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Google's Marvell deal boosts its custom AI-chip role and challenges Broadcom, making Marvell the more attractive AI stock.

The latest 13F filings for the second quarter show that both Cathie Wood’s ARK Investment Management and Stanley Druckenmiller’s Duquesne Family Office hold Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL), and both were buying in the quarter. Duquesne Family Office raised its stake by 1,083% in AMZN to 541,600 shares worth $129 million. Wood increased […]

Google just handed Marvell something Broadcom should have seen coming, and the terms of the deal reveal exactly who benefits when a hyperscaler decides it needs more than one custom silicon partner.

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

Two bullish targets kept the AI leader stable while rising yields punished other mega-cap growth stocks.

Broadcom and Marvell both crushed earnings on the same AI tailwind, but one offers durable cash flow while the other bets everything on optical speed. The gap between them tells you exactly which kind of risk you are actually taking on.

Unrealized investment profits strengthened reported results while enormous infrastructure spending continued consuming cash.

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

Alphabet is spending heavily on AI infrastructure, and for good reason.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

The latest trades reveal where Wood sees fresh upside

Tech giants can avoid the charge by paying publishers.

Amazon and Alphabet are among the stocks positioned to benefit as the use of AI shopping accelerates. AI agents are increasingly capable of performing tasks like comparing prices.

Marvell Technology (MRVL) is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Cap

Berkshire Hathaway (BRK.A) is back in focus after Q2 2026 results combined a sharp jump in net income with the largest share buybacks since 2021, as well as heavy buying of Alphabet and Delta Air Lines. See our latest analysis for Berkshire Hathaway. Berkshire Hathaway’s recent buying spree under Greg Abel and the large Q2 buybacks come as short term share price momentum has softened, with a 7 day share price return of 1.81% decline and a modest year to date share price return of 0.81%, while...

David Tepper added shares of Amazon, Meta, Alphabet, and Nvidia to his portfolio in Q2.

Investing.com -- Alphabet Inc.'s Waymo announced Thursday that it has developed a custom chip for its robotaxis, marking a shift away from relying solely on third-party suppliers such as Nvidia Corp.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

By Prathik Jayaprakash Aug 20 (Reuters) - Satellite-constellation developer Muon Space has raised $250 million in a Series C funding round as it looks to expand manufacturing capacity amid rising

Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic’s early days, […]

Apple is stacking catalysts at a pace the market has not seen in years, and the collision of new silicon, a redesigned iPhone lineup, and a long-awaited Siri AI reveal sets up a moment where getting the call wrong carries serious cost.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Investing.com -- Rosenblatt Securities initiated coverage of three e-commerce companies on Wednesday, taking a bullish view on Etsy and eBay while adopting a more cautious stance on Chewy as investors weigh improving execution against slower underlying market growth.

Earlier this week, Marvell Technology announced an expanded commercial agreement under which Alphabet’s Google received a warrant to buy up to about 59 million Marvell shares, tied to Google’s purchases of custom semiconductor products supporting its TPU-based AI infrastructure, including inference accelerators, storage, networking, and memory interface controllers. This equity-linked deal tightly aligns Google’s ownership potential with the business it directs to Marvell, underscoring how...

Barclays models $18.5 billion of annual revenue and $6.15 of incremental EPS

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.