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The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.
Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.
Alphabet is doubling down on AI and has been gradually raising its capex budget. The stock has come off its 2026 highs, and any further weakness would make the stock a compelling buy.
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.
Artificial intelligence needs electricity; these high-yield energy companies are helping to provide it.
Big Tech is pouring hundreds of billions into AI every year, but investors are quietly starting to separate the winners from the companies that may never see a return on their colossal bets.
Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...
Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.
Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.
Berkshire Hathaway has traded both stocks extensively over the last year.
Alphabet Inc.-backed Waymo robotaxis recorded 68% fewer police-reportable crashes per mile than human drivers across four U.S. markets, an independent study found, though Austin emerged as the only city where the autonomous fleet posted a higher rate. Waymo Outperforms Humans...
The world's largest cryptocurrency has lost almost half its value over the past year.
Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget.
Despite tremors in its share price, Cramer continues to be lukewarm about Meta Platforms (NASDAQ:META). The shares are down by 8.5% year-to-date and by 16.7% over the past year. One major point of debate surrounding Meta Platforms (NASDAQ:META) relates to its heavy capital expenditure in order to keep up with other mega cap peers. However, […]
AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]
Google-parent Alphabet Inc. posted a blowout quarter on Wednesday, and buried in the numbers is a figure bigger than most countries’ entire economies. The YouTube owner’s second-quarter revenue rose 24% to $119.8 billion, up from $96.4 billion a year earlier,...
Are autonomous vehicles like Waymo really safer than human drivers? That's the question some of the biggest tech companies in the world are investing billions of dollars to answer. Alphabet owns Waymo, Amazon owns Zoox, and Tesla has its own Robotaxi division. The advantages robots have over human ...
The telecom giant just signed a major dark fiber agreement with one of the world's biggest AI spenders.
The team reviews how five stocks picked in the days following Brexit have fared against the market 10 years later.
Meta has abandoned a global pledge by leading companies to source all of their electricity from renewable sources, the social media giant confirmed Friday.A Meta spokesperson told AFP the company is continuing to scale up investments in renewable energy, and that leaving RE100 does not change its goal of matching its electricity use with 100 percent clean energy.
It’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.
Billionaire entrepreneur Mark Cuban is defending Alphabet Inc.‘s massive artificial intelligence capital expenditures, likening the tech giant’s strategy to the 1998 internet boom where companies must “push in all their chips” to secure dominance. Echoes of the 1998 Tech Boom...
The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.
The White House is expanding its voluntary Ratepayer Protection Pledge for AI data centers, adding nearly 200 utilities, governors, electricity cooperatives, public power providers and developers to the initiative, according to a White House official who confirmed the move to...
<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>