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Prediction: Google Stock Will Hit $600 on This Date
24/7 Wall St.76d agoneutral
Prediction: Google Stock Will Hit $600 on This Date

Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOGL) is $453.04 over the next 12 months, but the more interesting question is when Google stock crosses $600. Based on our proprietary model, the bull case scenario carries shares to $604.63 by June 2, 2028. With GOOGL currently at $372.58, our recommendation is buy with 90% ... Prediction: Google Stock Will Hit $600 on This Date

The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade
24/7 Wall St.76d agoneutral
The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

The Dow Is Up 500 Points. Why the Nasdaq Is Sinking.
Barrons.com76d agoneutral
The Dow Is Up 500 Points. Why the Nasdaq Is Sinking.

The Dow opened higher, but the S&P 500 and Nasdaq were on pace to fall for a second day in a row. The Dow rose 503 points, or 1%. The S&P 500 fell 0.3%. The Nasdaq tumbled 1.1%. A majority of stocks in the Dow and S&P were rising, but the chip stock slide was overpowering the latter.

Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?
24/7 Wall St.76d agoneutral
Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL) or Microsoft (NASDAQ:MSFT)? Both are minting cash off the AI buildout, but they offer very different risk and reward profiles. Here is the head-to-head across the three dimensions that matter most for income-and-stability investors. ... Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

Is OpenAI coming for Tesla's robotics business?
Yahoo Finance Video76d agoneutralVIDEO
Is OpenAI coming for Tesla's robotics business?

OpenAI (OPAI.PVT) recently announced it is returning to the robotics business, potentially rivaling Tesla's (TSLA) Optimus robot. Barron's associate editor Al Root discusses the dynamics of the competition in the video above.

Why Google’s Record AI Spending May Signal a Turning Point
24/7 Wall St.76d agoneutral
Why Google’s Record AI Spending May Signal a Turning Point

Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL) guided 2026 capital expenditures to $175 billion to $185 billion, after spending $91.45 billion in 2025. The freshest hook landed this week with reports ... Why Google’s Record AI Spending May Signal a Turning Point

$190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge
24/7 Wall St.76d agobullish
$190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge

The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL)’s 2026 capital expenditure guidance. CFO Anat Ashkenazi walked the Street up to that figure on the Q1 2026 earnings call, telling investors the company was “updating our full year 2026 CapEx guidance range to $180 billion to $190 billion, up ... $190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge

Jim Cramer Reacts to Alphabet and Amazon Developing Their Own Chips
Insider Monkey76d agoneutral
Jim Cramer Reacts to Alphabet and Amazon Developing Their Own Chips

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer mentioned the company raising money and its competition with others, as he remarked: I saw that Amazon and Alphabet were pointedly absent among the winners. That’s right. Although Jensen did mention that Alphabet […]

Former School of Rock CEO's guide to overcoming midlife burnout
Yahoo Finance Video76d agoneutralVIDEO
Former School of Rock CEO's guide to overcoming midlife burnout

Former School of Rock CEO Matt Ross details his journey scaling creative education franchises like School of Rock, overcoming intense personal and professional hardships, and the life lessons on mental health and purpose detailed in his book, Grow or Fold.

UK Ruling On AI Search Puts Alphabet’s Publisher Relations In Focus
Simply Wall St.76d agoneutral
UK Ruling On AI Search Puts Alphabet’s Publisher Relations In Focus

The UK Competition and Markets Authority requires Google to let publishers opt out of AI-generated search summaries and training datasets. Google must provide clear attribution and links to publisher content within its AI search results. The ruling applies to Alphabet's (NasdaqGS:GOOGL) UK operations and includes testing new tools that give publishers more control. Alphabet, through Google Search, is heavily involved in building AI-powered search features that blend traditional links with...

Morgan Stanley sees major upside for Apple stock ahead of WWDC
TheStreet76d agoneutral
Morgan Stanley sees major upside for Apple stock ahead of WWDC

Apple is only days away from its annual Worldwide Developers Conference, and investors are focused on whether the company can finally deliver the long-awaited AI-powered Siri. The June 8 keynote event is expected to showcase the next generation of iOS, iPadOS, macOS, and watchOS features. But this ...

Google's $84 Million Capital Raise Uses Tools 'Popularized' By Michael Saylor's Strategy, Says Phong Le: Is It Just Old Wine In A New Bottle?
Benzinga76d agoneutral
Google's $84 Million Capital Raise Uses Tools 'Popularized' By Michael Saylor's Strategy, Says Phong Le: Is It Just Old Wine In A New Bottle?

Strategy Inc. (NASDAQ:MSTR) CEO Phong Le said on Wednesday that financial tools popularized by the firm were employed in Google parent Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) proposed capital raise. CEO Sees Strategy’s Win In Google’s Raise In an X post, Le pointed out that Google’s proposed $80 billion equity capital raise, now upsized to $84.75 billion, includes $15 billion convertible preferred stock and a $40 billion at-the-market offering, instruments that Strategy has used before. The