Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55%…
President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June…
The pitch behind the largest U.S. stock market debut in history rests on one number, and it asks investors to suspend a lot of disbelief. Goldman Sachs (NYSE:GS | GS Price Prediction),…
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC,…
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is $453.04 over the next 12 months, but the more interesting question is when Google stock crosses $600. Based…
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing…
If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Microsoft (NASDAQ:MSFT)? Both are minting cash…
Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL |…
The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction)’s 2026 capital expenditure guidance. CFO Anat Ashkenazi walked the Street up to that…
Omor Ibne Ehsan On June 1, CNBC reported that Berkshire Hathaway (NYSE:BRK-B) invested an additional $10 billion in Alphabet (NASDAQ:GOOGL) through a private stock purchase, deepening its bet on artificial intelligence. The move made Berkshire…
All eyes were on what Berkshire Hathaway (NYSE:BRK.B) was up to in its very first quarter with Warren Buffett’s successor, Greg Abel, at the helm. We’ve all heard about the size of…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) at $376.37 looks attractively priced. After a 119.91% one-year run, the market is still mispricing the highest-margin compounder among the Magnificent Seven. Alphabet runs the dominant…
Alex Sirois Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% in Tuesday’s premarket session, trading near $486 after closing Monday at $459.97. Marvell Technology (NASDAQ:MRVL) stock is up 17% to around…
If you bought Alphabet (NASDAQ:GOOGL) 15 years ago and never touched it, you would be sitting on one of the cleaner compounding stories in mega-cap tech. The company you bought in 2011…
