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Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.
Cryptocurrency bookmakers slightly raised odds that California’s one-time billionaire wealth tax will pass in this year’s general election. Prediction Markets Wager on Passage Odds Polygon-based Polymarket currently prices this outcome at 32%, up 1 percentage point over the past week...
Berkshire Hathaway is increasing the size of its stake in Google's parent company and beefing up its holdings in homebuilders, according to the conglomerate's latest snapshot of its investment portfolio. The Omaha, Nebraska-based company also continued to pare its stake in financial companies and a number of other stocks in the April-June quarter, according to a regulatory filing filed late Friday. CEO Greg Abel, who took over from Warren Buffett at the start of the year, agreed in June to make a $10 billion stock investment in Alphabet, expanding on the stake that Berkshire started to build last fall.
Apple (NasdaqGS:AAPL) has formally launched its 'Ads on Maps' platform, entering the local digital advertising market alongside Google and Meta. The new product allows businesses to buy promoted placements inside Apple Maps to reach nearby users searching for places and services. Apple is also negotiating content deals with news publishers to use their material in training its AI models that power Siri while addressing copyright and payment terms. These steps mark a material shift in Apple's...
Apple Inc., Samsung Electronics Co. Ltd. and other major smartphone makers face a tougher demand environment as rising component costs push handset prices higher in the U.S. and China, according to new research from Counterpoint Research. Counterpoint analysts said Thursday...
Co-founder Sergey Brin wants Google to keep improving Gemini capabilities.
AI coding startup Cursor is now officially a part of SpaceX.
Can the company navigate these legal troubles?
The $515 price target for Alphabet stock represents a significant upside potential from its recent closing price.
Warren Buffett spent 60 years building one of the greatest investing records in history, not by chasing whatever was popular, but by finding businesses he never wanted to sell. He said it himself in his 1988 shareholder letter, the year he first bought Coca-Cola: "Our favorite holding period is ...
The leading AI systems of the next decade may be developed by private companies.
Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.
A 2015 check cut for $900 million in SpaceX’s series F round has grown about 100x to $94 billion.
After three years of selling more than he bought, new Berkshire CEO Greg Abel just broke the streak in dramatic fashion, pouring billions into a single tech giant that Warren Buffett himself quietly identified as the target.
Hut 8 (HUT) CEO Asher Genoot compares AI compute buildout to historical infrastructure booms like railroads and steel, projecting $1.75 billion in annual net operating income as new data centers come online.
These companies have different business models, but share strong AI tailwinds.
Investors can say goodbye for now to the Alphabet they used to know.
The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.
Alibaba Group Holding’s open-weight models have accumulated more than 3 billion global downloads in the past six months, eclipsing Meta Platforms Inc., Alphabet Inc. and domestic peers to become the world’s No. 1 artificial-intelligence model.
Elon Musk's SpaceX will build its AI services exclusively on Nvidia system.
In early August 2026, Commvault Systems filed a US$449.32 million shelf registration for 3,374,000 common shares related to its employee stock ownership plan and announced a new integration that brings Google Threat Intelligence into its Threat Scan cyber resilience workflows, alongside upgraded inline malware scanning and AI-enabled Synthetic Recovery enhancements. This combination of capital-raising flexibility and deeper Google collaboration underscores how Commvault is positioning its...
The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...
On August 11, medtech leader Abbott Laboratories (NYSE:ABT) and tech behemoth Alphabet Inc. (NASDAQ:GOOG) announced a multi-year partnership to unite continuous glucose monitoring with consumer AI. The collaboration embeds data from Abbott’s non-prescription Lingo biowearable directly into the Google Health app, combining real-time metabolic insights with Google’s AI Health Coach to deliver personalized habit recommendations […]
Greg Abel's overhaul of Berkshire Hathaway's $358 billion investment portfolio continued in his second quarter at the helm.
Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.
A Maryland state tax court has struck down the state’s first-in-the-nation tax on digital advertising and ordered state officials to repay the tax money already collected from big tech firms. The Maryland Tax Court said the tax violates the federal Internet Tax Freedom Act as well as the First Amendment and the commerce and due process clauses of the U.S. Constitution. Maryland estimated the tax, approved in 2021, could raise about $250 million a year to help pay for a sweeping K-12 education measure.
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