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Meta vs. Alphabet: Which Stock Is The Better Buy Today
24/7 Wall St.74d agobullish
Meta vs. Alphabet: Which Stock Is The Better Buy Today

Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOG) both reported Q1 results on April 29, 2026, and the results frame a clear question. Both companies are pouring tens of billions into AI infrastructure, both ride enormous ad engines, yet only one is showing investors a second growth pillar already paying off. Ads Power Meta. Cloud ... Meta vs. Alphabet: Which Stock Is The Better Buy Today

SpaceX Is Headed for a $1.75 Trillion IPO. History Says the Stock Could Be Down 32% a Year From Now
24/7 Wall St.74d agoneutral
SpaceX Is Headed for a $1.75 Trillion IPO. History Says the Stock Could Be Down 32% a Year From Now

The IPO market is back in full force. After two years of sluggish dealmaking, investors are once again chasing the next mega-listing, and the bigger the valuation, the bigger the excitement seems to get. That enthusiasm is helping to push stock indexes to record highs as valuations across tech and AI expand with a rise ... SpaceX Is Headed for a $1.75 Trillion IPO. History Says the Stock Could Be Down 32% a Year From Now

Berkshire Hathaway Is Underperforming, but 4 of Warren Buffett’s Top Picks Are Up Big This Year
24/7 Wall St.74d agobearish
Berkshire Hathaway Is Underperforming, but 4 of Warren Buffett’s Top Picks Are Up Big This Year

Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: more than 65% of Berkshire’s $381 billion portfolio is invested ... Berkshire Hathaway Is Underperforming, but 4 of Warren Buffett’s Top Picks Are Up Big This Year

Buy, Sell, or Hold JPMorgan’s Equity Premium Income ETF Today |JEPI
24/7 Wall St.74d agoneutral
Buy, Sell, or Hold JPMorgan’s Equity Premium Income ETF Today |JEPI

The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is the most popular covered call ETF in the market for a reason. Most ETFs are trying to make covered calls work with tech ETFs, and while they do have significantly higher yields, JEPI does it in a way that is worth paying attention to for some investors. I ... Buy, Sell, or Hold JPMorgan’s Equity Premium Income ETF Today |JEPI

Private equity firm EQT partners with Google Cloud for AI rollout
Reuters74d agoneutral
Private equity firm EQT partners with Google Cloud for AI rollout

EQT has partnered with Alphabet's Google Cloud to help more than 300 companies ‌in the Swedish private equity firm's portfolio accelerate the ‌adoption of AI, the companies said on Thursday. Under the agreement, EQT's portfolio companies, spanning ​sectors from enterprise software to healthcare, will gain access to AI tools including the Gemini Enterprise Agent platform to build programs, as well as cybersecurity services. The companies will also get early access to selected Google ‌Cloud AI products in ⁠the future, the companies said in a statement.

Google engineer charged with insider trading after D4vd bet makes $1.2m on Polymarket
Sky News74d agoneutral
Google engineer charged with insider trading after D4vd bet makes $1.2m on Polymarket

An Italian Google engineer has been charged with insider trading after he allegedly made $1.2m betting on prediction markets. The US Justice Department charged 36-year-old Michele Spagnuolo after he allegedly placed bets tied to Google's most-searched list on Polymarket, according to documents unsealed on Wednesday. Spagnuolo made his money betting on long-shot candidates, like musician D4vd, who appeared on Google's most-searched list after it was reported that he was a suspect in the investigation into the death of a teenage girl, according to the ‌complaint.

