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One cloud computing stock stands out among the group.

AI spending has grown so massive it now drives a historic share of U.S. economic output, and that concentration is creating a risk most investors have not priced in yet.

Broadcom and Marvell are both riding the custom AI chip boom, but one offers faster growth while the other may be the better value for long-term investors.

ChatGPT, Gemini, Claude, and Grok concluded that Strategy would likely survive a Bitcoin drop to $50,000. Even at $50K BTC, Strategy's approximately 843,775 Bitcoin would ...

A former Meta and Google engineer warns Bitcoin faces two ticking time bombs: quantum computing and miner incentives.

Three AI leaders could see their fastest-growing businesses disrupted if Elon Musk fulfills his vision.

Analysts expect Alphabet’s second-quarter capital expenditures to reach $44.9 billion, a 100% increase from the prior year period.

Alphabet and Apple both carry trillion-dollar AI ambitions, but their valuations, growth rates, and capital strategies tell very different stories for retirement investors who need the right answer before they buy.

Editor’s Note: This story has been updated to correct details related to Intel (INTC). When it comes to tracking the trading activity of members of Congress, former Speaker of the House Nancy Pelosi (D-Calif.) has been among the most followed....

Berkshire Hathaway, under CEO Greg Abel, has pursued large moves in homebuilding and technology, including an $8.5b deal for Taylor Morrison and the acquisition of McGuinn Homes. The company has made Alphabet a core holding, increasing its position and joining a $10b private placement to support Alphabet's AI build out. Shareholders are set to vote on the Taylor Morrison transaction, which would expand Berkshire’s housing footprint through its Clayton Homes division. Berkshire Hathaway...

The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

When investors think about Meta Platforms Inc.‘s AI ambitions, they usually think about chatbots, image generators and competing with OpenAI and Google. But Meta’s most important AI customer might not be consumers. It might be Meta itself. While the company...

While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.

The cryptocurrency sector is beginning to take the emerging threat of quantum computing more seriously as rapid technological progress raises fears that future quantum machines could eventually defeat the encryption protecting digital wallets and blockchain transactions. Unlike conventional computers, quantum systems are designed to process highly complex mathematical calculations at extraordinary speed.

Wall Street knows Big Tech can spend on AI — the harder question is how fast that spending turns back into cash.

Single-stock leveraged ETFs will amplify the daily gains—or losses—of the South Korean memory-chip maker. They’re not for the buy-and-hold crowd.

Wall Street's bullish sentiment looks justified in these cases.

Meta Platforms has a lot in common with its “Magnificent 7” brethren. Like Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla, Meta is a technology giant with a market capitalization exceeding $1 trillion. Its stock has dramatically outperformed the broader S&P 500 over the past decade, and ...

Deepwater Asset Management’s Gene Munster sees CY27 hyperscaler capex growth estimates increase from the current 23% year-over-year to 37%.

Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.

REVIEW PREVIEW NEWSLETTER Pretty Meta. One big thing separated the S&P 500 and Nasdaq Composite from the Dow Jones Industrial Average this week: Meta Platforms stock. The Dow rose 150 points, or 0.3%, on Friday.

Alphabet crushed earnings, grew cloud revenue at a jaw-dropping pace, and dominated every tech headline in 2026. So why did the investor who never bought a single share of GOOGL end up with more money?

A New Jersey bill would ban self-driving cars that don't use radar and lidar. Tesla's stock is up 1% on Friday.

Yahoo Finance Tech Editor Dan Howley explains how Meta's new Muse AI tool generates images using a public user's likeness and how users can manage their privacy settings to opt out.

HSBC Picks 10 Stocks to Watch as Earnings Season Begins

The designation takes effect July 13.

Quantum and software gains face valuation and consulting concerns

Alphabet, Amazon, Meta, Microsoft and Oracle ramp AI infrastructure investment as investors scrutinize funding and future returns.

In today's Chart of the Day, Yahoo Finance Markets and Data Editor Jared Blikre examines how the AI trade's free cash flow is shifting from the hyperscalers to the chipmakers.

With the market focused on competitive threats and a strategic pivot, one overlooked number reveals the powerful financial engine that gives Adobe room to maneuver.