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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

Tesla's Robotaxi Math Doesn't Work With Human Safety Drivers, Gary Black Says
Benzinga39d agoneutral
Tesla's Robotaxi Math Doesn't Work With Human Safety Drivers, Gary Black Says

Investor Gary Black of The Future Fund LLC thinks that Tesla Inc.‘s (NASDAQ:TSLA) Robotaxis with a human safety driver on board cost more than rivals like Alphabet Inc.-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo, as well as Baidu Inc.‘s (NASDAQ:BIDU) Apollo Go Robotaxi and Amazon.com Inc.‘s (NASDAQ:AMZN) Zoox. Human Safety Drivers Cost More On Monday, user James Stephenson responded to Black by quoting an older reply by Stephenson where he argued that an autonomous car with a safety driver was st

UK regulator proposes easing Apple, Google app store payment rules
Reuters39d agoneutral
UK regulator proposes easing Apple, Google app store payment rules

Britain's competition regulator on Tuesday proposed allowing app developers to steer ‌users to alternative payment options outside Apple ‌and Google's app stores to cut fees and boost competition. The ​Competition and Markets Authority said the proposals would remove restrictions that currently prevent UK developers from directing users to off-platform payment options, which are banned ‌by Apple and ⁠restricted by Google.

Alphabet (GOOGL) Stock After 102% Annual Gain Is There Still Upside Potential
Simply Wall St.39d agoneutral
Alphabet (GOOGL) Stock After 102% Annual Gain Is There Still Upside Potential

Some investors may be wondering whether Alphabet stock still offers value after its strong run, or if most of the easy gains are already behind it. The share price closed at US$353.65, reflecting a 2.2% gain over the last 7 days, a 12.2% return year to date, and a 101.7% return over the past year, while the last 30 days were softer with the stock down 7.0%. Recent coverage has focused on Alphabet's ongoing role in artificial intelligence and digital advertising, along with market reactions...

Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030
24/7 Wall St.39d agoneutral
Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU) could be worth roughly four times its current price. However, if ... Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

Review & Preview: 52,000
Barrons.com39d agoneutral
Review & Preview: 52,000

After months of waiting, the Supreme Court finally issued a ruling on Monday that rejected Trump’s bid to fire a sitting member of the Federal Reserve. The decision, which was widely expected, didn’t move markets much. The Nasdaq Composite Index closed up 2.1%.

Bloomberg39d agoneutral
House Passes Online Safety Bill as Senate Eyes Stricter Push

(Bloomberg) -- The House on Monday passed legislation to require new online safety protections for children, a sign of growing momentum in Washington to address a widespread concern among US parents even as the measure sets up a clash with senators seeking stronger safeguards.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Le

Dow Hits Record as Tech Starts Week Strong
The Wall Street Journal39d agoneutral
Dow Hits Record as Tech Starts Week Strong

The Dow Jones Industrial Average topped 52000 for the first time on Monday, highlighting investors’ increasing demand for stocks at the heart of the American economy. One major contributor was Alphabet which rose 4.8% to lead gains on the Google-parent’s first day as one of the blue-chip index’s 30 components.

Uber, Waymo end robotaxi partnership in Phoenix
Reuters39d agobullish
Uber, Waymo end robotaxi partnership in Phoenix

Uber and Alphabet's Waymo have ended their self-driving ‌partnership in Phoenix, Arizona, as the ride-hailing ‌giant prepares to launch a new autonomous vehicle collaboration ​in the city. Under the partnership struck in 2023, Uber had integrated Waymo's autonomous vehicles into its ride-hailing and food delivery platforms. A Waymo spokesperson ‌said that ⁠vehicles used for the pilot program have already been integrated back into its ⁠own Phoenix fleet, where they remain available through its app.

Dow Addition And $85 Billion AI Bet Could Be A Game Changer For Alphabet (GOOGL)
Simply Wall St.39d agoneutral
Dow Addition And $85 Billion AI Bet Could Be A Game Changer For Alphabet (GOOGL)

Alphabet recently joined the Dow Jones Industrial Average, replacing Verizon and expanding the index’s exposure to digital advertising, cloud computing, and artificial intelligence through its diversified businesses. This elevation into the blue-chip benchmark has sharpened attention on Alphabet’s heavy AI and cloud investments, including its very large recent US$85.00 billion capital raise to fund data center and compute capacity. We’ll now examine how Alphabet’s entry into the Dow,...

Here Are Tuesday’s Best Wall Street Analyst Research Calls:
24/7 Wall St.39d agoneutral
Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Pre-Market Stock Futures: Futures are trading flat after a big start to the holiday-shortened trading week, which saw every index trade higher. 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:

Alphabet shares 'a good value play', analyst says
Reuters Videos39d agoneutralVIDEO
Alphabet shares 'a good value play', analyst says

<body><p>STORY: "A lot of people are kind of worried about their spending habits" regarding AI, Lang said, "but I think today is a good day. On June 29th, I think the stock is turning around here."</p><p>Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones Industrial Average, replacing Verizon Communications, and immediately ranking among its most influential members.</p><p>"And look, I mean, they came in with really strong earnings the last couple of quarters in April and in January," Lang noted. "And I don't think that that's going to reverse to the downside. And I think people are picking up Alphabet, Google here as a bargain right now coming into the next quarter, which they will report towards the end of July."</p></body>