Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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.
The market is pricing Alphabet like a legacy ad company with an AI problem, and that gap between perception and reality is exactly where the opportunity lives ahead of the July 22 earnings report.
Opening Bid Host Brian Sozzi is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez, BD8 Capital Partners CEO and CIO Barbara Doran, and Yahoo Finance Senior Business Reporter Ines Ferre to break down Oracle (ORCL), examining the company's debt concerns following its recent stock performance.
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.
At 95, Warren Buffett just revealed he personally drove one of Berkshire's most surprising recent bets, and his explanation raises bigger questions about where a $380 billion cash pile goes next.
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss itself.
The narrative is bullish, but are the numbers involved big enough to matter?
As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as a credible rival, raising a question that investors and enterprises cannot ignore.
Cloudera and VAST Data have announced a strategic partnership to enhance the accessibility and efficiency of AI data platforms across enterprises. By integrating Cloudera’s lakehouse data services with VAST’s AI Operating System and leveraging NVIDIA’s AI Data Platform reference design, the collaboration aims to resolve common challenges like GPU starvation. This integrated solution, designed for enterprises operating in both on-premises environments and public clouds, promises to streamline...
Berkshire Hathaway just built or expanded positions in an airline, a mega-cap platform, and a battered homebuilder during the same quarter, and the reasoning behind each pick reveals where patient institutional money sees the market mispricing real earnings power.
Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trillion-parameter system that has triggered intense discussion across global markets. By matching—and in some developer arenas, beating—flagship American models on key leaderboards, K3 has forced Wall Street to radically rethink how fast domestic Chinese labs are closing the capability gap with the West.
(Updates with Google's response to a request for comment in the third paragraph.) Alphabet's (GOO
Micron stock is down 25% in the past month and has fallen below $1 trillion but there is hope on the horizon.
FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe
By Lewis Krauskopf NEW YORK, July 17 (Reuters) - U.S. corporate earnings season heats up in the coming week, with Alphabet and Intel set to offer updates that could sway the market-leading AI trade
This tech giant has been a key winner in the AI boom.
Visa, Stripe and Google have joined the x402 Foundation as premier members, adding three of the biggest names in payments and search to an effort to build an open standard for machines that pay each other. The foundation, affiliated with the Linux Foundation, is developing x402, a protocol...
KUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
