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Dow Addition And $85 Billion AI Bet Could Be A Game Changer For Alphabet (GOOGL)
Simply Wall St.47d agoneutral
Dow Addition And $85 Billion AI Bet Could Be A Game Changer For Alphabet (GOOGL)

Alphabet recently joined the Dow Jones Industrial Average, replacing Verizon and expanding the index’s exposure to digital advertising, cloud computing, and artificial intelligence through its diversified businesses. This elevation into the blue-chip benchmark has sharpened attention on Alphabet’s heavy AI and cloud investments, including its very large recent US$85.00 billion capital raise to fund data center and compute capacity. We’ll now examine how Alphabet’s entry into the Dow,...

Alphabet shares 'a good value play', analyst says
Reuters Videos47d agoneutralVIDEO
Alphabet shares 'a good value play', analyst says

<body><p>STORY: "A lot of people are kind of worried about their spending habits" regarding AI, Lang said, "but I think today is a good day. On June 29th, I think the stock is turning around here."</p><p>Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members.</p><p>"And look, I mean, they came in with really strong earnings the last couple of quarters in April and in January," Lang noted. "And I don't think that that's going to reverse to the downside. And I think people are picking up Alphabet, Google here as a bargain right now coming into the next quarter, which they will report towards the end of July."</p></body>

Dow Finally Tops 52,000 With Some Help From Its Newest Member
Barrons.com47d agobullish
Dow Finally Tops 52,000 With Some Help From Its Newest Member

The Dow finally closed above the 52,000 the same day its newest member joined a rally in Big Tech and chip stocks. Alphabet, which replaced Verizon in the Dow this week, led the index. “This month has been VERY volatile — some of the swings have been outright historic, and in the moment, honestly a bit unsettling,” writes Mizuho’s Daniel O’Regan.

A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off
24/7 Wall St.47d agoneutral
A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

David Bahnsen, Chief Investment Officer at The Bahnsen Group, went on CNBC this morning and did something most guests on financial television will not do when the subject is Elon Musk. He used the word “bubblicious” about a stock he owns. The stock is SpaceX (NASDAQ:SPCX), which IPO’d on June 12, 2026 and currently carries ... A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

Comcast Plots Breakup to Take on ‘Big Three’ Telecoms
Barrons.com47d agoneutral
Comcast Plots Breakup to Take on ‘Big Three’ Telecoms

In its latest structural shake-up, Comcast intends to split into two companies through a tax-free spinoff of NBCUniversal and Sky in roughly a year’s time. Under the plan announced Monday, one company will house cable and technology operations while the other holds the NBCUniversal and Sky media businesses. Comcast expects to retain up to a 19.9% stake in the newly formed media entity for a year following the split.

Alphabet Just Joined the Dow, Right in the Middle of Its Worst Month in Over a Year
24/7 Wall St.47d agoneutral
Alphabet Just Joined the Dow, Right in the Middle of Its Worst Month in Over a Year

The Dow Jones Industrial Average added Alphabet today, and the timing is the joke. Alphabet (NASDAQ:GOOGL) replaces Verizon (NYSE:VZ) in the 30-stock benchmark on the same day the stock is staggering toward its worst month since February of last year, with the quarter and the month ending tomorrow. CNBC’s MacKenzie Sigalos framed the moment plainly ... Alphabet Just Joined the Dow, Right in the Middle of Its Worst Month in Over a Year

Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.47d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

Investing.com47d agobearish
Verizon falls 7%, AT&T hits 52-week low as SpaceX and cable rivals converge

Investing.com -- Verizon Communications Inc (NYSE:VZ) is trading 7.6% lower at $43.02 and AT&T Inc (NYSE:T) has touched its 52-week low of $21.29, sliding 5.8% to $21.41, as three separate competitive threats collided on Monday to rattle investor confidence in legacy US telecom carriers. T-Mobile US Inc (NASDAQ:TMUS) is also under significant pressure, trading down 6% at $171.78 and testing its 52-week low of $169.00, making it the worst performer among the three carriers on a one-year basis wit

Alphabet debuts in Dow Jones Industrial Average as index tilts toward tech
Reuters47d agoneutral
Alphabet debuts in Dow Jones Industrial Average as index tilts toward tech

Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones ‌Industrial Average, replacing Verizon Communications, and immediately ranking among its ‌most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts ​to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.