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While its two biggest cloud rivals soared past the market this year, one hyperscaler kept beating earnings estimates and still watched its stock fall. Now a single analyst thinks the gap between perception and reality has grown wide enough to matter.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.
A 16% annualized return sounds ambitious for trillion-dollar companies, yet three Nasdaq giants have the earnings architecture and AI tailwinds to make that math surprisingly plausible before the decade ends.
The chess game between Iran and the U.S. hit another stalemate this week. In today’s issue I’m diving into a different geopolitical game: America’s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China’s strategy, but it’s having some trouble executing.
Apple and Alphabet were both close to reaching it a few months ago.
Microsoft once regarded the idea of quitting China as unthinkable. In the past five years, however, at least 15 Microsoft branch offices and joint ventures in China have been shut, corporate filings show, and Microsoft is pursuing what five company sources described as a strategy of retreat. The firm considered quitting the market in 2023 because some executives felt it took on too much geopolitical risk for too little economic return, one of them said, while stressing Microsoft has no current plans to exit.
Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. This change in focus is prompting investors to reassess which companies might lead the next phase of AI spending and returns. The new narrative suggests...
Alphabet's Demis Hassabis, who co-founded Google DeepMind and is considered a pioneer in the field of machine learning, has been spending increasing amounts of his time advancing the idea of an organization that would codify safety guardrails and best practices for developing artificial general intelligence, or AGI.
Revenue grows 5% but PAT margin slumps to 1.8% amid heavy marketing spend and soft discretionary demand.
Alphabet’s top scientist discussed the proposed new entity with heads of other AI labs and Trump administration officials including Treasury Secretary Scott Bessent.
North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ’s yearlong investigation reveals how one team infiltrated eight companies in just a few months.
Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.
For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.
Abbott Laboratories (NYSE:ABT) and Google Health announced a multi year partnership to integrate Abbott's Lingo biowearable glucose data with Google's AI driven consumer health tools. The collaboration aims to feed continuous glucose monitoring insights into the Google Health app to support personalized metabolic health tracking and coaching. The companies plan to run one of the largest real world metabolic health studies using anonymized Lingo data combined with Google's AI...
Abel is following Warren Buffett's longstanding playbook of disciplined investing, but the conglomerate's portfolio is increasingly including tech stocks.
Memory costs push smartphone prices higher.
Ryanair (NASDAQ:RYAAY) just handed Google a five-year cloud contract, and the timing says a lot. On August 12, Europe’s largest airline by passenger numbers said it would deploy Gemini AI tools and DeepMind models across its operations, rolling out Google Workspace and Google Cloud to 35,000 employees. It is a bet on technology at exactly […]
Alphabet is tightening corporate oversight and reorganizing its Google DeepMind unit to prioritize the commercial performance of its flagship Gemini AI model.
Google raises Pixel 11 prices by $100 as rising memory costs put pressure on smartphone makers
The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers purchase media without using a...
Google could face a levy based on Australian advertising revenue unless it signs agreements with more eligible publishers.
Cathie Wood is connecting two of her biggest investment convictions, Bitcoin and artificial intelligence, in a way that goes beyond portfolio strategy. The ARK Invest CEO publicly backed an open letter calling on the world's leading AI labs to give qualified open-source Bitcoin defenders trusted ...
It's not a typical Berkshire business, but it checks the right boxes.
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