Should You Buy Fervo Energy While It's Below $30?
Fervo's been down sharply since its IPO, but that may be changing now.
Yahoo1 saat önceGOOG
Sundar Pichai Told Employees Waymo Could 'Meaningfully' Contribute to Alphabet's Financials as Soon as 2027. Is the Self-Driving Bet Underrated by the Market Today?
Investors need to factor in how long it will take for the robotaxi market to become what it will be, and where Waymo is currently valued.
Yahoo1 saat önceGOOG
Tesla Falls 3% as Cybercab Launch Leaves Deployment Questions Unanswered
Tesla's Cybercab made its Austin debut with rides and fanfare, but the launch raised more questions than it answered about scale, safety approvals, and who actually profits if the robotaxi bet pays off.
Yahoo2 saat önceGOOG
Mark Zuckerberg Opposes Federal AI Watchdog in Call With Trump: Report
Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa
Yahoo11 saat önceGOOG
Google’s New Energy Project Gives Eos Energy a Key Technology Validation
MN8 Energy, Eos Energy Enterprises, Inc. (NASDAQ: EOSE), and Alphabet Inc. (NASDAQ:GOOGL)’s Google announced a collaboration on September 2 to deliver new, clean, around-the-clock energy resources to the PJM grid in support of growing demand in the region. For Eos, this deal marks an important validation point for its long-duration battery technology. In response, Stifel […]
Yahoo12 saat önceGOOG
Alphabet: Buffett Is In, Google Keeps AdX, I'm Out
Alphabet avoided another breakup remedy after the court rejected the DOJâs request to force an AdX sale. Find out why GOOG stock is a hold.
SeekingAlpha12 saat önceGOOG
PG&E, Rewiring America and Google Launch First-of-its-Kind Virtual Power Plant to Help Lower Costs for All Customers
Pacific Gas and Electric Company (PG&E) today announced SHARE (Smart Home Assets for Reliability and Efficiency), a first-of-its-kind Virtual Power Plant (VPP) designed to help communities benefit from rising electric demand, while improving affordability and reliability for all customers.
YahoodünGOOG
The Bond Market Is Changing Fast. Investors Need a New Playbook.
As interest rates rise, bonds are becoming a drag on investment portfolios. There is no quick fix for the problems bedeviling the bond market, whether persistent inflation, rising government debt, or the torrent of issuance by corporate borrowers that threatens to crowd out demand for U.S. Treasuries. “We are in a different environment now,” says Andrew Briggs, director of portfolio management at Plaza Advisory Group.
YahoodünGOOG
Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet.
Alphabet stock fell on the news, but it might be better than you think.
YahoodünGOOG
Fervo Energy (FRVO) Bags New Power Deal, Soars 28%; Hedge Fund Interest Climbs
Fervo Energy (NASDAQ:FRVO) soared by 28.41 percent on Tuesday to close at $19.75 apiece after bagging home a new power purchase agreement (PPA) with Google to support the development of its data center facility in Utah. Under the agreement, the energy company will deliver 396 megawatts of power to Google from its Cape Station project […]
Yahooevvelsi günGOOG
Not Nvidia. Not OpenAI. This Artificial Intelligence (AI) Stock Will Be the Ultimate Winner.
Alphabet is involved in nearly every part of the AI boom.
Yahooevvelsi günGOOG
Alphabet: Question Marks Behind The AI Boom
Alphabet is overvalued despite strong AI-driven growth and a wide economic moat. Click here to see why GOOG stock is a Hold.
SeekingAlpha3 gün önceGOOG
How Stock Picking Can Compress The Path To A $1 Million Portfolio
Learn how to build a $1M portfolio with index funds or stock pickingâtimelines, contribution math, and risk controls like moats & margin of safety.
SeekingAlpha3 gün önceGOOG
Marvell Technology: Greater Clarity Does Not Impress
Marvell Technology stock drops 10% after earnings as Google deal uncertainty hits despite strong AI data center growth. Click for this MRVL earnings update.
