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,”…
Joel South 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,…
Danielle Liverance 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…
As the Magnificent Seven continue to take a breather for 2026 relative to the S&P, up 10% year to date (YTD), and the Nasdaq 100, up 21% YTD, I’m sure many are…
Intel (NASDAQ:INTC | INTC Price Prediction) has been one of the most explosive turnaround stories of 2026, with shares up 263.12% year to date through June 18. After a 12% single-day surge…
Jim Cramer used his Mad Dash segment on June 18, 2026 to flag what he sees as a serious shift in the AI talent war. Noam Shazeer, co-lead of Google’s Gemini effort…
Jim Cramer used his Mad Money platform this week to make the case that the Magnificent 7’s appetite for capital is sending an unmistakable signal to investors who actually pay attention to…
Berkshire Hathaway (NYSE:BRK.B), now run by CEO Greg Abel with Warren Buffett serving as chairman, disclosed in Q1 2026 13F filings that it nearly tripled its Alphabet stake to roughly 57.8 million shares…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is the ticker dominating every group chat this week, with the private-company exposure vehicle gaining 19.18% in five trading days on pure rocket-launch euphoria. But here…
In 2012, Meta (NASDAQ:META | META Price Prediction) was still called Facebook, had just crossed a billion users, and was preparing for one of the most hyped IPOs in history. The business…
Omor Ibne Ehsan The Berkshire Hathaway annual meeting is in the rearview mirror, and investors are now parsing Greg Abel’s early portfolio moves as CEO. The Q1 2026 13F told a clear story: Abel is…
Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Meta Platforms (NASDAQ: META) both reported Q1 2026 results on April 29, 2026, and the prints sharpened a debate I have been having with…
Jeremy Phillips 
