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Bloomberg5d agobearish
Reddit Shares Plunge by Record on Dearth of New AI Deals

(Bloomberg) -- Reddit Inc. shares suffered their worst intraday drop ever after the social media company failed to announce any new data licensing agreements in its latest earnings report, disappointing investors who are hoping to see a shift in revenue streams.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsChip Stocks Post Biggest Advance Since April 2025: Markets WrapMicrosoft’s $450 Billion Jum

Where Apple is diverging from rest of Mag 7 earnings
Yahoo Finance Video5d agoneutralVIDEO
Where Apple is diverging from rest of Mag 7 earnings

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

Microsoft Just Did the Unexpected So I’m Loading Up
24/7 Wall St.5d agoneutral
Microsoft Just Did the Unexpected So I’m Loading Up

I hit the buy button on Microsoft (NASDAQ:MSFT) again this week, and I have no intention of stopping. What keeps pulling me back is simple. This is a company charging customers for AI at scale while expanding margins, and the market keeps handing me chances to buy it cheaper. Microsoft closed at $390.54 on July ... Microsoft Just Did the Unexpected So I’m Loading Up

Google Cloud Has Become Alphabet’s (GOOG) Primary Valuation Driver
Insider Monkey5d agoneutral
Google Cloud Has Become Alphabet’s (GOOG) Primary Valuation Driver

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

This Week In Cloud AI - AI Spending Soars Worldwide As Industries Transform
Simply Wall St.5d agobullish
This Week In Cloud AI - AI Spending Soars Worldwide As Industries Transform

In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...

What Could Push GOOGL Stock Higher From Here?
Trefis5d agoneutral
What Could Push GOOGL Stock Higher From Here?

While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.

Amazon jumps as AWS growth soothes fears over rising AI spending
Reuters5d agobullish
Amazon jumps as AWS growth soothes fears over rising AI spending

Amazon shares jumped more than 12% before the bell on Friday after the e-commerce and cloud giant posted its strongest cloud growth in over ‌four years, bolstering investor confidence that its multibillion-dollar AI bets are driving a ‌fresh wave of demand. The rally put Amazon on track to add about $300 billion in market value, as investors looked past ​a 10% increase in planned capital expenditure to $220 billion and instead focused on booming demand at Amazon Web Services (AWS), the profit engine at the center of the company's AI push. The reaction was in sharp contrast to Alphabet's earnings last week, when the Google-parent's shares stumbled after it reported its ‌first negative cash flow, which stemmed ⁠from rising AI-related spending.

Apple Stock Stumbles But Citi Keeps the Faith
Barrons.com5d agobearish
Apple Stock Stumbles But Citi Keeps the Faith

Apple shares were falling hard early Friday, puncturing the iPhone maker’s recent strong run. But analysts at Citi think there are still grounds to back the stock. Apple shares were down 7.4% at $308.

Should Greg Abel’s Cash Strategy After Buffett’s Exit Require Action From Berkshire Hathaway (BRK.A) Investors?
Simply Wall St.5d agoneutral
Should Greg Abel’s Cash Strategy After Buffett’s Exit Require Action From Berkshire Hathaway (BRK.A) Investors?

Berkshire Hathaway has entered a new era after Warren Buffett’s retirement as CEO at the end of 2025, with successor Greg Abel now overseeing a record US$397 billion cash pile, heavy share buybacks, and recent moves such as the Taylor Morrison acquisition and a US$10 billion Alphabet investment. This combination of leadership transition and unusually large cash reserves puts Berkshire’s capital allocation choices, especially how and when that cash is deployed, firmly at the center of how...