Google is backstopping the deal with its investment-grade credit rating, and is expected to receive an equity stake of about 20% in the project
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Scores of today's blue-chip giants once traded in the single digits, and five overlooked dividend payers under $10 are quietly building the same kind of case for your portfolio right now.
In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...
Amazon.com (AMZN) shares were soaring early Friday after the e-commerce giant's second-quarter resul
July 31 (Reuters) - U.S. equity funds drew inflows in the week to July 29, snapping a two-week streak of outflows, as investors added exposure to mega-cap technology funds during a recent selloff on
Rigetti Computing sits at a crossroads, armed with proprietary quantum hardware and a war chest of cash, while tech giants circle a sector heating up fast. Five names stand out as plausible acquirers, but only one makes a truly compelling case.
Apple is reaching peak valuation levels.
Amazon’s capital spending will rise, iPhone sales jump, looming legislative vote overshadows Coinbase earnings, and more news to start your day.
This leading company's share price rose 144% in the past five years.
While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.
Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.
Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.
July 31 (Reuters) - Global equity fund inflows rose to their highest in three weeks during the week to July 29, as investors snapped up technology sector funds during a market downturn, anticipating
Amazon shares jumped more than 12% before the bell on Friday after the e-commerce and cloud giant posted its strongest cloud growth in over four years, bolstering investor confidence that its multibillion-dollar AI bets are driving a fresh wave of demand. The rally put Amazon on track to add about $300 billion in market value, as investors looked past a 10% increase in planned capital expenditure to $220 billion and instead focused on booming demand at Amazon Web Services (AWS), the profit engine at the center of the company's AI push. The reaction was in sharp contrast to Alphabet's earnings last week, when the Google-parent's shares stumbled after it reported its first negative cash flow, which stemmed from rising AI-related spending.
Buffett initiated a position in Alphabet last year, and Abel has loaded up on it this year.
Apple shares were falling hard early Friday, puncturing the iPhone maker’s recent strong run. But analysts at Citi think there are still grounds to back the stock. Apple shares were down 7.4% at $308.
Morningstar maintained an $850 fair value estimate for META, implying a 58% upside from current levels.
Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.
Berkshire Hathaway has entered a new era after Warren Buffett’s retirement as CEO at the end of 2025, with successor Greg Abel now overseeing a record US$397 billion cash pile, heavy share buybacks, and recent moves such as the Taylor Morrison acquisition and a US$10 billion Alphabet investment. This combination of leadership transition and unusually large cash reserves puts Berkshire’s capital allocation choices, especially how and when that cash is deployed, firmly at the center of how...
Microsoft surged after delivering stronger-than-expected results, led by Azure growth, expanding operating margins and signs AI spending is driving revenue.
The Future Fund‘s Gary Black said Meta Platforms Inc.‘s (NASDAQ:META) post-earnings selloff could mirror Google parent Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) recovery over this week, as investors look past conservative guidance and one-time items. Alphabet Playbook Repeating Black, in a post on X Thursday, pointed to Google’s parent initially falling about 10% after reporting quarterly results before recovering about 5% over the course of this week as investors reassessed the numbers. He s
“We will still not have enough capacity to meet all the demand we have in 2026,” Amazon CFO Kaven Parekh said.
Reddit (NYSE:RDDT) reported Q2 results that surpassed its earnings estimates, supported by rapid expansion in AI-driven advertising. The company highlighted a rising advertiser base using its AI tools to target Reddit’s interest-based communities. Management also flagged ongoing risks tied to search-driven traffic volatility and unresolved Google data licensing terms for AI training. Reddit sits at the intersection of user generated content, online communities, and targeted advertising. The...
Alphabet may be the market's most overlooked AI leader, offering investors a rare mix of rapid growth, bargain valuation, and valuable hidden assets that could reward patient shareholders.
Everyone is debating which AI company will build the best AI model. But that may be the wrong question for investors to focus on.