News

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.

Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.

(Bloomberg) -- Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackStocks Join Bonds Higher as US-Iran Hopes Sink Oil: Markets WrapThe e-commerce and cloud-computin

According to the average brokerage recommendation (ABR), one should invest in Alphabet (GOOG). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

SpaceX reported second quarter results on Tuesday that topped estimates— its first report as a public company.

Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.

Stock Market Today: The Dow Jones index rallied 600 points Monday after Trump called off new U.S. strikes on Iran. Oil prices plunged.

Revenue, iPhone, and Mac all set June quarter records; what sent the stock down was the September quarter guide and an open-ended memory cost.

Artificial intelligence is carrying this tech giant into a new era.

SoundHound AI has built something rare in the voice-AI space: a platform that major automakers, restaurant chains, banks, and smart TV brands all depend on. Now, with shares down sharply and a transformative merger pending, several trillion-dollar companies have real reasons to consider writing a check.

Increasing global energy demand and improvements in drilling technology have driven oil and gas majors to invest in geothermal.

Is it truly possible that artificial intelligence, the very technological wave promised to unlock trillions in enterprise productivity, could end up upending Oracle (ORCL), the staid, unshakeable, fifty-year-old titan of relational enterprise databases? The company that has quietly powered global banking, enterprise logistics, and government administration for half a century is now carrying a very different kind of balance sheet, one built on server racks, liquid cooling pipes, and high-interest

A new wrongful death lawsuit has been filed against several tech companies, including Alphabet's YouTube. The complaint alleges that social media platforms knowingly targeted minors and concealed risks linked to child deaths. The case focuses on internal company behavior and platform oversight rather than typical shareholder or privacy issues. Alphabet, which trades on the NasdaqGS under the ticker NasdaqGS:GOOGL, is under fresh scrutiny as this lawsuit raises questions about YouTube's...

Goldman Sachs Says Strong Earnings Could Rescue the AI Trade

Major cloud companies all reported stellar growth, paving the way for more AI spending.

Big Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund climbed 1.

The artificial intelligence boom has powered some of Wall Street’s biggest winners this year. But Strategy Inc Executive Chairman Michael Saylor believes it is also creating an overlooked challenge for Bitcoin. Speaking on Strategy’s second-quarter earnings call, Saylor argued that...

Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.

The Oracle of Omaha's understudy cut Berkshire Hathaway's Chevron stake by 35% in favor of a company with a foundational sustainable moat and serious artificial intelligence (AI) ambitions.

Microsoft, Amazon and Alphabet's have been highlighted in this Earnings Preview article.

As hyperscalers scale out distributed AI factories, high-speed optical networking infrastructure becomes a vital link that prevents high-cost GPU clusters from going idle.

The IPO stock was fast-tracked into the tech index on July 7.

Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...

Berkshire Hathaway CEO Greg Abel makes his bet on which company will be a leader in AI.

Even if Alphabet is worth $4.1 trillion, Berkshire's investments indicate it sees it as undervalued.

NVIDIA and Alphabet both rode the AI wave to blockbuster quarters, but their financials tell two stories so different they raise a harder question: which business model actually wins when the buildout slows?

Meta just got crushed on a quarter where ad revenue grew nearly 28% year over year, and the gap between that selloff and the stock's actual fundamentals is creating one of the more compelling setups in large-cap tech right now.

This company is one of the leading players in the AI race.