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1463 Articles

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…

Gerelyn Terzo | Apr 30, 2026 at 9:45 AM EDT

Nasdaq Composite Turns Corner as Tech Earnings and Strong GDP Take the Wheel

The Nasdaq Composite (^IXIC) opened higher Thursday after a wave of mega-cap tech earnings, a 2% Q1 GDP print, and…

Gerelyn Terzo | Apr 30, 2026 at 9:09 AM EDT

S&P 500 Rides Tech Earnings Wave Despite Inflation Warning Shot

The S&P 500 (^GSPC) is off to the races this morning, up 0.50% thanks to tailwinds from mega-cap earnings beats…

Jeremy Phillips | Apr 30, 2026 at 7:21 AM EDT

Two Weeks Ago I Asked If You Owned Enough Alphabet Stock. After Last Night’s Earnings, You Still Don’t.

Two weeks ago, I wrote a piece asking readers a blunt question: do you own enough Google? The stock was…

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Google : GOOGL

All Google Articles

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?

Nasdaq Composite Turns Corner as Tech Earnings and Strong GDP Take the Wheel

S&P 500 Rides Tech Earnings Wave Despite Inflation Warning Shot

Two Weeks Ago I Asked If You Owned Enough Alphabet Stock. After Last Night’s Earnings, You Still Don’t.

Is XRP About to Bounce? XRP FUD Just Hit the Same Low That Sparked a 50% Rally

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

The Fed Just Triggered a Sharp Tech-Sector Sell-Off: Here Is the 1 Dirt-Cheap Financial Disruptor I’m Buying Hand Over Fist

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

He Wants to Spend Retirement Restoring Classic Cars. How Large a Portfolio Does He Need?

Is XRP About to Bounce? XRP FUD Just Hit the Same Low That Sparked a 50% Rally

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

Google : GOOGL

All Google Articles

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?

Nasdaq Composite Turns Corner as Tech Earnings and Strong GDP Take the Wheel

S&P 500 Rides Tech Earnings Wave Despite Inflation Warning Shot

Two Weeks Ago I Asked If You Owned Enough Alphabet Stock. After Last Night’s Earnings, You Still Don’t.

Is XRP About to Bounce? XRP FUD Just Hit the Same Low That Sparked a 50% Rally

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

The Fed Just Triggered a Sharp Tech-Sector Sell-Off: Here Is the 1 Dirt-Cheap Financial Disruptor I’m Buying Hand Over Fist

Featured Reads

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

He Wants to Spend Retirement Restoring Classic Cars. How Large a Portfolio Does He Need?