Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive…
Jim Cramer spent a week warning investors that nuclear is nearly impossible to build, and then the world's biggest AI spender made a nuclear deal that proved him both wrong and right…
ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or…
Rich Duprey Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share…
Vandita Jadeja Alphabet just staked more money on a single European country than most tech giants spend globally in a year, and the reason has less to do with servers than with something far…
Rich Duprey A veteran of Google and Microsoft engineering just called out the AI industry for celebrating a definition of human-level intelligence that most humans would never recognize, and the financial stakes riding on…
Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very…
Vandita Jadeja Elon Musk's brief stint as the world's first trillionaire is slipping away fast, and the forces dragging him back down reveal deep cracks in two of his most powerful companies.
Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in…
Vandita Jadeja Warren Buffett refuses to pay a dividend, yet one ETF promises investors a 15% annual payout built entirely around his portfolio. Understanding where that money actually comes from changes everything about how…
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Sundar Pichai promised investors a flagship AI model by June, but what arrived instead has sparked Alphabet's longest stock losing streak in over a decade, raising an uncomfortable question about whether the…
Rich Duprey Microsoft just pulled Azure out from behind years of bundled reporting, and what the numbers reveal about its real competition changes the entire investment thesis for MSFT shareholders.
Elon Musk told G20 leaders that AI and robotics will add up to $30 trillion a year to the global economy, naming a specific deadline. The supply chain constraints binding even NVIDIA…
Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos…