SeekingAlpha3 gün önceGOOG
Alphabet Stock Dips Wednesday as Investors Weigh AI Spending Against Cloud Growth
Alphabet stock fell Wednesday as investors balanced long-term AI growth across Google Cloud against rising capital expenditures.
Benzinga9 gün önceGOOG
Big Tech Off-Balance Sheet Concerns
Media outlets like WSJ and Financial Times have been covering big techâs growing affinity towards off-balance sheet financing in recent weeks. Read more here...
SeekingAlpha9 gün önceGOOG
Marvell: Google Strengthens The AI Thesis, But Q2 Must Justify The Premium
Marvell Technology, Inc. looks technically bullish, but valuation and sector risks support a Hold. Click for this MRVL earnings preview update.
SeekingAlpha10 gün önceGOOG
Nordson: AI Chip Tailwinds Drive Durable Growth, But This Is Priced For Perfection
Nordson Corporation outlook: mid-single-digit growth from semi & AI demand. Q3 '26 beat and raised guidance, but valuation caps upside. Click for this NDSN update.
SeekingAlpha10 gün önceGOOG
I'm Buying Space Without Buying Space Stocks
Space data centers promise long-term growth, but profitability is years away due to high launch costs and operational uncertainties. Read full analysis here.
SeekingAlpha11 gün önceGOOG
Texas welcomed the AI boom. Now Abbott says data centers "dug their own grave"
Texas Gov. Greg Abbott delivered one of the starkest warnings yet from a Republican to the AI industry, saying data center companies "dug their own grave" and deserve the backlash they're facing after failing to win community support.
Yahoo11 gün önceGOOG
Berkshire CEO Greg Abel Is Sitting on Nearly $400 Billion in Cash. Here's How His Deal-Making Approach Differs From Warren Buffett's.
Berkshire Hathaway's new CEO has the firepower to make big deals, and his first deal reveals how he's likely to approach acquisitions.
Yahoo11 gün önceGOOG
This is One of the Cheapest Magnificent Seven Stocks Right Now
AWS just posted its fastest growth in 18 quarters, yet Amazon shares have cooled off while its fundamentals have raced ahead. One corner of its valuation tells a very different story from what the stock price suggests.
Yahoo12 gün önceGOOG
3 AI Stocks Built for the Next Decade
The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most investors are still underestimating. Here is what the revenue data actually reveals about who holds the durable position.
Yahoo13 gün önceGOOG
Alphabet and Amazon Are Investing $420 Billion in Artificial Intelligence (AI) Infrastructure: 4 Hardware Stocks Set to Profit
The AI hyperscalers are spending a ton of money on computing power.
Yahoo13 gün önceGOOG
Benzinga Bulls and Bears: Ross, Moderna, Webull
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
Benzinga13 gün önceGOOG
Google Is Getting Paid in Marvell Stock Warrants for Buying Marvell's Chips
The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.
Yahoo13 gün önceGOOG
Berkshire Hathaway (BRK.A) Stock Still Looks Cheap Relative To Fair Value
Berkshire Hathaway stock has produced a 72.5% total return over the past 5 years, yet current valuation checks suggest the shares may still trade below a conservative estimate of intrinsic value based on the Excess Returns model and earnings multiples. A 72.5% return over 5 years points to solid wealth creation for long term holders, even though shorter term moves have been relatively muted. Fresh capital deployment into holdings such as Alphabet, Delta Air Lines and housing related...
Yahoo13 gün önceGOOG
Marvell vs. Broadcom: the custom silicon shift
A massive new hardware deal is rewriting the rules for AI silicon suppliers.
Yahoo13 gün önceGOOG
Broadcom: Marvell Panic Causes A Huge Buying Opportunity
Broadcom Inc. outlook: why the Marvell-Alphabet deal sell-off looks overdone, plus valuation and AI growth return scenarios. Click for this AVGO update.
