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Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.
Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates
Investors piling into the AI trade may need something less glamorous than another price target, product demo or promise about the future: a rule for when to stop trusting their favorite market narrative. That is the central argument from the investing blog Capital Blueprint, helmed by an independent market commentator using the name Jin, who says investors should build what Jin calls a "self-destruct chip" into their AI framework — clear conditions that force them to stop trusting a favorite nar
Meta Platforms has asked a Los Angeles judge to throw out a jury’s verdict finding the company liable for a woman’s depression in a landmark trial over whether the company has harmed young users by designing its platforms to be addictive. In the filing, submitted on Monday but made public on Wednesday, Meta asked the judge who oversaw the trial to overturn the verdict and rule in its favor or order a new trial. The jury in March found that Meta and YouTube parent Google had been negligent in the design of their platforms and had failed to warn users of their dangers.
Alphabet Inc (NASDAQ:GOOGL) is one of the best stocks to buy in 2026 according to billionaire George Soros. This cloud computing stock has gained nearly 30% in the past month and soared around 140% over the past year. Alphabet Inc (NASDAQ:GOOGL) reported its Q1 2026 results on April 29, revealing strong growth in both topline […]
Anthropic says it will rent all of the compute capacity from SpaceX's massive Colossus 1 data center.
The annual list highlights businesses making an extraordinary impact around the world.
May 6 (Reuters) - Google has proposed modifications to the way it presents news results on its search engine, aiming to prevent additions to the 9.5 billion euros ($11.16 billion) in competition fines
Google has proposed modifications to the way it presents news results on its search engine, aiming to prevent additions to the 9.5 billion euros ($11.16 billion) in competition fines it has accumulated from the European Union, Bloomberg News reported on Wednesday. The company could avoid a formal order to change its business practices and potential fines under the Digital Markets Act if its offer, which includes amendments to its anti-spam policies, is approved by market rivals and EU regulators, the report said. Google did not immediately respond to a Reuters request for comment.
Alphabet stock offers an appealing balance between risk and reward in the AI era.
SAN FRANCISCO, May 6 () - Artificial intelligence lab Anthropic on Wednesday touted a new feature for its Claude AI, which it calls "dreaming." Available as a research preview, "dreaming" comes with its software for managing agents, or AI programs that perform tasks with little human involvement.
Flex (NASDAQ:FLEX) used its fiscal fourth-quarter earnings call to outline plans to separate its Cloud and Power Infrastructure (CPI) segment into a new publicly traded company, while also reporting record quarterly margins and issuing a fiscal 2027 outlook that reflects sharply higher capital spend
Tesla ramps capex beyond $25B to fuel AI, robotics, and autonomy bets, but rising risks, negative cash flow, and unclear timelines cloud near-term outlook.
Company pushes back against proposed measures requiring search data access for rivals
Anthropic's $200 Billion Bet on Google Cloud Signals Explosive AI Demand Ahead
Investors are concerned about where the stock market is headed this year. The ongoing geopolitical tensions, inflation concerns, and economic uncertainties are weighing on the market. If you are worried about a market downturn in the near future, there are stocks that can continue to stand strong. The S&P 500 has gained 5% this year, ... If You Want to Beat the Market, Start With These 3 Stocks
Anthropic has committed to spend about US$200b on Google Cloud services over five years, according to new disclosures in the past week. This commitment represents over 40% of Alphabet's existing Google Cloud revenue backlog. Google Cloud reported 63% revenue growth and Alphabet plans to sell its custom AI chips, TPUs, directly to customers. These moves position Alphabet (NasdaqGS:GOOGL) as a full stack provider for generative AI, from infrastructure to model delivery. For you as an...
The case for Apple (NASDAQ:AAPL) gets easier to articulate every quarter. The pitch is simple. While Big Tech is in a capex arms race that will run past $725 billion in AI spending this year across Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) and Amazon (NASDAQ:AMZN), Apple is sitting on enormous free cash flow, raising prices, raising dividends, and quietly ... While Big Tech Spends $725 Billion Building AI, Apple Is Letting Them. And That May Be the Smartest Move in Tech
Li Lu, a man also known as the Chinese Warren Buffett and a close friend of the late, great Charlie Munger, is having quite a solid year. Lu runs the show over at Himalaya Capital, which has a relatively small, concentrated portfolio of some outstanding businesses. Clearly, Li Lu isn’t afraid to overweight his best ... Charlie Munger’s Protege Put 43% of His Portfolio in One Stock — and It’s Up 133% in a Year
Cathie Wood’s Ark Invest has warmed up some of the cheaper Magnificent Seven members of late, recently picking up a big chunk of shares of Alphabet (NASDAQ:GOOG), reportedly worth less than $30 million, in addition to Meta Platforms (NASDAQ:META). As far as disruptive innovations go, it’s certainly tough to top Alphabet these days, especially after ... Cathie Wood Just Bought Alphabet. Here’s What She Sees That the Rest of the Market Is Missing
Massive deal shows scale of AI demand
Government tests models before public rollout
Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly electricity use with renewable energy purchases, Bloomberg News reported on Wednesday, citing people familiar with the matter. The expensive and energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the report said. The discussions were ongoing and no final decision has been made, Bloomberg News added.
The S&P 500 (^GSPC) is set to extend a record run as crude tumbles and traders welcome signs the Iran conflict could be winding down. Stocks are soaring because the Strait of Hormuz appears clear and a chip-led rally is rolling into a second day. The PHLX Semiconductor Index (^SOX) has ballooned by 9.4% over the ... S&P 500 Extends Record Run as Semis Soar, Oil Falls and Strait Traffic Flows
Reach (LON:RCH) used its 2026 annual general meeting to outline progress on its strategy to diversify revenues beyond digital advertising, while also flagging continued headwinds from changes in online referral traffic and reaffirming full-year expectations. Chair highlights strategy and community
It was a peak career moment. Googler Adam Coelho stood in front of Google CEO Sundar Pichai and other execs, leading a two-hour mindfulness workshop. A week later, a new boss said he wasn’t doing enough thought leadership. Months later came an ambush meeting. Coelho was given three days to choose between a small severance ... The Identity Trap That Keeps People Working Years After They Can Afford to Quit
