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Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in…
Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI…
Warren Buffett finally broke his long resistance to tech stocks and quietly placed a major bet on Alphabet, but whether…
Google is pouring hundreds of billions into AI infrastructure not because customers are scarce, but because the company cannot build…
Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one…
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about…
As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as…
Warren Buffett stepped back into the spotlight on CNBC just as Berkshire Hathaway's shares stumbled, raising a pointed question about…
VUG and SCHG own nearly the same stocks, charge nearly the same fees, and attract nearly the same investor. But…
One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it…
Sundar Pichai inherited a search-and-ads business and spent a decade betting billions on AI, cloud, and autonomous vehicles while antitrust…
Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month…
Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality…
Alphabet is pouring more cash into AI infrastructure each year than most companies generate in a lifetime, and the ad…
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