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Alphabet’s Google Cloud is limiting access to its Gemini AI models for major customers, including Meta, due to tight AI compute capacity. Several external clients reportedly face similar restrictions as Alphabet prioritizes its own services and paying cloud workloads. Meta is increasing use of its in-house Muse Spark model to lessen reliance on external AI infrastructure providers. The situation highlights how scarce AI compute and heavy data center spending are influencing product roadmaps...

Wedbush’s Dan Ives says SpaceX could become a major AI-driven hyperscaler, while remaining bullish on semiconductors and select software stocks.

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

Comparing Amazon to Alphabet is a real "Magnificent Seven" dilemma.

Alphabet (GOOGL) closed the most recent trading day at $357.37, moving +1.05% from the previous trading session.

Look at the robotaxi partnership map closely in 2026, and the pattern that keeps emerging is one of constant reshuffling. Uber Technologies Inc. (UBER) and Alphabet's (GOOG) Waymo confirmed their robotaxi pilot in Phoenix, Arizona, has ended, Reuters reports. The companies framed it not as a ...

Apple and Nvidia don't make the cut. But Caterpillar, earthmoving giant turned AI play, is No. 1.

Behind the "AI" hype lies the real story: a burgeoning order book that shows demand is overwhelming the company's capacity.

Citi says retail participation in Magnificent Seven stocks hit a four-year low as investors increasingly favored ETFs over single stocks.

Google targets faster multimedia creation for developers.

A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.

Chip Stocks Explode Higher: Nvidia, AMD, Intel Extend AI-Fueled Rally

Wedbush Sounds Alarm After Google Limits Meta's Gemini Access

Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) shares getting a lift after Wells Fargo analysts boosted their price target on the chipmaker's stock, while Circle Internet Group (CRCL) plummets on reported stablecoin competition from other firms.

If the Dow’s ascent to 52,000 were a World Cup match, then Alphabet involvement was akin to a soccer player being substituted on in the final moments and scoring the fourth goal in a 4-0 win. What’s more, if the Mag 7 can roll back the years and start having a positive impact on the Dow, it could even reach 53,000 before the World Cup is over.

AI infrastructure spending by the top U.S. hyperscalers is poised to exceed $700 billion this year, and that's great news for these AI stocks.

GE Vernova, IBD's Stock Of The Day, is up 77% so far this year. It is passing a buy point in a cup-with-handle base.

Some of the biggest names in finance and beyond are joining forces to back the Open USD stablecoin.

SpaceX (NASDAQ:SPCX) is surging back again after a brief fall from its highs. SPCX stock is up by almost 11 days in the past five trading sessions and is likely set to continue moving higher in the coming days as the broader rally shows no sign of stopping. In fact, many analysts (retail and the suits) ... The Next Space Race: Could the U.S. Tech Boom Send SPCX Past $3 Trillion by 2027?

Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG) both reported earnings on April 29, 2026. Microsoft leaned on enterprise cloud and Copilot seats. Alphabet leaned on Search resilience and a hyper-growing cloud unit. Both beat estimates. Both are spending unprecedented sums on AI infrastructure. The market has punished both anyway. Azure Heats Up. Google Cloud Runs Even Hotter. ... Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Toda

Alphabet (NASDAQ:GOOGL) and Verizon (NYSE:VZ) just delivered Q1 2026 results that reveal why S&P Dow Jones Indices swapped the telecom giant out of the Dow for the search and cloud heavyweight. Alphabet is pouring cash into AI infrastructure at a historic scale. Verizon is leaning on a customer turnaround and a freshly integrated fiber footprint. ... Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine

Trade Desk Stock Slides as Top Analyst Sees 37% Downside Ahead

Wedbush says the move reflects growing demand for AI computing power.

Alphabet (GOOG) could produce exceptional returns because of its solid growth attributes.

FactSet and Google say they will co-develop finance agents and weave "agentic experiences across the investment and dealmaking life cycles."

Google parent Alphabet has been going all-in on AI spending and it has tested some investors’ nerves, especially after a sizeable equity raise earlier in June to fund upcoming capital expenditures. It’s a prime example of how Big Tech’s AI ambitions are outstripping operating cash flows and forcing companies to tap debt and equity markets. On the heels of Alphabet’s $85 billion offering, Morgan Stanley believes Wall Street should brace itself for the company to spend $375 billion in 2028.

A consortium backed by companies including BlackRock, Google and Coinbase said Tuesday that it is launching a stablecoin. Called Open USD, the new dollar-backed stablecoin is slated to be offered later this year on the Coinbase-affiliated blockchain Base, as well as on Solana and other networks.

Ives said he expects the Magnificent Seven stocks to significantly outperform in the second half of the year.

Millions of iPhone users could save on app subscription costs under plans from the competition watchdog to make it easier to bypass Apple’s fees.

Millions of iPhone users could save on app subscription costs under plans from the competition watchdog to make it easier to bypass Apple’s fees.