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I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up
Amazon’s (NASDAQ:AMZN) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at ... 3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings
Investors have a short memory on Alphabet.
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.
Apple's market cap reached $5 trillion.
Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...
Rivals across Europe are seeking billions in damages.
Microsoft is a stock that checks off many key boxes for Berkshire and other value-oriented investors.
Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth is actually headed.
Meta reported its Q2 earnings after the bell on Wednesday.
Microsoft reported its Q4 earnings on Wednesday.
Microsoft will report its Q4 earnings after the bell on Wednesday.
Amazon (AMZN) and Meta (META) are both set to report quarterly earnings this week. Wedbush managing director of equity research, Ygal Arounian, shares his expectations for the earnings results.
Is this the time to be greedy that Buffett talks about?
PayPal doubled down on its turnaround plan on Tuesday, raising its 2026 profit forecast and outlining cost-saving steps, as it looks to convince investors that it is worth more than the $53 billion takeover offer that analysts described as "low-ball". The payments company, once the crown jewel of American financial technology, received a $60.50-per-share bid from Stripe and private equity firm Advent International, Reuters reported earlier this month, citing sources. The offer is a fraction of the roughly $360 billion valuation PayPal commanded as a pandemic-era darling in 2021.
David Eaves: The big three hyperscalers — Amazon, Microsoft and Alphabet — control more than 70% of the market
There is a credible, though not guaranteed, path for Alphabet to overtake Nvidia in market capitalization.
Wall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Investors are already on edge about these companies’ soaring capital expenditures related to artificial intelligence. The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years.
Meta’s data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.
Abel, like the Oracle of Omaha, is a stickler for value -- and finding a good deal in today's stock market has proved almost impossible.
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Alphabet increased its capital expenditure target to roughly $200 billion. That's making Wall Street nervous, but long-term investors should take advantage.
GOOGL, MTZ and GS top a momentum screen built on Richard Driehaus' strategy, combining price strength with earnings growth and estimate beats.
GOOGL topped earnings estimates, but shares fell as AI spending surged. See why rising CAPEX may not overshadow cloud, search and ad momentum.
We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.