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A duo of Magnificent 7 members, namely Tesla (TSLA) and Alphabet (GOOGL), will help headline the reporting docket this week, who both head into their reports with favorable revisions for both earnings and sales.
Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.
The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.
SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after already dropping below its mega-IPO price earlier this week. William Blair research analyst of industrials Louie DiPalma — whose firm maintains an Outperform rating on SpaceX's stock — comes on to talk more about the opportunities and risks ahead for Elon Musk's company.
Demis Hassabis proposes independent AI model reviews as regulatory scrutiny of advanced systems intensifies.
Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down China's AI startup Moonshot's new AI model, Kimi K3, explaining how its technology works and how it stacks up against leading AI rivals, like OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT).
Apple prints billions in cash every quarter while rivals burn theirs on unproven bets, and that difference is exactly why one investor keeps adding shares despite a valuation that should give anyone pause.
The sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]
In the stock market, earnings and earnings growth are paramount, but in business there is something that matters even more. Shares of the EV start-up fell as low as $2.37, down more than 50%, on Tuesday after news portal electric-vehicles.com said the company was considering a bankruptcy filing, which Lucid strenuously denied. Lucid stock was susceptible to damage because the company isn’t profitable and will need billions in new capital over the coming years to reach that point—expected when it is selling about 150,000 cars a year.
Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.
Kindig said investors want proof that AI monetization is finally catching up with heavy capital spending.
(Bloomberg) -- Apple Inc. and the US Justice Department are in early discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps Plan to End Visa-Free Entry for Indian Tour
The stock is being hit by worries its artificial intelligence might be falling behind the competition.
RDDT's AI push is gaining traction through major partnerships, platform upgrades, and ad tools, strengthening its growth outlook despite rising competition.
Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story
Warren Buffett finally broke his long resistance to tech stocks and quietly placed a major bet on Alphabet, but whether this late move can rival his legendary Apple trade depends on something the market keeps getting wrong about Google.
AWS growth is tied to AMZN's roughly $200B 2026 AI spending plan as new AI launches, partnerships and customer investments fuel its next phase.
The company is letting its Big Tech peers pony up for research and development and then is ready to swoop in to grab the best models when the dust settles.
FLEX and JBL are capitalizing on AI infrastructure growth, but which EMS company stands out as the better buy based on growth, valuation and outlook?
Is Alphabet losing the AI race to OpenAI and Anthropic?
Google is pouring hundreds of billions into AI infrastructure not because customers are scarce, but because the company cannot build fast enough to serve the ones already waiting. Now its own engineers are making the shortage worse.
Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.
Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that its AI brain drain is worsening. Here is why a growing chorus of analysts sees that selloff as an opening rather than a warning.
Agentic AI burns tokens at a rate that could reshape every enterprise software budget on the planet, and one company has quietly positioned itself to own that shift before the market noticed.
Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost unanimously bullish, but our model arrives at a very different destination than the consensus.
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