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Broadcom, Apollo Global Management and Blackstone are launching a platform aimed at financing AI infrastructure, beginning with Anthropic’s expansion plans.
At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.
Alphabet (NASDAQ:GOOGL) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.” Google Cloud printed $20.03 billion in Q1 revenue, up 63% YoY, with backlog ... Prediction: Google Stock Will Hit $500 on This Date
MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. 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 Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.
Apple’s (NASDAQ: AAPL) new Siri upgrade won’t work in the EU or China for now. China is the world’s largest smartphone market. So, in China, consumers will use old apps on current Apple products. Siri works, supposedly, the way products like OpenAI’s ChatGPT do. Many of its features were teased at the Worldwide Developers Conference, ... Siri Didn’t Rescue Apple
Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best AI Stocks to Buy in June. On June 3, the company said its Gemini app engagement doubled to over 900 million monthly active users as of May, compared to the same period last year, according to a report by Investing.com. The company said paid subscriptions grew […]
The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.
Markets are ripping as Bitcoin miners pivot to AI infrastructure. We cover AWS rumors, Galaxy Digital's surge, Michael Saylor's latest multi-million Bitcoin buy, the Texas 4CP mining curtailment, and Elon Musk’s massive $26B xAI compute deals with Google and Anthropic.
Rackspace Technology has announced the establishment of its regional headquarters in Riyadh, Saudi Arabia, aimed at bolstering cloud and AI growth in the Middle East. This strategic move is set to support digital transformation initiatives across the Gulf Cooperation Council (GCC) region, in alignment with Saudi Arabia's Vision 2030. By positioning itself closer to its Middle Eastern clientele and partners, Rackspace Technology aims to enhance its localized delivery of cloud and AI solutions,...
FEATURE Intel stock was rising early Tuesday. A newly expanded deal with Cadence Design Systems looks like a sign of confidence in Intel’s next-generation chip-manufacturing process. Intel shares were up 2.
Apple's newly introduced AI Siri will have limited use across much of the company's install base because older iPhones lack the capabilities to run advanced AI features, Morgan Stanley said in a research note on Tuesday. More than 850 million iPhones are incapable of running basic Apple Intelligence queries, and more than 1.3 billion iPhones cannot use advanced Siri features, the brokerage said. The long-delayed Siri overhaul was the centrepiece of Apple's annual Worldwide Developers Conference on Monday, with the world's most valuable smartphone maker betting on the feature to keep pace with rivals including OpenAI's ChatGPT, Google's Gemini and Anthropic's Claude.
While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades publicly. There are no analyst price targets, no consensus multiples, and no shares to buy in a brokerage account. What exists are prediction-market ... Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?
Potential TPU deal could strengthen Intel's foundry ambitions and diversify AI chip manufacturing beyond TSMC.
As SpaceX's IPO approaches, the company has been securing some very lucrative AI compute deals, but the timing and terms of those deals are adding concern.
SpaceX (SPAX.PVT) is on the launch pad as it prepares to go public and begin trading on the Nasdaq as soon as this Friday, June 12. Has the IPO market recovered from prior years' slump as SpaceX and other mega-IPOs renew investor enthusiasm? ProShares global investment strategist Simeon Hyman weighs in on 2026's IPO activity and shares his outlook on how a post-IPO SpaceX may perform. SpaceX will trade under the ticker SPCX while Elon Musk's company eyes an IPO price of $135 per share.
📈 Follow our live markets data and coverage. Warren Buffett once quipped that you should “put all your eggs in one basket and watch that basket.” The line probably originated with steel magnate Andrew Carnegie, once the richest man in America.
FEATURE Intel shares were rising early Tuesday. A newly expanded deal with Cadence Design Systems looks like a sign of confidence in Intel’s next-generation chip-manufacturing process. Intel shares were up 1.
Investor Jim Chanos challenged the prevailing narrative comparing SpaceX‘s initial public offering (IPO) valuation to early tech giants like Amazon.com, Google, and Meta Platforms. Chanos took to X on Saturday to respond to a user, The_Real_Fly, stating SpaceX, OpenAI and...
New share offerings are unusual for a company as well-funded as Alphabet.
An already interesting IPO story just became even more intriguing.
The company's full-stack AI strategy is beginning to pay off,
Alphabet Inc.-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo has reportedly acquired Apple Inc.‘s (NASDAQ:AAPL) 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, which is associated with Apple. The 5,500-acre facility includes a 115-acre city course, as well as a four-mile oval track and a freeway course. Read Also: Tesla
For millions of people, posting online is no longer just a hobby. It's a business. More than 200 million people considered themselves creators as of 2025. In the U.S. alone, 27 million creators make income through content, according to Salesforce data. And the money behind this work is also growing ...
Intel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector. Then things changed on Monday, June 8. Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the stock’s sharpest single-day moves of the year, after ...
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 12.1% in the afternoon session after The Information reported that Google placed a firm order for more than 3 million of its tensor processing units to be manufactured by Intel in 2028, while Nvidia is running early trials on Intel's most advanced 18A process for its next-generation Feynman GPU architecture.
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