Retail Banker International61d agoneutral
HSBC signs AI deal with Google CloudThe arrangement is intended to speed up the use of AI-based working methods in its banking operations.
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Proactive61d agoneutral
Tech concentration hits dotcom-era extremes; UBS urges portfolio rebalancingThe top ten US technology stocks now account for nearly 40% of the S&P 500's total market capitalisation, marking the highest concentration since the late 1990s tech bubble and well above the 25% recorded during the dotcom crash itself. That figure underscores how completely artificial...
Proactive62d agoneutral
Samsung draws advanced chipmaking interest as TSMC capacity tightensSamsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufacturing capacity as demand for leading-edge chips continues to outstrip available supply at rival foundry operator Taiwan Semiconductor Manufacturing...
The Wall Street Journal62d agoneutral
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.
Stocktwits62d agobearish
GOOGL Stock In Focus: Waymo Recalls Thousands Of US Robotaxis Over Navigation IssueWaymo identified a software problem that could likely cause the vehicles to enter a closed freeway construction zone and continue driving at speed.
Verdict62d agoneutral
UK orders Google to improve search ranking transparencyGoogle faces stricter UK rules to boost fairness in search rankings and give users better control over their data.
TechCrunch62d agobearish
NASA picks Eric Schmidt’s rocket company for Mars mission, setting up a race with SpaceXRelativity Space—a rocket maker acquired by former Google executive chair Eric Schmidt last year after stumbling on the path to orbit—might just beat SpaceX to Mars.
Stocktwits62d agoneutral
Former Google Exec Defends SpaceX CEO Elon Musk Against Elizabeth Warren's 'Ultra-Millionaire' Wealth Tax: 'This Isn't A Tax Problem'Musk's SpaceX stake is worth over $760 billion, while his Tesla holdings are valued at $280 billion.
Motley Fool62d agoneutral
SpaceX and Google Want to Launch Data Centers Into Space -- 2 Things Investors Should KnowOrbital data centers may prove critical to AI growth.
Benzinga62d agoneutral
Vinod Khosla Calls Stanford Students' Walkout During Sundar Pichai's Commencement Speech 'Selfish'On Sunday, Venture capitalist Vinod Khosla criticized Stanford students who walked out during Alphabet Inc. Google CEO Sundar Pichai's commencement address, calling their protest "idiotic" and "selfish." Stanford Graduation Walkout The disruption took place Sunday at Stanford University's 135th commencement...
StockStory62d agoneutral
Why Sonos (SONO) Shares Are Sliding TodayShares of audio technology Sonos company (NASDAQ:SONO) fell 4.7% in the afternoon session after investor concerns over new competition as Google unveiled its new Google Home Speaker.
Benzinga62d agoneutral
Meta's New AI Search Could Generate $10 Billion A Year— And Challenge Google's DominanceMeta Platforms Inc. unveiled an artificial intelligence (AI) tool within Facebook Search on Monday, which could potentially rake in billions in yearly revenue, according to an analyst. The new feature, dubbed “AI Mode,” uses Meta’s AI to answer search queries...
Kiplinger62d agobearish
Dow Falls as Fed Chair Warsh Speaks of Price Stability: Stock Market TodayStocks slide as interest rates remain the same and Fed Chair Kevin Warsh starts writing a shorter song for the biggest central bank in the world.
GuruFocus.com62d agoneutral
Uber Targets Houston Robotaxi Launch With Lucid, NuroUber plans mid-2027 driverless rides in Houston, backed by a 50,000-square-foot depot and Lucid-Nuro vehicles.
Trefis62d agoneutral
PLTR Stock: What Does Its Valuation Imply?This is a hyper-growth chapter for Palantir, defined by demand it cannot meet. Its Artificial Intelligence Platform, AIP, is positioned as one of the few reliable ways for institutions to deploy AI without operational chaos.
GuruFocus.com62d agoneutral
Stripe-Led Frontier Commits Another $915 Million to Carbon RemovalNew fund will concentrate on 10 to 15 companies with larger, longer-term agreements.
