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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.

Management has shifted the spotlight from mass-market AI adoption to a massive enterprise backlog, leaving investors with a critical question: which engine still pays the bills.

(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

(Bloomberg) -- Amazon.com Inc. said its data centers used 2.5 billion gallons of water worldwide last year, or about 5% of the amount metro Seattle consumes annually.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 Sink as Oil Jumps on US-Iran Jitters: Markets WrapThe world’

Alphabet stock has gone straight up over the past year.

Mastercard introduced Agent Pay for Machines on June 10, a service that lets AI agents and connected systems pay one another automatically across its global ...

While New Street Research analyst Pierre Ferragu went more conservative with no rating, analysts at KGI and Oppenheimer opted for a Buy rating.

SpaceX just disclosed that Google will pay it $920 million per month to access a cluster of about 110,000 Nvidia GPUs.

Expansion adds seven markets as Wing surpasses 1 million commercial drone deliveries and targets 40 million U.S. residents.

The largest-ever Canadian corporate bond deal pushed spreads wider and prompted investors to sell existing high-grade debt.

Google just signed a $30 billion compute capacity deal with SpaceX.

Data gravity is real, and IBM is building its AI strategy around it. Here's what you need to know.

SpaceX won't be the only company that benefits if it has a successful IPO.

Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs,” KKR said.

Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally drawing scrutiny. Combined 2026 capital expenditure guidance from Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) now sums to roughly $800 ... Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks. Only 84 of 157 Gigawatts Will Be Built by

(Bloomberg) -- The initial public offering for SpaceX is poised to generate billions of dollars in profits for the fortunate few investors who got in early on Elon Musk’s rocket, satellite and artificial intelligence company.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Ru

The group has erased roughly $1.8 trillion in market value this month, while the rest of the S&P 500 is still holding up.

(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto

Apple is moving its most advanced AI workloads from its own private infrastructure to Google Cloud, deepening its AI partnership with Alphabet (NasdaqGS:GOOGL). The shift positions Google Cloud as core infrastructure for major third party AI deployments, beyond Alphabet's internal use. The collaboration centers on AI infrastructure rather than short term financial metrics or guidance. For Alphabet, this development puts a spotlight on Google Cloud's role in AI infrastructure, an area that...

Oracle’s rising debt levels and surging capital expenditures to build capacity for future orders have long been a source of concern for investors.

Brian Barbetta, co-head of technology investing at Wellington Management, is betting on Nvidia, ASML, and Samsara.

ARK Invest CEO Cathie Wood said her firm would add parking tickets to its Tesla Inc. valuation model after an unsupervised Robotaxi she rode in received a $75 violation during a nine-minute video released Monday. Wood Adds Tickets To Tesla...

Blackstone Inc. (NYSE:BX) is a deep value stock to invest in now. On June 6, 2026, Apollo Global Management (NYSE:APO) and Blackstone (NYSE:BX) finalized a $35 billion financing package for Anthropic, according to Bloomberg. The deal is one of the largest private credit transactions on record and will fund Google’s custom TPUs, leased by Anthropic […]

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

In recent days, McDonald’s has rolled out its “McDonald’s NEXT” plan, new AI-powered drive‑thru pilots with Google, and FIFA World Cup 26 promotions, while also facing scrutiny after a severe workplace violence incident at a California restaurant left a shift manager badly burned. Together, these developments highlight how McDonald’s push into automation and experiential marketing sits alongside renewed questions about workplace safety and operational controls. We’ll now examine how...

Alphabet stock snapshot after recent moves Alphabet (GOOGL) has been on many investors’ radar after recent trading sessions, with the stock closing at US$356.38 and posting mixed short term returns that differ from its year to date and 1 year performance. See our latest analysis for Alphabet. Recent trading has cooled short term momentum, with the share price return down 2.16% over one day and 8.30% over 30 days. In contrast, the 90 day share price return of 17.40% and 1 year total...

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually chart patterns like that are unsustainable,” he said. His call ... Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Oracle (ORCL) reported fourth quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.11 (compared to analyst estimates of $1.97), and adjusted revenue came in at $19.18 billion (compared to analyst estimates of $19.09 billion). Futurum CEO Daniel Newman joins Yahoo Finance to discuss the results and the landscape of artificial intelligence (AI) spending.

The stock market is at critical levels amid AI fears, Trump comments. Oracle earnings beat late. The SpaceX IPO is about to begin its countdown.