Alphabet's attractive valuation doesn't tell the entire story.
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The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
Quantum computing is on the horizon.
Gemini may not be the most popular AI model, but investors are wrong to ignore Alphabet's AI progress.
EU fines Alphabet's Google €890 million for antitrust violations under the Digital Markets Act. The penalty represents the first major enforcement action under the new EU digital rules. The US administration responds with threats of retaliatory tariffs, adding to US EU trade tensions. Google is required to adjust core business practices in Europe or face the risk of further sanctions. Alphabet, the parent of Google (NasdaqGS:GOOGL), sits at the center of global search, digital advertising...
How diversified is a 147-stock fund when 10 names hold 60% of the money?
The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.
Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.
Alphabet is doubling down on AI and has been gradually raising its capex budget. The stock has come off its 2026 highs, and any further weakness would make the stock a compelling buy.
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.
Artificial intelligence needs electricity; these high-yield energy companies are helping to provide it.
Big Tech is pouring hundreds of billions into AI every year, but investors are quietly starting to separate the winners from the companies that may never see a return on their colossal bets.
Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...
Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.
Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.
Berkshire Hathaway has traded both stocks extensively over the last year.
Alphabet Inc.-backed Waymo robotaxis recorded 68% fewer police-reportable crashes per mile than human drivers across four U.S. markets, an independent study found, though Austin emerged as the only city where the autonomous fleet posted a higher rate. Waymo Outperforms Humans...
The world's largest cryptocurrency has lost almost half its value over the past year.
Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget.
Despite tremors in its share price, Cramer continues to be lukewarm about Meta Platforms (NASDAQ:META). The shares are down by 8.5% year-to-date and by 16.7% over the past year. One major point of debate surrounding Meta Platforms (NASDAQ:META) relates to its heavy capital expenditure in order to keep up with other mega cap peers. However, […]
AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]
Google-parent Alphabet Inc. posted a blowout quarter on Wednesday, and buried in the numbers is a figure bigger than most countries’ entire economies. The YouTube owner’s second-quarter revenue rose 24% to $119.8 billion, up from $96.4 billion a year earlier,...
Are autonomous vehicles like Waymo really safer than human drivers? That's the question some of the biggest tech companies in the world are investing billions of dollars to answer. Alphabet owns Waymo, Amazon owns Zoox, and Tesla has its own Robotaxi division. The advantages robots have over human ...
The telecom giant just signed a major dark fiber agreement with one of the world's biggest AI spenders.
The team reviews how five stocks picked in the days following Brexit have fared against the market 10 years later.