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Alphabet (GOOGL) has spent billions of dollars preparing for a future that could disrupt its most profitable business. Generative AI helps people get thorough answers without the need to navigate through a standard list of search results. This raised a thorny question for Alphabet investors: Would ...
Peacock’s full content library, including live sports, will be available to U.S. YouTube Premium subscribers starting early next year.
The social media company may also become a cloud computing provider.
U.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.
It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.
What a difference that cash flow makes!
Four of the Magnificent Seven are set to report earnings this week. Neuberger senior research analyst Dan Flax joins Julie Hyman on Market Catalysts to discuss whether investors should be concerned about soaring AI spending as tech giants ramp up capital expenditures (capex).
Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.
GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.
Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.
NBCUniversal and Google's YouTube have reached a deal that will bring the Peacock streaming service to YouTube Premium subscribers in the U.S., and also extend its distribution agreement with YouTube TV. YouTube Premium, a paid-for service, has more than 125 million global subscribers, dwarfing Peacock's 48 million in the U.S. Peacock just became profitable and is playing catchup with Netflix and Hulu and Disney+.
Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those two drops could not be more different. One company is bleeding. The other is spending by choice.
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.
Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals a surprising split forming among investors over the future of artificial intelligence.
Steve Eisman, the investor who called the subprime collapse, just quietly sold one of his longest-held positions and says the retirement portfolio most Americans trust for safety is actually a single concentrated bet waiting to unravel.
US stock futures (ES=F, NQ=F, YM=F) are soaring in Monday's pre-market trading as Wall Street looks ahead to this week's bout of Big Tech earnings, which includes Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), Amazon (AMZN), and Qualcomm (QCOM). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss whether tech companies raising AI capex is actually hurting profitability and margins.
S&P 500 companies are beating earnings expectations at a historic clip and profit margins are hitting levels never seen before, but a closer look at the numbers reveals one company is quietly distorting the entire picture for the rest of corporate America.
Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.
AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.
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