8:13 PM | Monday | May 18, 2026
Alphabet's Google and Blackstone plan to launch an artificial-intelligence cloud company using Google's specialized chips, the Wall Street Journal reported on Monday, citing sources.
Read full articleAlphabet's Google and Blackstone plan to launch an artificial-intelligence cloud company using Google's specialized chips, the Wall Street Journal reported on Monday, citing sources.
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Justin Bergner says AI-driven earnings gains are masking weak free cash flow as volumes thin. He highlights opportunities in Alphabet (GOOGL) and Amazon (AMZN), which are competing with traditional defensives.
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The duo plans to launch the unnamed U.S. company with $5 billion in equity capital from Blackstone, which will be the majority owner, according to people familiar with the matter.
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When Apple's AI assistant gets major renovations with iOS 27, what does that mean for privacy?
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Google I/O kicks off Tuesday at a time when Wall Street has already repriced Alphabet as a full-stack AI winner. Investors are watching a number of key areas, from the next Gemini model to agentic commerce and its in-house AI chip, the TPU.
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Alphabet's stock has been on a torrid run. Some big investors don't agree about what to do with it now.
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Two of the largest names in digital advertising have moved in opposite directions over the past month, and the gap is striking.
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Google I/O is upon us, which means Gemini season starts a few days early this year. We'll go live after Google's 1PM ET / 10AM PT keynote with reactions from The Verge's senior AI reporter Hayden Field, executive editor Jake Kastrenakes, and Vergecast host David Pierce.
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Alphabet shares have rallied in 2026, fueled in part by the Google parent's artificial-intelligence ambitions.
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Billionaire investor Stanley Druckenmiller sharply reduced exposure to major technology and consumer internet names during the first quarter as Duquesne Family Office repositioned toward commodities, Latin America and healthcare.
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Nvidia has the growth to exceed $300 per share in the near term.
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Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire.
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Few mega-caps have shifted the narrative as decisively as Google (NASDAQ:GOOG | GOOG Price Prediction) has over the past year.
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The Kiplinger Letter's argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The..
. The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and for Investors the Implications Are Uncomfortable
On May 18, 2026, we delve into the DCF analysis for Alphabet Inc (GOOGL), a company that has shown remarkable price performance over the past year, with a 142.8
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Aswath Damodaran looks at the future of the enormous Elon Musk company.
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Alphabet delivered a strong double beat with Q1 revenue up 21.8% Y/Y and GAAP EPS of $5.11. GOOG's cloud backlog surged to $462B, cloud margins expanded to 32.9%, and AI-driven efficiencies lowered costs by over 30%.
CapEx guidance increased to $195B for 2026, but robust backlog and expanding cloud margins mitigate margin risk concerns.
We're witnessing the dawn of a new era at Berkshire Hathaway, with tech stocks firmly on the menu.
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Wisdom Ventures, headed by Bradley Horowitz, wrote early checks to OpenAI in 2023 and to Anthropic in 2024. Horowitz became a full-time VC after serving as Google's VP of product for 15 years.
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Elon Musk and Sam Altman helped start OpenAI as a nonprofit lab in 2015, a time when they were close friends. Over the next decade their relationship deteriorated, ending up in a legal battle that's currently playing out in court in Oakland, California.
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SpaceX's confidential S-1 filing sets the stage for a historic initial public offering. Targeting a valuation between $1.75 trillion and $2 trillion, a sharp premium to recent $800 billion private tenders, the aerospace manufacturer aims to raise roughly $75 billion.
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Alphabet isn't that far away from becoming a $5 trillion company.
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If you want to own America's major tech names, it's tough to beat the Invesco QQQ Trust.
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Greg Abel increased Berkshire's Alphabet position by 224% during his first quarter as CEO. Alphabet's first-quarter revenue grew 22% -- its fastest pace in more than two years.
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Alphabet has a huge advantage with its TPUs, which it developed more than a decade ago.
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Cash is suddenly king again on Wall Street.
