On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is…
Google-backed Waymo recalled 3,871 robotaxis in the United States after a software glitch sent vehicles into closed freeway construction zones, the second recall in weeks for Alphabet’s autonomous driving unit. That is…
Omor Ibne Ehsan Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is the standout laggard in enterprise software at midday Monday, sliding 7% to around $120. The move tracks with Fuse data showing PLTR shares…
Berkshire Hathaway (NYSE:BRK.B) used its first full quarter under Greg Abel to nearly triple its position in New York Times (NYSE:NYT | NYT Price Prediction), adding roughly 199% to the Class A stake in…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today.…
A recent appearance by Fiona Fung, who manages the Claude Code and Cowork teams at Anthropic, on Lenny Rachitsky’s Podcast offered a window into how one of the world’s most prominent AI…
The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift…
Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who…
For two decades, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) was an advertising company that happened to own a cloud business. On the Q1 2026 earnings call, CEO Sundar Pichai reframed the story…
Joel South The biggest story in AI this week is a personnel move. Noam Shazeer, Google DeepMind’s VP of Engineering and a Gemini co-lead, is leaving for OpenAI in what the hosts of the…
Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,”…
At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said…
Evercore ISI’s head of internet research Mark Mahaney has a contrarian message for investors who’ve watched the Magnificent 7 lag the broader market. On CNBC’s “Closing Bell Overtime” on June 18, 2026,…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) has gone from AI laggard to AI leader in roughly twelve months, and the market is finally paying attention. Yet at $371.10, the stock still trades…
