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Jeremy Phillips | May 15, 2026 at 8:06 AM EDT

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business.…

Vandita Jadeja | May 15, 2026 at 7:53 AM EDT

Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $225.83 is a Buy, with shares pressing against a 52-week high of $227.84…

Jeremy Phillips | May 15, 2026 at 7:36 AM EDT

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the…

Joel South | May 14, 2026 at 2:39 PM EDT

NVIDIA Robs All of Big Tech. Except Apple

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of…

Thomas Richmond | May 14, 2026 at 1:02 PM EDT

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN)…

Don Lair | May 14, 2026 at 12:23 PM EDT

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build…

Vandita Jadeja | May 14, 2026 at 11:36 AM EDT

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX | NFLX Price Prediction) has. Shares plunged from $126.03…

David Moadel | May 14, 2026 at 11:20 AM EDT

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on…

Joel South | May 14, 2026 at 10:28 AM EDT

After 19 Years: Google Will Get Its Ultimate Revenge on Apple

In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price…

Jeremy Phillips | May 14, 2026 at 10:22 AM EDT

Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President…

Alex Sirois | May 13, 2026 at 9:23 AM EDT

Tim Cook Just Sold Apple Stock Near All Time Highs. Here Is Why One Analyst Says Alphabet Is the Smarter Trade

Apple is back at the top of every watchlist after the latest quarter showed iPhone revenue rebounding and CEO Tim…

Omor Ibne Ehsan | May 12, 2026 at 1:54 PM EDT

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

At $390, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading…

Thomas Richmond | May 12, 2026 at 12:28 PM EDT

Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating…

Vandita Jadeja | May 12, 2026 at 11:20 AM EDT

Google at 52-Week High: Buy, Sell or Hold?

At $395.30, Google (NASDAQ:GOOG | GOOG Price Prediction) is a hold. The stock is pressed against its $397.28 52-week high…

David Moadel | May 12, 2026 at 11:18 AM EDT

Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target…

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Google : GOOGL

All Google Articles

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

NVIDIA Robs All of Big Tech. Except Apple

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

After 19 Years: Google Will Get Its Ultimate Revenge on Apple

Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Tim Cook Just Sold Apple Stock Near All Time Highs. Here Is Why One Analyst Says Alphabet Is the Smarter Trade

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

Google at 52-Week High: Buy, Sell or Hold?

Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Live: Will Alphabet Smash Q2 Earnings Tonight After Berkshire Hathaway’s Big Bet?

Live: Will Tesla Crush Tonight’s Q2 Earnings After Big Delivery Volume Beat?

Live: Will ServiceNow’s Q2 Earnings Tonight Drive a Rebound After 38% YTD Decline?

VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock Indexes

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

DVY’s 3.3% Yield Looks Weak Against 4.55% Treasury Rates Right Now

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here's the Math Retirees Miss.

VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock Indexes

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

Google : GOOGL

All Google Articles

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

NVIDIA Robs All of Big Tech. Except Apple

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

After 19 Years: Google Will Get Its Ultimate Revenge on Apple

Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Tim Cook Just Sold Apple Stock Near All Time Highs. Here Is Why One Analyst Says Alphabet Is the Smarter Trade

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

Google at 52-Week High: Buy, Sell or Hold?

Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Live: Will Alphabet Smash Q2 Earnings Tonight After Berkshire Hathaway’s Big Bet?

Live: Will Tesla Crush Tonight’s Q2 Earnings After Big Delivery Volume Beat?

Live: Will ServiceNow’s Q2 Earnings Tonight Drive a Rebound After 38% YTD Decline?

VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock Indexes

This $222 Billion Vanguard ETF Is Trailing the S&P 500. That Almost Never Happens.

DVY’s 3.3% Yield Looks Weak Against 4.55% Treasury Rates Right Now

Featured Reads

She Divorced at 66 and Her Income Never Changed. Her Medicare Bracket Did.

A $1 Million 401(k) Is Really Worth About $760,000 After Taxes. Here's the Math Retirees Miss.