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According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.
Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.
Google will report its second quarter earnings after the bell on Wednesday.
Beijing just handed Tim Cook an approval that could rewrite the entire narrative around Apple's AI strategy, and it raises an uncomfortable question for every rival that spent billions building what Apple deliberately chose not to own.
Punters on the prediction platform Polymarket still expect Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to end July as the world's most valuable company, even after a wobble that briefly cost it the crown. Traders put the chipmaker's chances at 70%, well ahead of Apple Inc (NASDAQ:AAPL, XETRA:APC) on...
The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.
Most Wall Street analysts believe Alphabet stock is undervalued.
Buffett is notorious for avoiding tech stocks, but even he couldn't help but jump on this tech giant.
By Tharuniyaa Lakshmi and Purvi Agarwal July 21 (Reuters) - European shares edged higher on Tuesday after kicking off the week on the back foot, as reports of U.S.-Iran mediation efforts pushed oil
Online advertising giant Alphabet (NASDAQ:GOOGL) will be reporting results this Wednesday after market hours. Here’s what investors should know.
Asian stocks mostly rebounded after days of losses on Tuesday led by technology shares, while oil prices eased slightly even as Iran said it had struck hit US military targets in Bahrain and Kuwait.Iran's Revolutionary Guards said on Tuesday they hit US military targets including air defence systems in Bahrain and Kuwait, state news agency IRNA reported.
This battle between tech heavyweights is much closer than you might guess.
<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>
<body><p>STORY: Stocks started the week on a down note, with the Dow falling about six tenths of one percent, while the S&P 500 dropped two tenths and the Nasdaq ended basically flat.</p><p>:: Archive</p><p>Investors looked for moves toward de-escalation in the Middle East while they waited for earnings reports due from major technology companies later in the week.</p><p>Melissa Brown, managing director of investment decision research at SimCorp, says the technology firms will have to post significant earnings growth to maintain their lofty trading levels. </p><p>“Every company, whether it's Google or Tesla, obviously they have very different business models and different drivers of their business. But overall, I think to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well. So, we want the businesses to be profitable and growing.”</p><p>:: Archive</p><p>Meanwhile, Yemen's Iran-aligned Houthis said on Monday that they were imposing a naval blockade on Saudi Arabia, opening a new front in the U.S.-Iran war and widening the threat to global energy supplies and trade beyond the Gulf. </p><p>But a senior Iranian official told Reuters that mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month.</p><p>Stocks on the move included Paramount Skydance which lost two percent and Warner Brothers Discovery which slipped almost four percent after a judge halted their $110 billion merger temporarily as a coalition of states argued it would irreparably harm competition.</p><p>And shares of Domino’s Pizza gained two percent after the chain’s quarterly revenue edged past Wall Street estimates.</p></body>
Alphabet, Google's parent company, is reportedly working on a new chip designed to make its Gemini models run much more efficiently.
By Blake Brittain July 20 (Reuters) - A federal judge in San Francisco on Monday signed off on artificial intelligence company Anthropic's landmark $1.5 billion settlement of a class action lawsuit
<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>
Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
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