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Alphabet (NASDAQ: GOOGL) has received a bullish outlook from Wall Street as the stock seeks to sustain its recent momentum, mainly tied to its cloud and artificial intelligence business.
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Alphabet (GOOGL 1.15%) is turning AI demand into real momentum across Google Cloud, Gemini, Search, and enterprise tools. The upside case looks stronger after a powerful quarter, but the company's massive capex plans raise a serious question: can Alphabet keep growing earnings without sacrificing free cash flow?
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YouTube CEO Neal Mohan said the Alphabet NASDAQ: GOOG video platform is continuing to lean on creators, subscriptions, connected TV and artificial intelligence as the core drivers of its business, while emphasizing that the company's overall strategy has remained consistent even as the media industry changes rapidly.
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Matt Lowrie quit Google after 18 years, after feeling pressured to adopt AI at work too suddenly. He struggled to trust the technology or find joy in using it to code.
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Broadcom's stock has delivered a huge rally since 2025 began.
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The conglomerate's first portfolio disclosure under its new CEO hints at a willingness to lean further into technology.
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Clearway Energy has powerful growth potential.
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Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore.
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Commentary: Trying out Google's new Gemini-powered Fitbit makes me wonder if this is the killer companion for Google's upcoming glasses. I bet it will be.
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Cloud computing is a long-term beneficiary of the AI build-out.
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Billionaire investor Bill Ackman said on Saturday that the sale of Google parent Alphabet's shares was not a bet against the company.
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They have been among the biggest winners of the AI revolution so far.
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Alphabet's YouTube and Snap have reached settlements in the first case set for trial in litigation seeking to force social media platforms to cover the costs school districts incur to combat a youth mental health crisis they say the companies fueled.
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Two of Wall Street's most closely watched billionaire stock pickers, both once voluble activist investors, took opposite tacks this year when Bill Ackman bet on Microsoft and exited Google parent Alphabet and Daniel Loeb did the opposite.
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Berkshire Hathaway boosted its stake in Alphabet to nearly 58 million shares on March 31 from almost 18 million shares at year-end.
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Berkshire Hathaway tripled its Alphabet stake and placed a new bet on Delta Air Lines last quarter. The company appears to have sold all of the departed Todd Combs' stock picks.
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NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) closed its fiscal year on Feb.
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A report suggests that Google's 15GB free tier is at risk as the company tests a lower 5GB cap for new sign-ups.
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Google should be ready to tell us more about a whole range of smart glasses to compete with Meta. Here's what we know already.
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Alphabet (GOOGL) has accelerated growth in many facets of its tech stack, and according to @LikeFolio's data, one of the strongest may be its cloud business. Megan Brantley shows how Google Cloud is outperforming key competitors, including Mag 7 peers like Amazon (AMZN) and Microsoft (MSFT).
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Gabriel Shahin breaks down why mega caps still looks strong by pointing to booming AI demand, energy needs, and massive profits from Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Tesla (TSLA) is one Mag 7 name that gives him a pause.
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Robinhood Markets Inc (NASDAQ:HOOD) is one of the largest online brokerages and remains popular with retail investors and younger traders. The company recently unveiled several key statistics about its users for the first four months of 2026, including which 10 stocks were traded the most.
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On Friday, Bank of America said investors should expect a heavy artificial intelligence focus at next week's developer conference from Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) , with new Gemini AI models, agentic capabilities and smart glasses among the key announcements likely to dominate the event.
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Alphabet's long term bonds offer an eye-catching 6.7% yield. GOOG's free cash flow has turned negative due to aggressive AI and cloud capex, with buybacks still high relative to cash generation. We examine the specifics of this bond and why it might appeal to a tiny minority of investors.
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Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.
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Alphabet remains a top GARP play, with a reiterated "Buy" rating and upside potential to $425–$430. Q1 results exceeded expectations: EPS of $5.11, revenue of $109.9 billion, and Google Cloud revenue up 63%. High capex and AI investments are driving growth, but margin and free cash flow trends warrant close monitoring.
A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here.
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Alphabet (GOOGL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Anthropic's valuation is nearing $1 trillion, an astonishing figure for a private company.
