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What Does Oracle (ORCL) Gain From Bringing New AI Models Into Its Apps?
Simply Wall St.7d agoneutral
What Does Oracle (ORCL) Gain From Bringing New AI Models Into Its Apps?

Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI tools available across Oracle's cloud and business software stack. Enterprise customers are expected to gain more options for building AI powered workflows and analytics on Oracle's platforms. Oracle is far from the only stock tied to the build out of AI capabilities across software and...

NiSource Q2 Earnings Call Highlights
MarketBeat7d agoneutral
NiSource Q2 Earnings Call Highlights

NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in

Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push
Insider Monkey7d agoneutral
Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner
Insider Monkey7d agoneutral
Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI’s ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch […]

Google shutting down a popular feature after 10 years
TheStreet7d agoneutral
Google shutting down a popular feature after 10 years

More than a year after announcing plans to phase it out, Google is finally moving ahead with a major change that will affect millions of consumers. The familiar tool has been part of people's daily routines for years, helping with everything from simple questions and reminders to controlling ...

Berkshire Hathaway's new CEO Greg Abel spends a chunk of the company's massive cashpile
Associated Press7d agoneutral
Berkshire Hathaway's new CEO Greg Abel spends a chunk of the company's massive cashpile

Berkshire Hathaway's new CEO Greg Abel spent a significant chunk of the company's massive pile of cash as it invested $10 billion in Google's parent company and repurchased about $4.5 billion of its shares. The conglomerate that legendary investor Warren Buffett built reported its second-quarter earnings Saturday morning and disclosed that its cash holdings had shrunk to $365.5 billion from nearly $400 billion at the end of March. Berkshire's report suggested that it had added more than $24 billion worth of commercial, industrial and other stocks to its portfolio, but the earnings report doesn't name the stocks it bought.

Investing.com7d agobullish
Berkshire’s profit doubles as equity holdings surge; buys back $4.5 bln shares

Investing.com - Berkshire Hathaway Inc. drew down its record cash pile to $364.7 billion in the second quarter as Chief Executive Officer Greg Abel ramped up stock repurchases to $4.53 billion and oversaw a doubling in net profit. Moving aggressively into the equity market, Berkshire became a net buyer of stocks for the first time in 15 quarters, deploying billions into top holdings such as Alphabet Inc.. Simultaneously, the conglomerate repurchased $4.53 billion of its own shares in the three m

Banks Lead a Bonus Boom
Barrons.com8d agoneutral
Banks Lead a Bonus Boom

Compensation consultant Johnson Associates dubs it “The Year of the Bank” in a recent report, with year-end incentive pools 5% to 20% higher than 2025 at major investment and commercial banks. “Everything is shaping up to be a fantastic year for the banks,” says the firm’s managing director Chris Connors. Record earnings driven by equity trading, underwriting, and advisory are fueling the bountiful year-over-year increases in bank bonuses.

Google Cloud’s Taiwan Launch Hints at Alphabet’s (GOOGL) Next Growth Phase
Insider Monkey8d agoneutral
Google Cloud’s Taiwan Launch Hints at Alphabet’s (GOOGL) Next Growth Phase

On August 7, Google Cloud switched on Google Security Operations in its new Taiwan Region, giving local banks, hospitals and chipmakers an AI-powered defense platform they can run without sending sensitive data offshore. It’s a small announcement next to Alphabet’s (NASDAQ:GOOGL) roughly $4.6 trillion market value, but it captures why investors are paying attention. Alphabet […]

Bloomberg8d agoneutral
Congress Eyes Boosting Quantum Funds as Global Race Heats Up

(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shippi

Jim Cramer Reveals How Alphabet Inc (NASDAQ:GOOGL) Can Reverse Recent Weakness
Insider Monkey8d agoneutral
Jim Cramer Reveals How Alphabet Inc (NASDAQ:GOOGL) Can Reverse Recent Weakness

Alphabet Inc (NASDAQ:GOOGL)’s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months. Most of his praise has focused on Alphabet Inc (NASDAQ:GOOGL)’s cloud computing business and its AI platform. The shares dipped after the firm reported its […]

Alphabet (GOOGL) Lines Up $25 Billion Bond Offering For AI Expansion
Simply Wall St.8d agoneutral
Alphabet (GOOGL) Lines Up $25 Billion Bond Offering For AI Expansion

Alphabet (NasdaqGS: GOOGL) announces a US$25b bond offering to fund AI expansion following its first recorded period of negative free cash flow. The debt deal marks a shift in Alphabet's capital structure as it leans on bond markets to support large scale AI infrastructure investment. The move comes while Google DeepMind faces executive turnover, leadership reshuffles and delays in certain AI model releases. Investors are weighing the larger balance sheet commitment to AI against execution...