ByteDance making custom CPU chips to support AI rollout, sources say
Reuters Videos74d agoneutralVIDEO
ByteDance making custom CPU chips to support AI rollout, sources say

<body><p>STORY: Chinese tech giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, according to three sources.</p><p>The TikTok-parent's move comes as surging chip prices and prolonged supply shortages constrain its expansion plans.</p><p>It shows the industry's rapid shift towards autonomous AI models that demand more from CPUs.</p><p>Working in tandem with the dominant graphics chips made by Nvidia.</p><p>But it's created a shortage of CPUs in recent months.</p><p>A growing number of tech companies have concluded the economics of custom chips outweigh the complexity of designing them.</p><p>Global hyperscalers including Google, Amazon and Microsoft are also developing their own custom CPUs.</p><p>They aim to reduce costs and tailor to their specific workloads.</p><p>The first source said Bytedance is targeting deployment of its own CPU in its servers and data centers to support internal operations.</p><p>That's as it prepares a massive rollout of agent-based products.</p><p>The Beijing-based company has approached several external partners to assist with the effort, the sources claim.</p><p>ByteDance did not respond to Reuters' request for comment.</p></body>

Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg74d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

Exclusive-ByteDance developing custom CPU chips to support AI rollout, sources say
Reuters75d agoneutral
Exclusive-ByteDance developing custom CPU chips to support AI rollout, sources say

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply ‌shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks ‌that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent ​months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.

Microsoft’s Defense Deal And Clean Energy Push Reframe Long-Term Valuation
Simply Wall St.75d agoneutral
Microsoft’s Defense Deal And Clean Energy Push Reframe Long-Term Valuation

Microsoft, ticker NasdaqGS:MSFT, is at the center of a new $9.7b, five year enterprise software consolidation contract with the U.S. Department of Defense. The company has also joined Amazon, Google, and Meta in launching the Data Center Innovation Initiative focused on clean energy and sustainable materials for data centers. These moves touch on U.S. government technology adoption, long term software standard setting, and the environmental profile of AI and cloud infrastructure. Microsoft...

Prosecutors Charge Google Employee With Insider Trading via Polymarket
The Wall Street Journal75d agoneutral
Prosecutors Charge Google Employee With Insider Trading via Polymarket

A Google software engineer allegedly earned $1.2 million by illegally trading contracts on Polymarket that allowed people to bet on who would be revealed as the most searched people of 2025, according to prosecutors. Michele Spagnuolo was charged with fraud and money laundering over bets he allegedly made last year that were based on nonpublic search data Google restricts to “only a limited number of employees,” according to a criminal complaint unsealed Wednesday. From October to December of last year, Spagnuolo allegedly wagered approximately $2.7 million on 25 bets tied to the Google Year in Search results.

Pope Leo XIV teams with Anthropic founder on bold AI warning
TheStreet75d agoneutral
Pope Leo XIV teams with Anthropic founder on bold AI warning

When the people building something stand next to the people warning about it, that usually means everyone in the room is worried about the same thing. For most of the past three years, the artificial intelligence conversation has split cleanly into two camps. The builders keep raising bigger ...

Bloomberg75d agoneutral
Google Engineer Charged With Insider Trading on Polymarket

(Bloomberg) -- A Google software engineer was charged with insider trading on Polymarket, where he allegedly made more than $1 million betting on one of last year’s most popular Internet searches.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermEx-President Biden Sues to Stop DOJ Sharing Interview TapesPutin Signs Law on Use of Army to Aid Russians Detained AbroadTwo More Oil Supertankers Exit Hormuz to

Synopsys reaches settlement with Elliott, says Jesse Cohn to join board
Reuters75d agoneutral
Synopsys reaches settlement with Elliott, says Jesse Cohn to join board

Chip design software maker Synopsys has reached an ‌agreement with activist investor Elliott Investment Management ‌that will give one board seat to the activist investor's ​managing partner Jesse Cohn, the company said on Wednesday. Synopsys, which has a market valuation of about $100 billion and counts Tesla and Google parent Alphabet among ‌its customers, has ⁠held discussions with Elliott, one of the industry's most powerful activists, for roughly ⁠two months. Elliott pushed the company to improve its margins and Synopsys' stock price has climbed roughly 20% ​since Elliott's ​involvement became public.