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Anthropic pursues data center leases, seeks financial backing from Google, The Information reports
Reuters59d agoneutral
Anthropic pursues data center leases, seeks financial backing from Google, The Information reports

AI firm Anthropic is planning to lease and manage its own data centers and is ‌seeking financial backing from Alphabet's Google for the ‌lease payments, The Information reported on Thursday. • Anthropic, the ​creator of the Claude Code AI assistant, has signed more than a dozen preliminary agreements to lease U.S. data centers with a combined capacity of more than 1 GW, The Information ‌reported, citing sources with ⁠direct knowledge of the plans. • The AI startup's executives have also discussed an arrangement under which backer ⁠Google, which co-designs some of the server chips Anthropic could use in the facilities, would provide a financial guarantee for its ​lease ​payments, the report said.

Alphabet Inc. (GOOGL) Is A Top AI Stock In Ken Griffin’s Portfolio
Insider Monkey59d agoneutral
Alphabet Inc. (GOOGL) Is A Top AI Stock In Ken Griffin’s Portfolio

Alphabet Inc. (NASDAQ:GOOGL) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares are up by 106% over the past year and 15% year-to-date. Bank of America discussed the firm on June 4th after Alphabet’s latest capital announcement. It reiterated a Buy rating for […]

Waymo Readies First National Ads as Rivals and Critics Proliferate
The Wall Street Journal59d agoneutral
Waymo Readies First National Ads as Rivals and Critics Proliferate

Seventeen years after Google hatched a secret project to build self-driving cars, the robotaxi service born from it will start running TV commercials nationwide as it aims to calm concerns about its technology and stand out in an increasingly crowded field. The first national ad campaign for Waymo is scheduled to begin running Friday during coverage of the FIFA World Cup on Fox, in a match pitting Team USA against Paraguay. The commercials aim to ease fears surrounding self-driving cars, with a gentle reminder of how human drivers can be flawed, but their focus is more on people riding in Waymos than the technology itself.

Adobe Is Now Down 37% in 2026. Should Value-Trapped Investors Switch to Alphabet?
24/7 Wall St.59d agoneutral
Adobe Is Now Down 37% in 2026. Should Value-Trapped Investors Switch to Alphabet?

Shares of Adobe (NASDAQ:ADBE) are down 5% in Thursday midday trading, slipping to roughly $222.60 and pressing against a 52-week low of $220.17. The latest leg lower extends a brutal stretch for the creative-software giant. Year to date, Adobe stock is down 37%. The trailing-12-month P/E ratio sits near 13x, an unusually compressed multiple for ... Adobe Is Now Down 37% in 2026. Should Value-Trapped Investors Switch to Alphabet?

SpaceX IPO buyers are betting on an idea, not a business
Yahoo Finance Video59d agobullishVIDEO
SpaceX IPO buyers are betting on an idea, not a business

Market Catalysts host Julie Hyman sits down with Epistrophy Capital Research Chief Market Strategist and The Drill Down podcast host Cory Johnson to discuss the upcoming SpaceX (SPCX) IPO. Johnson breaks down the company's key business segments and weighs in on its valuation. Asked whether he agrees with the proposed $135 IPO price, Johnson expressed caution, saying, "Projections out to the future to get to today's price are really optimistic."

This ‘boring’ stock has had a 500% return over 5 years
TheStreet59d agoneutral
This ‘boring’ stock has had a 500% return over 5 years

This is the second piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece provided an overview of the five companies. This week we begin breaking down the data behind each of the individual companies. This week's focus: ...

Bloomberg59d agoneutral
CoreWeave AI Funding Goes Global With First Euro Junk-Bond Deal

(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Vows New Attacks on Iran, Threatens Key Energy TargetsUS Strikes Iran in Trump Escalation

How Navan gained market share and climbed back to its IPO price
Yahoo Finance Video59d agoneutralVIDEO
How Navan gained market share and climbed back to its IPO price

Yahoo Finance Executive Editor Brian Sozzi welcomes Navan (NAVN) CEO Ariel Cohen to discuss the company's earnings beat and increased full-year guidance. Cohen also details Navan's partnership with Google (GOOG, GOOGL) Gemini and how the AI-powered collaboration is helping users streamline and personalize the travel booking experience.

Alphabet (GOOG) Slipped on Concerns Over Increased Capex and AI Monetization
Insider Monkey59d agoneutral
Alphabet (GOOG) Slipped on Concerns Over Increased Capex and AI Monetization

The London Company released its Q1 2026 investor letter for “The London Company Large Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. A copy of the letter is available to download here. The year started positively with a broad rally, but sentiment reversed in […]

Investing.com59d agoneutral
Google spurned U.S. quantum fund over conditions that would slow R&D

Google Quantum AI COO Charina Chou confirmed the decision at the Semafor Tech Summit in San Francisco on June 10, saying the company walked away because of "various conditions that came with the funding" that would have prevented it from moving at its desired pace toward building a functional quantum computer. The disclosure sheds new light on why Google — alongside Microsoft and IonQ — was conspicuously absent from the Trump administration's list of nine quantum recipients announced last month.

Oracle stock sinking as its AI spending climbs, debt grows
Yahoo Finance Video59d agobullishVIDEO
Oracle stock sinking as its AI spending climbs, debt grows

Oracle (ORCL) stock has dropped by as much as 10% in Thursday's pre-market trading despite topping fiscal fourth quarter earnings and revenue estimates. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Monetary Matters Network co-founder Jack Farley for a conversation about whether the AI infrastructure company is showing signs of weakness or oversaturation in the buildout landscape.

Google in talks with Samsung to make part of next-gen chip, The Information reports
Reuters59d agoneutral
Google in talks with Samsung to make part of next-gen chip, The Information reports

Alphabet's Google is in talks with Samsung Electronics to manufacture part of its ‌next-generation chip, The Information reported on Thursday, citing ‌two people familiar with the matter. Google plans for Taiwan's TSMC to ​make the main part of the chip, codenamed 'Icefish,' while Samsung may produce a separate component that helps connect it to memory using its 2-nanometer production technology, the report ‌said. The chip industry has ⁠been grappling with a capacity crunch, as TSMC, the world's largest contract chipmaker, works ⁠to keep up with surging demand and avoid becoming a bottleneck in the global supply chain amid the AI ​boom.

Bloomberg59d agoneutral
DoorDash Built an AI Chatbot to Help With Orders, Reservations and Grocery Lists

(Bloomberg) -- DoorDash Inc. introduced an in-app artificial intelligence chatbot to help customers make restaurant and grocery orders, and suggested the technology could also be used to unlock new enterprise revenue streams.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksOracle Falls Most in Six Months on Mounting Data Center CostsTech Stocks S