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Blackstone Inc (NYSE:BX) and Alphabet's Google have announced a joint venture aimed at developing a new US-based company that will provide dedicated cloud infrastructure centered on Google’s Tensor Processing Units (TPUs). The planned company will offer data center capacity, operations,...

All three major US stock indexes were down in late-morning trading Tuesday, as the 30-year Treasury

Investors have piled into semiconductor stocks as AI enthusiasm drives markets higher, but rising bond yields and crowded positioning are beginning to raise concerns.

President Trump traded over $50 million in Magnificent Seven tech stocks in the first quarter of 2026, according to a new ethics disclosure. Yahoo Finance Washington Correspondent Ben Werschkul comes on Market Catalysts to speak more about the concerns raised from Trump's trading activity and volume while in office.

It isn’t time to bail on the Magnificent Seven yet. But there are momentum winners in staples and healthcare, too.

Apple, Nvidia Among Top Picks as Oppenheimer Bets on Big Tech Breakout

New company will offer TPU-powered compute services in the U.S.

Blackstone will commit $5 billion to help bring 500 megawatts of capacity online.

AMZN pushes Fire TV and Alexa+ upgrades to turn viewing and voice into shopping, as rising usage and purchases meet strong sales and heavy capex risks.

Market Catalysts Host Julie Hyman tracks several of the day's top trending stock tickers, including CoreWeave (CRWV) and other neocloud stocks falling on Alphabet's (GOOG, GOOGL) latest AI infrastructure venture with Blackstone (BX); Snowflake (SNOW) shares jumping as Bank of America raises its price target; and Amer Sports (AS) raising its full-year guidance upon reporting strong demand for its Salomon shoes.

The Number Blackstone (NYSE:BX) is committing $5 billion in equity capital to a new artificial intelligence cloud venture with Alphabet‘s (NASDAQ:GOOG) Google Cloud, according to a Wall Street Journal report. The figure represents Blackstone’s equity contribution alone. Total compute investment could reach $25 billion once debt financing is layered in, per Bloomberg. The $5 billion is ... Google and Blackstone Bet $5 Billion on New Newcloud to Challenge CoreWeave

Vail Resorts operates 37 mountain destinations and luxury properties, generating revenue from lift tickets, lodging, and real estate.

Investors will watch inference demand, supply constraints and margins.

At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something ... Buy, Sell or Hold Netflix at $90?

The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

Saudi Arabia-backed artificial intelligence company Humain has picked Goldman Sachs to advise on a financing package to build data centres in the kingdom that ‌could be worth at least 20 billion riyals, two sources with knowledge of the matter ‌told Reuters, as the firm races to expand capacity amid a regional AI push. The move illustrates how Saudi Arabia, like Gulf neighbours ​Qatar and the United Arab Emirates, is accelerating its AI build-out to capitalise on surging global demand for computing power. The country is also banking on cheap energy to power data centres - a powerful lure for hyperscalers such as Google, Microsoft and Meta that are driving AI adoption.

Synopsys (NASDAQ:SNPS) below $500 looks priced for an AI story the business does not fully support. The AI multiple attached to this stock fits worse than the valuation implies, and cleaner AI exposure exists elsewhere in the semi stack. Synopsys is the larger of the two electronic design automation giants. It sells the software chip ... Buy, Sell or Hold Synopsis Below $500?

Rivian (RIVN) has been one of the big disappointments in the EV sector. The company is valued at roughly $17 billion today, down almost 90% from its post-IPO peak, as investors remain focused on near-term vehicle production, cash burn, and manufacturing scale.

The stock market has spent much of 2026 acting like the economy is bulletproof. The S&P 500 has climbed more than 23% since President Donald Trump returned to office in January 2025, powered by artificial intelligence spending, strong corporate earnings, and investor enthusiasm over tax and deregulation policies. Yet underneath the headline gains, the labor ... Trump’s Economy Is Worse Than It Looks — Key Economic Indicator Sinks to Pandemic-Era Levels

By Aditya Soni and Abhirami G May 19 (Reuters) - Microsoft's biggest data center in India is on track to open by mid-2026, its country head said on Tuesday, as the tech giant spends heavily to bolster

Alphabet (GOOG) and SpaceX are both infrastructure companies. One monetizes the digital infrastructure the world already depends on. The other is trying to build the infrastructure the world may depend on next.

If you want exposure to U.S. technology through a single ticker, the default answer for most investors is Invesco QQQ Trust (NASDAQ:QQQ), the most recognized tech-tilted ETF in the world. The less obvious choice, SPDR NYSE Technology ETF (NYSEARCA:XNTK), has quietly outpaced it by roughly six percentage points so far in 2026. The funds look ... XNTK Has Crushed QQQ by Six Points in 2026 and the Reason Is Hidden in How Each Fund Decides Which Stocks Matter

Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

After the sudden May surge in shares of Nvidia (NASDAQ:NVDA) alongside the broader basket of semiconductor stocks, it feels like it’s a given that Jensen Huang’s GPU giant will be the first to hit that $6 trillion valuation mark for the first time. Of course, the semiconductors have been a wild ride, and with Nvidia ... Prediction: Apple Will Be First to Hit a $6T Valuation. AI is a Massive Reason Why

Buffett may have historically steered clear of tech stocks, but buying this one was a great move.

LaunchDarkly has introduced a new solution named AgentControl, designed to offer engineering teams precise, real-time control over the behavior of AI agents in production environments. This innovation enables teams to modify agent behavior during runtime without the need for redeployment, addressing the challenges of managing agent configurations and performance across diverse models and prompts. AgentControl integrates instantaneous intervention capabilities with comprehensive operational...

Investing.com -- Coreweave and Nebius shares dropped 4.5% Tuesday morning following Blackstone’s announcement of a joint venture with Google to create a new artificial intelligence cloud company using Google’s Tensor Processing Units.

Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund declined 8.88% (Institutional Shares) in the quarter, outperforming the Russell 3000 Growth Index’s (the Benchmark) -9.54% return, but trailing the S&P 500 Index, which dropped 4.33%. U.S. […]

Investing.com -- Bank of America maintained a Buy rating and $320 price target on Nvidia ahead of the chipmaker’s fiscal first-quarter results due after the close on Wednesday, identifying five key debates likely to dominate investor focus beyond the headline beat-and-raise dynamics the firm expects.

Citi Revamps Intel Stock Price Target For Rest of 2026