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Alphabet (GOOGL) closed at $366.46 in the latest trading session, marking a +1.82% move from the prior day.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 5.7% in the morning session after the company published a blog post highlighting major progress in AI-powered spam detection, the latest datapoint feeding a broader repricing of its AI-data licensing potential.

You don't have to trade Alphabet and Amazon to make money.

Orchestration refers to coordinating tasks across different AI models. It’s taking on new importance as enterprises grow cautious with AI budgets.

The cloud company finally made it to a major stock index, so why did investors hit the sell button.

Alphabet has been one of the best tech stocks to own over the past year.

Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why

Trip Chowdhry of Global Equities Research is calling for massive upside in Intel stock.

Amazon could start selling its Trainium chips to third-party customers in the near future.

Meta Platforms (NASDAQ:META) has spent the year getting punished for the exact strategy that may end up minting money. Meta runs the largest advertising machine outside of Google, powered by Facebook, Instagram, WhatsApp, Threads, and Messenger, and has quietly become one of the most aggressive infrastructure builders on the planet. Full-year 2025 capex hit $69.7 ... Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook

Tesla Shares Rise as Robotaxi Service Expands Into Miami

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Meta wants to become more like its hyperscaler peers.

NVIDIA (NASDAQ:NVDA) owns the AI compute market, but every major customer is spending billions to buy less of what it sells. NVIDIA carries a $4.75 trillion market cap and sits between a 52-week low of $158.18 and a high of $236.26. Q1 FY27 revenue came in at $81.61 billion, up 85.2% year over year, with ... Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.

The First Trust Nasdaq Cybersecurity ETF pushed toward its first record close in over a month Monday — with CrowdStrike, JFrog, Palo Alto Networks, and Fortinet all notching intraday record highs.

Excitement has cooled this year around some of the biggest names in tech.

OUSD could represent an existential threat to USDC.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Meta's AI cloud story may be bigger than ads

Berkshire Hathaway has steadily turned Alphabet into a major position over the last couple of quarters.

Broadcom will supply Apple with custom application-specific integrated circuits, known as ASICs, through 2031, it said in a securities filing. Broadcom stock rose 4.1% to $375.13 on Monday. Apple has been one of Broadcom’s leading customers since 2010, notably buying hardware to assist with wireless connectivity.

Steve Jobs, the co-founder, long-time CEO of Apple (NASDAQ: AAPL), and the heart and soul of the company, died in 2011. If he were alive, he would watch his handpicked CEO, Tim Cook, retire. Cook did almost everything right for Apple’s shareholders. But he did little to change the company’s products. The iPhone was first ... What Would Steve Jobs Do Today?

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.

TSLA's Miami robotaxi launch expands its autonomous ride-hailing footprint to three states, but its 2026 unsupervised driving goal remains a long way off.

Borrowing from Barron’s, the newspaper reported that Deutsche Bank’s Adrian Cox, concerned about the IPO pace of OpenAI and Anthropic, wrote, “They and their peers need to strike while the iron is hot to secure computing power, distribution and capital.” He is worried that if investors begin to lose patience with AI’s revenue prospects, access ... Open AI Should “Strike While The Iron Is Hot”

Meta stock is down 10% as big investors sell and buy Google instead, with a rising AI spending bill raising risk before July 29 earnings.

The "Magnificent Seven" stocks haven't done very well in recent months.

Taiwan Semiconductor is one of the top AI stocks available.

Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market ‌gains are broadening, with investors likely to turn toward ‌AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated ​Monday, the brokerage said hyperscalers — an industry term for tech companies that are spending big on data centers — could benefit from a rotation away from semiconductor stocks as the AI cycle shifts. Although the ‌likes of Alphabet ⁠and Amazon have committed billions to scale up their AI infrastructure, skyrocketing the share prices of semiconductor ⁠companies, clear evidence that AI products can generate returns that justify the spending is yet to be seen.

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.