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Google is escalating its campaign to break Nvidia Corp's (NASDAQ:NVDA, XETRA:NVD) grip on artificial intelligence chips, deploying creative dealmaking to push its Tensor Processing Units (TPUs) into the wider market. The strategy, detailed in exclusive reporting by The Information's Amir...
SpaceX is reportedly discussing a multibillion-dollar AI computing deal with the Pentagon.
The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from Alphabet (GOOG, GOOGL), Tesla (TSLA), General Motors (GM), and Intel (INTC).
The search giant promised its most powerful AI model in June. It's still not here.
One of the newest stocks added to the Berkshire Hathaway investment portfolio is Alphabet. While the position started towards the end of Warren Buffett’s time as CEO of Berkshire, the legendary investor wants people to know he gets the credit...
It’s a heavy earnings week, with results also coming in from Halliburton, 3M, AT&T, Blackstone, and more. On the economic front, we’ll see data on jobs, new-home sales, and industry purchasing activity.
Alphabet reports Q2 2026 earnings on July 22. Most investors going into the print are focused on Search growth and whether Cloud can sustain its acceleration. But Bank of America's latest note highlights something that could make the headline numbers look unusual: an estimated $80 billion boost to ...
Markets face a potentially volatile week as AI bubble fears intensify amid concerns that technology sector repricing has not yet reached equilibrium, coinciding with earnings season ramping dramatically through late July.
The AI race is far from over.
Apple just closed at a record high after a monster run, but the real question is whether the forces driving it higher are durable enough to carry the stock through a gauntlet of legal battles, insider selling, and a looming earnings report that could change everything.
Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market right now.
An endorsement from Buffett makes the Alphabet buy case even more compelling.
Warren Buffett admitted he should have bought Alphabet years ago. Now he's making up for lost time with a $31 billion bet.
The bear case against Alphabet was everywhere two years ago, and the numbers that just printed should have buried it for good. So why does the market keep treating this stock like the threat is still alive?
QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names and bets almost everything on a handful of AI giants. Whether that concentration is a feature or a trap depends on what happens when the usual offsets stop showing up.
Alphabet has become one of Berkshire's biggest investments based on this simple idea.
Deals with Google and Anthropic to rent out computing capacity could generate $26 billion a year.
One stock stands out as the better buy.
Elon Musk's surprising endorsement of Anthropic could quietly strengthen the long-term investment case for both Amazon and Alphabet.
Berkshire Hathaway's new CEO is putting his own stamp on its stock portfolio by tilting it toward a pair of tech giants poised to profit from the AI revolution.
When the "Oracle of Omaha" loads up on a stock, investors should pay attention.
It's yet another reason to be bullish on the stock.
(Bloomberg) -- Moonshot AI has told investors it’s preparing to list in as early as six months, seizing the opportunity to tap capital markets after its latest model upended industry perceptions of China’s burgeoning capabilities and sent global tech stocks reeling.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyTaylor Farms P
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