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Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market right now.
An endorsement from Buffett makes the Alphabet buy case even more compelling.
Warren Buffett admitted he should have bought Alphabet years ago. Now he's making up for lost time with a $31 billion bet.
The bear case against Alphabet was everywhere two years ago, and the numbers that just printed should have buried it for good. So why does the market keep treating this stock like the threat is still alive?
QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names and bets almost everything on a handful of AI giants. Whether that concentration is a feature or a trap depends on what happens when the usual offsets stop showing up.
Alphabet has become one of Berkshire's biggest investments based on this simple idea.
Deals with Google and Anthropic to rent out computing capacity could generate $26 billion a year.
One stock stands out as the better buy.
Elon Musk's surprising endorsement of Anthropic could quietly strengthen the long-term investment case for both Amazon and Alphabet.
Berkshire Hathaway's new CEO is putting his own stamp on its stock portfolio by tilting it toward a pair of tech giants poised to profit from the AI revolution.
When the "Oracle of Omaha" loads up on a stock, investors should pay attention.
It's yet another reason to be bullish on the stock.
(Bloomberg) -- Moonshot AI has told investors it’s preparing to list in as early as six months, seizing the opportunity to tap capital markets after its latest model upended industry perceptions of China’s burgeoning capabilities and sent global tech stocks reeling.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyTaylor Farms P
Alphabet's stock could soar if the company crushes earnings.
The Trump Administration announced a 25% tariff on most Brazilian imports late Wednesday, effective July 22. The U.S. has invoked Section 301 of the Trade Act of 1974, targeting certain Brazilian practices, which include directives to American tech giants like...
Dow Jones futures: An Iran attack killed two U.S. service members. Google earnings and capex guidance will be key this week. Tesla, Intel, GE Vernova also report.
SpaceX is in talks with the Pentagon over a multi-billion-dollar AI computing deal. Could this be the contract investors have been waiting for?
Intel Corporation (INTC) and Google Cloud announced an expanded partnership on Thursday 16th, deploying Gemini Enterprise across Intel’s workforce and pushing agentic AI tools into its chip design process, according to an Intel Newsroom statement. The announcement should have read as an unambiguous ...
Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selling cutting-edge devices, its fastest-growing profit engine has become Services, the business that keeps generating ...
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.
When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
On Wednesday, Apple Inc. shares surged to a record high after investors welcomed the company’s new Siri AI beta and progress on Apple Intelligence, with prominent analysts Gene Munster and Ming-Chi Kuo saying the rally reflects growing confidence in Apple’s...
How will Intel stock fare as its second-quarter print prepares to arrive in the coming days?
In a major move towards transparency, billionaire Elon Musk, owner of social network X, has declared his intention to make the platform’s entire codebase open source. Musk took to X on Wednesday and stated that the company would make the...
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