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Alphabet Inc. runs online search, digital advertising, YouTube, cloud services (Google Cloud), and other internet products under its…
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Alphabet Inc. runs online search, digital advertising, YouTube, cloud services (Google Cloud), and other internet products under its…
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Anthropic’s $2 trillion IPO could lift Amazon and Alphabet’s stakes to $420 billion and $280 billion, while underwriters and late investors stand to profit from the deal.
Adobe’s CEO change and AI‑related competitive pressure are weighing on the stock, prompting a near‑3% pre‑market drop.
Zoom’s rally faces a critical earnings test; a strong Q2 could validate the $130 target and bullish breakout, while a miss may reverse the trend.
Klarman’s Q2 trades point to a value‑driven bet on travel, auto parts, and tech, with a notable partnership move in Pershing Square.
Alibaba is divesting its gaming unit for at least $1.5 billion to double down on AI, a move that has nudged its stock higher and signals a sharper strategic focus.
Applied Materials’ earnings beat consensus but fell short of whisper expectations, leading to a 32% stock decline amid weak retail sales, signaling a potential re‑pricing of AI‑driven growth prospects.
The AI market is priced to perfection, and investors should be cautious, according to former Bridgewater executive Bob Elliott.
AI spending is poised to drive the S&P 500 toward 9,000, but macro risks could temper the rally.
Norway's sovereign wealth fund invested $1.22 billion in SpaceX, valuing the company at $1.22 billion.
The AI industry is at a crossroads, with companies struggling to maintain profitability and scale revenue, as the massive investment in AI puts pressure on their financials.
Bill Ackman's endorsement of Vivek Ramaswamy's data center plan highlights its potential to create jobs and alleviate community concerns, making it an interesting development in Ohio's gubernatorial election.
AI agents are expected to vastly exceed human internet traffic, but concerns about who will pay for AI socialization and the potential impact on the economy remain.
Excluding Alphabet and Amazon, the S&P 500's earnings growth rate for Q2 2026 would be 32.0%, significantly lower than the actual rate of 50.4%.
Starlink's potential is massive, with VC David Friedberg and CEO Elon Musk projecting $1 trillion+ annual revenue and significant market share.
Big Tech companies are collectively overinvesting in AI, driven by fear rather than a clear path to profit, and this could lead to a collapse in the AI industry.
Trump's comments suggest data centers could become a significant driver of economic growth in the US, with potential benefits for job creation, tax revenue, and global competitiveness.
Big Tech companies are benefiting from the rising value of their investments in private AI companies, which is significantly impacting their reported profits.
Rigetti Computing's stock is gaining momentum ahead of its quarterly earnings report, driven by analyst optimism and industry growth prospects.
Palantir's unique business model is driving remarkable growth, outpacing Nvidia Corp.'s revenue growth and generating significant operating cash flow.
SpaceX's second-generation Direct-to-Device service could be a game-changer for the company's stock, with speeds and capacity increases that could help it recover from recent declines.
U.S. stock futures and Asian markets rose on Tuesday, with McDonald's and Palantir in focus due to their earnings reports.
The S&P 500 is expected to open higher on Tuesday, with a 77% probability implied by Polymarket traders.
Palantir's blowout Q2 earnings and raised outlook led to a significant stock price surge, with analysts praising the company's growth and profitability.
Hyperscaler debt issuance is driving long-term interest rates to 20-year highs.
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