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Two high-profile personnel exits in two weeks have called into question the outlook for Alphabet's AI offering.

Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of their eggs into the AI, a sort of high growth hyperscaler basket, was maybe not the best idea over the past couple of ... A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Amid a historic surge in chip stocks and a continued malaise for software, investors have all but forgotten about the once stalwart Mag Seven group of stocks.

Investing.com -- President Donald Trump said on Friday that the United States will impose a 100% tariff on all imports from countries that levy digital services taxes on American companies, escalating tensions over taxation of U.S. technology firms. In a post on Truth Social, Trump said several European countries are considering digital services taxes and warned that any nation adopting such measures would face immediate 100% tariffs on all goods exported to the United States, and adding that th

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a […]

For anyone holding Palantir (PLTR) stock, the numbers can feel like a paradox. The company just posted 85% year-over-year revenue growth, yet the stock has been under pressure, falling 25% over the past 12 months. Rather than a sign that the market is blind, this indicates investors are grappling with a single, difficult question: can Palantir’s specialized, high-intensity model actually scale to meet the opportunity it has created.

On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay private? The reporters laid out a clock that is mostly running on revenue physics. Anthropic’s revenue is up roughly 4x from last year, ... OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

'Magnificent 7' Stocks Are Under Pressure. Wedbush Sees Upside

This tech giant's massive capital raise, used to fund the artificial intelligence build-out, introduced an interesting financial instrument.

Top Bank Says SpaceX's AI Expansion Could Supercharge Nvidia and Intel

The U.S. agency overseeing highway safety is considering loosening requirements for manual controls in robotaxis.

Chloe Ladwig/PitchBook News Billions of dollars are flowing into AI video generation, and the market is just getting started. In the past five years, investment in startups developing AI video and media tech has more than tripled, according to PitchBook data. Funding this year is already at its highest level yet, with $5.6 billion invested, up over 43% from 2025’s annual total. Startups building video-generation models have captured most VC dollars, converging around a clutch of well-funded comp

If you hold Microsoft shares, the options market says you are already carrying exposure to a notably wide range of outcomes over the next year.

A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to Wedbush. The broker said core names driving what it calls the fourth industrial revolution, including Microsoft Corp (NASDAQ:MSFT),...

The company is chasing unprecedented AI demand with a striking investment plan, creating a clear choice between future growth and present-day execution risk.

GOOGL's AI-driven ad tools and rising advertising revenues are fueling growth, but competition from Meta and Reddit is intensifying.

Several core tech stocks have gone on sale.

You might be surprised who has billions to gain from Anthropic's upcoming IPO.

Tesla (NASDAQ: TSLA) and Google (NASDAQ: GOOGL) both reported Q1 FY2026 earnings that sharpened the autonomy debate in opposite directions. Tesla leaned on a global fleet streaming video into its training clusters. Alphabet leaned on Waymo collecting paid driverless miles across real city streets. Both want the robotaxi crown. Only one is already cashing fares. ... Tesla Has 2 Million Mobile Cameras, but Alphabet Has 10 Cities of Pure Driverless Data

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world’s most advanced chips, and where. TSMC remains the engine of AI silicon. Intel is the Western alternative hyperscalers are quietly funding. Geography matters more than the numbers. Foundry Bets Lift Intel. ... Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround

SHOP is building an AI commerce channel, as surging AI-driven traffic and merchant tools expand opportunities beyond traditional search.

A recent collaboration between Classiq and Hatch in Singapore has advanced the field of cloud-based quantum-classical computational chemistry by executing a proof-of-concept project through Amazon Web Services (AWS) and Braket. The project, developed as part of Hatch’s Dimension X innovation challenge, demonstrated a hybrid workflow for estimating molecular binding energy, which plays a crucial role in understanding molecular interactions with protein targets. Utilizing Classiq’s quantum...

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

Tesla Inc, Sunrun Inc and Renew Home are working together to free up enough electrical capacity to support the equivalent of 17 large data centers during periods of peak demand, the companies announced on Wednesday. Sunrun is the largest U.S....

Among Meta Platforms (formerly Facebook), Apple, Amazon, Netflix, and Alphabet (formerly Google), there are two standout bargains and one historically expensive stock.

Platforms face tougher scrutiny over under-16 users.

The tech giant replaces Verizon — and increases the Mag 7's presence in the blue-chip barometer.

Micron's blowout earnings did not just revive the AI trade — they showed how expensive it is becoming.

AI growth is accelerating, yet the stock's history shows it offers little shelter in a broad market downturn.

June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap