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Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.
Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D
SpaceX's post-IPO pullback comes as Starlink profits rise, AI revenues surge and Starship advances toward an orbital test.
Duquesne Family Office's billionaire boss was a busy bee in the artificial intelligence (AI) arena during the second quarter.
YouTube has tapped Amazon.com Inc. as its newest affiliate partner in YouTube Shopping, part of the video giant’s push to prioritize e-commerce as one of its next big bets.
Geothermal company Fervo Energy has signed a major deal to sell power to Alphabet Google from a Utah project that it plans to turn into the world’s largest enhanced geothermal facility. The agreement for nearly 400 megawatts of electricity is enough to power a midsize city and would be Fervo’s largest-ever power deal. Fervo plans to begin selling power to Google in 2028 from its Cape Station project in southwestern Utah.
Meta may have just rewritten the rules its rivals must follow.
AMZN stock dropped on Monday after a Wall Street Journal report said the FTC plans to sue the company over how it prices ads on its retail site.
Investing.com -- Amazon.com Inc shares fell 2.8% on Monday following a report by the Wall Street Journal that the Federal Trade Commission will file a lawsuit against the company over allegations related to its advertising pricing practices.
Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.
Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.
The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.
Across S&P 500 companies, per-share earnings soared 53% in the second quarter from a year earlier, while sales rose nearly 16%, according to data from LSEG. Investment gains from tech giants Amazon.com and Alphabet added fuel to the big earnings surge.
Here’s what could happen to ESTC shares next.
Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.
Marvell Stock Crashes Below Key Support After 10% Selloff
Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.
Marvell Technology stock fell below a key support level on Friday after the chipmaker's fiscal second-quarter earnings report.
Klein's bullish thesis rests on a convergence of deeply negative sentiment, a near-unbroken historical earnings track record, and an expectation that CEO Hock Tan will directly confront the dominant bear narrative on the call. Broadcom is the most direct publicly traded expression of the custom ASIC AI chip debate — the market's current verdict on whether Google's in-house chip development will erode AVGO's hyperscaler revenue is weighing visibly on the stock.
A stronger forecast comes with one important valuation catch
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
The company is changing how it enforces its site reputation policy within the European Economic Area, to appease regulators and avoid a potentially hefty fine.
Marvell Technology (NASDAQ:MRVL) shares fell 7. 9% in pre-market trading after the chipmaker reported fiscal second-quarter results that exceeded revenue and earnings expectations and raised its full-year outlook.
The U.S. Federal Trade Commission (FTC) is reportedly investigating Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) YouTube for a potential violation of consumer protection laws after it suspended users’ accounts. What the FTC Is Investigating The antitrust regulator has been probing YouTube since last year and is in the final stages of preparing a potential lawsuit, Bloomberg News reported, citing people familiar with the probe. The investigation is looking into whether YouTube may have misled use
The U.S Federal Trade Commission (FTC) is reportedly in the final stages of a probe into whether YouTube’s content policies misled users and violated consumer protection laws.
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