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5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It
24/7 Wall St.62d agobearish
5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL) shares fell 5.09% over the past week to $345.29, and dropped another 1.14% Thursday morning to $341.34. The catalyst is talent, the subtext is product, and the spread between the two is where investors are getting nervous. What ... 5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Mag 7 Stocks Shed Nearly $3 Trillion This Month
Barrons.com62d agoneutral
Mag 7 Stocks Shed Nearly $3 Trillion This Month

A massive rotation at the expense of big AI spenders has the Magnificent Seven on pace to shed $3 trillion this month. Collectively, Tesla, Apple, Microsoft, Meta Platforms, Nvidia, Amazon.com, and Alphabet have lost $2.99 trillion in market cap so far in June, according to Dow Jones Market Data. The Roundhill Magnificent Seven ETF is on pace for its worst month on record.

Qualcomm raises data center outlook on AI demand
Yahoo Finance Video62d agoneutralVIDEO
Qualcomm raises data center outlook on AI demand

Moor Insights & Strategy Founder, CEO & Chief Analyst Patrick Moorhead joins Julie Hyman on Market Catalysts to discuss Qualcomm's (QCOM) increased outlook for data center revenue and what it signals about the company's growing role in the AI infrastructure boom.

3 High-Growth Stocks to Buy and Hold for the Long Term in June
24/7 Wall St.62d agobullish
3 High-Growth Stocks to Buy and Hold for the Long Term in June

Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most important AI platforms despite fundamentals that keep getting stronger. Three names stand out as platform-scale businesses already monetizing AI at scale, with runways ... 3 High-Growth Stocks to Buy and Hold for the Long Term in June

SpaceX's Unseen Bets: Beyond Starlink and Launch
Trefis62d agoneutral
SpaceX's Unseen Bets: Beyond Starlink and Launch

When analysts model SpaceX (SPCX), they model launch cadence, Starship reuse economics, and Starlink subscriber growth. These are the seen bets: quantifiable, comparable, and already impressive on their own. But SpaceX's roughly $2 trillion valuation cannot be explained by those numbers alone. The gap lies in the unseen bets: businesses that do not yet exist, with no revenue models and no comparable companies.

Why Amazon Is Investing Another $13 Billion in India’s AI Data Centers
Barrons.com63d agoneutral
Why Amazon Is Investing Another $13 Billion in India’s AI Data Centers

Amazon has committed an additional $13 billion to expand its artificial-intelligence and cloud infrastructure in India as it doubles down on the world’s most populous country. This latest infusion brings Amazon’s total planned investment in India to $48 billion between 2026 and 2030. The fresh capital will be used specifically to expand data center capacity in Mumbai and Hyderabad, Amazon said.

E-Commerce Update - Austria's Social Commerce Market Set For Rapid Growth
Simply Wall St.63d agoneutral
E-Commerce Update - Austria's Social Commerce Market Set For Rapid Growth

Austria's social commerce market is poised for significant expansion, with projections indicating a growth rate of 12.4% annually, reaching a market value of USD 15.60 billion by 2026. This sector encompasses various retail categories and segments, such as B2B, B2C, and C2C, driven by mobile and cross-border transactions. Key developments include the emphasis on video and social network-led commerce, as well as diverse payment methods, highlighting opportunities across different city tiers...

Bloomberg63d agoneutral
AI Demand Begins to Justify Massive Cost of Data-Center Buildout

(Bloomberg) -- Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, according to a report from research firm Exponential View. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetGrand Ole Opry House Up For Sale by Owner Ryman HospitalityStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapStocks Climb Late After Micron’s B

Amazon pledges additional $13 bn in India AI investment
AFP63d agoneutral
Amazon pledges additional $13 bn in India AI investment

E-commerce giant Amazon announced on Thursday an additional $13-billion investment by 2030 to expand its artificial intelligence footprint in India, months after declaring plans to invest more than $35 billion."Amazon's cumulative investments in India from 2010-2030 stand at over $88 billion," the company said.

Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say
Reuters63d agoneutral
Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say

Amazon and Microsoft's cloud computing services should ‌be designated gatekeepers under EU ‌rules aimed at reining in the power ​of Big Tech, EU antitrust regulators said on Thursday. Amazon Web Services and Microsoft Azure, the two largest ‌cloud providers globally, ⁠should be designated gatekeepers under the Digital Markets Act ⁠which sets out a list of dos and don'ts to ensure ​a level ​playing field, ​the European Commission ‌said. The preliminary findings by the EU competition enforcer came after a seven-month long investigation.