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A $965 billion valuation does not buy a single watt of electricity or a square foot of data center floor space. Anthropic, currently preparing for an October 2026 IPO, finds itself in the position of many frontier AI labs: it possesses immense market capitalization but lacks the balance sheet depth to self-fund the physical infrastructure […]
Beaten-down Oracle stock got a big lift Thursday following news that it will expand a partnership with Google parent Alphabet. Strong results from enterprise tech rival Microsoft are also likely providing a boost. An expanded partnership will bring Google's Gemini models to Oracle's portfolio of enterprise applications, the companies announced in a joint press release.
Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus tied to Anthropic, with Alphabet's Google offering financial guarantees and supplying chips, the Wall Street Journal reported on Thursday, citing people familiar with the matter. • A bank group led by Morgan Stanley is discussing financing for the project in Hubbard, Texas, which includes a natural-gas-fired power plant capable of producing 1.6 gigawatts of electricity, the report said. • Google has agreed to guarantee billions of dollars of Anthropic's lease and power-payment commitments if the startup defaults, according to WSJ.
Google’s guarantees of power and lease obligations would help the developer secure financing for the 1.6-gigawatt Texas project.
July 22 and 23 proved to be one of the most significant 48-hour periods of 2026’s artificial intelligence trade, showing a clear flaw in how public equity markets reward massive capital spending. Both Tesla, Inc. (NASDAQ:TSLA) and Alphabet published second-quarter financial results after the market closed on July 22, with both reporting negative quarterly free […]
DoorDash just secured federal clearance to fly its own delivery drones commercially, but a persistent trust gap with the American public may prove harder to clear than any regulatory hurdle.
Meta stock slumped further Thursday, highlighting skepticism of Zuckerberg's vision of billions of people using AI agents.
While violent margin washouts are painful, the capitulation is necessary for a sustained bull market to thrive.
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.
Reddit, Inc. (NYSE:RDDT) may be willing to walk away from roughly $60 million a year to stop Google from turning its discussions into answers that users never leave Google to read. The companies are negotiating a renewal of their 2024 data-licensing agreement, and Reddit has discussed ending Google’s access to its content for AI use, […]
Vertiv (VRT) stock is rebounding after the company reported quarterly earnings. Vertiv CEO Giordano "Gio" Albertazzi sits down with Yahoo Finance's Julie Hyman to discuss Vertiv's demand from AI hyperscalers, data center backlash, and more.
Google said Gemini Robotics ER 2 serves as a high-level reasoning model for robots, enabling them to plan complex tasks and work across different robotic systems.
Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.
K2 Space said on Thursday it raised $500 million in a new funding round that valued the company at $6.8 billion, more than twice the valuation at its December round, as the company prepares to increase production of large, high-power satellites. Kleiner Perkins and ICONIQ led the round, and were new investors in the satellite maker along with Alphabet's venture fund CapitalG. • The funding brings K2's total capital raised to more than $1 billion, the company said.
Wall Street likes big spenders ... but only up to a point.
During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.
Big Tech is burning cash on AI, according to Goldman traders. Jordi Visser says the easy money is gone and Bitcoin is next.
Meta Platforms (META) stock is down by over 9% on Thursday since the tech giant released quarterly results that missed adjusted earnings estimates while raising the lower end of its full-year capital expenditures. Jefferies senior analyst Brent Thill highlights Meta's various revenue segments and why the Big Tech name needs to look beyond just its core advertising business.
By Karen Brettell July 30 (Reuters) - U.S. stocks gained on Thursday as Microsoft's forecast-beating results eased investor concerns about massive AI spending by companies, while 30-year Treasury
Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.
Oracle (NYSE:ORCL) shares gained 3. 3% on Thursday after the company announced a significant expansion of its partnership with Google (NASDAQ:GOOG), bringing Google’s Gemini artificial intelligence models deeper into Oracle’s enterprise software portfolio.
The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.
Alphabet just posted record cloud growth and still got punished, sending shares to a valuation level the stock has rarely seen. Whether that punishment is the market's gift or a warning sign depends on one number investors keep arguing about.
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