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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.

As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.

(Bloomberg) -- Swedish coding startup Lovable has raised funding at a $13.3 billion valuation, bringing in fresh capital to compete with larger rivals like Anthropic and Elon Musk’s SpaceX. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesTata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gain

Abel is making his mark on the company, but he's not veering too far away from Buffett.

Nvidia, AMD, and Micron are three stocks to buy as AI infrastructure spending continues to surge.

Apple, Coca-Cola, and Alphabet are three Buffett favorites that investors can buy and hold.

An appeals court ruled more than 3,000 lawsuits against Meta, Google, TikTok and Snapchat over addictive design claims targeting youth can proceed.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Executives involved are hailing it as a new asset class, but critics have concerns about using chips as collateral.

AvePoint (NasdaqGS: AVPT) introduced Kinetic Classification, a new data sensitivity and recovery solution for Microsoft 365, Google Workspace, and other business apps. The product uses AI to continuously assess data sensitivity and adjust protection policies across connected cloud services. Kinetic Classification integrates automated recovery tools aimed at improving incident response for security and data governance teams. For investors tracking how AI is reshaping core enterprise...

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

Ryanair said on Wednesday it would deploy Google's Gemini AI tools and DeepMind models ‌across its operations under a new five-year cloud partnership, using ‌the technology to help manage crew scheduling and make operational decisions. Ryanair, Europe's largest airline ​by passenger numbers, said it would roll out Alphabet's Google Workspace and Google Cloud services to 35,000 employees across its network, supporting its efforts towards a goal of carrying 300 million passengers annually by 2034.

Microsoft's business is firing on all cylinders, yet its stock has lagged its peers. The market is either seeing a problem ahead or offering a rare opportunity.

Alphabet Inc. (NASDAQ:GOOGL)’s Google, along with Meta Platforms, Inc. (NASDAQ:META), Anthropic, and OpenAI, will meet White House officials on Tuesday to discuss voluntary safety testing for the most advanced AI models. The meeting follows disclosures that Anthropic’s and OpenAI’s own AI systems breached other companies’ computer systems during testing, alarming lawmakers about whether powerful AI […]

The market has punished this software giant’s stock as if its business model were cracking, yet its financial engine continues to run with remarkable efficiency.

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

Alphabet (NasdaqGS:GOOGL) faces more than 3,000 youth addiction lawsuits in US federal court after a key ruling denied dismissal efforts by major social media companies. The court decision leaves Google and peers exposed to potential legal findings on platform design and user harm, with possible knock-on effects for future regulation. FactSet data shows Alphabet has had an outsized impact on S&P 500 earnings growth this quarter, highlighting its weight in overall index performance. The...

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

Famed investor Michael Burry has sharply criticized Berkshire Hathaway Inc.‘s new CEO, Greg Abel, claiming he lacks predecessor Warren Buffett‘s renowned discipline and “patience for the fat pitch.” The rebuke follows Berkshire’s recent multi-billion-dollar spending spree, leading Burry to declare...

Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one of the companies well positioned to capitalize on the expected growth […]

Leadership departures have increased scrutiny of Alphabet's AI execution while infrastructure spending approaches $200 billion.

Brad Lightcap announces his departure from OpenAI after eight years at the artificial-intelligence lab.

Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.