Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Apple and Alphabet just posted record quarters, but a single election outcome could gut the profit streams funding their biggest bets. Here is why the political calendar may matter more than the…
Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock to keep pace. The race to $5 trillion turns on which…
Arm Holdings has surged over 120% this year while building a chip empire that stretches from smartphones into AI data centers, but a brutal recent selloff and a valuation that makes even…
Anthropic's November IPO is reshaping what Amazon and Alphabet investors expect to see on their balance sheets, and the gap between what investors hoped for and what they now discuss hints at…
Google's quantum lab just cleared a barrier that has quietly set the ceiling on how powerful a quantum computer can ever get, and the implications reach well beyond a single research paper.
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up…
Data centers are reshaping which utility stocks deserve a second look, and one Michigan company just signed agreements with Oracle and Google that could quietly supercharge its earnings growth for years to…
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads to slash costs by a fifth. Something about the math behind that…
Meta is pouring over $130 billion into AI while free cash flow craters and Reality Labs keeps bleeding billions. Whether that spending is a catastrophic overhang or the setup for a massive…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Waymo just crossed a milestone that directly threatens the premium investors pay for Tesla's autonomy story, and Alphabet has a nearly unlimited funding engine to keep pushing. Whether Tesla's camera-only bet can…
