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Who will be the AI trade's real winners: The makers vs. the takers?
Yahoo Finance Video31d agoneutralVIDEO
Who will be the AI trade's real winners: The makers vs. the takers?

Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.

Amazon aims to raise $25 billion from bond sale, Bloomberg News reports
Reuters31d agoneutral
Amazon aims to raise $25 billion from bond sale, Bloomberg News reports

Amazon.com is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg ‌News reported on Tuesday, in the company's latest push ‌to fund its hefty AI investments. Tech companies have been tapping debt markets and ​launching equity sales to fund their costly AI infrastructure build-out. Big Tech, including Amazon, Alphabet, Microsoft and Meta, are expected to spend more than $700 billion on AI this year.

This Week In Cloud AI - Generative AI Revolutionizing Customer Experience Market Growth
Simply Wall St.31d agoneutral
This Week In Cloud AI - Generative AI Revolutionizing Customer Experience Market Growth

The generative AI in customer services market is experiencing substantial growth, with its size expected to escalate from $0.66 billion in 2025 to $1.95 billion by 2030. Key market drivers include the integration of generative AI into CRM platforms, increased customer expectations for immediacy, and the adoption of hybrid cloud AI solutions. Notable advancements such as AI-driven self-service, predictive customer interaction analytics, and real-time sentiment detection are reshaping the...

Germany's Proxima Fusion secures $2.7B valuation as Google backs Europe's reactor race
Pitchbook31d agoneutral
Germany's Proxima Fusion secures $2.7B valuation as Google backs Europe's reactor race

Proxima Fusion co-founder and CEO Francesco Sciortino Image courtesy of Proxima Fusion Energy startup Proxima Fusion has raised €411 million from an investor group that includes Google and German energy giant RWE, to build Europe’s first commercial fusion reactor. The deal, which values Proxima at €2.4 billion (about $2.7 billion), is the largest in a series of VC energy deals in Europe this year, driven by the continent’s push for energy sovereignty. XTX Ventures and East X Ventures led the rou

SpaceX Joins the Nasdaq-100. What the Fast-Track Addition Means for the Stock.
Barrons.com31d agobearish
SpaceX Joins the Nasdaq-100. What the Fast-Track Addition Means for the Stock.

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Is Google Cloud Officially Driving the Train?
Trefis31d agoneutral
Is Google Cloud Officially Driving the Train?

Let’s be honest. When a stock you own doubles, you feel like a genius. When it’s a behemoth like Alphabet (GOOGL), and it returns +105% in a year, you might wonder if you’ve misread the chart. You haven’t. Over the past 12 months, while the S&P 500 gained a respectable 21%, Alphabet left it in the dust. It also trounced its mega-cap peers; Microsoft (MSFT) stock returned -21.9%, and Meta Platforms (META) returned -16.2% over the same period.

Bloomberg31d agoneutral
Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc

Will Someone Finally Blink in the AI Spending War?
The Wall Street Journal31d agoneutral
Will Someone Finally Blink in the AI Spending War?

Big tech reining in its AI spending may be a tantalizing prospect for some. Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft Amazon com and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

SpaceX Is in the Nasdaq-100, Now Brace for Volatility
Barrons.com31d agoneutral
SpaceX Is in the Nasdaq-100, Now Brace for Volatility

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the Nasdaq-100, one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.

Google, RWE back Proxima Fusion in €411 million financing round
Reuters31d agoneutral
Google, RWE back Proxima Fusion in €411 million financing round

Magnetic fusion start-up Proxima Fusion has raised €411 million ($469.69 million) from investors ‌including Alphabet's Google and German utility RWE ‌as part of a financing round, the Munich-based start-up ​said on Tuesday. • "Proxima's financing demonstrates that Europe can not only invent breakthrough technologies, but also build globally competitive companies around them," Francesco Sciortino, Proxima ‌Fusion's chief executive, ⁠said in a statement • The round was led by XTX Ventures and East ⁠X Ventures, with RWE and Google as strategic investors, the company said • It added that ​the financing ​round brings Proxima Fusion's ​valuation to €2.4 billion ($2.7 ‌billion) • German utility com...

AI Giants Are Handing Out Tons of Free Computing Power to Grab Startup Share
The Wall Street Journal32d agoneutral
AI Giants Are Handing Out Tons of Free Computing Power to Grab Startup Share

Hans Ibarra, a founder building an AI-voice startup, has found himself on the receiving end of a big opportunity: Top artificial-intelligence companies such as OpenAI, Anthropic and others desperate to win his business are ramping up discounts. Across Silicon Valley, startup founders like Ibarra are enjoying a wave of computing credits and fielding competing offers from AI-model makers racing to land new enterprise customers. The offers from growing AI-sales armies at companies such as OpenAI and Anthropic are so rich that some early-stage startup founders say they won’t need to raise money as soon as they expected, and others have been able to play AI companies off one another.

This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year
24/7 Wall St.32d agoneutral
This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year

An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year