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Billionaire entrepreneur Mark Cuban is sounding the alarm on the future of enterprise artificial intelligence (AI), warning that fragmented AI models from tech giants like Microsoft Corp. and Alphabet Inc. will create overwhelming corporate complexity and turn business scale into a massive liability. ‘Walled Garden’ Dilemma In an assessment of the current AI landscape, Cuban cautioned that the fierce competition among foundational tech giants is creating an unsustainable, highly fragmented envir

Don’t overreact to news that the government wants to preview AI models before they are released. It isn’t a big deal—yet.

After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

The search giant just delivered an extraordinary quarter. But has the stock's run-up gone too far?

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

Shares of networking equipment maker Arista Networks were down nearly 14% on Tuesday afternoon, despite beating first-quarter financial expectations and issuing positive guidance for the second quarter. Arista’s stock was down below $148 a share and remained down by double-digit percentages during the company’s conference call with analysts, after closing down 1.4% at $170.22 in regular trading. For the first quarter ended March 31, Arista reported revenue of $2.7 billion, up 35.1% from the previous year’s first quarter.

Several companies, inlcuding Alphabet, Roku, and Interactive Brokers, have crushed it concerning key metrics, with each also seeing share momentum in the days that have followed post-earnings.

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) rose 2% in after-hours trading Tuesday following a report that Anthropic has committed to spending approximately $200 billion with Google Cloud over the next five years.

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

May 5 () - Anthropic has committed to spend $200 billion with ‌Google Cloud over five years ‌as part of a recent agreement, the ​Information reported on Tuesday, citing a person with knowledge of the matter. The commitment indicates that the AI ‌startup represents ⁠more than 40% of the "revenue backlog" Google disclosed to ⁠investors last week, reflecting contractual commitments from its cloud customers, ​according to ​the report.

JPMorgan Equity Focus ETF targets a concentrated mix of U.S. and select foreign equities through active management and disciplined strategy.

First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).

Both companies reported blowout growth in the cloud, but one seems to have the edge.

The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the AI compute race, and it changes the risk math on the most crowded trade in the market. One of these stocks belongs in a retirement ... Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance

April revenue reached NT$832.1 billion as Hon Hai expects second-quarter sales to grow sequentially and year-over-year.

Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little. At least, that’s what the latest quarter of Alphabet (NASDAQ:GOOG) seems to say, with an incredible 63% in Google Cloud growth numbers and a CapEx forecast now in the $180-190 billion range. With compute constraints ... A Bigger 2027 Capex Wave May Be Coming — and Google’s Hint Could Be the First Real Tell From the Hyperscalers

Nvidia stock hit a new all-time high in April, as investors flooded back into AI stocks. There could be more to come.

It’s been a big end to April for Bill Ackman as his much-anticipated Pershing Square USA (NYSE:PSUS) went live on public markets. Of course, it was a tough slog out of the gate, but for investors interested in a hefty discount, now could be as good a time as any to bet on Ackman, a ... Bill Ackman Said High‑Quality Stocks Are Stupidly Cheap. He’s Right.

A major artificial intelligence customer has come to dominate the database giant's story. And that's not the only issue.

Nvidia faces its most legitimate challenger since the AI boom kicked off.

Alphabet Surges to All-Time High Amid Explosive Investor Demand

Moby summary of Shopify Inc.'s Q1 2026 earnings call

Blackstone (BX) and KKR (KKR) are in talks with Alphabet (GOOG, GOOGL) to allow their portfolio comp

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

Our 24/7 Wall St. price target for Google (NASDAQ: GOOGL) points to $502.88 over the next 12 months, which would take shares well past the $500 mark. With GOOGL trading at $383.25, that implies 31.21% upside. The model’s rating is buy with a high confidence reading of 90%. Cloud is compounding, Gemini usage is scaling ... Alphabet Stock: I See a Path to $500 by 2027

All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite

Uber stock and DoorDash stock have had a rough 2026. Can first-quarter earnings help turn the narrative around?

Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing

Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by its artificial intelligence efforts and booming cloud business. The potential ‌reshuffling would put the Google parent at the No.1 spot for the first time in more than a decade. ‌It last held that position briefly in February 2016 before Apple reclaimed the spot. The move reflects a dramatic shift in sentiment as Alphabet emerges as both a ​major AI services provider with its cloud platform and a key rival to Nvidia in chips through custom processors that have won customers such as Anthropic.