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Dow Jones goes in hard on Verizon
TheStreet42d agoneutral
Dow Jones goes in hard on Verizon

Verizon joined the Dow Jones Industrial Average in 2004, when AT&T was removed and the index needed a new telecommunications name. It held that seat for 22 years. S&P Dow Jones Indices revealed on June 23 that the seat now belongs to someone else. Alphabet (GOOGL) will replace Verizon ...

Investing.com42d agoneutral
How did the hyperscalers do in 1Q26?

Investing.com -- Bernstein said Google Cloud has emerged as the leading AI cloud platform after a strong first quarter, with accelerating cloud growth and rising profitability helping it pull ahead of rivals in incremental cloud revenue despite continued heavy spending on AI infrastructure.

Alphabet (GOOGL) Loses More Gemini Talent To Anthropic And OpenAI
Simply Wall St.42d agoneutral
Alphabet (GOOGL) Loses More Gemini Talent To Anthropic And OpenAI

Alphabet NasdaqGS:GOOGL is seeing a series of senior AI researchers leave, including core Gemini contributors Jonas Adler and Alexander Pritzel, to rival Anthropic. The departures follow the recent exits of Noam Shazeer to OpenAI and John Jumper to Anthropic, all occurring within days of each other. This cluster of moves affects teams linked to Gemini and DeepMind at a time when generative AI competition with Anthropic and OpenAI is intensifying. Alphabet, the parent of Google, sits at the...

American Airlines (AAL) Brings Starlink To 500 Planes And Signs Google Fuel Deal
Simply Wall St.42d agoneutral
American Airlines (AAL) Brings Starlink To 500 Planes And Signs Google Fuel Deal

American Airlines Group announced plans to equip over 500 aircraft with SpaceX Starlink high-speed in-flight Wi-Fi starting in 2027. The company also entered a three-year sustainable aviation fuel partnership with Google to support emissions reduction efforts. These moves aim to improve passenger connectivity and deepen American Airlines' corporate relationships around sustainability. American Airlines Group, traded as NasdaqGS:AAL, is tying major technology and sustainability decisions...

Uber (UBER) Shares Skyrocket, What You Need To Know
StockStory42d agoneutral
Uber (UBER) Shares Skyrocket, What You Need To Know

Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER) jumped 5.6% in the afternoon session after an analyst at Citizens reiterated a "Market Outperform" rating and a $100 price target on the stock, citing growth momentum.

VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
24/7 Wall St.43d agoneutral
VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its headline 2026 predictions. The interesting part is what investors think they own when they buy VOO versus what is actually sitting inside the ... VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

Virgin Galactic Rises 13%, AST SpaceMobile Jumps 9%, Rocket Lab Climbs 5%: Is This a Re-Rotation Out of SpaceX?
24/7 Wall St.43d agobullish
Virgin Galactic Rises 13%, AST SpaceMobile Jumps 9%, Rocket Lab Climbs 5%: Is This a Re-Rotation Out of SpaceX?

Space stocks are catching a bid in Friday midday trading. Virgin Galactic (NYSE:SPCE) stock is up 13% to $2.83, AST SpaceMobile (NASDAQ:ASTS) stock is up 9% to $71.72, and Rocket Lab (NASDAQ:RKLB) stock is up 5% to $84.40. The synchronized move has reignited a familiar debate on trading desks and financial social media. The question ... Virgin Galactic Rises 13%, AST SpaceMobile Jumps 9%, Rocket Lab Climbs 5%: Is This a Re-Rotation Out of SpaceX?

A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next
24/7 Wall St.43d agoneutral
A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of their eggs into the AI, a sort of high growth hyperscaler basket, was maybe not the best idea over the past couple of ... A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Investing.com43d agoneutral
Trump threatens 100% tariff on goods from nations with digital tax

Investing.com -- President Donald Trump said on Friday that the United States will impose a 100% tariff on all imports from countries that levy digital services taxes on American companies, escalating tensions over taxation of U.S. technology firms. In a post on Truth Social, Trump said several European countries are considering digital services taxes and warned that any nation adopting such measures would face immediate 100% tariffs on all goods exported to the United States, and adding that th

The Strain Inside Palantir Stock
Trefis43d agoneutral
The Strain Inside Palantir Stock

For anyone holding Palantir (PLTR) stock, the numbers can feel like a paradox. The company just posted 85% year-over-year revenue growth, yet the stock has been under pressure, falling 25% over the past 12 months. Rather than a sign that the market is blind, this indicates investors are grappling with a single, difficult question: can Palantir’s specialized, high-intensity model actually scale to meet the opportunity it has created.

OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On
24/7 Wall St.43d agoneutral
OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay private? The reporters laid out a clock that is mostly running on revenue physics. Anthropic’s revenue is up roughly 4x from last year, ... OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

From models to studios: how AI video investment is evolving
Pitchbook43d agoneutral
From models to studios: how AI video investment is evolving

Chloe Ladwig/PitchBook News Billions of dollars are flowing into AI video generation, and the market is just getting started. In the past five years, investment in startups developing AI video and media tech has more than tripled, according to PitchBook data. Funding this year is already at its highest level yet, with $5.6 billion invested, up over 43% from 2025’s annual total. Startups building video-generation models have captured most VC dollars, converging around a clutch of well-funded comp