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Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

In a “shrinkflation” world, investors might want to stop and appreciate the stock market, which is giving them more for less. While the is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times, per Bloomberg data. Simply put, the “E” is rising faster than the “P.” Second-quarter earnings season has been one for the ages, with 86% of companies beating earnings estimates, above the average of 78%, and S&P 500 companies growing earnings by a startling 50.4% from one year ago, per FactSet.

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 (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...

The live commerce platform's valuation has nearly doubled since its $11.5 billion Series F round last October

Apple, American Express, Coca-Cola, Bank of America, and Alphabet together account for $222.3 billion of the conglomerate's holdings

The Trump administration’s contradictory AI policies undermine its goal to beat China in the AI race, Sam Bresnick writes.

Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a fundamental split in how Big Tech survives the spending era.

Berkshire Hathaway's mountain of cash and Treasury bills hit a record amount just above this level at the end of March. This Saturday morning, when Berkshire reports earnings, I'll be watching where that number goes next—and where the company is putting its cash to work. Berkshire CEO Greg Abel inked two megadeals in the past few months that might have made a small dent in the cash pile—a $6.8 billion purchase of the home builder Taylor Morrison Home and a $10 billion investment in Alphabet shares.

Lyft (LYFT) posted a "solid" Q2 as rides and gross bookings grew across its US rideshare, Freenow an

Microsoft remains free-cash-flow positive.

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

The tech sector is chock-full of companies with high-quality earnings growth.

The offering follows Alphabet's first-ever negative free cash flow and a second capex hike

Google Cloud just posted 82% growth while the stock sits 4% below its all-time high, and our model has a very specific date when that gap closes.

Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit. Speaking on the...

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

Google's parent is seeking as much as $25 billion in another bond sale as infrastructure spending accelerates.

The true competitive advantage in the race for artificial intelligence dominance is not found in the raw performance of a seventh-generation chip, but in the cost of capital required to deploy it. A structural 2.2 percentage point borrowing cost advantage separates Google-backed infrastructure projects from those reliant on Nvidia-backed neocloud financing. While the industry fixates […]

Four of the sharpest institutional investors on the planet converged on the same three stocks in Q1 2026, and one of those picks is down nearly 17% this year. Here is what they are seeing that most retail investors are missing.

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Alphabet's recurring revenue businesses will boost its stock over the next decade.

The stock market’s identical twins are looking like opposites. Just look at exchange-traded funds that invest in large, fast-growing U.S. companies. The iShares Russell 1000 Growth ETF is up 4.6%, while Invesco S&P 500 Pure Growth has gained 24.3%.

Fortude has launched an innovative AI-driven delivery model for ERP implementations using Infor CloudSuite. This model integrates industry accelerators with AI agents and human oversight to streamline and expedite the ERP implementation process, reducing costs and enhancing efficiency. By utilizing AI to automate repetitive tasks and organized project knowledge, Fortude aims to provide faster and more affordable ERP solutions, thereby allowing businesses to concentrate on data, automation,...

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. 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 AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbi

Rackspace Technology (NasdaqGS:RXT) appoints Pranav Nambiar as Senior Vice President and General Manager to lead its AI Infrastructure business. Nambiar brings experience from roles at AWS, DigitalOcean, Google, and Microsoft focused on cloud and AI platforms. The hire signals Rackspace Technology's push into sovereign and compliant AI offerings for enterprise clients. The move comes as demand grows for governed AI environments that meet regulatory and data residency requirements. For...

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.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 AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s