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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
The new U.S.-based company will sell access to Google's Tensor Processing Unit chips as a compute-as-a-service offering, with 500 MW of capacity targeted for 2027
<body><p>STORY: From data center deals to Meta's major job cuts, this is Tech Weekly.</p><p>:: Tech Weekly</p><p>Google and Blackstone announced on Monday they’re forming an AI cloud business venture. </p><p>They’re aiming to capitalize on robust demand for AI data centers. </p><p>Major asset manager Blackstone will invest an initial $5 billion.</p><p>This will help bring 500 megawatts of data center capacity online in 2027, with further expansion planned over time. </p><p>The total investment value could reach $25 billion, including leverage, according to Bloomberg News.</p><p>Tesla’s Elon Musk expects fully self-driving cars without human safety monitors will soon be nationwide in the U.S. </p><p>"We already have some vehicles operating with no people inside and no safety monitors in three cities in Texas and what probably will be widespread in the U.S. by later this year and hopefully in Israel too."</p><p>Tesla, which has faced slowing vehicle sales, operates robotaxis in Austin, Dallas and Houston.</p><p>But when Reuters tested it, it was plagued with long wait times, no availability or incorrect drop off spots for riders. </p><p>Yet, Musk remains positive that cars with no humans will be ubiquitous within a decade.</p><p>Samsung Electronics and its South Korean union have narrowed some differences in talks, a mediator said on Tuesday.</p><p>Pressure’s mounting from the government and business groups to avoid an imminent and damaging strike. </p><p>The two sides are seeking to hash out a deal on bonus payments before nearly 48,000 workers walk off the job for 18 days on Thursday.</p><p>Samsung accounts for almost a quarter of Sourth Korea’s exports.</p><p>And a strike of that magnitude and length has the potential to inflict significant damage on the economy. </p><p>Samsung’s also the world’s largest memory chip maker and production disruptions could dent global supply during the AI boom. </p><p>Meta’s planning to lay off 10% of its employees this week as it surges its AI investments. </p><p>The tech giant said in a memo to staff that workforce cuts would be accompanied by organizational changes aimed at improving AI workflows. </p><p>It said the company plans to move 7,000 employees to new initiatives related to AI workflows and slash managerial roles.</p><p>The changes are part of a far-reaching overhaul planned at Meta this year, as it looks to center AI agents in both product offerings and internal work. </p><p>A robot bricklayer could help address a shortage of skilled workers, according to one of its developers...</p><p>by automating one of the most repetitive and physically demanding roles on building sites.</p><p>Founder and CEO of JT Lifestyle Homes, Dr Jan Telensky:</p><p>"When I did the survey the average age of a bricklayer in UK is 46 years, which means, and nobody is learning it. So in 20 years time who is going to build the houses if you need a bricklayer?"</p><p>His solution is WLTR, the Wall Laying Terra-Based Robot, known simply as 'Walter.</p><p>He added that the robot can do the work of five bricklayers and one labourer in an hour, while being operated by one person.</p></body>
A company doesn’t reach a $5 trillion market cap just by standing still. Alphabet is nearing that milestone and it’s making an aggressive play to challenge Nvidia AI chip dominance—and potentially its status as the world’s most valuable company. Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips.
The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors
Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is much larger, but also more contested.
Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed for the next generation of software. The opportunity is massive — and so is the spending. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet ... The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape
President Trump made 94 different trades of 'Magnificent 7' stocks in the first quarter of 2026, a new ethics disclosure shows, executing millions of dollars in transactions even as he was meeting with and often promoting these top tech companies.
Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.
↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.
Buffett is no longer CEO, but he was almost certainly involved with Berkshire's stock purchases in Q1.
Apple, ticker NasdaqGS:AAPL, is preparing a major Siri overhaul for iOS 27 that uses new AI capabilities and tighter privacy controls. The update is set to integrate Google Gemini AI within Apple’s ecosystem while emphasizing user control and automatic data minimization. This move marks a shift in how Apple approaches AI partnerships, virtual assistants and on-device privacy. For Apple, the company behind the iPhone, iPad and Mac, this kind of AI refresh is about more than a new software...
Ben Carlson of Ritholtz Wealth Management has flagged what he calls “one of the biggest trends that I’ve seen in the wealth management space in the last 5 years”: clients walking in the door already asking for tax-aware diversification, rather than advisors having to sell it to them. The two archetypes he cited on The ... I Have 90% of My Net Worth in One Stock. How Do I Diversify Without a Massive Tax Bill?
The two giants are launching an AI compute supplier as the demand for AI infrastructure continues to grow.
Booed commencement speakers, blocked data centers, plummeting poll numbers: The fast-growing industry has a faster-growing crisis.
May 18 (Reuters) - Alphabet's Google and Blackstone plan to launch an artificial-intelligence cloud company using Google's specialized chips, the Wall Street Journal reported on Monday, citing sources
(Bloomberg) -- Meta Platforms Inc. is reassigning 7,000 workers to new jobs related to artificial intelligence, according to an internal memo, part of a broad corporate restructuring that includes planned staff reductions later this week. Most Read from BloombergStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil Sanctio
On Monday, Florida-based NextEra Energy, North America’s largest investor-owned electric utility, announced it had entered an agreement to combine with Dominion Energy, creating the world’s largest regulated electric utility business. The $66.8 billion all-stock transaction is the latest evidence of growing consolidation in the US public energy and utilities sector to meet the exponential demand for power to fuel the AI buildout. Goldman Sachs estimates in a February report that global data cent
Both Bitcoin and Ethereum face a quantum computing threat, but Citi says the gap between them comes down to governance, not just technology.
Bill Ackman's Pershing Square slashed its stake in Google-parent Alphabet last quarter, while Berkshire Hathaway tripled its stake before shares took flight last month.
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