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Bank of America Expects Big Gemini Reveal From Alphabet at Google I/O

NVIDIA (NASDAQ: NVDA) closed its fiscal year on Feb. 25, 2026 with $68.13 billion in Q4 revenue, up 73.2% YoY. Alphabet (NASDAQ: GOOG) followed in late April with $109.90 billion in Q1 revenue and a $460 billion Cloud backlog. Both earnings reports frame the same AI build-out from opposite ends: NVIDIA sells the shovels, Alphabet ... Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance

Founders, 100 ETF Founder Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss how the global memory shortage is affecting the gaming world.

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

The market momentum in the last month has made many investors feel confident as the beta — the general market lift — did a lot of heavy lifting for positions. Of the "Magnificent Seven," Alphabet turned in one of the strongest performances since the follow-through day on April 8. From the follow-through day (1), Alphabet stock shot up 10% in three weeks' time (2).

(Updates to add stock prices in 22nd paragraph.) The world's largest artificial intelligence firm

US benchmark equity indexes were lower intraday as Treasury yields jumped amid inflation concerns, w

(Updates to show Anthropic declined to comment in the 16th paragraph.) The world's largest artifi

WOMN hits a new 52-week high as AI-driven gains in major tech holdings and a focus on gender diversity lift the ETF.

The market is entering the next commodity supercycle, Carlyle Group's Jeff Currie argues.

The new venture from the Google DeepMind CEO wants to "reimagine" drug discovery with AI.

Warren Buffett's successor Greg Abel is steering both day-to-day operations and a massive investment portfolio.

Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Alphabet has been a top-performing AI stock so far in 2026.

The tech sector has delivered the biggest returns for investors over the past few years. It's still the best place to put your money.

A high-profile hedge fund recently bought Microsoft stock and sold its Alphabet shares.

TSLA's robotaxi rollout faces delays, ride issues and rising Waymo competition as investors question whether Tesla can deliver on its AI ambitions.

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

Billionaire investor Bill Ackman said his hedge fund, Pershing Square Capital Management, has initiated a new position in Microsoft Corp (NASDAQ:MSFT), according to a post on the social media platform X ahead of an upcoming 13F filing. “As two of the largest forces in equity markets --...

Microsoft has invested $12 billion in OpenAI over the past seven years, and now has a 27% stake in that company worth a staggering $230 billion.

Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading into the summer. “The big risk here is right now… we’ve got this massive deviation that’s going on kind of in ... Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question

The world's largest artificial intelligence firms could earn $200 billion in revenue this year, more

The world's largest artificial intelligence firms could earn $200 billion in revenue this year, more

The action camera maker, like so many other companies these days, is looking to defense applications as it evaluates a possible sale.

Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committed. What is not well modeled is the infrastructure risk sitting between that demand and actual revenue recognition. The power grid is the primary constraint, and it is already affecting deployment schedules in 2026.

Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet

Alphabet (GOOGL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.