SeekingAlpha15 gün önceGOOG
'Anthropic Plans to Change Data Retention Policy for Advanced AI' - Bloomberg
https://www.bloomberg.com/news/articles/2026-08-20/anthropic-plans-to-change-data-retention-policy-for-advanced-ai
Benzinga15 gün önceGOOG
Marvell’s Google AI Deal Could Unlock a Staggering $120 Billion Opportunity, Analyst Says
JPMorgan sees strong earnings upside for Marvell (MRVL) following its massive custom silicon partnership expansion with Google.
Benzinga15 gün önceGOOG
XLC: Alphabet And Meta Just Keep Churning
XLC ETF outlook: Hold rating amid weak technicals and neutral signals.
SeekingAlpha17 gün önceGOOG
AI's Half-Trillion-Dollar Borrowing Binge Is Competing With Uncle Sam for Bond Buyers
Four companies, Amazon, Alphabet, Meta Platforms, and Oracle dominate AI bond supply, expected to reach $400B in 2027. Investors push back on prices.
Benzinga17 gün önceGOOG
Alphabet: The Cheapest Mega-Cap Tech Company
Alphabet analysis: Cloud growth surges, CapEx drives near-term negative FCF, but valuation stays attractive. Click for more on GOOGL stock.
SeekingAlpha17 gün önceGOOG
Don't Expect Massive Upside From Apple At This Entry Point
Apple Inc. rated Hold: premium valuation, slowing growth, and neutral technicals. Click for this AAPL update and see whether it is the right stock for you.
SeekingAlpha17 gün önceGOOG
Infleqtion: The Execution Phase (Rating Downgrade)
Infleqtion, Inc. Q2: 116% YoY revenue growth, raised guidance, $582M cash. Click for this INFQ earnings update and see why I have downgraded the stock.
SeekingAlpha18 gün önceGOOG
Tracking Bill Ackman's Pershing Square 13F Portfolio - Q2 2026 Update
Pershing Square's Q2 2026 13F portfolio surged to $19.47B, expanding from 10 to 14 positions. Check out the portfolio here.
SeekingAlpha18 gün önceGOOG
Alphabet (NASDAQ:GOOG) Stands Out as a Quality Investing Pick
Alphabet (GOOG) passes the Caviar Cruise quality screen with strong revenue growth, high ROIC, and solid financial health.
ChartMill20 gün önceGOOG
Prediction: 2 Unstoppable Artificial Intelligence (AI) Hardware Leaders That Will Join Alphabet in the $4 Trillion Club by 2028
Broadcom and Taiwan Semiconductor have a lot of work to do to join the $4 trillion market cap club.
Yahoo21 gün önceGOOG
Jim Cramer Wonders Whether AppLovin Corporation (NASDAQ:APP) Is Facing Off With Google
AppLovin Corporation (NASDAQ:APP) is a software company that operates in the digital advertising space. Its shares are down by 27% over the past year and by 49% year-to-date. AppLovin Corporation (NASDAQ:APP) has been one of the more interesting firms in today’s AI-driven era due to its ability to enable businesses to run advertisements in platforms […]
Yahoo21 gün önceGOOG
"Big Short" Steve Eisman says China’s AI models are "Achilles’ heel" of AI trade
Investing.com -- Steve Eisman said the artificial intelligence boom depends largely on the success of just two companies: OpenAI and Anthropic.
Yahoo22 gün önceGOOG
Google becomes latest company to raise prices thanks to memory shortage
The AI-driven memory shortage strikes again.
Yahoo22 gün önceGOOG
The Advertising Research Foundation Announces 2026 ARF David Ogilvy Awards Finalists
The Advertising Research Foundation (ARF) today announced the finalists for the 2026 ARF David Ogilvy Awards, honoring excellence in research-driven advertising and marketing.
Yahoo22 gün önceGOOG
What Is Micron Technology (MU) Up Against In The New AI Stock Race?
Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. This change in focus is prompting investors to reassess which companies might lead the next phase of AI spending and returns. The new narrative suggests...
