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Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent Prof G Markets appearance, Oaktree Capital co-founder Marks laid out a spectrum running from “analytical investing in prosaic, understandable companies” to “speculative investing ... Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

(Bloomberg) -- With the recent crackdown on Anthropic, the Trump administration has given global leaders another reason to panic about their place in the technology race.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen HormuzOn Friday, the

SpaceX (NASDAQ:SPCX) shares continued their remarkable advance in premarket trading on Tuesday, building on strong gains from their first two sessions as a public company and pushing the aerospace group toward a market capitalization of nearly $3 trillion. The rocket and satellite operator completed the largest initial public offering in history last week, ending its first day of trading on Friday with a valuation of approximately $2.

The rocket and AI company’s shares jumped 20% on Monday. It was the second largest one-day gain in market valuation for a U.S. company ever.

Lenovo, Alphabet, Salesforce, Visa and NVIDIA are supplying AI tools and infrastructure as FIFA World Cup 2026 expands technology use.

An OpenAI employee who joined dozens of industry peers in filing an amicus brief supporting Anthropic in its legal battle against the Pentagon said he is withdrawing his signature. In a post on X, Brian Fioca cited Anthropic’s decision to...

Google parent company Alphabet Inc officially announced on Thursday the nationwide rollout of its Enhanced Local Services Ads for Home Listings across all 50 U.S. states. Here is what investors need to know about the launch. Google Enhances Local Services...

The search giant is taking this collaboration to new heights.

SpaceX stock jumped close to 20% on Monday, hitting a market cap of $2.52 trillion, outshining TSMC.

Prometheus, the industrial-focused AI venture led by Jeff Bezos, has raised $12 billion in a Series B funding that values the company at $41 billion. The financing marks one of the largest recent private rounds and signals investor appetite for...

Microsoft, Google, Amazon, and Meta just told the President they’d pay whatever it takes to power AI, but the electricity they need is becoming the main bottleneck

The streaming giant's high-margin advertising business is firing on all cylinders, but you have to weigh that against a money-losing device segment and a premium price tag.

If you are wondering whether Alphabet at US$369.35 is still priced fairly or already running ahead of itself, the starting point is understanding what the current market data actually says about value. The stock has returned 1.7% over the past week, is down 6.9% over the last month, and shows gains of 17.2% year to date and 109.5% over the past year, which can change how investors think about both upside and risk. Recent headlines have focused on Alphabet's role in artificial intelligence,...

Alphabet Inc. (GOOG) closed the most recent trading day at $367.11, moving +2.5% from the previous trading session.

Alphabet (GOOGL) closed the most recent trading day at $368.56, moving +2.47% from the previous trading session.

The U.K. joins a growing list of countries proposing bans on children’s access to social-media platforms like Instagram and YouTube.

Nvidia (NVDA) is the latest hyperscaler to tap the debt market to fund its artificial intelligence (AI) build-out. Yahoo Finance Markets and Data Editor Jared Blikre discusses more in the video above.

Management has shifted focus away from historical efficiency metrics, highlighting a strategic reallocation of capital that makes the stock a very different bet.

Government proposes broader online safety restrictions for children

The Dow may be on track for a fresh closing high, but it’s still lagging behind the Nasdaq today. The blue-chip index was up 607 points, or 1.2%. The Nasdaq rose 3%. The S&P 500 rose 1.8%. The Nasdaq was on track for its second-best day of the year after the U.

With the stock beaten down by concerns over spending, the market seems to be missing a critical number that signals a far more durable and diversified business.

Seven maturities from two to 30 years mark Nvidia's come back to the bond market

Potential TPU manufacturing shift underscores strong demand for advanced AI chip production.

"My latest industry checks indicate that MediaTek has upgraded the strategic positioning of its AI business from 'IC / ASIC design' to 'system-level design,' initially targeting the PCBA (L6) for Google's TPU and the L10 rack for Elon Musk-affiliated companies' in-house AI chips," Kuo wrote. The analyst frames the move as a calculated long-term repositioning rather than a near-term earnings catalyst, noting that it carries "immaterial impact on fundamentals over the next two years."

The company is making a significant strategic investment in artificial intelligence, and the primary risk for investors lies in the scale of these capital requirements.

Alphabet Inc.'s cybersecurity teams have identified an ongoing cyber extortion campaign targeting Oracle Corp's PeopleSoft software, attributing the activity to the hacking group ShinyHunters. Zero-Day Exploit Targets Enterprise Systems On Thursday, researchers at Google Threat Intelligence Group and Mandiant said...

The creative software giant is intentionally shifting its strategic focus to chase a large new audience, a pivot that is temporarily pressuring near-term growth metrics, forcing investors to weigh a long-term vision against near-term uncertainty.

I keep hitting the buy button on Alphabet (NASDAQ:GOOGL), and June’s volatility has only sharpened the urge. Every time the market panics that the Fed will hold rates higher for longer to fight creeping inflation, cyclical tech gets dragged down with it, and one of the cleanest compounders I own goes on sale. Macro-driven index ... 75% of Enterprise Customers Are Quietly Flocking to This Digital Monopoly: Here Is the 1 Unstoppable Stock I’m Loading Up on This June

Nvidia is the latest company to tap Wall Street for the AI boom it helped create.

Space-X pulled off a Goldilocks IPO on Friday, and for good measure today is adding another gain to its initial 19% rise. Here's how other high-profile IPOs did on their first day of trading, according to Dow Jones Market Data: ‘Magnificent Seven’ growth stocks Nvidia, up 64%.