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Alphabet (GOOGL) Faces Waymo Recall And Gemini Leadership Exit
Simply Wall St.61d agobearish
Alphabet (GOOGL) Faces Waymo Recall And Gemini Leadership Exit

Waymo, Alphabet’s self-driving unit, is recalling nearly 4,000 robotaxis in the US to fix software that could allow vehicles to enter closed freeway construction zones at speed. Noam Shazeer, a key leader of Alphabet’s Gemini AI model, is leaving the company to join OpenAI. These twin developments put Alphabet (NasdaqGS:GOOGL) back in focus for investors watching both autonomous vehicles and generative AI. Waymo’s recall highlights that scaling robotaxis involves real world safety and...

Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion
24/7 Wall St.61d agobullish
Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion

SpaceX (NASDAQ:SPCX) is the ticker dominating every group chat this week, with the private-company exposure vehicle gaining 19.18% in five trading days on pure rocket-launch euphoria. But here is what you should actually be watching. The space narrative is colliding with a wall. Tighter global liquidity, sticky policy rates, and a Federal Reserve that is ... Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion

Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”
24/7 Wall St.61d agoneutral
Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

The Number That Puts Oracle Stock To The Test
Trefis61d agoneutral
The Number That Puts Oracle Stock To The Test

For an investor in Oracle (ORCL), the headlines are dizzying. The company is signing AI infrastructure contracts by the tens of billions and has built a backlog of future business that seems to defy gravity. Yet the stock has been under pressure, down 12.2% over the past year, suggesting the market sees more to the story.

Waymo Has a Tesla-Like Recall. What It Means for Alphabet Stock.
Barrons.com61d agobearish
Waymo Has a Tesla-Like Recall. What It Means for Alphabet Stock.

Waymo is recalling 3,871 robo-taxis to correct software that might allow a vehicle to enter a freeway construction zone, according to a National Highway Traffic Safety Administration notice. For starters, it illustrates the size of the Waymo robo-taxi fleet. The Alphabet -owned ride-hailing network operator is expanding across the country, along with other companies, including Tesla Amazon.com -backed Zoox, and others.

Bloomberg61d agobullish
Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad