. Investment gains from tech giants Amazon.com and Alphabet added fuel to the big earnings surge.
The development of AI technology is the stock market issue of 2026, 2027, 2028, and likely beyond. AI has created trillions in stock market value, and set off an epic arms race among technology giants looking to dominate the space. A Barron’s analysis recently suggested that the U.S. economy can handle spending 25% of economic output before a new-technology bubble pops.
Retail investors continue to monitor the trading activity of members of Congress, especially when they buy stocks and then sell them several months later. Here’s a look at a three-month trade that may have actually turned into a loss for...
Wix was seen as an AI victim, but its Gemini integration could turn the threat into a powerful source of customers.
Marvell is emerging as a key supplier to the biggest AI cloud companies, with new Google and Amazon deals strengthening its case for a major custom-chip opportunity.
Alphabet was a late addition to Berkshire's portfolio before Buffett retired.
Here’s what could happen to ESTC shares next.
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