The Wall Street Journal62d agoneutral
CME Group’s Terry Duffy to Step Down as CEO, Ceding Role to Finance ChiefThe succession will mark the end of an era for the derivatives exchange, which transformed under Duffy’s long run.
TechCrunch62d agoneutral
Anthropic becomes first AI startup to join the Frontier carbon removal coalitionAnthropic has joined the Frontier coalition, which received another $915M in pledges to fund carbon removal projects.
Reuters Videos62d agoneutralVIDEO
Allbirds rebrands as Smartbird in AI pivot, hires Amazon alum as CEO<body><p>STORY: Another AI company is off and running... and, this time, it's coming from former sneaker brand Allbirds.</p><p>Allbirds on Wednesday officially changed its name to Smartbird, cementing its months-long transformation from shoe maker to AI infrastructure firm and sending its shares up as much as 75%.</p><p>:: Archive</p><p>The move comes after the company in April said it was shifting its focus to offer cloud computing capacity and AI services, leading to a more than five-fold jump in its shares. </p><p>The newly-named Smartbird on Wednesday also announced the appointment of former Amazon executive Nadia Carlsten as its new CEO.</p><p>:: Amazon Web Services</p><p>Carlsten brings AI and quantum computing experience from Amazon Web Services and Alphabet spinoff SandboxAQ, and has advised the World Economic Forum on computing and AI.</p><p>In a statement, she said that with a (quote) "differentiated strategy, significant capital, and the opportunity to build an exceptional team, we are uniquely positioned to capitalize on one of the most significant infrastructure opportunities of the next decade."</p><p>Allbirds shut most of its brick-and-mortar stores and sold its brand and footwear assets in March to American Exchange Group for $39 million.</p></body>
GuruFocus.com62d agoneutral
Google Targets Smarter Home ConversationsNew device targets Amazon and Apple rival
Insider Monkey62d agoneutral
Warby Parker (WRBY) Unveils First Line of Intelligent Eyewear Powered by Gemini and Android XRWarby Parker Inc. (NYSE:WRBY) is one of the best young stocks to invest in according to hedge funds. On May 19, Warby Parker unveiled its first line of Intelligent Eyewear, scheduled for release this fall. Developed in partnership with Google and Samsung, the frames integrate Gemini and Android XR to offer contextual, real-time assistance, enabling […]
GuruFocus.com62d agobullish
Broadcom Stock Pops After JPMorgan Calls For Aggressive BuyingBroadcom Rebounds After JPMorgan Issues Strong Vote Of Confidence
Reuters62d agoneutral
AI lab Odyssey valued at $1.45 billion in latest funding roundAI lab Odyssey on Wednesday said it has raised $310 million in a Series B round valuing it at $1.45 billion, and struck a deal with Amazon Web Services that gives it access to specialized chips designed for high‑performance machine-learning workloads. The round, led by Natural Capital, saw participation from Amazon, AMD Ventures, Google Ventures, EQT and In-Q-Tel, alongside prominent individual investors including Google’s chief scientist Jeff Dean and Garry Tan, president and CEO of Y Combinator. Odyssey is building models that can simulate the real world and act without human input.
TheStreet62d agoneutral
SpaceX acquires Anthropic and OpenAI rival in $60B dealElon Musk just made his biggest bet yet on artificial intelligence. Days after SpaceX's record-breaking stock market debut, the company confirmed it would acquire Anysphere, the San Francisco-based startup behind the popular AI coding tool Cursor, in a deal valued at $60 billion. The move puts ...
Trefis62d agoneutral
Oracle Stock's High Stakes GambleIf you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.
Barrons.com62d agobullish
Why JPMorgan Analysts Would Be ‘Aggressive Buyers’ of Broadcom StockBroadcom stock is down this month after issuing so-so guidance. J.P. Morgan says the market continues to underestimate the semiconductor and software company.
GuruFocus.com62d agoneutral
HSBC Taps Google Cloud For 200 AI Use CasesHSBC's multiyear AI partnership could support projects generating over $100 million in revenue or savings each.