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Pitchbook2d agoneutral

NextEra, Dominion combination ushers in new era of power, utilities consolidation

On Monday, Florida-based NextEra Energy, North America’s largest investor-owned electric utility, announced it had entered an agreement to combine with Dominion Energy, creating the world’s largest regulated electric utility business. The $66.8 billion all-stock transaction is the latest evidence of growing consolidation in the US public energy and utilities sector to meet the exponential demand for power to fuel the AI buildout. Goldman Sachs estimates in a February report that global data cent

decrypt2d agoneutral

Bitcoin Faces Greater Quantum Computing Risk Than Ethereum, Citi Warns

Both Bitcoin and Ethereum face a quantum computing threat, but Citi says the gap between them comes down to governance, not just technology.

Investopedia2d agobullish

Some Very Smart Money Can't Agree On What to Do With Alphabet's Soaring Stock

Bill Ackman's Pershing Square slashed its stake in Google-parent Alphabet last quarter, while Berkshire Hathaway tripled its stake before shares took flight last month.

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Reuters Videos2d agoneutralVIDEO

CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'

<body>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers. Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</body>

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Insider Monkey2d agobullish

Alphabet (GOOGL) Among the Best Stocks to Buy for 5 Years According to Billionaires

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) has issued 576.5 billion yen, around $3.6 billion in yen-denominated bonds, marking the largest such issuance ever by a foreign company. The report noted that this is the […]

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TechCrunch2d agoneutral

Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare

Stainless, a New York-based startup, will wind down all hosted products as part of the acquisition.

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24/7 Wall St.2d agoneutral

Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On?

Two of the largest names in digital advertising have moved in opposite directions over the past month, and the gap is striking. Meta Platforms (NASDAQ:META) stock is down 11% over the trailing month, while Alphabet (NASDAQ:GOOGL) stock is up 16% in the same time frame. Both reported their financial results on April 29, and the ... Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On?

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Reuters Videos2d agobullishVIDEO

NextEra to buy Dominion for $67 billion, betting on AI power demand

<body>STORY: :: Amazon Web ServiceTwo powerhouse utility companies are merging as the AI boom fuels data center demand.:: NextEra EnergyNextEra Energy on Monday said it will buy Dominion Energy in an all-stock transaction valued at nearly $67 billion.:: Dominion EnergyThe deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value.:: NextEra Energy:: Amazon Web ServiceThe transaction gives NextEra greater reach into supplying electricity to Big Tech's burgeoning data centers, with Dominion's customers including Alphabet, Amazon, Microsoft, Meta and CoreWeave.:: ArchiveIt also follows an agreement NextEra made last year with Google to reopen a nuclear power plant in Iowa.The energy sector has seen a wave of consolidation recently as rapid data-center buildout lifts power demand for the first time in two decades, opening up a lucrative revenue stream and boosting profit prospects.:: ArchiveThis year, AES Corp agreed to be acquired by a consortium led by Global Infrastructure Partners and Swedish private-equity firm EQT. That followed Constellation Energy's deal for Calpine and Blackstone's purchase of TXNM Energy last year.Monday's announcement sent shares of NextEra lower by as much as five-and-a-half percent, while Dominion's stock rose as much as eleven-and-a-half percent to its highest level since November of 2022.</body>

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MT Newswires2d agobearish

Market Chatter: Apple Working on AI Writing Tools, Shortcuts for iOS 27

Apple (AAPL) is preparing new AI features for iOS 27 and iPadOS 27 as it looks to narrow the gap wit

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Barrons.com2d agoneutral

Pepsi, Apple, and 9 More AI Momentum Trade Winners. Plus 4 Losers to Dump.

It isn’t time to bail on the Magnificent Seven yet. But there are momentum winners in staples and healthcare, too.

AAPL AMZN AVGO CRM GOOG GOOGL HD IBM+4

24/7 Wall St.2d agoneutral

Bill Ackman Is Going All in on Microsoft. Should You Do the Same?

After selling off significantly, Microsoft (NASDAQ:MSFT) looks compelling on the numbers, and Bill Ackman appears to agree. Pershing Square has reportedly been loading up on Microsoft while trimming its Alphabet (NASDAQ:GOOGL) position, a rotation worth examining because Microsoft has lagged the rest of mega-cap tech this year even as its AI business compounds at triple-digit rates. ... Bill Ackman Is Going All in on Microsoft. Should You Do the Same?

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Investor's Business Daily2d agoneutral

Deal Creates One Of World's Largest Utilities, Major Power Provider For AI Data Centers

NextEra Energy agreed to acquire Dominion Energy in an all-stock deal that creates the world's largest regulated utility and a major electricity provider for AI data centers. NextEra stock broke an important support level, while Dominion topped a buy point. The combined company will serve some 10 million utility customer accounts across Florida, Virginia, North Carolina and South Carolina.

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Bloomberg2d agoneutral

SpaceX IPO Will Add Another Musk Stock. It’s a Problem for Tesla

(Bloomberg) -- For years, there was only one way for mom-and-pop investors to buy into Elon Musk’s vision: shares of Tesla Inc. That’s about to change — and it’s a serious risk for Tesla investors. Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and

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Oilprice.com2d agoneutral

NextEra-Dominion Energy Merger To Create World’s Largest Electric Utility

NextEra Energy has agreed to acquire Dominion Energy in a $66.8 billion all-stock deal, creating the world's largest regulated electric utility with over $400 billion in enterprise value.

