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Alphabet would be the one stock I'd own if I could own only one.

Despite rising debt levels, Oracle’s large backlog, lower valuation compared to peers, and a sector-wide increase amid lower inflation have boosted investor sentiment.

Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.

Ark Investment Management is going all in on AI.

The data is mixed as to whether there is an AI bubble.

Ever since ChatGPT exploded in popularity, investors have worried that artificial intelligence could weaken Google’s most important business. Instead of searching for information and clicking through Google’s advertising-heavy results, consumers can increasingly ask an AI chatbot for a direct ...

Top economists and tech chiefs warned that AI could become dramatically more powerful over the next decade, bringing significant risks, widespread job displacement, and opportunities, such as higher living standards. A statement titled “We Must Act Now” was signed by...

Warren Buffett says Alphabet will beat 95% of Wall Street picks as Berkshire's stake tops $31 billion. GOOGL stock surges.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Meta's newest recruits could lose their jobs once data center construction is finished. Nobody knows if they'll get hired anywhere else

The brokerage says Amazon offers a more attractive way to gain exposure to AI infrastructure and retail than two of its biggest rivals.

US stocks (^GSPC, ^DJI, ^IXIC) managed to close Wednesday's session higher despite a new sell-off appearing across the semiconductor industry. Baird tech strategist Ted Mortonson explains what rising memory chip costs could mean for tech consumers and companies like iPhone maker Apple (AAPL).

(Updates with market moves at the end of the day.) US equities rose Wednesday, driving major inde

They are two of the biggest names in AI computing right now.

The brokerage says Amazon offers a more attractive way to gain exposure to AI infrastructure and retail than two of its biggest rivals.

FINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.

Meta and Alphabet may be competing in another field soon.

Shares of solar energy systems company Shoals (NASDAQ:SHLS) jumped 2.8% in the afternoon session after Jefferies raised its price target on the stock to $12 from $10, maintaining a Buy rating.

A reported front-runner spot for Tokyo's air-gapped government cloud lifts Oracle off near 52-week lows.

The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.

US benchmark equity indexes were higher intraday, aided by certain mega-cap technology stocks, as tr

Vanguard's cheapest growth ETF carries a nearly perfect long-term track record and a three-cent price tag, but crack open the holdings and a very different story starts to take shape.

Google's biggest solar and battery project stands in sharp contrast with xAI's nearby unpermitted power plant.

Broadcom shares climbed Tuesday, July 14, 2026, after Morgan Stanley published one of its most forceful defenses yet of the company’s position in artificial intelligence chips. The relief looks fragile. The stock is still down sharply from the record high it set barely six weeks earlier, and this ...

Booking Holdings, Alphabet, and six other companies have underperformed their sectors despite improving earnings expectations, setting up potential upside during second-quarter earnings season.

(Updated with Google's response to a request for comment in the second paragraph.) Alphabet's (GO

According to a report by The Information, Apple has held discussions with bankers about potential chip acquisitions in recent months.

Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.

The deceptive practices Microsoft is accused of include "dark patterns" - design techniques used to manipulate users into making choices they may not otherwise make.

In a field of software giants, one company delivers the fastest growth by far, but the market makes you pay for every last bit of it.