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The AI infrastructure build-out still has a long way to go.
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UBS said the April rally in US equities was a 2.8 standard deviation event over the past 25 years, while its own crowding data shows mega-cap tech stocks remain heavily crowded long positions. The bank's quantitative research found that every one of the Magnificent Seven stocks, excluding Tesla but including Broadcom, registers as an extremely crowded long, as do eight of the 12 largest global semiconductor companies by market capitalisation.
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Happy Friday, all. Here's some only-in-2026 math for you.
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Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy.
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YouTube could be a bigger part of Google's revenue flywheel than Wall Street analysts have thought. Google stock has advanced 27% in 2026.
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Google (GOOGL) stock is currently trading close to $402. With an anticipated 2026 EPS of $14.22, the stock exhibits a forward P/E ratio of 28x.
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Alphabet has raised 576.5 billion yen ($3.6 billion) through its first-ever yen-denominated bond sale, marking the largest bond issuance in Japanese currency by a foreign company, according to a term sheet released on Friday. The transaction comes as the parent company of Google continues to expand investments in artificial intelligence infrastructure while diversifying its global funding sources.
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Alphabet Inc. (GOOGL) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript
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Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company's income statement.
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Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Alphabet (NASDAQ: GOOG) both reported on
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A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers.
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The AI power infrastructure trade is no longer a side bet. Two deals from the first week of May 2026 confirm that the $725 billion AI buildout runs on land, grid access, and energy storage.
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On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually.
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In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction).
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Good Morning Traders!
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The US-based site, whose operators were fined £950,000 by Ofcom, appears in Google's search results and can be accessed in UK
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Google's AI has come a long way since last year's software conference.
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Qualcomm and MediaTek battle for Agentic AI dominance. See how the Dimensity 9400 and Snapdragon 8 Elite are reshaping the premium market.
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U.S. Treasury Secretary Scott Bessent spoke with CNBC's Joe Kernen from the sidelines of the U.S.-Chinese presidents' meeting in Beijing.
Bessent said the two countries would establish a protocol for AI safety, adding they were having a "wholesome" dialogue because the U.S. is "in the lead" in the race to develop the technology.
Meta and Google enlisted trusted children's brands such as Sesame Street, Girl Scouts and Highlights magazine to teach kids to use technology in moderation - even as the companies designed apps that made it difficult for those same young users to unplug, public statements and internal documents show.
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The University of Michigan's consumer sentiment index has recently hit all-time lows. It's one of several consumer opinion surveys showing a structural breakdown in how Americans view the economy.
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Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.
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SpaceX could raise $75 billion in capital with its IPO, giving it more cash to spend on various projects. The IPO gives an opportunity for this early investor to sell stock and redeploy cash in high-return opportunities.
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On Tuesday, Isomorphic Labs, the Alphabet-founded firm that uses AI to accelerate drug development, said that it had raised $2.1 billion from investors led by Thrive Capital. That's a boatload of cash for a drug developer, and represents the second largest ever fundraise for a biotech company behind only Altos Labs, according to trade publication Endpoints News.
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The tech stock rally may have taken a breather this week, but analysts expect that break means Big Tech has more room to run.
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The mouse pointer hasn't changed much since 1984. Google DeepMind thinks that's the problem.
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Compare two distinct ETF strategies: one offers broader sector exposure and higher yield, the other focuses on semiconductor leaders and lower fees.
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A closer look at this hot energy IPO.
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Two cloud giants just delivered some of their strongest quarters in years, but their valuations are catching up with the story.
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Apple is reportedly opposing Europe's efforts to require Google to help its AI competition access its services. As Reuters reported Wednesday (May 13), the European Commission (EC) has been seeking feedback on measures to help Google comply with the Digital Markets Act (DMA).
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Electronics manufacturing giant Foxconn, which makes devices and components for Apple, Google, Nvidia, and Sony, among other tech giants, confirmed on Monday that it was hit by a cyberattack that may have affected some of its factories.
