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Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman discussed spinning off the startup's robot

Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.

Nvidia may move over, but it won't roll over in the face of a formidable new rival.

On 4 May 2026, Ouster launched its Rev8 family of OS digital lidar sensors powered by next-generation L4 Ouster Silicon, introducing what it describes as the world’s first patented native color lidar with up to double the range and resolution of its prior generation and immediate availability for automotive, industrial, robotics, and smart infrastructure uses. An especially distinctive element is Rev8’s native color capability, which fuses rich visual and depth data in a single sensor,...

Meta Platforms, Amazon and peers highlight surging AI capex as markets shrug off geopolitical tensions, with spending set to top $1T by 2027.

Celestica rides the AI data center boom, boosting guidance as earnings and revenue are set to more than double by 2027 amid surging hyperscaler demand.

In April 2026, Ulta Beauty and Google announced two Gemini-enabled AI commerce experiences and Ulta launched its own Gemini-based “Ulta AI” assistant, aiming to make product discovery and checkout more seamless across Google’s platforms and Ulta’s digital channels. A separate data-sharing collaboration with NielsenIQ positions Ulta Beauty to pair these AI tools with richer omnichannel insights, potentially sharpening merchandising decisions and personalization across its beauty...

(Bloomberg) -- Google parent company Alphabet Inc. has kicked off the sale of a six-part debt sale in euros, according to a person familiar with the matter who asked not to be identified.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction

ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining long-term targets for subscription growth, margins, and stock-based compensation. Darren Yip, Service

V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re

(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Unprecedented Defiance of US Sanctio

(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina's Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting

(Bloomberg) -- The race to sell retail investors a piece of the AI boom has gone mainstream — closed-end funds, interval funds, special-purpose vehicles. Now, crypto platforms are offering trades tied to the most valuable private AI companies on earth — ones ordinary investors have almost no other way to access.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old CeasefireFormer NYC Mayor Giuliani in Critica

Alphabet will start selling custom AI chips, presenting a challenge to the leader in data center AI-enabling chips, Nvidia, and its graphics processing units (GPUs).

Intel’s new client-computing leadership adds focus to its push beyond traditional PCs, with upcoming results needing clearer evidence that AI PC demand and data center CPU sales can support the stock’s post-rally valuation.

FLXR is a Los Angeles-based ETF targeting high current income with a flexible, multi-sector strategy and daily liquidity for investors.

The Treasury market is at a critical juncture and deepening losses at this point could pull money away from stocks as prices fall and yields rise.

Alphabet rides AI-driven growth across Search, Cloud and subscriptions, but rising spending, debt and legal risks temper near-term flexibility.

(Bloomberg) -- The Trump administration is considering an executive order to create a working group on artificial intelligence, according to the New York Times, a bid to boost oversight of the emerging technology.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanctions on RefinersUS Denies Iran Report That Naval Ship Was Hit by MissilesSupertanker Appears to

Alphabet Inc. (NASDAQ:GOOGL) is one of the Most Promising AI Stocks to Invest In. On April 30, Needham analyst Laura Martin lifted its price objective on the company’s stock to $450 from $400, and kept a “Buy” rating on the shares. The firm noted Alphabet Inc. (NASDAQ:GOOGL)’s comment about utilizing the AI Answers to collapse the purchase […]

JPMorgan International Value ETF offers diversified exposure to global equities with a value tilt and a focus on income generation.

Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.

Talks highlight growing concern over AI capacity and access

(Bloomberg) -- Apple Inc. is preparing a new “Create a Pass” feature for its next major iPhone software update, allowing users to build and customize their own digital tickets and gift cards within the Wallet app.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanctions on RefinersUS Denies Iran Report That Naval Ship Was Hit by MissilesSupertanker Appears to

Reddit CEO Steve Huffman had a message for the AI giants on the company's first-quarter 2026 earnings call. And it wasn't subtle. "There is no artificial intelligence without actual intelligence. And that comes from Reddit," Huffman said. That single line landed like a warning shot, aimed squarely ...

Cathie Wood's Latest Move Sparks Questions for Advanced Micro Devices Bulls

Ouster has launched a lidar that sees in color. Convincing Elon Musk to use lidar will be no easy task.

Marvell (MRVL) has been one of the quieter names in semiconductors through the AI boom, until recently. A $2 billion strategic investment from Nvidia, advanced chip co-development talks with Alphabet, and multiple confirmed cloud-provider design wins have sent the stock up 50% in the last month alone. See why Marvell stock moved.

Capacity concerns push government to widen partners

We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Alphabet Inc. (NASDAQ:GOOGL) made quite a splash as April closed after its shares closed 9.9% higher on April 30th. Raymond James discussed the firm on the 30th, as […]