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1451 Articles

Omor Ibne Ehsan | May 1, 2026 at 9:15 AM EDT

Forget MSFT: Google Search Revenue is Up 19% Despite ‘Nearly Monopoly-Like Market Share’

The Morning Brew Daily team spent a recent segment chewing on a simple question: if Google Search really faces a…

Gerelyn Terzo | May 1, 2026 at 9:12 AM EDT

S&P 500’s Strong May Footing Powered by Apple, SanDisk, and Easing Oil

The S&P 500 (^GSPC) clinched 7,200 for the first time ever yesterday, capping its best month since November 2020, and…

Joel South | May 1, 2026 at 7:30 AM EDT

Bill Ackman’s ‘Influencer Hedge Fund’ IPO Tanks 18% on Day 1

Bill Ackman finally got his hedge fund public, and the market answered with a shrug. Pershing Square (NYSE:JCVC) priced its…

Omor Ibne Ehsan | May 1, 2026 at 7:12 AM EDT

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums…

Austin Smith | May 1, 2026 at 6:15 AM EDT

VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year

The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts…

Joel South | Apr 30, 2026 at 4:11 PM EDT

Alphabet’s Quarter Didn’t Just Impress, It May Be the Catalyst That Pushes the Stock to Lead the Mag 7 Higher

Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) has cracked into a momentum regime that looks structurally difficult to derail, with shares…

Joel South | Apr 30, 2026 at 1:34 PM EDT

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Charles Schwab’s Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the…

Joel South | Apr 30, 2026 at 1:15 PM EDT

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s…

David Moadel | Apr 30, 2026 at 12:45 PM EDT

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Meta Platforms (NASDAQ:META | META Price Prediction) stock fell after JPMorgan downgraded it to Neutral from Overweight, cutting the price…

David Moadel | Apr 30, 2026 at 12:15 PM EDT

Wall Street Lifts Alphabet Price Targets After Cloud’s 63% Growth: Is the AI Stack Story Just Getting Started?

Wall Street is responding to Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) blowout Q1 2026 report with a synchronized wave of…

Gerelyn Terzo | Apr 30, 2026 at 11:35 AM EDT

VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range…

Alex Sirois | Apr 30, 2026 at 11:16 AM EDT

Forget STX’s 13% Pop — Alphabet Is Where AI Infrastructure Investors Should Actually Be

Seagate Technology (NASDAQ:STX | STX Price Prediction) is the name lighting up screens this morning after a 17.13% earnings beat…

David Moadel | Apr 30, 2026 at 10:46 AM EDT

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are trading near $201 in mid-morning action on Thursday, down roughly 4%…

Gerelyn Terzo | Apr 30, 2026 at 10:04 AM EDT

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

This article will be updated throughout the day, so check back often for more daily updates. The Nasdaq Composite found…

David Moadel | Apr 30, 2026 at 9:46 AM EDT

Alphabet Pops 6% on Q1 Earnings: Is the Full-Stack AI Strategy Finally Paying Off?

Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are spiking higher in early Thursday trading after the search giant delivered a…

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Google : GOOGL

All Google Articles

Forget MSFT: Google Search Revenue is Up 19% Despite ‘Nearly Monopoly-Like Market Share’

S&P 500’s Strong May Footing Powered by Apple, SanDisk, and Easing Oil

Bill Ackman’s ‘Influencer Hedge Fund’ IPO Tanks 18% on Day 1

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year

Alphabet’s Quarter Didn’t Just Impress, It May Be the Catalyst That Pushes the Stock to Lead the Mag 7 Higher

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Wall Street Lifts Alphabet Price Targets After Cloud’s 63% Growth: Is the AI Stack Story Just Getting Started?

VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

Forget STX’s 13% Pop — Alphabet Is Where AI Infrastructure Investors Should Actually Be

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

Alphabet Pops 6% on Q1 Earnings: Is the Full-Stack AI Strategy Finally Paying Off?

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Will XRP Explode? The Rare RSI Signal That Preceded Every Major Rally Just Flashed Again

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Google : GOOGL

All Google Articles

Forget MSFT: Google Search Revenue is Up 19% Despite ‘Nearly Monopoly-Like Market Share’

S&P 500’s Strong May Footing Powered by Apple, SanDisk, and Easing Oil

Bill Ackman’s ‘Influencer Hedge Fund’ IPO Tanks 18% on Day 1

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year

Alphabet’s Quarter Didn’t Just Impress, It May Be the Catalyst That Pushes the Stock to Lead the Mag 7 Higher

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Wall Street Lifts Alphabet Price Targets After Cloud’s 63% Growth: Is the AI Stack Story Just Getting Started?

VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

Forget STX’s 13% Pop — Alphabet Is Where AI Infrastructure Investors Should Actually Be

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Live Nasdaq Composite: Tech Earnings, Firmer GDP Buoy Sentiment but AI Capex Spooks

Alphabet Pops 6% on Q1 Earnings: Is the Full-Stack AI Strategy Finally Paying Off?

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Will XRP Explode? The Rare RSI Signal That Preceded Every Major Rally Just Flashed Again

Featured Reads

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans