Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?
Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.
Investors have spent the last few years chasing AI growth by buying shares of companies like Nvidia and Microsoft. But a senior Wall Street executive says that strategy may not work for what comes next. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (NYSE: BEN), an asset ...
This automation software firm is handing back far more cash than the average company, yet the market keeps marking it down. Here’s why.
After a steep slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to ask if the business arriving this time is strong enough to hold the line.
Databricks said on Thursday it would expand its partnership with Microsoft through the 2030s, a deal under which it will increase its use of the Azure platform and Microsoft's custom chips. Databricks offers a platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a sizeable win for Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.
Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group still pass every test our model throws at them. Find out which two made the cut and why the gap between them matters more than most investors realize.
IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.
Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.
Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do with a structure that quietly collects a fee from nearly every corner of the internet.
Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.
Microsoft has dropped 22% over the past year while posting four straight earnings beats, and the reason Wall Street keeps selling may be exactly why contrarians should be paying attention.
Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang
Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.
Stocks are facing their first major test of the summer on Thursday following another surge in global crude prices and a big bump higher in spending plans from Google parent Alphabet. Alphabet topped Wall Street’s heady earnings forecasts, with revenue rising firmly to just under $120 billion, but said its 2026 capex would rise to $205 billion, more than double last year’s tally. Shares in the company, which carries a market cap of more than $4.1 trillion, are set to open lower along with fellow Magnificent Seven peer Tesla, which posted its first negative free cash flow in more than two years.
IBM has agreed to buy HRL Laboratories, a private quantum computing research lab jointly owned by Boeing Co and General Motors, the company said on Thursday, adding a second pillar to IBM's quantum computing efforts. IBM has been racing against Alphabet's Google, Microsoft and others to create practical quantum machines that can crack problems that would take conventional computers thousands of years to solve. In May, U.S. President Donald Trump's administration said it would award $1 billion to IBM to set up a new company called Anderon in New Albany, New York, to serve as a chip factory for U.S. quantum computing firms.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Microsoft’s Teams and Salesforce’s Slack dominate the workplace messaging market, and investors are watching whether Block can gain traction with Buzz among enterprise customers.
Nvidia has emerged as a dominant player in sovereign AI, which accounts for roughly 14% of the company’s revenue, according to a Stanford HAI study.
I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...
Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.
A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.
Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year. But they remain bullish on long-term recovery. They are optimistic about MSFT because the company’s fundamentals haven’t deteriorated—it’s simply been caught in a speculative AI downturn. MSFT is becoming a popular buy-the-dip […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
