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Why Netflix is a lot less 'compelling' than these 2 media stocks
Yahoo Finance Video22d agoneutralVIDEO
Why Netflix is a lot less 'compelling' than these 2 media stocks

Netflix (NFLX) will report its second quarter earnings results on Thursday after the closing bell. Globalt Investments senior portfolio manager Thomas Martin and Sevens Report Research founder Tom Essaye chat with Yahoo Finance Executive Editor Brian Sozzi about why Netflix isn't a compelling buy in the media/entertainment space.

Oracle shares gain after report it leads race for Japanese government cloud contract (ORCL)
InvestorsHub23d agoneutral
Oracle shares gain after report it leads race for Japanese government cloud contract (ORCL)

Oracle (NYSE:ORCL) shares moved higher in premarket trading on Monday after a report suggested the company is leading the competition to provide cloud infrastructure services to the Japanese government. Oracle reportedly ahead in bidding processAccording to a Financial Times report citing seven people familiar with the discussions, Oracle is currently ahead of Amazon Web Services, Microsoft and Google in negotiations over the potential contract.

Google urges EU top court to back ruling scrapping $1.7 billion antitrust fine
Reuters23d agoneutral
Google urges EU top court to back ruling scrapping $1.7 billion antitrust fine

Alphabet unit Google on Wednesday urged Europe's top court to dismiss EU antitrust regulators' appeal ‌against a lower court ruling that scrapped a €1.49 billion ($1.7 billion) fine, saying ‌the regulators' arguments were flawed. The dispute reached the Court of Justice of the European Union ​after regulators appealed a 2024 General Court ruling that annulled the fine imposed on Google in 2019. The lower court cited errors in the European Commission's assessment of the case.

How Alphabet (GOOGL) Is Leveraging Its Scale to Fund the Next Phase of AI and Cloud Infrastructure Growth
Insider Monkey23d agoneutral
How Alphabet (GOOGL) Is Leveraging Its Scale to Fund the Next Phase of AI and Cloud Infrastructure Growth

Alphabet Inc. (NASDAQ:GOOGL) is one of the high-growth wide-moat stocks to buy. In early June, Alphabet announced an $84.75 billion equity capital raise to expand AI infrastructure and computing capacity. Reuters reported that the company increased the offering after strong demand, while also raising its planned 2026 capital spending range to between $180 billion and […]

Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations
Insider Monkey23d agobullish
Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations

With 265 hedge funds holding stakes in the stock, Alphabet Inc. (NASDAQ:GOOGL) is among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations. On July 10, Zillow Group announced that Zillow Rentals is now available as a connected application within Alphabet Inc. (NASDAQ:GOOGL)’s Google Gemini and Gemini Spark, making it the only real estate platform […]

Bloomberg23d agoneutral
ASML Raises Full-Year Outlook as AI Boosts Demand at Chipmakers

(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov

Blockbuster Stock Sales Are Threatening to Overwhelm the Bull Market
The Wall Street Journal23d agoneutral
Blockbuster Stock Sales Are Threatening to Overwhelm the Bull Market

The rush for cash by some of the world’s largest companies is putting the long bull market at risk. SpaceX’s record $75 billion public offering. Investors have been cheering the raging bull market for years—three years and nine months, to be precise—with the S&P 500 having more than doubled during that period.

Should UK Search Data Portability Rules For Google Reshape Alphabet’s Competitive Moat (GOOGL) Narrative?
Simply Wall St.23d agoneutral
Should UK Search Data Portability Rules For Google Reshape Alphabet’s Competitive Moat (GOOGL) Narrative?

Earlier this month, the UK Competition and Markets Authority imposed new conduct requirements on Google’s search business, ordering more transparent, non-discriminatory ranking practices and legally mandating data portability so UK users can move their search data to authorised third parties within three to six months. By forcing clearer ranking criteria and user-controlled data sharing, UK regulators are directly challenging Google’s search moat and opening the door for rival services built...