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Bloomberg2d agobearish

Apple Readies AI Writing Help, App Shortcuts and Wallpapers for iOS 27

(Bloomberg) -- Apple Inc. is preparing a wave of artificial intelligence features for its next iPhone and iPad operating systems, including a grammar checker and new shortcut options, part of an effort to narrow the gap with capabilities available on rival devices.Most Read from BloombergStocks Fall, Oil Rises as Hormuz Deal Hopes Fade: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as

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Motley Fool2d agobullish

Prediction: This Beaten-Down Tech Stock Will Outperform the S&P 500 by 2027

It's absurd Reddit stock is getting beat up amid strong fundamentals.

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24/7 Wall St.2d agoneutral

Forget Hyperscalers, These Stocks Are The New AI Plays

The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be watching. The crowded chip trade already prices in every bullish scenario investors can dream up. Retail money piles in on every dip, options ... Forget Hyperscalers, These Stocks Are The New AI Plays

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Simply Wall St.2d agoneutral

Alphabet Balances Youth Safety Settlement With New AI Growth Plans

Alphabet’s YouTube has agreed to settle a youth mental health lawsuit with a Kentucky school district, marking one of the first resolutions in a broader wave of U.S. school district cases targeting social media platforms. Snap reached a related settlement in the same litigation, which seeks to recoup youth mental health costs allegedly linked to social media usage. Alphabet, ticker NasdaqGS:GOOGL, is preparing to kick off Google I/O 2026, where it is expected to spotlight new AI features,...

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StockStory2d agoneutral

5 Revealing Analyst Questions From Xponential Fitness’s Q1 Earnings Call

Xponential Fitness's first quarter results fell short of Wall Street’s expectations, with revenue and non-GAAP earnings both missing consensus estimates. Management attributed the underperformance to lower digital traffic, which was impacted by significant changes in advertising platforms like Meta and Google. CEO Michael Nuzzo noted that these digital shifts reduced the company's ability to generate new member leads, while ongoing brand divestitures also played a role. On the positive side, Nuz

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Investopedia2d agobearish

UnitedHealth Stock Falls After Berkshire Hathaway Shakes Up Portfolio

Shares of UnitedHealth Group slipped on Monday after Berkshire Hathaway revealed in a regulatory filing that it divested from the healthcare giant during the first quarter.

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Motley Fool2d agobearish

Alphabet's New Growth Engine Is Something Investors Can't Miss

TPU sales are starting to have a huge impact on Alphabet's growth rates.

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Barrons.com2d agoneutral

Alphabet’s $5 Trillion Milestone: How AI Ambitions Are Fueling Google’s Record Run.

Alphabet shares have rallied in 2026, fueled in part by the Google parent’s artificial-intelligence ambitions.

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The Wall Street Journal2d agoneutral

Trump’s Stock-Trading Activity Rose Sharply in First Quarter

President Trump’s trading activity surged in the first quarter, totaling more than 3,700 transactions, according to recent financial disclosures. The disclosures, published by the U.S. Office of Government Ethics late last week, include millions of dollars in transactions relating to companies such as Nvidia, Alphabet and Amazon.

AAPL AMZN AVGO COST GOOG GOOGL META MSFT+1

Barrons.com2d agoneutral

Alphabet Is Nearing a $5 Trillion Market Cap

Alphabet is about to make a trillion dollar climb in less than 90 days. The tech conglomerate is roughly 2% away from a $5 trillion market value, with both classes of its shares on pace for a record closing high.

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Trefis2d agoneutral

How Ondas Is Growing Far Faster Than It Burns Cash

The headline numbers for the Ondas (ONDS) Q1 2026 report triggered typical market hesitation, driven by an operating loss of $42.7 million, an operating cash burn of $51.3 million, and a slight EPS miss of -$0.07 versus the -$0.06 consensus estimate. For casual observers, these figures support the bear thesis that an aggressive roll-up strategy involving a series of strategic acquisitions is creating a highly capital-intensive corporate structure with significant near-term integration costs. How

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Quartz2d agobearish

Berkshire CEO Greg Abel sells 16 stocks, triples Alphabet

Greg Abel exited positions including Visa, Mastercard, Amazon, and UnitedHealth while boosting Berkshire's Alphabet stake to almost 58 million shares

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Proactive2d agoneutral

Google I/O preview: Bank of America expects major AI push across Search, Chrome, and Android

Alphabet Inc (NASDAQ:GOOG) is preparing to kick off its annual Google I/O developer conference on May 19, with Bank of America expecting a broad slate of artificial intelligence announcements that could reinforce the company's position at the forefront of the AI race. The keynote is scheduled...

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24/7 Wall St.2d agoneutral

Buy, Hold or Sell Intel at Over $100?

Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?

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Quartz2d agoneutral

Berkshire Hathaway exits UnitedHealth stake Q1 2026

The exit was part of a broader portfolio reshuffle in the first quarter after Greg Abel succeeded Warren Buffett as CEO

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