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Galloway’s Defense of Apple’s Cash Choice On the latest Prof G Markets, Scott Galloway defended Apple (NASDAQ: AAPL) for authorizing a fresh $100 billion share repurchase while peers spend record sums on AI infrastructure. He framed Apple as the owner of “custody of the billion most important consumers in the world and wealthiest” and predicted ... Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers

Nvidia shares look cheap, no?

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

The former Bitcoin miner reports steeper-than-expected losses in the first quarter as it transitions to developing AI data centers.

RBC sees a “two-speed” economy boosting tech, which could take the benchmark 10% higher over the next year.

EU regulators are giving Alphabet's Google a little bit ‌more time to sooth their concerns ‌after a previous proposal from the company fell short, ​the European Commission said on Friday. "Google is engaging with the Commission to defend itself and in other in order to offer a ‌solution that really ⁠addresses the concerns that were raised in the case and in the ⁠preliminary findings," Commission spokesperson Thomas Regnier told a daily news conference. The ​Commission, which acts as ​the EU competition ​enforcer, has charged Google with ‌breaching the Digital Markets Act, ​which aims ​to rein in the power of Big Tech, and is in the midst ​of finalising ‌its decision that could include a fine ​against Google.

Alphabet Inc. (NASDAQ:GOOGL) is one of the best stocks to buy for the next 15 years. On May 7, OTB Group, the parent company of fashion houses such as Diesel & Maison Margiela, partnered with Alphabet’s Google Cloud to launch a hyper-personalized shopping experience powered by GenAI. Using Google Cloud’s Virtual Try-On API, the initiative […]

The Silicon Valley lab behind the Claude artificial intelligence (AI) bot has set its sights on a valuation of close to $1tn as it steps up its war with ChatGPT maker OpenAI.

The AI boom has made Big Tech richer, bigger, and suddenly much hungrier for cash.

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

(Bloomberg) -- When Tony Cowell retired in 2023 from a three-decade career advising private equity and hedge funds from the Cayman Islands at KPMG LLP, AI was still relatively nascent.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through Ho

Netlist might be the most important AI stock that you have never heard of.

Big Tech’s record $725bn AI investment strategy is beginning to strain the resources of America’s largest companies, leaving them with less cash...

(Bloomberg) -- Investors in India, long focused almost entirely on domestic markets, are increasingly starting to look outward.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through Hormuz, Central Command SaysSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogChina Asks Banks to Pause New Loans to US-Sanctioned RefinerA growing number are moving mone

The Trump administration’s effort to be involved in the rollout of new models marks a shift from a hands-off approach.

Nvidia is still the market leader by far.

If you had to put every dollar you own into a single stock and not touch it for 10 years, what would you pick? That simple question sparked a massive discussion on a value investing forum, and while dozens of...

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and NVIDIA Corporation (NASDAQ:NVDA) ranks 7th on this list. NVIDIA Corporation (NASDAQ:NVDA) remains the dominant force in AI, but several specific headwinds have led some social media stock experts to the conclusion that the […]

OpenAI‘s exodus continues as two senior officials departed, including head of private equity Paul Zimmerman, who joined Alphabet Inc.‘s Google as Managing Director and Global Head of Private Equity after just over a year at the company, according to his...

The software giant impressed across the board in its latest quarter, but a closer look at how its underlying growth is comprised tells a more complicated story.

On May 7, 2026, expanding freight trials, analyst backing, and cash burn concerns put this autonomy contender under a sharper spotlight.

Management commentary on recent earnings calls highlighted that more than just memory is facing supply constraints.

Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...

Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each fund tracks, the issuer behind it, and the fee structure differ in ways that matter once you commit real capital. With volatility now ... iShares Core S&P Total U.S. Stock Market ETF’s 0.03% Fee and BlackRock Scale Face Off Against Vanguard Total Stock Market ETF’s Structural Advantages

This massive potential commitment would bolster the bull case for this growth stock even more.

OGE Energy (NYSE:OGE) reported first quarter earnings that fell short of expectations, with results affected by mild weather and higher maintenance expenses. The company also announced a power supply agreement with Google to serve three new data centers, a deal that will require regulatory approval. The combination of weaker quarterly earnings and the new data center contract highlights a shift in OGE Energy's near term performance and long term commitments. OGE Energy enters this news...