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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.
Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US
Alphabet’s Google pays Reddit around $60 million a year to scrape conversation data from the social media site. That could change.
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.
Alphabet Inc (NASDAQ:GOOG) reports second-quarter results after Wednesday's close, with Wall Street bracing for a print that could either validate the company's AI spending spree or intensify investor unease about it. Bank of America is firmly in the bullish camp, reiterating its Buy rating...
Reddit is threatening to pull the plug on Google's access to its massive trove of human conversation data, and the market reaction has been swift and brutal. Whether this standoff becomes a goldmine or a catastrophe for Reddit depends on a negotiation that could reshape how AI companies pay for the content fueling their models.
Cathie Wood just called SpaceX the most important company in history and started buying a 38% dip that has a $116 billion share unlock waiting on the other side. Her actual thesis has almost nothing to do with rockets.
Kineo Capital managing partner Jim Strugger walks through his strategy for trading IREN (IREN) stock and Alphabet (GOOG, GOOGL) stock using options. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
The social media firm reportedly is considering cutting off Google from training its AI on Reddit's trove of user forums.
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.
Alphabet, Amazon and Fox stand to benefit as streaming expands into advertising, live sports, creator video and connected-TV distribution.
So much debt is being piled on tech companies right now.
IBM (IBM) is set to report quarterly earnings on Wednesday after the closing bell. Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, shares her thoughts on the upcoming results.
The week’s tech stock rally hit the brakes ahead of key earnings reports from Alphabet and Tesla on Wednesday. “We are seeing a slight pause after a dramatic two-day bounce across tech and Ai winners,” writes Mizuho’s Daniel O’Regan. The iShares Semiconductor ETF was falling after marking its best day in just over a month on Tuesday.
US stock futures (ES=F, NQ=F, YM=F) are sliding in Wednesday's pre-market trading as investors eagerly await second quarter earnings from Alphabet (GOOG, GOOGL) and Tesla (TSLA) after today's closing bell, officially kicking off earnings season for the Magnificent Seven. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Fundstrat economic strategist Hardika Singh to discuss the outlook around this earnings season and which segments of Alphabet's business that investors will be watching more closely.
Reddit may block Google AI access as the $60 million deal nears expiry. RDDT stock fell 5.8% premarket before Alphabet earnings.
Not every stock will take you to the moon, or Mars.
Stock Market Today: The Dow Jones index dropped Wednesday as oil prices jumped. SMCI stock surged, with Alphabet and Tesla earnings due.
Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
Samsung Electronics on Wednesday unveiled a passport-sized foldable phone and raised prices of two updated foldable models, as it grapples with rising memory chip prices while bracing for a new threat from Apple in the niche but growing segment. The South Korean technology company pioneered foldable smartphones but its dominance is set to be challenged by Apple which analysts expect this year to launch a foldable phone with a screen similar in size to an iPad mini. "Strategically, this is one of Samsung's most important foldable launches," said Francisco Jeronimo, vice president at researcher IDC.
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the biggest money sees opportunity right now.
Report points to tensions over AI data agreementReddit (NYSE:RDDT) shares fell 5. 8% in premarket trading on Wednesday after reports suggested the social media platform is considering restricting Google’s access to its content as negotiations continue over a new artificial intelligence data licensing agreement.
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]