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D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
Every business eventually reaches the moment when growth stops being free. For most of the past decade, the biggest American technology companies looked like they had found a way around that rule. They generated cash faster than they could spend it, bought back their own stock, and pushed into new ...
Alphabet (GOOG, GOOGL) and Tesla (TSLA) shares were slumping Thursday after the technology giants in
Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 6.5% in the afternoon session after its second-quarter earnings report revealed a sharp downturn in cash flow, overshadowing strong revenue growth. The company beat Wall Street's revenue estimates, with sales growing over 24% year on year to $119.8 billion. However, investors focused on the rising costs of the artificial intelligence race, which drove the company's free cash flow negative for the quarter. Alphabet reported a negativ
The Series A was led by Battery Ventures, bringing AegisAI total funding to $49 million.
Google just gave investors another reason to love Micron stock.
Blackstone (NYSE:BX) reported sharply higher second-quarter 2026 earnings as executives said the firm’s early and aggressive positioning around artificial intelligence infrastructure is driving investment performance, fundraising and new business formation across the platform. Weston Tucker, Blacks
Nvidia stock slides below an early entry at 213.99 on Thursday. The move comes after Alphabet's earnings report late Wednesday.
Google parent declares another $0.22-per-share shareholder payout
Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.
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.
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
Tesla and Alphabet both burned cash in Q2, but one company is spending from strength while the other is spending while its margins collapse. Which is which depends entirely on what you think happens next.
Alphabet (GOOGL, GOOG) delivered a Q2 revenue and earnings per share beat backed by big upside from
RBC Capital Markets lead equity analyst on global autos, Tom Narayan, sits down with Julie Hyman on Market Catalysts to expand more on his takeaways from Tesla's (TSLA) latest earnings and where it may be facing the biggest problems in expanding its robotaxi business.
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?
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.
Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.
Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing to do with CapEx budgets and could quietly hollow out the foundation supporting Nvidia and AMD.
Google's $94 billion SpaceX stake came from a 2015 bet, not a new deal, and most of the shares stay locked up.
Wonder CEO Marc Lore joins Yahoo Finance Executive Editor Brian Sozzi to discuss the company's $650 million Series D funding round, which values the food delivery startup at a $9 billion pre-money valuation. The round includes new investors such as funds managed by AllianceBernstein and ARK Invest. Lore also discusses what's next for Wonder.
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