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Why Netflix is a lot less 'compelling' than these 2 media stocks
Yahoo Finance Video33d agoneutralVIDEO
Why Netflix is a lot less 'compelling' than these 2 media stocks

Netflix (NFLX) will report its second quarter earnings results on Thursday after the closing bell. Globalt Investments senior portfolio manager Thomas Martin and Sevens Report Research founder Tom Essaye chat with Yahoo Finance Executive Editor Brian Sozzi about why Netflix isn't a compelling buy in the media/entertainment space.

Oracle shares gain after report it leads race for Japanese government cloud contract (ORCL)
InvestorsHub33d agoneutral
Oracle shares gain after report it leads race for Japanese government cloud contract (ORCL)

Oracle (NYSE:ORCL) shares moved higher in premarket trading on Monday after a report suggested the company is leading the competition to provide cloud infrastructure services to the Japanese government. Oracle reportedly ahead in bidding processAccording to a Financial Times report citing seven people familiar with the discussions, Oracle is currently ahead of Amazon Web Services, Microsoft and Google in negotiations over the potential contract.

Google urges EU top court to back ruling scrapping $1.7 billion antitrust fine
Reuters33d agoneutral
Google urges EU top court to back ruling scrapping $1.7 billion antitrust fine

Alphabet unit Google on Wednesday urged Europe's top court to dismiss EU antitrust regulators' appeal ‌against a lower court ruling that scrapped a €1.49 billion ($1.7 billion) fine, saying ‌the regulators' arguments were flawed. The dispute reached the Court of Justice of the European Union ​after regulators appealed a 2024 General Court ruling that annulled the fine imposed on Google in 2019. The lower court cited errors in the European Commission's assessment of the case.

How Alphabet (GOOGL) Is Leveraging Its Scale to Fund the Next Phase of AI and Cloud Infrastructure Growth
Insider Monkey33d agoneutral
How Alphabet (GOOGL) Is Leveraging Its Scale to Fund the Next Phase of AI and Cloud Infrastructure Growth

Alphabet Inc. (NASDAQ:GOOGL) is one of the high-growth wide-moat stocks to buy. In early June, Alphabet announced an $84.75 billion equity capital raise to expand AI infrastructure and computing capacity. Reuters reported that the company increased the offering after strong demand, while also raising its planned 2026 capital spending range to between $180 billion and […]

Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations
Insider Monkey33d agobullish
Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations

With 265 hedge funds holding stakes in the stock, Alphabet Inc. (NASDAQ:GOOGL) is among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations. On July 10, Zillow Group announced that Zillow Rentals is now available as a connected application within Alphabet Inc. (NASDAQ:GOOGL)’s Google Gemini and Gemini Spark, making it the only real estate platform […]

Bloomberg33d agoneutral
ASML Raises Full-Year Outlook as AI Boosts Demand at Chipmakers

(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov

Blockbuster Stock Sales Are Threatening to Overwhelm the Bull Market
The Wall Street Journal33d agoneutral
Blockbuster Stock Sales Are Threatening to Overwhelm the Bull Market

The rush for cash by some of the world’s largest companies is putting the long bull market at risk. SpaceX’s record $75 billion public offering. Investors have been cheering the raging bull market for years—three years and nine months, to be precise—with the S&P 500 having more than doubled during that period.

Should UK Search Data Portability Rules For Google Reshape Alphabet’s Competitive Moat (GOOGL) Narrative?
Simply Wall St.33d agoneutral
Should UK Search Data Portability Rules For Google Reshape Alphabet’s Competitive Moat (GOOGL) Narrative?

Earlier this month, the UK Competition and Markets Authority imposed new conduct requirements on Google’s search business, ordering more transparent, non-discriminatory ranking practices and legally mandating data portability so UK users can move their search data to authorised third parties within three to six months. By forcing clearer ranking criteria and user-controlled data sharing, UK regulators are directly challenging Google’s search moat and opening the door for rival services built...

Is Alphabet Inc. (GOOGL) Among the Ray Dalio Stock Portfolio: 10 Best Stocks to Buy?
Insider Monkey33d agobullish
Is Alphabet Inc. (GOOGL) Among the Ray Dalio Stock Portfolio: 10 Best Stocks to Buy?

Alphabet Inc. (NASDAQ:GOOGL) is among the Ray Dalio Stock Portfolio. On July 8, Bloomberg, citing UN Trade and Development (UNCTAD), reported that Alphabet Inc. (NASDAQ:GOOGL)’s $14.5 billion data center project in Andhra Pradesh helped grow India’s foreign direct investment by 44% to $39 billion in 2025. The agency said the increase also shows Hynfra’s $4 billion […]

Amazon.com, Inc. (AMZN) Aims to Raise $25 billion from Bond Sale
Insider Monkey33d agoneutral
Amazon.com, Inc. (AMZN) Aims to Raise $25 billion from Bond Sale

Amazon.com, Inc. (NASDAQ:AMZN) is among the Ray Dalio Stock Portfolio. On July 7, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) said it plans to raise $25 billion through a US dollar bond sale. It will extend Big Tech’s focus toward debt financing as companies are increasing AI infrastructure spending. Reuters said the firms, Alphabet, Microsoft, and Meta, are expected to spend […]

Bloomberg34d agoneutral
OpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companion

(Bloomberg) -- OpenAI’s much-anticipated push into consumer devices is slated to begin with a mobile, screen-free smart speaker designed to be a new type of home computer for the AI era, according to people familiar with the matter.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf PressureA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Time Since 2020, Core Gauge Flat‘We Fal

Jim Cramer Reveals Alphabet Inc. (GOOGL)’s “Best Contract in the World”
Insider Monkey34d agoneutral
Jim Cramer Reveals Alphabet Inc. (GOOGL)’s “Best Contract in the World”

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Technology giant Alphabet Inc. (NASDAQ:GOOGL) has shaped up to become one of Jim Cramer’s favorite stocks after he was wary about the firm in the first half […]

Jim Cramer Sticks With His Big Prediction About Meta Platforms Inc. (META)
Insider Monkey34d agoneutral
Jim Cramer Sticks With His Big Prediction About Meta Platforms Inc. (META)

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Meta Platforms Inc. (NASDAQ:META) is one of the stocks discussed by Jim Cramer. Jim Cramer has stuck with social media giant Meta Platforms Inc. (NASDAQ:META) despite the weakness in the firm’s share price. A considerable amount of debate in […]