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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.

Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.

Greg Abel has made some major shakeups to Berkshire's portfolio since becoming CEO in January.

Alphabet (GOOG/GOOGL) is expected to post robust Q2 results with healthy ad growth and cloud upside

With 62 analysts already piling into Buy ratings and AWS posting its fastest growth in 15 quarters, the real question is whether a looming $200 billion CapEx bill and collapsing free cash flow change the math before Q2 earnings hit on July 30.

Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.

Warren Buffett is back on TV, and on CNBC, to be specific. As he left, he would be “going quiet.” As chairman of Berkshire Hathaway (NYSE: BRK-B), he added, “I enjoy the chance to keep in touch with you.” The person to “keep in touch” with is supposed to be the new CEO, Greg Abel. ... Why Is Buffett Back On TV As Berkshire Shares Fall?

U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.

Every hyperscaler renting NVIDIA GPUs pays a steep margin toll on every token processed, but one company quietly built a way around it, and the financial filings are starting to show just how wide that gap is growing.

Based on the average brokerage recommendation (ABR), Alphabet (GOOG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Alphabet (GOOG) Google has received legally binding specifications from the European Commission on i

Every bearish headline about AI spending sends most investors to the sidelines, but one piece of software infrastructure keeps pulling me back to the buy button with growing conviction about where a decade of AI capital is actually flowing.

Alphabet just posted its fourth consecutive EPS beat while growing revenue at 21.8% quarterly, yet the biggest question hanging over GOOGL heading into 2027 is whether its $175 billion spending spree will reward investors or quietly drain the bull case dry.

Investing.com -- Alphabet's Google will be required to open key Android features and share certain search-related data with OpenAI and other artificial intelligence rivals under new European Union rules aimed at curbing the company's market dominance, EU regulators said on Thursday.

The Wall Street firm stated that companies with the strongest technology, products, and distribution are best positioned to benefit.

A company famous for its growth is now offering investors a surprising amount of cash, but the market isn't buying the story.

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.

The company has booked an unprecedented pipeline of future cloud revenue, but it comes with a large price tag and a bet on a flawless, capital-intensive build-out.

If you hold the shares, you are already exposed to the full, sizable gap between two very different potential outcomes.

Sales teams will stress lower costs and integration

Buffett says he initiated the investment and supports Alphabet's expanding AI spending despite preferring other Berkshire businesses.

The European Union gave Google binding instructions to open up its Android operating system and search engine data to greater competition.

Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.

It's been easy to get entranced with the largest S&P 500 stocks. But there's a shift worth noticing to smaller stocks.

The best practices of risk aversion and diversification have changed in this era of tech hype.

Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

Warren Buffett rarely offers reservations about a $2 trillion tech giant. That’s why his commentary on CNBC on July 15, 2026 caught our attention. The Berkshire Hathaway chairman revealed he personally initiated Berkshire’s Alphabet (NASDAQ: GOOGL) position, a stake now worth more than $31 billion once you include a separate $10 billion private placement, then ... Warren Buffett Says He Now Likes “Four or Five” Businesses Berkshire Owns More than Alphabet. What Are They?

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.