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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Alphabet (GOOG/GOOGL) is expected to post robust Q2 results with healthy ad growth and cloud upside
With 62 analysts already piling into Buy ratings and AWS posting its fastest growth in 15 quarters, the real question is whether a looming $200 billion CapEx bill and collapsing free cash flow change the math before Q2 earnings hit on July 30.
Warren Buffett is back on TV, and on CNBC, to be specific. As he left, he would be “going quiet.” As chairman of Berkshire Hathaway (NYSE: BRK-B), he added, “I enjoy the chance to keep in touch with you.” The person to “keep in touch” with is supposed to be the new CEO, Greg Abel. ... Why Is Buffett Back On TV As Berkshire Shares Fall?
U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.
Every hyperscaler renting NVIDIA GPUs pays a steep margin toll on every token processed, but one company quietly built a way around it, and the financial filings are starting to show just how wide that gap is growing.
Based on the average brokerage recommendation (ABR), Alphabet (GOOG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Alphabet (GOOG) Google has received legally binding specifications from the European Commission on i
Every bearish headline about AI spending sends most investors to the sidelines, but one piece of software infrastructure keeps pulling me back to the buy button with growing conviction about where a decade of AI capital is actually flowing.
Alphabet just posted its fourth consecutive EPS beat while growing revenue at 21.8% quarterly, yet the biggest question hanging over GOOGL heading into 2027 is whether its $175 billion spending spree will reward investors or quietly drain the bull case dry.
Investing.com -- Alphabet's Google will be required to open key Android features and share certain search-related data with OpenAI and other artificial intelligence rivals under new European Union rules aimed at curbing the company's market dominance, EU regulators said on Thursday.
Sales teams will stress lower costs and integration
Buffett says he initiated the investment and supports Alphabet's expanding AI spending despite preferring other Berkshire businesses.
The strategy positions Microsoft's models as more cost-effective and efficient.
Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
Warren Buffett rarely offers reservations about a $2 trillion tech giant. That’s why his commentary on CNBC on July 15, 2026 caught our attention. The Berkshire Hathaway chairman revealed he personally initiated Berkshire’s Alphabet (NASDAQ: GOOGL) position, a stake now worth more than $31 billion once you include a separate $10 billion private placement, then ... Warren Buffett Says He Now Likes “Four or Five” Businesses Berkshire Owns More than Alphabet. What Are They?
U.S. trade regulators have launched a probe into Samsung Electronics' memory chips and products sold by Google, Nvidia, Broadcom and Super Micro Computer that use them after a complaint by Netlist alleging infringement of its patents. California-based Netlist has accused Samsung and its U.S. units of infringing its patents on dynamic random access memory, a type of chip that temporarily stores data for processors and is a critical component in the servers powering the AI boom, the U.S. International Trade Commission (USITC) said on Wednesday.
Investing.com -- Citi is projecting a staggering $801 billion in combined 2027 capital expenditure across Alphabet, Meta Platforms, and Amazon, warning that the scale of AI infrastructure spending will push all three hyperscalers into negative free cash flow territory in both 2027 and 2028.
