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Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals now driving its fate have nothing to do with stock picking.

Alphabet topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, as the Google parent benefited from strong demand for its cloud computing services from ‌enterprises worldwide thanks to the AI boom. Revenue at Google Cloud rose 82% to $24.8 billion ‌during the quarter ended June, accelerating from the 63% jump reported in the preceding three months. The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land ‌major deals with firms, including Anthropic.

3M beat second-quarter estimates and raised full-year adjusted EPS guidance following its AI infrastructure partnership with Microsoft.

OKLO stock inches higher on reports of $200 million US nuclear power initiative. But does that warrant buying OKLO shares at current levels?

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

A majority of US residents object to artificial intelligence data centers being built near their hom

The market is selling shares in a software giant as if its cash-generating days are numbered, yet the business is paying out more than double the average company.

Advanced Micro Devices (AMD) committed to invest up to $5 billion in Anthropic, while the companies

Alphabet shareholders await results from the first of the Magnificent Seven stocks.

The software giant showered owners with cash while the stock price sank. Here's the real accounting of what investors got, and what they're betting on now.

Microsoft, Nvidia-backed AI nuclear program lifts Oklo, X-Energy shares

SCHD has been the default dividend ETF for millions of investors, but a rival fund from one of Wall Street's largest active managers has quietly built a gap that is becoming difficult to ignore.

Google is doing a great job of converting AI Overview and AI Mode traffic into Search revenue, Gene Munster said in a post on X.

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity? Amazon guided to roughly $200 billion in 2026 capex, while Microsoft is pacing toward roughly $190 billion this calendar year. Same bottleneck. Very different playbooks. AWS Hits a 15-Quarter High as Azure Runs Into Its Own ... Will Amazon or Microsoft Solve the AI Energy Bottleneck?

AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.

The company is intentionally slowing a key growth metric, and it might just be the smartest thing it has done in years.

One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

Evercore's top internet analyst just set a bar for Alphabet's Q2 earnings that would require the company to outpace nearly every rival in both search and cloud at the same time, and falling even slightly short could punish a stock already trading near historic highs.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

The tech giant is showing strength in a weak market, but a closer look reveals it may be adding more of the same risk you already own.

Today, July 22, 2026, WTI crude oil jumped above $86 per barrel on Middle East tensions, sparking inflation fears.

Here is a way to collect a steady income stream from one of the market's biggest names now, which you keep no matter what, while lining up a chance to buy its shares at a serious discount if they ever get cheap enough.

AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.

These stocks are winning in the AI boom.

The company's latest deal shows it's no longer content to supply the parts; it's coming for the whole AI data center.

Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.

The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.

Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an AI semiconductor giant up over 700% in five years. What the fund's construction mechanics reveal about what you actually own might surprise income-focused investors.