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Two of the market's hottest artificial intelligence stocks have delivered jaw-dropping gains over the past three years. Palantir Technologies and Alphabet have both become investor darlings as the AI boom reshapes entire industries. While GOOGL stock is up 273% since May 2023, PLTR stock is ...
The stock market keeps climbing walls investors barely seem to notice anymore. The S&P 500 just hit another all-time high, extending a rally that has added nearly 50% since the tariff-driven panic low in April 2025. President Donald Trump’s tax cuts, deregulation push, and pro-business policies embedded in the One Big Beautiful Bill Act have ... The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger
Alphabet and Microsoft are two of the largest companies in the world.
At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.
Investing.com -- NVIDIA chief executive Jensen Huang said on Sunday that artificial intelligence will make intelligence itself a commodity accessible to anyone, from carpenters to shopkeepers, adding that the technology will reach billions of people who have never had access to computing power before.
Berkshire Hathaway (BRK.A, BRK.B) CEO Greg Abel isn’t chasing the AI trade just because everyone else is. In his first annual meeting as Berkshire’s top honcho and Warren Buffett’s successor, he said that the company isn’t treating tech spending or tech stocks as a momentum game. That’s ...
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of
The chipmaker has a strong market opportunity in the near future.
The iPhone maker's business is finally showing signs of life.
The future remains bright for the tech giant.
Alphabet, ticker NasdaqGS:GOOGL, has completed a multicurrency bond offering raising over $17b. The deal includes large euro and Canadian dollar tranches and is aimed at funding AI expansion and infrastructure. The new financing is linked to expected record AI infrastructure and data center spending in 2026. For you as an investor, this funding move sits at the heart of Alphabet's core story as a global technology platform focused on search, cloud, and AI. The decision to issue more than...
For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...
If you can buy only one AI stock this year, Alphabet makes a strong case for itself.
Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
This biotech firm develops therapies for rare pulmonary diseases, leveraging proprietary drug delivery technology in the U.S. market.
Google is dominating in the AI race, and its financials are showing exactly that.
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best American AI Stocks to Buy Now. On May 5, Bloomberg reported that Alphabet raised over $17 billion by selling Euro-denominated bonds and its first Canadian-dollar notes to fund investments in artificial intelligence. According to the report, the company priced €9 billion ($10.5 billion) in euro bonds, citing […]
Veteran investor Cathie Wood is enthusiastic about tech tycoon Elon Musk's SpaceX making Wall Street debut, and is extremely bullish about its demand. In a Bloomberg podcast published on May 6, she said seeds planted two decades ago are now flourishing. A lot of technologies at Musk's companies are ...
The thing that made it truly great up until now is still in place and will likely remain so for the foreseeable future.
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) ... ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?
