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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 ...

Google Cloud's growth rate stayed in the same band in the quarters before the run, but the margin underneath it was doubling in plain sight.

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

It's not a typical Berkshire business, but it checks the right boxes.

Trade Desk shares slid 23.5% in a week as slowing revenue growth, weaker margins and execution gaps deepen concerns over advertiser demand.

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.

The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

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.

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

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.

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

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 […]

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

Gemini has become Google's fastest-growing product ever, turning monetization into the next big test.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

Google debuted its Pixel 11 line of smartphones on Wednesday.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

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.