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Bloomberg33d agoneutral
ByteDance, Alibaba Pull AI Companions as Beijing Tightens Rules

(Bloomberg) -- ByteDance Ltd. and Alibaba Group Holding Ltd. are pulling the plug on features that let users build and chat with AI companions, preparing for new Chinese regulations governing human interactions with artificial intelligence.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests Af

Anthropic Strengthens Alphabet Inc. (GOOGL)’s Google Cloud Positioning in Enterprise AI Development
Insider Monkey33d agoneutral
Anthropic Strengthens Alphabet Inc. (GOOGL)’s Google Cloud Positioning in Enterprise AI Development

Alphabet Inc. (NASDAQ:GOOGL) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 30, Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud’s positioning in enterprise AI development received significant support from Anthropic. Anthropic launched Claude Apps Gateway for Google Cloud and Amazon Bedrock, a development that centralizes policies, enables role-based access, and […]

Here’s Why Meta Platforms, Inc. (META) is Restricting Engineers from Using Anthropic’s Claude
Insider Monkey33d agoneutral
Here’s Why Meta Platforms, Inc. (META) is Restricting Engineers from Using Anthropic’s Claude

Meta Platforms, Inc. (NASDAQ:META) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 29, reports emerged indicating Meta Platforms, Inc. (NASDAQ:META) is restricting its engineers from using Anthropic’s Claude Code and OpenAI’s Codex. The restriction comes amid concerns that outputs from the AI tools could end up in […]

Investing.com33d agoneutral
Analyst shares 5 takes on the Neocloud vs Hyperscaler opportunities for Meta

Inveting.com -- Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers two potential offerings, a hosted API/model access service comparable to AWS Bedrock and a neocloud-like raw silicon offering, Morgan Stanley analysts offer 5 takes exploring the monetisation pathways and potential of META’s announcement.

Alphabet (GOOGL) Faces Final €4.1b Android Antitrust Ruling In Europe
Simply Wall St.33d agoneutral
Alphabet (GOOGL) Faces Final €4.1b Android Antitrust Ruling In Europe

European Court of Justice upholds a €4.1b antitrust fine against Alphabet on its Android practices. Ruling is final and concludes a multi year legal dispute over Android market dominance in Europe. Decision increases regulatory pressure on Alphabet's core search and mobile ecosystems globally. For investors tracking Alphabet, ticker NasdaqGS:GOOGL, this ruling directly touches the foundations of its Android, search, and app distribution businesses. Alphabet runs one of the most widely used...

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap
24/7 Wall St.33d agoneutral
The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

This Is the One AI Stock I Can’t Stop Buying
24/7 Wall St.33d agobullish
This Is the One AI Stock I Can’t Stop Buying

I keep buying Alphabet (NASDAQ:GOOG) because every quarter it hands me a new reason to. This is the one AI position where the receipts arrive on schedule, the moat is visible in the numbers, and the price still lets me add without holding my nose. I am compounding into a business that is now printing ... This Is the One AI Stock I Can’t Stop Buying

Alphabet Inc. (GOOGL) Shares Up Significantly After Jim Cramer Praised The Firm
Insider Monkey33d agoneutral
Alphabet Inc. (GOOGL) Shares Up Significantly After Jim Cramer Praised The Firm

We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Since the start of 2025, Jim Cramer has markedly changed his opinion about technology giant Alphabet Inc. (NASDAQ:GOOGL). Early in 2025, the CNBC […]

Bloomberg33d agoneutral
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand

(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels
24/7 Wall St.34d agobullish
Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Reddit (RDDT) Eyes Higher AI Data Fees And Launches Shopping Ad Tools
Simply Wall St.34d agoneutral
Reddit (RDDT) Eyes Higher AI Data Fees And Launches Shopping Ad Tools

Reddit expands its AI data licensing arrangements with Google and OpenAI, signaling an intent to push for higher pricing in upcoming renewals. The company introduces new advertising tools aimed at shopping research and product discovery, launched around the Cannes Lions festival. These moves seek to turn Reddit’s community conversations into monetizable signals for both AI training and commerce-focused advertisers. Reddit (NYSE: RDDT) is drawing attention as it leans further into AI data...

Argus Maintains Buy Rating on Alphabet (GOOGL) Stock
Insider Monkey34d agobullish
Argus Maintains Buy Rating on Alphabet (GOOGL) Stock

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best AI and Technology Stocks to Buy Now. On June 23, Argus maintained a “Buy” rating and a price objective of $440 on the company’s stock. Notably, the company reported healthy results with evidence that investments made towards compute infrastructure and generative AI are yielding results. As per the analyst, […]

Why Alphabet Inc (GOOGL) Is Rationing Gemini Access for Customers
Insider Monkey34d agoneutral
Why Alphabet Inc (GOOGL) Is Rationing Gemini Access for Customers

Alphabet Inc (NASDAQ:GOOGL) is one of Peconic Partners’ stock picks. Some 265 hedge funds are backing Alphabet stock. Over the past year, Alphabet shares have more than doubled, and analysts continue to see upside potential in the shares. Demand for Alphabet Inc (NASDAQ:GOOGL)’s Gemini AI model is outpacing supply so much that the company has […]

$750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?
24/7 Wall St.34d agobullish
$750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?

The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), and Oracle (NYSE:ORCL). The evidence sits in three data points from the most recent quarterly filings. NVIDIA’s Q2 FY2027 revenue guide of $91.0 billion, Alphabet’s 2026 capex guide ... $750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?