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A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.
Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with more data centers but with a radical rethinking of silicon itself.
Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center spending, months after raising expectations with a blockbuster quarter for cloud sales. The Google parent — set to report second-quarter results on Wednesday — has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks. "While Google is missing the boat on AI coding and that's a very real growing concern ... Google's strategy is all about the ecosystem," said Dave Wagner, portfolio manager at Aptus Capital Advisors.
Several major indexes across Asian stock markets ended Tuesday’s session. Will the U.S. market follow their lead? South Korea’s KOSPI Composite Index rose 3.6%, snapping its recent losing streak. Japan’s NIKKEI 225 Index rose 3.
Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage.
Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its...
Alphabet, Microsoft, and Amazon are among the biggest names in tech, and they have exciting growth opportunities related to artificial intelligence (AI).
According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.
Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.
Google will report its second quarter earnings after the bell on Wednesday.
Beijing just handed Tim Cook an approval that could rewrite the entire narrative around Apple's AI strategy, and it raises an uncomfortable question for every rival that spent billions building what Apple deliberately chose not to own.
Punters on the prediction platform Polymarket still expect Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to end July as the world's most valuable company, even after a wobble that briefly cost it the crown. Traders put the chipmaker's chances at 70%, well ahead of Apple Inc (NASDAQ:AAPL, XETRA:APC) on...
The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.
Most Wall Street analysts believe Alphabet stock is undervalued.
Buffett is notorious for avoiding tech stocks, but even he couldn't help but jump on this tech giant.
By Tharuniyaa Lakshmi and Purvi Agarwal July 21 (Reuters) - European shares edged higher on Tuesday after kicking off the week on the back foot, as reports of U.S.-Iran mediation efforts pushed oil
Online advertising giant Alphabet (NASDAQ:GOOGL) will be reporting results this Wednesday after market hours. Here’s what investors should know.
Asian stocks mostly rebounded after days of losses on Tuesday led by technology shares, while oil prices eased slightly even as Iran said it had struck hit US military targets in Bahrain and Kuwait.Iran's Revolutionary Guards said on Tuesday they hit US military targets including air defence systems in Bahrain and Kuwait, state news agency IRNA reported.
This battle between tech heavyweights is much closer than you might guess.
<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>
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