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How Google’s $15 Billion Missouri AI Data Hub Strategy Could Reshape Alphabet’s (GOOGL) Investor Narrative
Simply Wall St.85d agobearish
How Google’s $15 Billion Missouri AI Data Hub Strategy Could Reshape Alphabet’s (GOOGL) Investor Narrative

In May 2026, Google announced a US$15.00 billion investment in new infrastructure across Missouri, anchored by a New Florence data center that emphasizes grid-resilient power sourcing, advanced air-cooling, and community-focused programs such as a US$20.00 million Energy Impact Fund and large-scale workforce training initiatives. By funding all incremental energy infrastructure it requires while helping lower local household utility bills, Google is using its AI-driven data center expansion...

Google-backed stock jumps after new AI deal
TheStreet85d agobullish
Google-backed stock jumps after new AI deal

Shares of TeraWulf (Nasdaq: WULF) surged during market hours on May 26 after the Bitcoin miner-turned-AI infrastructure company announced the acquisition of a hyperscale high-performance computing site. TeraWulf is a United States-based digital infrastructure company founded in 2021 by energy ...

Why the market could be in 'the most logical' bubble in history
Yahoo Finance Video85d agoneutralVIDEO
Why the market could be in 'the most logical' bubble in history

As the Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) are on track to close Tuesday's session at new records, the AI trade and rallies in chip stocks continue to be the biggest catalysts for markets trading at all-time highs. Ritholtz Wealth Management director of institutional asset management Ben Carlson examines the broader trends dictating market moves.

This Proves The AI Boom Will Last Through 2027
24/7 Wall St.85d agoneutral
This Proves The AI Boom Will Last Through 2027

On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis that the AI buildout has real runway through 2027. They also shared that Taiwan Semiconductor’s monthly demand commentary may serve as the single ... This Proves The AI Boom Will Last Through 2027

Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors
24/7 Wall St.85d agoneutral
Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Bloomberg85d agoneutral
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

Amazon Stock’s Simple Path To 20% Upside
Trefis85d agoneutral
Amazon Stock’s Simple Path To 20% Upside

Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.

WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore
24/7 Wall St.85d agoneutral
WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

Owning Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is a bet that you can outsmart a basket. The fund holds 48 generative AI stocks, charges about 0.35%, and runs around $31 million in assets If you bought WISE for tighter exposure to the generative AI thesis than a broad tech ETF offers, the question is whether ... WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date
24/7 Wall St.85d agoneutral
Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

Alphabet (NASDAQ:GOOG) just delivered one of the cleanest mega-cap quarters in years. Q1 2026 revenue hit $109.9 billion, up 22% year over year, EPS of $5.11 came in well above the $2.63 consensus, and Google Cloud backlog nearly doubled to $462 billion. The stock is up 121.35% over the past year and sitting at $379.38. ... Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

This Week In Cloud AI - Training Revolution at Google Next 2026 Embraces AI Integration
Simply Wall St.85d agoneutral
This Week In Cloud AI - Training Revolution at Google Next 2026 Embraces AI Integration

At Google Next 2026, Google Cloud Security used the Instruqt platform to train over 150 practitioners on Agentic AI capabilities, marking one of the largest hands-on training sessions at a major industry conference this year. The event allowed participants to create their own Google Cloud Vertex AI environments, offering a practical experience that bridges the AI-adoption gap often encountered due to technology complexity and outdated training methods. This approach represents a...