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AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.
A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.
Waymo dominates the driverless car race by nearly every measure, but a string of high-profile incidents in San Francisco is raising a question that could ground the entire industry before it ever takes off.
Google Pixel 11 arrives with higher prices, less RAM and modest hardware upgrades as the AI memory crisis deepens and Alphabet shares fall.
Investing.com -- Google unveiled its Pixel 11 smartphone lineup on Wednesday, raising starting prices by $100 as surging memory costs add pressure to device makers, while introducing upgraded cameras, a faster chip and new artificial-intelligence features.
In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind’s leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid...
Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]
Gemini has become Google's fastest-growing product ever, turning monetization into the next big test.
Google debuted its Pixel 11 line of smartphones on Wednesday.
Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.
Berkshire (NYSE: BRK.A, BRK.B) is directly at the center of Burry's critique, making it the primary risk-bearer for any investor who shares his concern that a shift in capital-allocation philosophy could erode the conglomerate's long-standing edge.
Meta's AI spending looks aggressive on the surface, but the real threat to shareholders hides in a quieter corner of the balance sheet that Alphabet's louder capital raise actually obscures.
With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers stepping in now.
Alphabet is growing cloud revenue faster than almost anyone on Wall Street expected, yet its stock trades at a multiple more typical of a slow-moving industrial. Something in that equation has to give.
A tiny nation of 5.7 million people quietly became the world's largest single investor, owning a slice of nearly every major company on earth. The secret behind Norway's staggering financial empire starts with oil and ends somewhere far more surprising.
Meta shed more than 10% in a month while Wall Street analysts refused to blink, and one firm is now sitting on a price target that implies nearly double the current stock price. What they see in the wreckage is worth understanding.
The Irish carrier will deploy Gemini Enterprise and Google Workspace to 35,000 employees as it targets 300 million passengers by 2034
Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.
Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.
Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.
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