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Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]

Alphabet shares soared to all-time highs after the company reported stellar Q1 results.

Jeff thought he was doing the right thing in one of the hardest moments of his life. As his wife battled ovarian cancer, she made a request that felt meaningful and urgent: she wanted to leave a legacy for their...

Fund investors can thank the big tech stocks for getting the second quarter off to a better start than the first. Powered by gains in Nvidia and Google parent Alphabet the stock market in April logged its best month since 2020, shaking off declines in the first quarter when the war in Iran started. “The tech sector is back,” says Adam Turnquist, chief technical strategist for LPL Financial ”After a 115-day hiatus from new highs, the sector has finally reached record-high territory.”

On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor’s attention. “9 data centers went offline or they went to backup power. And when the grid came back up, the grid was expecting the data centers to be there and they weren’t.” ... Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts

Amazon turned in a great Q1, but it's just getting started.

Invesco BulletShares 2029 Corporate Bond ETF targets investment-grade U.S. corporate bonds maturing in 2029 with a defined maturity profile.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Everyone today talks about how the AI and data center boom is driving a surge in energy demand. But motivational speaker Tony Robbins was already there before it became a headline. Investing in a power plant in West Virginia turned...

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

Amazon and Alphabet are soaring to all-time highs while Microsoft remains down big in 2026.

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Tesla Inc. (NASDAQ:TSLA) recently ramped up its Robotaxi operations in Texas, providing unsupervised Robotaxi rides in Dallas and Houston, while it was already providing rides in Austin. While the ramp-up in Cybercab production could provide another boost in its Robotaxi exploits, Tesla remains far behind its rival Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo. Tesla Vs Waymo On Thursday, Electrek reported that Tesla had increased the size of its unsupervised Robotaxi fleet to 25 across the

Don't overthink the AI spending spree.

In the first quarter of 2026, Reddit reported revenue of US$663.41 million and net income of US$203.98 million, both sharply higher than a year earlier, as advertising and user engagement drove strong growth. Management also highlighted seven consecutive quarters of revenue growth above 60%, industry‑high gross margins above 90%, and rising contributions from AI-driven advertising tools and data licensing partnerships with Google and OpenAI. With Reddit’s quarterly results beating...

The AI build-out is driving many stocks higher.

Cipher Digital (NasdaqGS:CIFR) is shifting from Bitcoin mining to AI infrastructure services. The company has entered into multi billion dollar, long term leasing agreements with Amazon Web Services and Google. These contracts position Cipher Digital as a high performance computing data center provider to two major cloud platforms. Cipher Digital has historically operated in Bitcoin mining, a business tied closely to crypto price cycles and mining difficulty. By committing capacity to...

When a stock runs 68% in a matter of weeks, even the most convinced bulls start doing the math on what to do next. That appears to be exactly where Cathie Wood found herself with American multinational semiconductor company Advanced Micro Devices (AMD). That’s a name ARK Invest has held through ...

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best American Tech Stocks to Buy. On April 30, Pivotal Research increased its price target on Alphabet Inc. (NASDAQ:GOOGL) from $420 to $470 and kept its Buy rating on the stock. The research firm pointed to the company’s first-quarter results. Search revenue growth accelerated for the fifth […]

Big Tech is pouring hundreds of billions into artificial intelligence, driving record growth—but raising fresh concerns about whether the payoff will justify the cost.

Owner IAC says it's discontinuing its search business.

Nvidia's shareholders should be celebrating.

The stock market rebounded late last week after a short pause. The S&P 500 and Nasdaq are at highs while Apple and Broadcom are in buy zones.

Mark Cuban isn't grading for style points—he's grading for impact. The billionaire co-founder of Cost Plus Drugs revisited TrumpRx and made clear what matters most: if it pressures the right players, it's working. From "B" To ‘A-' — Why The...

Some investors may be wondering whether Alphabet is starting to look expensive or still offers value, even after a strong run in its share price. The stock last closed at US$385.69, with returns of 12.0% over 7 days, 29.7% over 30 days, 22.4% year to date and 135.9% over the past year, which naturally raises questions about growth expectations and risk. Recent headlines have focused on Alphabet's ongoing investments in artificial intelligence and cloud services, as well as regulatory...

The communication services sector is a concentration bet dressed up as diversification. After the 2018 GICS reshuffle pulled Meta, Alphabet, Netflix, and Disney out of technology and consumer discretionary, the sector became dominated by a handful of mega-cap platforms sitting alongside legacy telecom and traditional media. Anyone buying a passive sector fund here is mostly ... Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine

A Florida-based Gen Xer with what they describe as a “pretty decent job” says the rising cost of living has left them feeling stuck and overwhelmed. “I feel like I’m drowning,” they wrote in a recent Reddit post, describing the...