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Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL) has rallied 24% in the past month and trades around $185, recovering from a post-earnings low of $138.09 on the back of contracted backlog visibility that very few large-cap technology ... Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger
This aggressive investment has meaningfully boosted Alphabet's earnings per share over the last decade.
Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.
The national and regional media group revealed digital revenues plunged 8.1% in the first three months of 2026.
(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi
U.S. and Iran near peace agreement, AI models face U.S. review, SEC could allow companies to ditch quarterly reports, and more news to start your day.
French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in Malaysia this year, a senior executive said on Wednesday, as a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.
It's not just about graphics processing units (GPUs) and data center build-outs any longer.
After another dizzying rally yesterday, Intel shares closed at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.
Rivian Automotive is considering making its own lidar sensors and could do so in partnership with a Chinese firm, CEO RJ Scaringe said in an interview with Reuters on Tuesday. Rivian said that a version of its R2 vehicles coming later this year would include lidar sensors, which help self-driving vehicles gain a three-dimensional view of the road. Rivian did not disclose who would supply it with lidar sensors, which on demonstration vehicles were much smaller than the large, spinning units found on the streets of San Francisco and other cities in robotaxis designed by Alphabet's Waymo.
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
Billionaire entrepreneur Mark Cuban is sounding the alarm on the future of enterprise artificial intelligence (AI), warning that fragmented AI models from tech giants like Microsoft Corp. and Alphabet Inc. will create overwhelming corporate complexity and turn business scale into a massive liability. ‘Walled Garden’ Dilemma In an assessment of the current AI landscape, Cuban cautioned that the fierce competition among foundational tech giants is creating an unsustainable, highly fragmented envir
Don’t overreact to news that the government wants to preview AI models before they are released. It isn’t a big deal—yet.
After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.
The search giant just delivered an extraordinary quarter. But has the stock's run-up gone too far?
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from
Shares of networking equipment maker Arista Networks were down nearly 14% on Tuesday afternoon, despite beating first-quarter financial expectations and issuing positive guidance for the second quarter. Arista’s stock was down below $148 a share and remained down by double-digit percentages during the company’s conference call with analysts, after closing down 1.4% at $170.22 in regular trading. For the first quarter ended March 31, Arista reported revenue of $2.7 billion, up 35.1% from the previous year’s first quarter.
Several companies, inlcuding Alphabet, Roku, and Interactive Brokers, have crushed it concerning key metrics, with each also seeing share momentum in the days that have followed post-earnings.
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) rose 2% in after-hours trading Tuesday following a report that Anthropic has committed to spending approximately $200 billion with Google Cloud over the next five years.
May 5 () - Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, the Information reported on Tuesday, citing a person with knowledge of the matter. The commitment indicates that the AI startup represents more than 40% of the "revenue backlog" Google disclosed to investors last week, reflecting contractual commitments from its cloud customers, according to the report.
First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).
Both companies reported blowout growth in the cloud, but one seems to have the edge.
The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the AI compute race, and it changes the risk math on the most crowded trade in the market. One of these stocks belongs in a retirement ... Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance
April revenue reached NT$832.1 billion as Hon Hai expects second-quarter sales to grow sequentially and year-over-year.
Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little. At least, that’s what the latest quarter of Alphabet (NASDAQ:GOOG) seems to say, with an incredible 63% in Google Cloud growth numbers and a CapEx forecast now in the $180-190 billion range. With compute constraints ... A Bigger 2027 Capex Wave May Be Coming — and Google’s Hint Could Be the First Real Tell From the Hyperscalers