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The sheer size of the position isn't an issue. It's the "how" and "why" behind the conglomerate's expansion of its stake in Google's parent company that's the problem.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand. Unfortunately, the market seems to believe stormy skies are ahead as the industry has shed 17.4% over the past six months. This performance is a stark contrast from the S&P 500’s 11% gain.

Dow Jones futures fell slightly after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.

Some Polymarket users are betting SpaceX's market cap exceeds $4 trillion by the close of its first trading day, valuing the startup higher than Microsoft.

By giving publishers right to opt out, U.K. 'has shown the world the way,' media industry group says

Cathie Wood and Warren Buffett couldn’t be more different when it comes to investing styles. Wood’s ARK Invest is known for betting on disruptive tech like AI and robo-taxis, while Buffett spent his 55 years as Berkshire Hathaway CEO buying old-fashioned, reliable companies at fair prices. Google parent Alphabet appears to be the rare stock that fits both strategies.

Abel is making a mark on the company's portfolio and a dent in its cash pile.

Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc Capital Markets analyst John Vinh’s reaction on CNBC’s Squawk Box, where he defended his Overweight rating on Broadcom (NASDAQ:AVGO) while reiterating ... Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

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

Apple's Next Siri May Run on Nvidia Chips via Google Cloud Deal

I prefer going with the company with its hands in many different pots.

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

Cathie Wood and Warren Buffett couldn’t be more different when it comes to investing styles. Wood’s ARK Invest is known for betting on disruptive tech like AI and robo-taxis, while Buffett spent his 55 years as Berkshire Hathaway CEO buying old-fashioned, reliable companies at fair prices. Google parent Alphabet appears to be the rare stock that fits both strategies.

Google and Intersect Power are partnering on a new Texas data center and energy hub designed to support growing demand for AI, cloud computing and digital services.

Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel’s loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

Before the big run, the most important clues about Apple’s future weren’t in the spreadsheets but in how the company described its own AI rollout.

A position in the Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) bought at the close on May 29, 2025 for $38.08 was worth $101.03 on May 29, 2026, a 165% twelve-month gain on a low-cost, plain-vanilla index fund that anyone with a brokerage account could have bought. Run that back to inception in June 2021 and the ... If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year

Broadcom (AVGO) stock has fallen as much as 15% in Thursday's trading session despite reporting record Q2 results yesterday evening.

AI capex could reach roughly $800 billion in 2026 as TS Lombard questions whether expectations can keep pace.

Cathie Wood Adds Exposure Across 4 Major ETFs

Google Cloud Could Help Power Apple's AI Assistant

Palantir is tying up with Google in an alliance of AI heavyweights.

Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN), Salesforce (NYSE:CRM), and Alphabet (NASDAQ:GOOG). Before we look into how, let’s take a look at the IPO first. Anthropic’s decision for an IPO comes after SpaceX’s decision to ... 3 Stocks Poised to Make Billions from the Anthropic IPO

AI Spending Boom Raises Sustainability Questions For Investors

Palantir expands Google Cloud integration while announcing new enterprise deals with McCarthy, GNP Seguros, and Kirkland & Ellis.

President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June 2, 2026, said the document “appears to be a scaled back, slightly weaker version than what we had initially been expecting.” The White ... Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech

Palantir Stock Climbs as Google Tie-Up Strengthens AI Strategy

Cathie Wood Loads Up on Alphabet Across Four ARK ETFs

Bernstein is bullish on Bitcoin miners as they increasingly power the AI boom, assigning “Outperform” ratings to TeraWulf and Cipher Digital.

The pitch behind the largest U.S. stock market debut in history rests on one number, and it asks investors to suspend a lot of disbelief. Goldman Sachs (NYSE:GS), the lead underwriter on the deal, told a potential IPO investor it expects SpaceX’s AI division revenue to climb roughly 100 times by 2030. That projection, reported ... Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030