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Morgan Stanley Bullish on Google AI Chips: TPU Sales Estimates Get Major Boost

Abel is making his mark on Berkshire Hathaway,

When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that uncertainty targets a very different set of companies than most portfolios hold.

Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers

Rezolve Ai (NASDAQ:RZLV) has announced that Google (NASDAQ:GOOG) selected its proprietary distributed database technology for use within Google Cloud infrastructure, marking what Rezolve describes as the platform’s first major commercial deployment with a large technology company. According to Rezolve Ai, the technology is supporting Google Cloud Web3 blockchain datasets, providing infrastructure for data indexing and processing pipelines across multiple blockchain networks.

Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI trade that investors are probably not ready to hear.

Four stocks quietly control nearly half of a fund that calls itself a broad growth index, and most investors holding it have no idea how concentrated their risk actually is.

Buffett's newfound love for Alphabet rests on one number buried deep in Alphabet's financial reports.

Across various industries, artificial intelligence is transitioning from experimental phases to becoming a fundamental component of enterprise infrastructure. A recent report highlights the growing financial investment into AI, with sectors such as pharmaceuticals, automotive, and financial services leading the charge. Investment by major tech firms like Google, Microsoft, and Amazon reached over $50 billion in 2025 alone, underscoring AI’s integration into core business operations. The...

The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success.

By Mike Scarcella WASHINGTON, Aug 25 (Reuters) - Alphabet's Google on Tuesday expanded its Gemini Enterprise artificial intelligence platform with new tools for lawyers and law firms, accelerating a

Coinbase tokenized US equities went live on Base on Monday, putting four technology stocks onchain as transferable tokens that eligible non-US users can hold in a self-custodial wallet with no brokerage account required.NVDAc, AAPLc, METAc, and GOOGLc track Nvidia, Apple, Meta, and Alphabet, and Chainlink now sits as the official ...

The "Mad Money" host argues big tech can absorb tougher regulatory requirements that smaller developers cannot afford

Alphabet is diversifying its custom chip business beyond Broadcom.

SpaceX stock rose in early trading on Tuesday after closing at its $135 June IPO price on Monday. CEO Elon Musk retweeted a post from chip maker Nvidia about its Vera Rubin semiconductors, adding that SpaceX has helped design a “space-optimized” version that is planned for orbit in 2027 with “significant scale” in 2028. Vera Rubin is Nvidia’s latest AI Graphics Processing Unit (GPU), offering faster compute than its Blackwell chips and much better token throughput.

Cloud revenue is accelerating at the same time capital budgets are exploding, and that tension separates the hyperscalers worth owning from the ones that could crack under their own ambition. Three names define the trade heading into September.

AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.

It's time to start looking for the next wave of AI beneficiaries beyond the big tech names.

Nothing is driving more new U.S. economic investment or political volatility than data centers .

Wall Street's savviest asset managers are selling a stock that's rallied over 2,600% since the start of 2023, in favor of a company with otherworldly artificial intelligence (AI) ambitions.

The three biggest stock sales by already-public companies this year now share one purpose. Every one of them is paying for the AI build-out.

Big investors say Bitcoin's rally reflects capital fleeing AI stocks, framing BTC as both a rotation play and a hedge.

Alphabet (NasdaqGS: GOOGL) is moving Google's Local Services Ads into the Google Ads ecosystem as a pay-per-lead Performance Max campaign. The standalone Local Services Ads dashboard is being retired, and campaign management will shift into the main Google Ads interface. Historical Local Services Ads data access is changing, which may affect how advertisers handle reporting and longer term performance tracking. The update reflects Google's wider use of automation and AI driven bidding tools...

Alibaba’s AI ambitions just got a lot more serious

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Treasuries have reclaimed the yield advantage, with fewer than 4% of S&P 500 stocks now yielding more than the 10-year Treasury (near 4.69%), compared with nearly 63% a decade ago.

The social media giant is delivering elite-level growth and profits, yet its stock commands only a mid-tier valuation. Is the market right to be so cautious, or is this a classic mismatch.

The open-source AI hub is fielding buyout interest at nearly triple its 2023 valuation, weeks after a security breach and days after Stripe's OpenRouter deal reset the price of AI infrastructure.

A 15% Nvidia price hike could ripple through the AI economy