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Elastic (ESTC) Is Up 5.9% After Deeper Google Air-Gapped AI Tie-Up And GEOINT Push – Has The Bull Case Changed?
Simply Wall St.107d agoneutral
Elastic (ESTC) Is Up 5.9% After Deeper Google Air-Gapped AI Tie-Up And GEOINT Push – Has The Bull Case Changed?

In late April 2026, Elastic announced a series of AI-focused product upgrades, deep Google Distributed Cloud air-gapped integrations, and new MCP Apps, alongside preparations to present its platform at the GEOINT Symposium 2026 in Colorado. Together, these moves push Elastic deeper into regulated, air-gapped, and observability-heavy deployments, positioning its search and security stack as critical infrastructure for data-sovereign, AI-driven workloads. Next, we’ll examine how Elastic’s...

We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash
24/7 Wall St.107d agoneutral
We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Alphabet taps euro bond market with six-tranche offering amid AI spending surge
Reuters107d agobullish
Alphabet taps euro bond market with six-tranche offering amid AI spending surge

Alphabet on Tuesday disclosed that it was selling euro-denominated bonds across six tranches, months ‌after it raised about $32 billion in debt by ‌tapping the dollar, sterling and Swiss franc markets. The Google parent is selling ​at least 3 billion euro ($3.5 billion) in bonds, Bloomberg News reported, citing a person with knowledge of the matter. Google did not immediately respond to a Reuters request for comment.

Alphabet Inc (GOOGL) Signs Classified AI Contract With US DoD
Insider Monkey107d agoneutral
Alphabet Inc (GOOGL) Signs Classified AI Contract With US DoD

​Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Quantum Computing Stocks to Buy and Hold for 10 Years. The company has made significant contributions to the quantum industry through a dedicated quantum team. For instance, Google has developed scalable hardware such as the Willow chip and superconducting qubits, alongside expansions into neutral atom qubits. ​On […]

Meta’s Cheap Stock Is an Investor Trap
The Wall Street Journal107d agoneutral
Meta’s Cheap Stock Is an Investor Trap

Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.

Does Ouster’s Native Color Rev8 Lidar Breakthrough Change The Bull Case For Ouster (OUST)?
Simply Wall St.107d agobullish
Does Ouster’s Native Color Rev8 Lidar Breakthrough Change The Bull Case For Ouster (OUST)?

On 4 May 2026, Ouster launched its Rev8 family of OS digital lidar sensors powered by next-generation L4 Ouster Silicon, introducing what it describes as the world’s first patented native color lidar with up to double the range and resolution of its prior generation and immediate availability for automotive, industrial, robotics, and smart infrastructure uses. An especially distinctive element is Rev8’s native color capability, which fuses rich visual and depth data in a single sensor,...

Will Ulta’s (ULTA) Gemini-Powered “Ulta AI” and NielsenIQ Tie-Up Change Its Digital Narrative?
Simply Wall St.107d agoneutral
Will Ulta’s (ULTA) Gemini-Powered “Ulta AI” and NielsenIQ Tie-Up Change Its Digital Narrative?

In April 2026, Ulta Beauty and Google announced two Gemini-enabled AI commerce experiences and Ulta launched its own Gemini-based “Ulta AI” assistant, aiming to make product discovery and checkout more seamless across Google’s platforms and Ulta’s digital channels. A separate data-sharing collaboration with NielsenIQ positions Ulta Beauty to pair these AI tools with richer omnichannel insights, potentially sharpening merchandising decisions and personalization across its beauty...

Bloomberg107d agoneutral
Alphabet Kicks Off Six-Part Euro Debt Offering

(Bloomberg) -- Google parent company Alphabet Inc. has kicked off the sale of a six-part debt sale in euros, according to a person familiar with the matter who asked not to be identified.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction

V2X Q1 Earnings Call Highlights
MarketBeat108d agoneutral
V2X Q1 Earnings Call Highlights

V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re

AI’s Hottest Private Companies Have Booming Crypto Shadow Market
Bloomberg108d agoneutral
AI’s Hottest Private Companies Have Booming Crypto Shadow Market

(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Unprecedented Defiance of US Sanctio

AI's Hottest Private Companies Have Booming Crypto Shadow Market
Bloomberg108d agoneutral
AI's Hottest Private Companies Have Booming Crypto Shadow Market

(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina's Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting

AI’s Hottest Private Companies Have Booming Crypto Shadow Market
Bloomberg108d agoneutral
AI’s Hottest Private Companies Have Booming Crypto Shadow Market

(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old CeasefireFormer NYC Mayor Giuliani in Critica