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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.

A decades-long crackdown on Google's business practices in Europe is entering a costly new phase, as the loss of the first case brought against it under new EU legislation opens the door to a wave of private lawsuits demanding up to $10 billion in damages. That has been precipitated by a $1 billion fine, the first under the Digital Markets Act, imposed on the company for favouring its own services and preventing app developers from ​steering users to cheaper options outside its app store Google Play. "I think this will trigger a new wave of litigation," said Thomas Hoppner, a partner at Geradin Partners, which advised German price comparison platform Idealo for market abuse.

Analysts recently projected that Reddit will post quarterly earnings of US$0.99 per share and revenue of US$744.94 million, reflecting very large year-over-year growth, while investors also focus on its ongoing data licensing negotiations with Google. These forecasts spotlight how Reddit’s user engagement and data licensing potential, especially around AI training, are becoming central to its long-term business story. We’ll now examine how upbeat earnings expectations and the Google data...

SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift

(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse

Dan Niles says Apple's AI missteps saved it from a capex trap, but warns its valuation carries risk into earnings.

BlackRock (NYSE:BLK) has joined Google, Ford, and other partners to launch the Alliance for America’s Skilled Trades. The coalition focuses on large scale workforce training for infrastructure and energy related roles across the United States. The initiative aims to link employers, training providers, and communities to address skilled labor gaps in critical sectors. For investors tracking NYSE:BLK, this move highlights how the company is tying its presence in capital markets to...

Shareholders have fared extremely well over the long haul. Will the next decade be good, too?

Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.

Big Tech's $725 billion AI spending boom is becoming increasingly exposed to energy markets, as higher oil, gas, and electricity costs threaten to inflate data center expenses and delay returns on massive AI investments.

The numbers were huge, but so were the costs, and analysts wanted to know if Alphabet's large AI spending is building a real moat or just digging a hole.

American Express sold off after reporting earnings, but the company is at the top of its game.

CNBC's "Chart Master," Carter Worth, breaks down the charts behind the market and the WRTH ETF.

Chip stocks declined, with a big week of tech earnings looming. The Nasdaq composite fell 0.2%, while the Dow industrials rose 0.5%.

Between the lingering geopolitical conflict, the upcoming mid-term elections, AI concerns, and poor seasonality, market volatility is likely to persist.

The Street enters its busiest week of the quarter. Carson Group chief macro strategist Sonu Varghese joins Josh Lipton on Market Domination Overtime to break down the recent chip sell-off and how investors should approach the AI trade amid shifting market dynamics

Yahoo Finance Markets and Data Editor Jared Blikre takes a look at how market capitalization changed in July for the top US stocks: SpaceX (SPCX), Tesla (TSLA), Alphabet (GOOG, GOOGL), and Apple (AAPL).

Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.

Alphabet has raised its 2026 capex outlook, which is good news for Nvidia investors.

Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than the headlines do. Here is why one analyst keeps adding shares before the window closes.

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

Steve Eisman sold Google to cut AI exposure and now holds cash, warning the entire market trades as one AI bet.

Oracle was one of the hottest AI stocks just nine months ago -- now it's down more than 63%. What gives?

Alphabet (GOOGL) has spent billions of dollars preparing for a future that could disrupt its most profitable business. Generative AI helps people get thorough answers without the need to navigate through a standard list of search results. This raised a thorny question for Alphabet investors: Would ...

Apple's market cap climbed to roughly $4.94 trillion on Monday, pulling ahead of Nvidia's $4.83 trillion

One member of big tech is sitting out the biggest spending boom in corporate history. Its results say more than its budget does.

Elon Musk's Tesla and SpaceX are having a brutal July. Meanwhile, Apple is quietly having its best month in four years.

Peacock’s full content library, including live sports, will be available to U.S. YouTube Premium subscribers starting early next year.

Baker Hughes delivered a big earnings surprise and raised guidance. The oil stock continues to benefit from the AI power boom.