Yahoo22 gün önceGOOG
Credo Brands Marketing Ltd (NSE:MUFTI) (Q1 2027) Earnings Call Highlights: Transformation Phase ...
Revenue grows 5% but PAT margin slumps to 1.8% amid heavy marketing spend and soft discretionary demand.
Yahoo22 gün önceGOOG
Microsoft: Don't Get Too Excited (Rating Downgrade)
Microsoft Corporation stock analysis: cloud competition, Azure vs. AWS/Google, strong free cash flow, and valuation risks. Click for this MSFT update.
SeekingAlpha23 gün önceGOOG
Moving Past Buffett: Berkshire Successor Puts Stamp on Portfolio With $1.2 Billion Gain on Three New Stocks
Warren Buffett's successor appears to be doing quite well with his first three stock picks on his own all up since the first quarter.
Benzinga23 gün önceGOOG
This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?
Artificial intelligence has been a major tailwind for this budding cloud company.
Yahoo24 gün önceGOOG
Behind AI Investment, U.S. Trade Deficit Grows 4th Consecutive Month
One factor is the continuing multibillion-dollar AI investments by Google parent Alphabet, Facebook parent Meta, Microsoft, Amazon, Oracle and others.
Yahoo24 gün önceGOOG
AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom
For those seeking a pick-and-shovel approach to the AI wave, here's a guide to utilities, grid hardware, cooling firms, and refinery stocks.
Yahoo24 gün önceGOOG
Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive
Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon
Yahoo25 gün önceGOOG
Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trillion+ Annual Revenue Projection
Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlink could become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) executive and venture capitalist David Friedberg made a bullish case on the latest episode of the All-In podcast, citing Starlink’s rapid subscriber growth and strong financi
Yahoo25 gün önceGOOG
Is Broadcom the Best Chip Stock to Own Now? Maybe
Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?
Yahoo28 gün önceGOOG
Google’s $15 billion India data centre project battles water, wildlife concerns
Work to build Google's planned Indian data centre hub is in full swing, with a hillside above the site stripped to red earth and terraced into steps, but mounting opposition from environmentalists is creating hurdles for the U.S. tech giant's $15 billion project. The southern state of Andhra Pradesh, governed by an ally of Prime Minister Narendra Modi who has hailed the project as historic and transformational, has denied allegations that the project was fast-tracked without weighing risks to water supplies and wildlife. But the growing opposition could become an early test for Google's biggest-ever India investment, which is facing several legal challenges over its impact on water supplies and proximity to a wildlife sanctuary that is home to leopards and pangolins.
Yahoo29 gün önceGOOG
President Trump Buys 2 AI Stocks That Wall Street Says Are Undervalued
President Trump's brokerage accounts have bought substantial shares of Alphabet and Meta Platforms stock this year.
Yahoogeçen ayGOOG
SpaceX Prepares for Inaugural Earnings. 3 Numbers That Matter.
SpaceX reports its inaugural quarterly numbers on Tuesday evening. A lot will be said about rocketry, AI, space, and even the future of human civilization. SpaceX is newly public and it just merged with Elon Musk’s AI company, xAI, in February.
Yahoogeçen ayGOOG
The Real AI Cost Question That Defines The Next Quarter of Alphabet Vs. Microsoft
Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and rewarded the other. The answer comes down to a single question neither company has fully answered yet.
Yahoogeçen ayGOOG
Alphabet vs. IBM: What Diverging Revenue Trends Tell Investors About These Artificial Intelligence Companies
Alphabet's revenue has surged past $119 billion while IBM remains volatile around $17 billion — a widening gap that reveals starkly different growth trajectories.
Yahoogeçen ayGOOG
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season
(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at
Yahoogeçen ayGOOG
Miivo AI launches customer insights platform - ICYMI
Miivo AI (TSX-V:MIVO) CEO Alex Damouni talked with Proactive about the company's new Customer Insights Platform and how it supports small and medium-sized businesses by improving customer engagement through AI-powered automation. Proactive: Welcome back inside our Proactive newsroom. Joining...
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