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GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.

Microsoft Corp (NASDAQ:MSFT) CEO Satya Nadella criticized Anthropic's Fable 5 model in an internal meeting with Copilot engineers, saying the AI's refusal of certain requests feels "editorially controlled" and "doesn't make sense," CNBC reported. "If you use Fable, when it refuses for any...

A virtually unknown megacap ETF has spent a decade quietly outperforming the S&P 500, yet most growth investors have never put it on their radar. Before you dismiss it as just another large-cap fund, consider what its extreme concentration actually reveals about where the market's real power is hiding.

Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.

Apple reached a market cap of $4.88 trillion on Friday, edging past Nvidia's $4.86 trillion as chip stocks declined

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]

DIVO has raised its monthly payout three years running and sits on $5.25 billion in assets, but one holding carries a debt load that raises questions about how long the streak can continue.

Meta is reportedly hiring an AWS executive, following news that it could explore a cloud business helped boost Meta stock.

Oracle stock has sunk to the ocean floor, and it's unclear what will bring it back afloat.

Global smartphone shipments just hit their worst levels in over a decade, and Apple is caught in the middle of a costly AI arms race that threatens the product responsible for more than half its revenue.

As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as a credible rival, raising a question that investors and enterprises cannot ignore.

Cloudera and VAST Data have announced a strategic partnership to enhance the accessibility and efficiency of AI data platforms across enterprises. By integrating Cloudera’s lakehouse data services with VAST’s AI Operating System and leveraging NVIDIA’s AI Data Platform reference design, the collaboration aims to resolve common challenges like GPU starvation. This integrated solution, designed for enterprises operating in both on-premises environments and public clouds, promises to streamline...

After a steep sell-off, this profitable software company trades at a discount to the market, forcing investors to decide if the price is a gift or a warning sign.

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Satya Nadella told engineers Anthropic's Fable model refuses requests in ways that don't make sense for a creation tool

The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

CrowdStrike stock could gain as AI detection and response becomes the cybersecurity firm's next growth engine, beyond endpoint.

The stock's recent jump is tempting, but its long-term behavior tells a different story about the kind of risk it adds to your holdings.

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

A portfolio that pays $27,000 a year in dividends sounds modest. Left alone for a little more than a decade of steady dividend growth, that same income stream can quietly grow toward $66,000 without a single additional dollar of savings. That is the basic appeal of dividend growth investing: the arithmetic of today’s yield matters, ... Growing an Income Tree: From $27,000 to $66,000

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before Fr

Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe

AI infrastructure spending is driving rapid growth and multibillion-dollar backlogs for some industrial companies.

Megatrends in AI favor long-term upside for these tech stocks.

3M (MMM) has drawn fresh attention after announcing a partnership with Microsoft that links its Expanded Beam Optical technology to Azure data centers and brings Microsoft AI tools into 3M's own operations. See our latest analysis for 3M. Recent events around AI and data centers have coincided with 3M's share price moving to $161.77, with a 7 day share price return of 4.14% and a 90 day share price return of 4.67%. Its 3 year total shareholder return is very large, and its 5 year total...

KUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that

Users on social media, too, are criticizing what they believe are excessively stringent guardrails in Fable 5.

(Bloomberg) -- President Xi Jinping hailed China’s progress in developing low-cost artificial intelligence, pressing his personal imprint on the country’s rapidly expanding global influence to call for a more open technological order.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Only 30 Minu

(Bloomberg) -- On a video conference call from Hangzhou earlier this year, one of China’s hottest startups held a four-hour pitch meeting with potential venture investors that was unusual by almost any measure. Only two representatives per institution were allowed. The majority of those present were getting a glimpse of the company’s leader for the very first time.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Cat

When Moritz was at Sequoia, he helped the firm invest in mega home runs like PayPal, Yahoo!, LinkedIn, and Google. Now, he says, “You can never have enough passports.”