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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...

Alphabet's Demis Hassabis, who co-founded Google DeepMind and is considered a pioneer in the field of machine learning, has been spending increasing amounts of his time advancing the idea of an organization that would codify safety guardrails and best practices for developing artificial general intelligence, or AGI.

Revenue grows 5% but PAT margin slumps to 1.8% amid heavy marketing spend and soft discretionary demand.

Alphabet’s top scientist discussed the proposed new entity with heads of other AI labs and Trump administration officials including Treasury Secretary Scott Bessent.

North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ’s yearlong investigation reveals how one team infiltrated eight companies in just a few months.

Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.

Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.

Abbott Laboratories (NYSE:ABT) and Google Health announced a multi year partnership to integrate Abbott's Lingo biowearable glucose data with Google's AI driven consumer health tools. The collaboration aims to feed continuous glucose monitoring insights into the Google Health app to support personalized metabolic health tracking and coaching. The companies plan to run one of the largest real world metabolic health studies using anonymized Lingo data combined with Google's AI...

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI.

Abel is following Warren Buffett's longstanding playbook of disciplined investing, but the conglomerate's portfolio is increasingly including tech stocks.

Okta is gearing up to release its Q2 earnings report on Aug. 26, with Wall Street watching whether accelerating AI-security demand can sustain the stock’s powerful rally.

Microsoft is already relatively close to its median 12-month price target.

Memory costs push smartphone prices higher.

Alphabet is tightening corporate oversight and reorganizing its Google DeepMind unit to prioritize the commercial performance of its flagship Gemini AI model.

Google raises Pixel 11 prices by $100 as rising memory costs put pressure on smartphone makers

The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers purchase media without using a...

Google could face a levy based on Australian advertising revenue unless it signs agreements with more eligible publishers.

Cathie Wood is connecting two of her biggest investment convictions, Bitcoin and artificial intelligence, in a way that goes beyond portfolio strategy. The ARK Invest CEO publicly backed an open letter calling on the world's leading AI labs to give qualified open-source Bitcoin defenders trusted ...

A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.

The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

Investing.com -- Google unveiled its Pixel 11 smartphone lineup on Wednesday, raising starting prices by $100 as surging memory costs add pressure to device makers, while introducing upgraded cameras, a faster chip and new artificial-intelligence features.

In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind’s leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid...

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

Gemini has become Google's fastest-growing product ever, turning monetization into the next big test.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

Google debuted its Pixel 11 line of smartphones on Wednesday.