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Nvidia and Micron are making a ton of money from the AI build-out.

A $396M CMBS loan on Vornado and Related’s Google-anchored Chelsea office entered special servicing amid NYC office pressures.

LegalZoom’s second quarter results reflected the impact of rapid changes in online search dynamics. Management attributed the quarter’s performance to a mix of solid subscription growth and the accelerating adoption of AI-powered services, but also acknowledged significant headwinds from declining Google-driven customer acquisition. CEO Jeffrey Stibel cited a “material change and a step down” in Google search, which pressured traditional traffic and business formation volumes. The company’s shif

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

Its stock is down, but investors shouldn’t overreact to worries about the autonomous-vehicle business.

Apple (AAPL) is preparing to undertake a pretty unpleasant AI test. Google has unveiled the Pixel 11 series. With Gemini Intelligence incorporated much more deeply into the smartphone experience, it offers customers an AI assistant that can comprehend what they're doing across messaging, calendars, ...

Reddit shares rose 11% on S&P 500 inclusion news, even as Google's AI Overviews pressure its search traffic.

What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.

Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.

David Abrams (Trades, Portfolio), founder and CEO of Abrams Capital Management, recently submitted his 13F filing for the second quarter of 2026, revealing key adjustments to his concentrated portfolio. Abrams established the Boston-based firm in 1999 after a decade working alongside Seth Klarman (Trades, Portfolio) at Baupost Group. David Abrams (Trades, Portfolio) reduced his position in one stock during the quarter, with the most significant change being a reduction in Alphabet Inc (NASDAQ:GOOGL).

The appointment signals a move toward performance and metrics frameworks. OpenAI must improve reliance on the tracking tools it offers advertisers before more will increase their ad budgets with OpenAI.

Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.

One of the biggest S&P 500 funds on the planet holds hundreds of billions in retirement savings, yet most of the people who own it have never seen its ticker and cannot buy a single share on their own.

A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase.

Oliver Kharraz, Zocdoc Founder & CEO discusses teaming up with Google (GOOG) to integrate real-time healthcare appointment booking directly into the Gemini app, reducing patient wait times from 31 days to 72 hours.

Oliver Kharraz, Zocdoc Founder & CEO discusses teaming up with Google (GOOG) to integrate real-time healthcare appointment booking directly into the Gemini app, reducing patient wait times from 31 days to 72 hours while maintaining data privacy.

Four of the world's five most valuable companies send their shareholders cash every quarter. The fifth is spending more than its operations generate.

Hertz was one of the worst-performing stocks in Pershing Square’s investment portfolio this year through August 11, subtracting 1.1% from gross performance, the firm said.

OpenAI said Thursday that Chief Revenue Officer Denise Dresser is leaving, marking the latest depart

Strong AI demand may already be priced in.

Apple ranks second in the sovereign fund's global portfolio, with a disclosed holding valued at 522 billion Norwegian kroner.

One departure raises bigger questions about Google's AI bench

VFIAX carries the word "diversified" in its pitch, but what sits inside the fund tells a different story about concentration, risk, and how a handful of platform giants now shape the retirement savings of millions.

The world's largest sovereign wealth fund holds Nvidia shares worth 612 billion kroner, exceeding every other company in its portfolio.

Norway's sovereign wealth fund valued its Alphabet position at 499 billion kroner, placing Google's parent above Microsoft and Amazon.

Wall Street is racing to turn raw compute power into a tradable asset class, but some investors warn that even the most ambitious financing package on record may leave the AI industry dangerously short of what it needs.

Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft branch offices and joint ventures in China have closed over the […]

SK Group Chairman Chey Tae-won, whose conglomerate controls SK Hynix (NASDAQ:SKHY), dismissed concerns Thursday about the memory giant’s exposure to Nvidia Corp. (NASDAQ:NVDA). He argued the chip giant remains indispensable to artificial intelligence infrastructure: “Without Nvidia, the AI ecosystem is...

For years, Google had a problem that even its dominance of internet search couldn't solve: Apple owned the relationship with hundreds of millions of valuable consumers through the devices they carried every day. Alphabet's (GOOGL) Google is making another attempt to close that gap, and its new ...

Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO