Alphabet is showing the downside of being an AI stock
Alphabet has been talking nonstop about AI. Now investors are looking for proof that the company’s efforts are working.
NVIDIA stock soars as capex budgets swell and Blackwell ramps
NVIDIA (NASDAQ:NVDA) stock gained 3.5% Wednesday, bolstered by continued Capex spending boosts by hyperscalers and the ramping of its new Blackwell chip.
Alphabet shares fall as cloud growth concerns and AI spending rattle investors
Alphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion ...
Google introduces new class of cheap AI models as cost concerns intensify
Alphabet's Google on Wednesday announced updates to its Gemini family of large language models, including a new product line ...
Google’s Stuck Between Wall Street Disappointment and China’s Antitrust Probe
“The cloud division’s importance is critical in driving AI services and applications,” said Jay Woods, chief global ...
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
The valuation gap between Big Tech and the S&P 500 has narrowed
Wednesday's chart of the day from Raymond James's Larry Adam has caught our eye. According to Adam, excluding Tesla Inc., ...
Exponential: Navigating business in the AI and quantum-powered knowledge society
Those who best harness AI and quantum to make knowledge productive will thrive in this new knowledge society.
'Our tech stocks have done well': We're in our mid-50s and 85% invested in stocks. Is this too aggressive over the next 10 years?
We're 85% stocks and invest moderately aggressively. Our funds and our tech stocks have done well over the years. My husband doesn't want to retire until he's 70, which is 14 years from now. My ...
Silicon Valley's biggest companies take part in massive AI launch
This isn't just the largest deployment of AI in education, it is a single largest deployment of ChatGPT around the world,” ...
3 potential AI stock winners from the $500 billion Stargate project
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Alphabet stock gets rocked after cloud computing and spending surprise: What Wall Street is saying
CFO Anat Ashkenazi pinned the blame on the earnings call on being "capacity constrained" in the cloud, pointing to still strong demand. But investors aren't having it, opting to dump the stock and ...