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Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.
One of the biggest S&P 500 funds on the planet holds hundreds of billions in retirement savings, yet most of the people who own it have never seen its ticker and cannot buy a single share on their own.
A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase.
Oliver Kharraz, Zocdoc Founder & CEO discusses teaming up with Google (GOOG) to integrate real-time healthcare appointment booking directly into the Gemini app, reducing patient wait times from 31 days to 72 hours.
Oliver Kharraz, Zocdoc Founder & CEO discusses teaming up with Google (GOOG) to integrate real-time healthcare appointment booking directly into the Gemini app, reducing patient wait times from 31 days to 72 hours while maintaining data privacy.
Hertz was one of the worst-performing stocks in Pershing Square’s investment portfolio this year through August 11, subtracting 1.1% from gross performance, the firm said.
OpenAI said Thursday that Chief Revenue Officer Denise Dresser is leaving, marking the latest depart
One departure raises bigger questions about Google's AI bench
VFIAX carries the word "diversified" in its pitch, but what sits inside the fund tells a different story about concentration, risk, and how a handful of platform giants now shape the retirement savings of millions.
The world's largest sovereign wealth fund holds Nvidia shares worth 612 billion kroner, exceeding every other company in its portfolio.
Wall Street is racing to turn raw compute power into a tradable asset class, but some investors warn that even the most ambitious financing package on record may leave the AI industry dangerously short of what it needs.
Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft branch offices and joint ventures in China have closed over the […]
SK Group Chairman Chey Tae-won, whose conglomerate controls SK Hynix (NASDAQ:SKHY), dismissed concerns Thursday about the memory giant’s exposure to Nvidia Corp. (NASDAQ:NVDA). He argued the chip giant remains indispensable to artificial intelligence infrastructure: “Without Nvidia, the AI ecosystem is...
For years, Google had a problem that even its dominance of internet search couldn't solve: Apple owned the relationship with hundreds of millions of valuable consumers through the devices they carried every day. Alphabet's (GOOGL) Google is making another attempt to close that gap, and its new ...
Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO
Alphabet's Google launched Gemini 3.7 Flash on Thursday, its latest AI model designed for software coding and automated business tasks, but offered no details on when its flagship Pro model will be released. Investors have been closely watching for Gemini 3.5 Pro, Google's premium model, as a test of whether its DeepMind AI unit can keep pace with rivals Anthropic and OpenAI. Google had said in July Gemini 3.5 Pro was being tested with partners and would be coming "soon".
Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.
Alphabet Inc.’s Google released another installment of its workhorse Gemini Flash artificial intelligence model, but didn’t say when it would release its most powerful AI model, Gemini 3.5 Pro, which has been hampered by delays.
OpenAI chief revenue officer Denise Dresser is leaving the company less than a year into the role. OpenAI appointed Dali Rajic, most recently president and COO of Google-owned cybersecurity company Wiz, to replace her.
Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap is more complicated than a simple earnings miss.
Apple just posted its strongest June quarter ever, yet the stock sits 6% below its 52-week high while a supply-chain dispute and fading tariff tailwinds threaten to complicate the bullish case that Wall St. keeps building.
A study released Wednesday shows how 5% invalid traffic costs about $250,000 in cash and $750,000 in revenue losses.
Smart TVs are rapidly becoming television's default viewing environment, making the home screen a valuable bridge between consumers and the sprawling collection of streaming services competing for their attention.
OpenAI is naming its second new chief revenue officer in less than a year, a sign of efforts to bolster sales growth ahead of a highly anticipated Wall Street debut.
Alphabet is already converting its capex investments into AI revenues.
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