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Alphabet showcases new AI models and agent tools at Google I/O 2026
Proactive83d agoneutral
Alphabet showcases new AI models and agent tools at Google I/O 2026

Alphabet Inc (NASDAQ:GOOG) announced a series of artificial intelligence product announcements at Google’s I/O 2026 event, with analysts at Bank of America and UBS highlighting the company’s expanding push into AI across Search, Gemini, and new consumer and hardware products. Key...

Google rejects UK union recognition but offers talks via conciliation body
Reuters83d agoneutral
Google rejects UK union recognition but offers talks via conciliation body

LONDON, May 20 (Reuters) - Google said it had rejected a request from two British unions for voluntary recognition but would negotiate with ‌them via a state-backed conciliation service, delaying a potential statutory process that ‌could force recognition. Under UK rules, the move opens a 20-working-day window, extendable by agreement, for talks on ​recognition.

The Mag 7’s Chip Strategies Just Got Serious, and Nvidia’s Once‑Clear Lead Looks More Contested
24/7 Wall St.83d agoneutral
The Mag 7’s Chip Strategies Just Got Serious, and Nvidia’s Once‑Clear Lead Looks More Contested

Nvidia (NASDAQ:NVDA) is the undisputed AI chip king, and its heft lead probably won’t be given up anytime soon, even as more tech titans spend on their own custom silicon efforts. Just because there is a growing number of players entering the AI chip chat does not mean that it’s time to hit the worry ... The Mag 7’s Chip Strategies Just Got Serious, and Nvidia’s Once‑Clear Lead Looks More Contested

For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding
24/7 Wall St.83d agoneutral
For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding

Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines. That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who ... For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding

Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead
24/7 Wall St.83d agobullish
Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead

Palantir (NASDAQ:PLTR) is the AI stock retail traders cannot stop talking about, with Reddit sentiment scores spiking to 88 on May 19 and CEO Alex Karp boasting the company is “an n of 1” with a Rule of 40 score of 127%. Yet the valuation tells a very different story. The Palantir Problem: Priced for ... Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead

BofA Doubles Down on Alphabet at $430 Price Target After I/O 2026 AI Showcase
24/7 Wall St.83d agoneutral
BofA Doubles Down on Alphabet at $430 Price Target After I/O 2026 AI Showcase

Alphabet (NASDAQ:GOOGL) just earned a fresh endorsement from Bank of America (NYSE:BAC), which reiterated its Buy rating and $430 price target following Google I/O 2026. The firm characterized the event as evidence of Alphabet’s “accelerating velocity of AI innovation.” A reiteration after a high-stakes product showcase carries weight. The call could have gone either way, ... BofA Doubles Down on Alphabet at $430 Price Target After I/O 2026 AI Showcase

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead
24/7 Wall St.83d agoneutral
Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In

The Bond Market Sees AI Making Warsh’s Inflation Bind Even Worse
Bloomberg83d agoneutral
The Bond Market Sees AI Making Warsh’s Inflation Bind Even Worse

(Bloomberg) -- To judge by a key bond-market signal, the AI boom is only worsening Kevin Warsh’s inflation problem.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensMeta Begins 8,000 Global Job Cuts in AI Efficiency PushThe incoming Federal Reserve chair previously lashed out at the ce

Elon Musk’s Terafab Could Ultimately Cost $119 Billion — Why That Might Be Money Well Spent
24/7 Wall St.83d agoneutral
Elon Musk’s Terafab Could Ultimately Cost $119 Billion — Why That Might Be Money Well Spent

Elon Musk’s visionary projects have been sparking some huge conversations in the AI world in recent months. Whether it’s the orbital AI data centers, which were given a massive vote of confidence following the recent Google (whose parent company is Alphabet (NASDAQ:GOOGL)) deal with SpaceX, as well as Nvidia (NASDAQ:NVDA) after it announced its space ... Elon Musk’s Terafab Could Ultimately Cost $119 Billion — Why That Might Be Money Well Spent

Intel Is Up 5% Today: Here’s Why
24/7 Wall St.83d agoneutral
Intel Is Up 5% Today: Here’s Why

Shares of Intel (NASDAQ:INTC) are up 5% in early trading Wednesday, changing hands near $116.20 after closing Tuesday at $110.80. The catalyst is a late Tuesday report that Intel is in talks to acquire AI chip startup Tenstorrent. The move extends what has already been one of the most powerful large-cap rallies of the year. ... Intel Is Up 5% Today: Here’s Why

How META Stock Rises To $1,000
Trefis83d agoneutral
How META Stock Rises To $1,000

Meta Platforms (META) trades at around $600 per share, reflecting a $1.5 trillion market capitalization and a trailing price-to-earnings ratio of around 22. This multiple sits below both the three-year average of 25 and the three-year peak of 33. Operating fundamentals present a trailing twelve-month revenue growth of 26.2% alongside a three-year compound annual growth rate of 22.4%. Meta currently generates a trailing net margin of 32.8%, positioned comfortably between its three-year average of

Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More
24/7 Wall St.83d agobullish
Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More

At $223.15, Arm Holdings (NASDAQ:ARM) screens as attractive to accumulators, with research desks pointing to the $210 to $215 range on any pullback as a favored entry zone. The stock has rebounded sharply from a steep first-quarter drawdown, and the post-earnings story has fundamentally changed what Arm is selling to Wall Street. Arm designs the ... Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More

Reuters83d agobullish
Lamda wins cloud deal with Hudson River Trading to supply access to Nvidia chips

Artificial intelligence cloud computing startup Lamda on Wednesday said ‌it has won a cloud contract with high-speed ‌trading firm Hudson River Trading. Lamba, which is backed by Nvidia and ​raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting ‌more than 1,000 of ⁠Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion ⁠in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the ​deal.

Thales inks deal with Google for homegrown German cloud provider
Reuters83d agoneutral
Thales inks deal with Google for homegrown German cloud provider

French ‌defence group ‌Thales and ​Alphabet's Google Cloud have signed ‌a ⁠deal to launch ⁠a new ​European ​cloud solution ​in ‌Germany that will be operationally and legally ‌independent ​from ​Google, ​the ‌companies said on ​Wednesday. (Reporting ​by Gianluca ​Lo ‌Nostro; Editing ​by Matt ​Scuffham)