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What Does Alphabet Inc (GOOGL)’s Q1 Say About Cloud Business?
Insider Monkey98d agoneutral
What Does Alphabet Inc (GOOGL)’s Q1 Say About Cloud Business?

Alphabet Inc (NASDAQ:GOOGL) is one of the best stocks to buy in 2026 according to billionaire George Soros. This cloud computing stock has gained nearly 30% in the past month and soared around 140% over the past year. Alphabet Inc (NASDAQ:GOOGL) reported its Q1 2026 results on April 29, revealing strong growth in both topline […]

Google moves to avert EU fines with offer in news search case, Bloomberg News reports
Reuters98d agoneutral
Google moves to avert EU fines with offer in news search case, Bloomberg News reports

Google has proposed modifications to the way it presents ‌news results on its search ‌engine, aiming to prevent additions to the 9.5 ​billion euros ($11.16 billion) in competition fines it has accumulated from the European Union, Bloomberg News reported on Wednesday. The company could avoid a formal order to change its business practices and potential fines under the Digital Markets Act if its ‌offer, which includes ​amendments to its anti-spam ​policies, is ​approved by market rivals ‌and EU regulators, the report ​said. Google did not immediately respond to ​a Reuters ‌request for comment.

Anthropic unveils 'dreaming' feature to help its AI agents self-improve
Reuters98d agoneutral
Anthropic unveils 'dreaming' feature to help its AI agents self-improve

SAN FRANCISCO, May 6 () - Artificial intelligence lab Anthropic on Wednesday touted a new ‌feature for its Claude AI, which it ‌calls "dreaming." Available as a research preview, "dreaming" comes with its software for ​managing agents, or AI programs that perform tasks with little human involvement.

Flex Q4 Earnings Call Highlights
MarketBeat98d agoneutral
Flex Q4 Earnings Call Highlights

Flex (NASDAQ:FLEX) used its fiscal fourth-quarter earnings call to outline plans to separate its Cloud and Power Infrastructure (CPI) segment into a new publicly traded company, while also reporting record quarterly margins and issuing a fiscal 2027 outlook that reflects sharply higher capital spend

If You Want to Beat the Market, Start With These 3 Stocks
24/7 Wall St.98d agobullish
If You Want to Beat the Market, Start With These 3 Stocks

Investors are concerned about where the stock market is headed this year. The ongoing geopolitical tensions, inflation concerns, and economic uncertainties are weighing on the market. If you are worried about a market downturn in the near future, there are stocks that can continue to stand strong. The S&P 500 has gained 5% this year, ... If You Want to Beat the Market, Start With These 3 Stocks

Anthropic’s US$200b Deal Puts Alphabet At Center Of AI Infrastructure
Simply Wall St.98d agoneutral
Anthropic’s US$200b Deal Puts Alphabet At Center Of AI Infrastructure

Anthropic has committed to spend about US$200b on Google Cloud services over five years, according to new disclosures in the past week. This commitment represents over 40% of Alphabet's existing Google Cloud revenue backlog. Google Cloud reported 63% revenue growth and Alphabet plans to sell its custom AI chips, TPUs, directly to customers. These moves position Alphabet (NasdaqGS:GOOGL) as a full stack provider for generative AI, from infrastructure to model delivery. For you as an...

While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech
24/7 Wall St.98d agoneutral
While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech

Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year
24/7 Wall St.98d agoneutral
Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year

Li Lu, a man also known as the Chinese Warren Buffett and a close friend of the late, great Charlie Munger, is having quite a solid year. Lu runs the show over at Himalaya Capital, which has a relatively small, concentrated portfolio of some outstanding businesses. Clearly, Li Lu isn’t afraid to overweight his best ... Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year

Cathie Wood Just Bought Alphabet. Here’s What She Sees That the Rest of the Market Is Missing
24/7 Wall St.98d agobearish
Cathie Wood Just Bought Alphabet. Here’s What She Sees That the Rest of the Market Is Missing

Cathie Wood’s Ark Invest has warmed up some of the cheaper Magnificent Seven members of late, recently picking up a big chunk of shares of Alphabet (NASDAQ:GOOG), reportedly worth less than $30 million, in addition to Meta Platforms (NASDAQ:META). As far as disruptive innovations go, it’s certainly tough to top Alphabet these days, especially after ... Cathie Wood Just Bought Alphabet. Here’s What She Sees That the Rest of the Market Is Missing

Microsoft may shelve 2030 clean energy target as AI lifts power use, Bloomberg News reports
Reuters98d agoneutral
Microsoft may shelve 2030 clean energy target as AI lifts power use, Bloomberg News reports

Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly ‌electricity use with renewable energy purchases, Bloomberg News ‌reported on Wednesday, citing people familiar with the matter. The expensive and ​energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the ‌report said. The discussions were ⁠ongoing and no final decision has been made, Bloomberg News added.

S&P 500 Extends Record Run as Semis Soar, Oil Falls and Strait Traffic Flows
24/7 Wall St.98d agobearish
S&P 500 Extends Record Run as Semis Soar, Oil Falls and Strait Traffic Flows

The S&P 500 (^GSPC) is set to extend a record run as crude tumbles and traders welcome signs the Iran conflict could be winding down. Stocks are soaring because the Strait of Hormuz appears clear and a chip-led rally is rolling into a second day. The PHLX Semiconductor Index (^SOX) has ballooned by 9.4% over the ... S&P 500 Extends Record Run as Semis Soar, Oil Falls and Strait Traffic Flows

The Identity Trap That Keeps People Working Years After They Can Afford to Quit
24/7 Wall St.98d agoneutral
The Identity Trap That Keeps People Working Years After They Can Afford to Quit

It was a peak career moment. Googler Adam Coelho stood in front of Google CEO Sundar Pichai and other execs, leading a two-hour mindfulness workshop. A week later, a new boss said he wasn’t doing enough thought leadership. Months later came an ambush meeting. Coelho was given three days to choose between a small severance ... The Identity Trap That Keeps People Working Years After They Can Afford to Quit

Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?
24/7 Wall St.98d agoneutral
Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?

Alphabet (NASDAQ:GOOGL) just rewrote what a Mag 7 quarter is supposed to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with revenue of $109.90B (+22% YoY) and Google Cloud growth of 63%. The stock has rallied 30% in the past month, validating the report. That is the bar. Below, we count ... Can the Rest of the Mag 7 Reach the Google-Level Greatness Shown Last Quarter?

Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger
24/7 Wall St.98d agoneutral
Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger

Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL) has rallied 24% in the past month and trades around $185, recovering from a post-earnings low of $138.09 on the back of contracted backlog visibility that very few large-cap technology ... Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger

Chip Stocks Look Set to Extend Rally
The Wall Street Journal98d agobullish
Chip Stocks Look Set to Extend Rally

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.