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The Nasdaq tumbled on Sandisk, Micron, other AI stocks, but regional banks and transports rose. SpaceX has a big launch coming.
Gemini 3.5 Pro is reportedly months behind schedule after falling short of Google’s internal expectations for coding capabilities.
Google stock fell amid a report the internet giant is behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, as rivals gain momentum.
(Bloomberg) -- Earlier this week, Google DeepMind Chief Executive Officer Demis Hassabis unveiled a proposal for a new international watchdog that would do “rigorous” tests and reviews of cutting-edge AI models before release.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s First Device Will Be Movable, Screenless Speaker Built
The AI boom has been one of the biggest investing stories of the past few years. Nvidia became one of the most valuable companies on earth. Microsoft, Google, and Amazon poured hundreds of billions into infrastructure. But the companies actually building the models at the center of it all have ...
Alphabet Inc (NASDAQ:GOOG) is set to post a blockbuster second quarter, according to Bank of America, which reiterated its Buy rating and raised earnings estimates on surging Cloud growth and a sharp jump in the value of the company's Anthropic stake. The bank expects Alphabet to report...
Google Search and YouTube and Meta's Instagram experienced slower ad-spend growth in Q2 2026 in the U.S. vs. a year ago, while Meta's Facebook rebounded from a relatively weak start to the year according to data released this week.
The changes are intended to give European users more choice.
Susquehanna sees stronger server demand, though weaker PC trends remain a concern.
Microsoft highlights lower-cost AI, stronger security, and integrated tools as it sharpens enterprise competition.
Microsoft Is Pushing Its Own AI Models. What That Means for OpenAI
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares fell 2.3% Thursday afternoon following a Bloomberg report that the company’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model.
Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.
(Bloomberg) -- Alphabet Inc.’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, because the company has been taking time to try to improve its capabilities, particularly in coding, according to people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s Fir
Shares have climbed 182% in the past five years.
Alphabet (GOOG, GOOGL) is likely to deliver strong second-quarter results amid strength in its cloud
Alphabet (GOOG) possesses solid growth attributes, which could help it handily outperform the market.
Meta CEO Mark Zuckerberg is teasing launching a data center business.
Yesterday the PHLX Semiconductor Index ended the session down 2%, but the Nasdaq closed in the green, up 0.6%. Today the chip index is down roughly 4.4%, but the Nasdaq is also trading lower, down 1%.
Amazon stock and Google are buys because of massive AI distribution while Meta has to prove its strategy, Wedbush says.
Marvell shed a third of its value in a single month while its AI data center business posted record revenue and management flagged an all-time high in design wins. One Wall Street analyst just set a target that would roughly double the stock, and the reasoning centers on a program most investors have not priced in.
(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula
Meta is pouring hundreds of billions into AI data centers while its stock sits well below its recent highs and insiders quietly sell shares every week. The gap between that spending ambition and what shareholders actually earn back is the tension every META investor needs to understand right now.
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