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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.
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 The integration aims to enhance Novacore's efficiency by replacing outdated systems with a platform that molds to specific underwriting workflows, enabling flexibility and growth with evolving AI models.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...
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.
Alphabet is going all-in on artificial intelligence (AI), but it comes at a high cost to one of its top catalysts.
Alphabet shares have led the market over the last year and remain a core driver of growth for the US stock market.
Switzerland's Competition Commission (COMCO) has launched a preliminary investigation into Google's removal of a feature that allows mobile phone users to opt out of using its search engine as default, the authority said on Tuesday. The "Choice Screen" feature allows users to choose their default search engines during the initial set up of their new Android device. COMCO said Google had removed this feature in Switzerland, even though it remained available in other countries in Europe.
Alphabet and Winnebago have been highlighted as Zacks Bull and Bear of the Day
(Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said that in the not-so-distant future, nuclear fusion technology will offer the most realistic solution for powering AI data centers’ ballooning needs. 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 Legal Fight With AppleHormuz Route
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.
Alphabet is moving to commercialize its custom AI chips, known as Tensor Processing Units, by selling TPU capacity to external cloud providers. The company is also preparing a neocloud offering that rents TPU computing power directly to customers. This TPU push positions Alphabet to compete more directly with Nvidia in supplying AI hardware. Alphabet, traded as NasdaqGS:GOOGL, is trying to turn its in house AI hardware into a business line that serves other companies, not just Google...
Alphabet (GOOGL) closed at $352.51 in the latest trading session, marking a -1.31% move from the prior day.
Meta (META) raised the budget for its Louisiana data center from $27 billion to $50 billion. Yahoo Finance Technology Editor Dan Howley takes a closer look at the company's surging costs.
A global memory component crisis has pushed second-quarter smartphone shipments to their lowest level since 2013, according to a report from Counterpoint.
Wildfires have become one of the costliest natural disasters in the world, destroying homes, businesses and critical infrastructure while leaving governments and insurers with massive bills. The sooner a fire is detected, the better the chances of containing it before...
‘The bad blood between Apple and OpenAI plays into Google’s hands,’ says Paul Meeks, head of technology research at Freedom Capital Markets.