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Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs,” KKR said.

Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally drawing scrutiny. Combined 2026 capital expenditure guidance from Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) now sums to roughly $800 ... Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by

(Bloomberg) -- The initial public offering for SpaceX is poised to generate billions of dollars in profits for the fortunate few investors who got in early on Elon Musk’s rocket, satellite and artificial intelligence company.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Ru

The group has erased roughly $1.8 trillion in market value this month, while the rest of the S&P 500 is still holding up.

(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto

Apple is moving its most advanced AI workloads from its own private infrastructure to Google Cloud, deepening its AI partnership with Alphabet (NasdaqGS:GOOGL). The shift positions Google Cloud as core infrastructure for major third party AI deployments, beyond Alphabet's internal use. The collaboration centers on AI infrastructure rather than short term financial metrics or guidance. For Alphabet, this development puts a spotlight on Google Cloud's role in AI infrastructure, an area that...

Oracle’s rising debt levels and surging capital expenditures to build capacity for future orders have long been a source of concern for investors.

Brian Barbetta, co-head of technology investing at Wellington Management, is betting on Nvidia, ASML, and Samsara.

ARK Invest CEO Cathie Wood said her firm would add parking tickets to its Tesla Inc. valuation model after an unsupervised Robotaxi she rode in received a $75 violation during a nine-minute video released Monday. Wood Adds Tickets To Tesla...

Blackstone Inc. (NYSE:BX) is a deep value stock to invest in now. On June 6, 2026, Apollo Global Management (NYSE:APO) and Blackstone (NYSE:BX) finalized a $35 billion financing package for Anthropic, according to Bloomberg. The deal is one of the largest private credit transactions on record and will fund Google’s custom TPUs, leased by Anthropic […]

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

In recent days, McDonald’s has rolled out its “McDonald’s NEXT” plan, new AI-powered drive‑thru pilots with Google, and FIFA World Cup 26 promotions, while also facing scrutiny after a severe workplace violence incident at a California restaurant left a shift manager badly burned. Together, these developments highlight how McDonald’s push into automation and experiential marketing sits alongside renewed questions about workplace safety and operational controls. We’ll now examine how...

Alphabet stock snapshot after recent moves Alphabet (GOOGL) has been on many investors’ radar after recent trading sessions, with the stock closing at US$356.38 and posting mixed short term returns that differ from its year to date and 1 year performance. See our latest analysis for Alphabet. Recent trading has cooled short term momentum, with the share price return down 2.16% over one day and 8.30% over 30 days. In contrast, the 90 day share price return of 17.40% and 1 year total...

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually chart patterns like that are unsustainable,” he said. His call ... Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Oracle (ORCL) reported fourth quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.11 (compared to analyst estimates of $1.97), and adjusted revenue came in at $19.18 billion (compared to analyst estimates of $19.09 billion). Futurum CEO Daniel Newman joins Yahoo Finance to discuss the results and the landscape of artificial intelligence (AI) spending.

The stock market is at critical levels amid AI fears, Trump comments. Oracle earnings beat late. The SpaceX IPO is about to begin its countdown.

Investors are misreading Apple’s latest AI announcement. The updates to Apple Intelligence and Siri are good enough for customers—and the stock.

Google will pay SpaceX $920 million per month to access capacity to GPUs -- and that's great news for Nvidia.

Alphabet Inc.-backed Waymo has reportedly acquired Apple Inc.‘s self-driving proving facility in Arizona for $220 million. Waymo Acquires Apple Facility On Monday, the Phoenix Business Journal first reported that Waymo acquired the property from Delaware-based Route 14 Investment Partners LLC,...

Long live the new tech. Wall Street investors are adopting the latest acronym grouping Big Tech leaders: MANGOS. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma come on Market Domination to talk about how MANGOS is the newest iteration of FAANG.

Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Wednesday's trending tickers and stories. Transportation stocks are plunging as Amazon (AMZN) expands its truckload offerings. Super Micro Computer (SMCI) stock is under pressure due to the company's latest artificial intelligence (AI) plans. DraftKings' (DKNG) trading volume saw a boost from prediction markets activity.

Wing is expanding into seven more U.S. cities through its partnership with Walmart.

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Prediction market Kalshi now requires users to reveal their employer as it combats charges of insider trading and m...

Alphabet (GOOGL) Gets Bullish 2027 Outlook on Explosive AI Cloud Growth

(Updates with Meta's response in the fifth paragraph.) Alphabet (GOOG, GOOGL) unit Google's YouTu

The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard Information Technology ETF (NYSEARCA:VGT) are often shoved into the same “own Big Tech” bucket, but they answer different questions. QQQ tracks the Nasdaq-100, a listing-based index that is growth-heavy. VGT tracks the MSCI US Investable Market Information Technology 25/50 Index, a pure GICS sector fund. That distinction ... QQQ vs. VGT: The Best Way to Own Big Tech?

Google has selected Intel to manufacture more than 3,000,000 tensor processing units, with production targeted for 2028. The order represents Intel Foundry's largest external manufacturing commitment to date for advanced AI chips. Nvidia is running early trials on Intel's 18A process and packaging technology for potential future GPUs. Intel (NasdaqGS:INTC) is drawing fresh attention after securing a large AI chip manufacturing order from Alphabet's Google, alongside early process trials...

OGE is investing billions in grid upgrades and renewable capacity as rising data center demand boosts growth despite ongoing supply-chain risks.