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Google Pixel 11 arrives with higher prices, less RAM and modest hardware upgrades as the AI memory crisis deepens and Alphabet shares fall.

Investing.com -- Google unveiled its Pixel 11 smartphone lineup on Wednesday, raising starting prices by $100 as surging memory costs add pressure to device makers, while introducing upgraded cameras, a faster chip and new artificial-intelligence features.

In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind’s leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid...

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

Gemini has become Google's fastest-growing product ever, turning monetization into the next big test.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

Google debuted its Pixel 11 line of smartphones on Wednesday.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.

Berkshire (NYSE: BRK.A, BRK.B) is directly at the center of Burry's critique, making it the primary risk-bearer for any investor who shares his concern that a shift in capital-allocation philosophy could erode the conglomerate's long-standing edge.

Meta's AI spending looks aggressive on the surface, but the real threat to shareholders hides in a quieter corner of the balance sheet that Alphabet's louder capital raise actually obscures.

With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers stepping in now.

Alphabet is growing cloud revenue faster than almost anyone on Wall Street expected, yet its stock trades at a multiple more typical of a slow-moving industrial. Something in that equation has to give.

A tiny nation of 5.7 million people quietly became the world's largest single investor, owning a slice of nearly every major company on earth. The secret behind Norway's staggering financial empire starts with oil and ends somewhere far more surprising.

Meta shed more than 10% in a month while Wall Street analysts refused to blink, and one firm is now sitting on a price target that implies nearly double the current stock price. What they see in the wreckage is worth understanding.

The Irish carrier will deploy Gemini Enterprise and Google Workspace to 35,000 employees as it targets 300 million passengers by 2034

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.

Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.

Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit.

Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.

A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom.

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were advancing hours before Wedne

Form Energy’s fundraising has surpassed $2 billion for batteries that can continuously run for 100 hours.

When I spoke to Sukhinder Singh Cassidy, CEO of Xero, in early June, she said she didn’t want to talk too much about the company’s share price. Its share price was down more than 50% from one year prior even though the company beat revenue estimates for its fiscal 2026, which ended March 31. The drop was partly attributed to the “SaaS Apocalypse,” but also to investor concerns about the impact of a 2025 acquisition, a move the company made to expand the business in the U.S.