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WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore
24/7 Wall St.76d agoneutral
WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

Owning Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is a bet that you can outsmart a basket. The fund holds 48 generative AI stocks, charges about 0.35%, and runs around $31 million in assets If you bought WISE for tighter exposure to the generative AI thesis than a broad tech ETF offers, the question is whether ... WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date
24/7 Wall St.76d agoneutral
Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

Alphabet (NASDAQ:GOOG) just delivered one of the cleanest mega-cap quarters in years. Q1 2026 revenue hit $109.9 billion, up 22% year over year, EPS of $5.11 came in well above the $2.63 consensus, and Google Cloud backlog nearly doubled to $462 billion. The stock is up 121.35% over the past year and sitting at $379.38. ... Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date

This Week In Cloud AI - Training Revolution at Google Next 2026 Embraces AI Integration
Simply Wall St.76d agoneutral
This Week In Cloud AI - Training Revolution at Google Next 2026 Embraces AI Integration

At Google Next 2026, Google Cloud Security used the Instruqt platform to train over 150 practitioners on Agentic AI capabilities, marking one of the largest hands-on training sessions at a major industry conference this year. The event allowed participants to create their own Google Cloud Vertex AI environments, offering a practical experience that bridges the AI-adoption gap often encountered due to technology complexity and outdated training methods. This approach represents a...

Alphabet Ties AI Hardware Cloud And Ads As EU Scrutiny Rises
Simply Wall St.77d agoneutral
Alphabet Ties AI Hardware Cloud And Ads As EU Scrutiny Rises

Google Cloud and Blackstone announced a $5b joint venture to offer AI compute-as-a-service built on Google’s Tensor Processing Units (TPUs). Alphabet plans to supply TPUs to external customers, including Anthropic and Meta, expanding access to its AI chips. At Google Marketing Live, Google introduced six Gemini powered ad formats and outlined a new AI centric product roadmap for marketers. EU regulators are preparing a record antitrust fine against Alphabet under the Digital Markets Act,...

EU plans to fine Google high triple-digit million euro sum, Handelsblatt reports
Reuters77d agoneutral
EU plans to fine Google high triple-digit million euro sum, Handelsblatt reports

The European Union is planning to fine Alphabet's ‌Google a high triple-digit million ‌euro amount as part of an antitrust investigation, ​Germany's Handelsblatt newspaper reported, citing commission sources. The investigation, ​which was officially ​launched in March ‌2025, relates to concerns that Google favours its own services in search results and seeks to ensure the world's most popular internet search engine complies with ‌local regulation. The European Commission ​and Google were ​not immediately available ​for comment.

The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy
24/7 Wall St.77d agoneutral
The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of Mad Money, a caller named Jerry laid out a tech-saturated portfolio diversified across tech retail sales, software, semiconductors, data center, and advertising, noting ... The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Google rolls out AI-powered ad formats at Marketing Live
Proactive77d agoneutral
Google rolls out AI-powered ad formats at Marketing Live

Alphabet Inc (NASDAQ:GOOG)'s Google unveiled a suite of artificial intelligence-driven advertising products at its annual Google Marketing Live event, targeting expanded wallet share from both offline budgets and social media platforms as it moves to cement its position in the emerging agentic...

JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It
24/7 Wall St.77d agoneutral
JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

If you bought JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for the monthly checks, you probably think you own a Nasdaq-100 portfolio with a covered-call overlay. That is mostly true. The part that gets less airtime is that JEPQ’s option exposure runs through equity-linked notes, which are unsecured debt of the banks that issue them. ... JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?
24/7 Wall St.77d agoneutral
SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

On a recent All-In Podcast episode dissecting SpaceX’s S-1 filing, guest investor Gavin Baker and the hosts framed Elon Musk’s privately held rocket and connectivity empire as something more ambitious than a high-growth tech company. David Friedberg argued that “having a space-based communication network, space-based data centers, and space-based communication back down to Earth wireless” ... SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953
24/7 Wall St.77d agoneutral
Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953

When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation Gigawatt Summit, where Michael Kratsios, Chief Science and Tech Policy Advisor to President Trump, anchored the case for a structural reordering of US ... Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953