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Reddit's rapid ad growth highlights its momentum, but GOOGL's AI-powered advertising ecosystem and earnings outlook make it the stronger digital ad stock.

Most investors still think Alibaba is an e-commerce company. But that story is quickly becoming outdated.

New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.

While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.

META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 7, Cognizant announced a significant expansion of its partnership with Google Cloud. This further broadens the ways companies bring Gemini Enterprise to clients and deepens Cognizant’s internal use of the technology. The collaboration is based on the dedicated […]

For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.

Meta Platforms (META) will be expanding its data center project in Louisiana to 5 gigawatts of compute capacity. Yahoo Finance Tech Editor Dan Howley examines this latest news.

That's not a bad thing at all.

AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.

Google is quietly building silicon that threatens to cut NVIDIA out of its own customers' data centers, and the latest earnings from both companies reveal just how close that collision has become.

Investing.com -- Morgan Stanley reiterated an Overweight rating on Broadcom in a note on Tuesday, pushing back on investor concerns that MediaTek could significantly erode Broadcom's share of Google's TPU business.

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Equity and Income Fund”. A copy of the letter can be downloaded here. Oakmark Equity and Income Fund aims to maximize returns while preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities. The allocation was 60.1% in equities, 38.9% […]

Alphabet stock has almost tripled investors’ money over the past five years, yet current valuation checks paint a more measured picture. The Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is close to where the market is already trading, and earnings multiples still screen as supportive. Alphabet has delivered a 5 year total return of about 186%, which puts extra focus on whether today’s price still offers a reasonable entry point after such a strong...

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

Management's narrative has pivoted hard to AI and custom chips, but what they've stopped highlighting, the cash generation that funded it all, reveals a profound shift in the company's risk profile.

Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.

Tarbert also highlighted Circle's newly approved national trust charter, which allows the firm to manage USDC reserves under federal oversight.

FurtherAI, an AI workspace tailored for the insurance sector, has been chosen by Novacore as the backbone of its underwriting operations. The integration aims to enhance Novacore's efficiency by replacing outdated systems with a platform that molds to specific underwriting workflows, enabling flexibility and growth with evolving AI models. This partnership underscores a trend in Cloud AI deployment within the insurance industry, with AI-driven tools becoming central to streamlined operations...

The Swiss competition authority announced Tuesday it had opened a preliminary investigation into Google's removal of the "choice screen" feature on Android devices in Switzerland."Recently, Google removed this feature in Switzerland," the Secretariat of the Competition Commission (COMCO) said in a statement.

Berkshire Hathaway stock has delivered an 82.2% return over the past 5 years, yet the latest intrinsic value checks and earnings multiples both still point to the shares trading at a discount to what the business may be worth. That mix of solid long term returns and a perceived valuation gap is drawing fresh attention as Greg Abel reshapes the portfolio toward large technology and AI holdings. Over 5 years, Berkshire Hathaway has returned 82.2%, which is the kind of compounding that often...

Oil prices head north of $80 a barrel, Waller is watching inflation, Apple’s ties with Google likely to strengthen, and more news to start your day.

A Buy reiteration at $110 highlights World Cup tailwinds and AV partnership updates as key metrics to watch

Sundar Pichai inherited a search-and-ads business and spent a decade betting billions on AI, cloud, and autonomous vehicles while antitrust regulators closed in. Whether that gamble rewarded patient shareholders depends on exactly when they bought and whether they held through some brutal swings.

(Bloomberg) -- Goldman Sachs Group Inc. trounced its own Wall Street stock-trading records, posting $7.42 billion for a quarter that saw indexes rip higher and ongoing market volatility around artificial intelligence and war in the Middle East.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Le

The Steel River Energy Center in Arkansas will deliver 1.6 GW of solar power scaling to 2.5 GW at full completion

Futures tracking the Nasdaq 100 were rising on Tuesday–but the tech-heavy index's biggest names weren't benefiting from the broader rebound. Roundhill's Magnificent Seven exchange-traded fund, which tracks shares of seven mega-cap tech companies, slid 0.

MARKETS AM NEWSLETTER Oil prices surged Monday, erasing a month of declines, amid renewed fighting between the U.S. and Iran. But investors’ attention will likely drift Tuesday, at least temporarily, to a flood of bank earnings and the latest reading of U.