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Google and Blackstone partner on TPU-powered data centre capacity
Verdict73d agoneutral
Google and Blackstone partner on TPU-powered data centre capacity

Google and Blackstone plan to build 500MW of US data centre capacity by 2027 to offer TPU-powered “compute-as-a-service” for AI workloads. This venture is signalling a strategic shift: compute capacity is increasingly viewed as core infrastructure, even as power, permitting, and other challenges mount.

Google engineer arrested for Polymarket insider trading
Yahoo Finance Video73d agoneutralVIDEO
Google engineer arrested for Polymarket insider trading

Scott Melker discusses the Google engineer who was charged with insider trading on Polymarket. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Is Big Tech Creating a National Security Crisis? Pentagon Says U.S. Troops Were Targeted Using Ad Data
24/7 Wall St.73d agoneutral
Is Big Tech Creating a National Security Crisis? Pentagon Says U.S. Troops Were Targeted Using Ad Data

Advertising has quietly become the economic engine powering much of the modern internet. For years, investors viewed digital ads as a simple growth story — more users, more engagement, more revenue. But what happens when the same data used to sell sneakers and streaming subscriptions can also be used to track American troops? That question ... Is Big Tech Creating a National Security Crisis? Pentagon Says U.S. Troops Were Targeted Using Ad Data

The difference between on-prem AI vs. data centers
Yahoo Finance Video73d agoneutralVIDEO
The difference between on-prem AI vs. data centers

While Dell Technologies (DELL) stock surges by 30% in Friday trading after reporting first quarter earnings boosted by AI server sales, what exactly does it mean for a company to run "on-prem" AI — or on-premises — as opposed to running it through a traditional AI data center? TECHnalysis Research, LLC president Bob O'Donnell helps answer this question.

Buy Or Sell Microsoft Stock At $425?
Trefis73d agoneutral
Buy Or Sell Microsoft Stock At $425?

Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.

This Week In Cloud AI - Strengthening AI Security with Zero Trust Solutions
Simply Wall St.73d agoneutral
This Week In Cloud AI - Strengthening AI Security with Zero Trust Solutions

Recent advancements in Cloud AI security have been underscored by Xage Security's announcement of enhanced Zero Trust capabilities for AI agents, which aim to provide a secure production environment by ensuring jailbreak-proof autonomy. Xage's solution offers comprehensive visibility and control over AI agents, helping organizations transition AI from a sandbox environment to real-world applications by mitigating risks associated with unauthorized actions and data exfiltration. This...

Wedbush’s Dan Ives: AI Revolution Is Only in Third Inning. Here’s Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.
24/7 Wall St.73d agoneutral
Wedbush’s Dan Ives: AI Revolution Is Only in Third Inning. Here’s Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This is 3rd inning, 1 out in a 9-inning game.” If you accept that framing, the implication for chip stocks, hyperscalers, and even the ... Wedbush’s Dan Ives: AI Revolution Is Only in Third Inning. Here’s Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

Blackstone’s Google AI Venture Adds New Angle To BX Investment Story
Simply Wall St.73d agoneutral
Blackstone’s Google AI Venture Adds New Angle To BX Investment Story

Blackstone (NYSE:BX) has formed a joint venture with Google to create a new U.S. company focused on supplying advanced data center capacity. The venture will offer Google Cloud TPUs as a compute-as-a-service product to support accelerating AI workloads from enterprises. An experienced Google executive is set to lead the new platform, combining Blackstone's capital and infrastructure reach with Google's AI technology. At a share price of $116.14, Blackstone is adding a fresh digital...

How Safe Is a Tesla Robo-Taxi
Barrons.com73d agoneutral
How Safe Is a Tesla Robo-Taxi

Tesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla launched a robo-taxi business in Austin, Texas, in June.

Jim Cramer Explains “Why We’ve Stuck With Broadcom”
Insider Monkey73d agoneutral
Jim Cramer Explains “Why We’ve Stuck With Broadcom”

Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s CEO, as he said: Six is Broadcom. Now, this is a sleeper because you don’t see its name anywhere. It makes custom chips for Google, Meta, ByteDance, Anthropic, […]

Jim Cramer Believes “Nothing Comes Out of Apple Unless It’s Near Perfect”
Insider Monkey73d agoneutral
Jim Cramer Believes “Nothing Comes Out of Apple Unless It’s Near Perfect”

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s hardware, as he said: Third, Apple, okay, it’s got the best hardware, and it’s now snared one of the best AI platforms with Gemini, the logical extension of […]

Jim Cramer on Alphabet: “There’s a Lot to Like Here”
Insider Monkey73d agoneutral
Jim Cramer on Alphabet: “There’s a Lot to Like Here”

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer was bullish on the company during the episode, as he remarked: Next member of the club, Alphabet. Oh, there’s a lot to like here: YouTube, the largest video company in the […]

Dell raises outlook on surging AI infrastructure demand, sending shares sharply higher (DELL)
InvestorsHub73d agoneutral
Dell raises outlook on surging AI infrastructure demand, sending shares sharply higher (DELL)

Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.