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If You Think Alphabet’s AI Spending Is High Now, Just Wait for 2028
Barrons.com39d agoneutral
If You Think Alphabet’s AI Spending Is High Now, Just Wait for 2028

Google parent Alphabet has been going all-in on AI spending and it has tested some investors’ nerves, especially after a sizeable equity raise earlier in June to fund upcoming capital expenditures. It’s a prime example of how Big Tech’s AI ambitions are outstripping operating cash flows and forcing companies to tap debt and equity markets. On the heels of Alphabet’s $85 billion offering, Morgan Stanley believes Wall Street should brace itself for the company to spend $375 billion in 2028.

U.S. approach to regulation of AI is problematic, Sixth Street's Chavez says
Reuters39d agoneutral
U.S. approach to regulation of AI is problematic, Sixth Street's Chavez says

The United States' regulation of artificial intelligence is problematic and inconsistent, Martin Chavez, vice chairman at ‌investment firm Sixth Street, told Reuters on Tuesday. Speaking at the Reuters Momentum ‌AI London event, Chavez criticised the current U.S. approach of regulating each new AI model's ​release individually, citing a lack of transparency on how decisions are made and who is making them. The outspoken remarks from a technology and financial industry veteran, who is also a member of the board of Google owner Alphabet ‌Inc, echoed growing concerns ⁠about how the lack of a level playing field in AI regulation could increase risks.

This Week In Cloud AI - AI-Powered Attacks Highlight Gaps In Cloud Security Strategies
Simply Wall St.39d agoneutral
This Week In Cloud AI - AI-Powered Attacks Highlight Gaps In Cloud Security Strategies

Recent research by Skyhawk Security highlights a significant security concern within cloud AI environments, demonstrating how their AI Autonomous Attack Simulation was able to take control of a company's AWS organization in mere seconds. The simulation revealed a critical cloud security blind spot where a chain of legitimate configurations can be exploited to gain full organizational control, challenging traditional security measures. Despite the target company adhering to best practices in...

Why the Dow’s Tech Revolution Is a Blessing and a Curse
Barrons.com39d agoneutral
Why the Dow’s Tech Revolution Is a Blessing and a Curse

If the Dow’s ascent to 52,000 were a World Cup match, then Alphabet involvement was akin to a soccer player being substituted on in the final moments and scoring the fourth goal in a 4-0 win. After a stellar debut, Alphabet will be an important part of the squad moving forward. Its inclusion means the Dow now contains five of the so-called Magnificent Seven—alongside Microsoft Amazon Apple and Nvidia That inevitably raises questions about whether the index is becoming too tech-heavy.

Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More
24/7 Wall St.39d agoneutral
Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Pre-Market Stock Futures: Futures are trading higher after a big start to the holiday-shortened trading week, which saw every index trade higher, after the small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq ... Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk
24/7 Wall St.39d agoneutral
Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Trade tensions appeared to cool after the U.S. and European Union reached a trade agreement capping most EU exports to the U.S. with a 15% tariff ceiling. For investors, that looked like a welcome step toward greater certainty after months of tariff negotiations. Yet trade policy rarely stays settled for long. President Trump has now ... Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Bloomberg39d agoneutral
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St