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Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
24/7 Wall St.41d agobullish
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

Alphabet (NASDAQ:GOOGL) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit. One scales custom TPU volume and pulls packaging leverage in-house. The other races to build advanced capacity for the entire industry. The results clarify who captures operating leverage and who absorbs the CapEx. TPUs Carry Alphabet. HPC ... Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

Amazon Readies $25 Billion Bond With AI Costs Rising
Investor's Business Daily41d agobullish
Amazon Readies $25 Billion Bond With AI Costs Rising

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

Google Invests in $468-Million Funding Round for German Fusion Group
POWER Magazine41d agoneutral
Google Invests in $468-Million Funding Round for German Fusion Group

Proxima Fusion, a Munich, Germany-based group that is considered among the leading European companies working on fusion energy, said it completed a €411 million ($468 million) funding round. Proxima on July 7 said investors included technology giant Google along with global energy company RWE.

Amazon to Issue at Least $25 Billion of New Bonds
The Wall Street Journal41d agoneutral
Amazon to Issue at Least $25 Billion of New Bonds

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

Reddit (RDDT) Expands AI Licensing, Is The Stock Fully Priced?
Simply Wall St.41d agoneutral
Reddit (RDDT) Expands AI Licensing, Is The Stock Fully Priced?

Reddit (RDDT) is back in focus after highlighting progress on two fronts: expanded AI data licensing deals with Google and OpenAI, and improved AI tools that detect and remove spam across its platform. See our latest analysis for Reddit. Recent AI licensing headlines have arrived during a period of strong momentum for Reddit, with a 7 day share price return of 15.18% and a 90 day share price return of 42.31%, even though the year to date share price return is down 16.96% and the 1 year total...

Who will be the AI trade's real winners: The makers vs. the takers?
Yahoo Finance Video41d agoneutralVIDEO
Who will be the AI trade's real winners: The makers vs. the takers?

Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.

Amazon aims to raise $25 billion from bond sale, Bloomberg News reports
Reuters41d agoneutral
Amazon aims to raise $25 billion from bond sale, Bloomberg News reports

Amazon.com is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg ‌News reported on Tuesday, in the company's latest push ‌to fund its hefty AI investments. Tech companies have been tapping debt markets and ​launching equity sales to fund their costly AI infrastructure build-out. Big Tech, including Amazon, Alphabet, Microsoft and Meta, are expected to spend more than $700 billion on AI this year.

This Week In Cloud AI - Generative AI Revolutionizing Customer Experience Market Growth
Simply Wall St.41d agoneutral
This Week In Cloud AI - Generative AI Revolutionizing Customer Experience Market Growth

The generative AI in customer services market is experiencing substantial growth, with its size expected to escalate from $0.66 billion in 2025 to $1.95 billion by 2030. Key market drivers include the integration of generative AI into CRM platforms, increased customer expectations for immediacy, and the adoption of hybrid cloud AI solutions. Notable advancements such as AI-driven self-service, predictive customer interaction analytics, and real-time sentiment detection are reshaping the...

Germany's Proxima Fusion secures $2.7B valuation as Google backs Europe's reactor race
Pitchbook41d agoneutral
Germany's Proxima Fusion secures $2.7B valuation as Google backs Europe's reactor race

Proxima Fusion co-founder and CEO Francesco Sciortino Image courtesy of Proxima Fusion Energy startup Proxima Fusion has raised €411 million from an investor group that includes Google and German energy giant RWE, to build Europe’s first commercial fusion reactor. The deal, which values Proxima at €2.4 billion (about $2.7 billion), is the largest in a series of VC energy deals in Europe this year, driven by the continent’s push for energy sovereignty. XTX Ventures and East X Ventures led the rou

SpaceX Joins the Nasdaq-100. What the Fast-Track Addition Means for the Stock.
Barrons.com41d agobearish
SpaceX Joins the Nasdaq-100. What the Fast-Track Addition Means for the Stock.

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Is Google Cloud Officially Driving the Train?
Trefis41d agoneutral
Is Google Cloud Officially Driving the Train?

Let’s be honest. When a stock you own doubles, you feel like a genius. When it’s a behemoth like Alphabet (GOOGL), and it returns +105% in a year, you might wonder if you’ve misread the chart. You haven’t. Over the past 12 months, while the S&P 500 gained a respectable 21%, Alphabet left it in the dust. It also trounced its mega-cap peers; Microsoft (MSFT) stock returned -21.9%, and Meta Platforms (META) returned -16.2% over the same period.