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Google Cloud Platform (GCP) boasted a $460 billion backlog at the end of the first quarter.
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Alphabet and Meta platforms each have thriving core businesses.
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Rigetti Computing (NASDAQ:RGTI) keeps grabbing quantum computing headlines on the strength of its 108-qubit Cepheus-1-108Q system and a cash-stuffed balance sheet.
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Apple is back at the top of every watchlist after the latest quarter showed iPhone revenue rebounding and CEO Tim Cook touting “extraordinary demand for iPhone 17 lineup”.
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Apple on Wednesday echoed Google's criticism of EU antitrust regulators' efforts to force the search giant to help AI rivals access its services, warning the proposed measures pose risks to privacy, security and safety.
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Between a crowded AI market and trust issues, all eyes are on what Google will do next.
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Alphabet (GOOG) remains a very soft 'buy' as robust growth in revenue, profits, and cash flow continues. GOOG's Google Cloud segment is the primary growth engine, with Q1 2026 revenue up to $20.03B and margins rising to 32.94%. Massive capital investments—$180–$190B planned this year—are driving backlog above $460B and supporting future expansion.
Moving across market caps has kept the Chase Growth Fund agile and one step ahead of the S&P 500.
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Alphabet (GOOG) is a premier AI play, excelling in both software and hardware, with near-unmatched synergy and adoption across the industry. GOOG's financials are exceptional: Q1 2026 revenue up 22% to $109.8B, net income up 81%, and net margin at 37.9%, far outpacing peers. Strategic wins include Google Gemini's rapid LLM market share gains and pivotal partnerships with Apple and Anthropic, reinforcing GOOG's AI ecosystem.
Alphabet (GOOGL 0.33%) (GOOG 0.72%) was one of the best-performing big tech stocks of this earnings season.
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Cloud providers are scrambling to profit from the race to adopt AI. One was the runaway champ.
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Google introduces a new feature as part of their Gemini Intelligence called Rambler that will remove filler "ums" and "ahs" to create a more polished text message. It also works with multiple languages within a single text.
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Affirm's pay-over-time options will be integrated into the Gemini app and Google Search, including AI Mode, through Google Pay in the coming weeks. The companies are working together on the integration and will make the payment options available to people and artificial intelligence agents, according to a Tuesday (May 12) press release.
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Google is rolling out new Gemini-powered Android features, ahead of its developer conference next week. The AI can understand screen context and complete multi-step tasks like building shopping carts or booking reservations, the company said.
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Commentary: Between Android 17 and the new Googlebooks, Gemini is the new Google.
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AI that can see and understand what's happening in a video — especially a live feed — is understandably an attractive product to lots of enterprises and organizations. Beyond acting as a security "watchdog" over sites and facilities, such an AI model could also be used to clip out the most exciting parts of marketing videos and repurpose them for social, identify inconsistencies and gaffs in videos and flag them for removal, and identify body language and actions of participants in controlled studies or candidates applying for new roles.
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The latest Android update gives Gemini more control over your apps and tasks. It could be the start of a wider shift in how we use our phones.
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At $390, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading its fortress balance sheet for the right to spend like a utility.
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Alphabet Inc. delivered exceptional Q1 results, with 22% YoY revenue growth and significant margin expansion across core businesses. GOOGL's Google Cloud revenue surged 63% YoY, with operating margins rising 1510 bps YoY and Cloud RPO doubling sequentially to $467.6 billion. Valuation now appears stretched at 28x forward P/E, with SOTP and investee stakes suggesting that the stock is fairly valued near current levels.
The companies are reportedly in discussions over potential space-based data centers.
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Google and SpaceX are in talks to launch orbital data centers in space, reports The Wall Street Journal, citing sources familiar with the matter.
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This is a developing story. Check back for updates.
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Google is rolling out a new opt-in feature in Android that aims to help security researchers investigate spyware attacks.
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Google announced a number of new Gemini Intelligence-branded AI features at its “Android Show: I/O Edition” event on Tuesday. These include the ability for AI to complete tasks across apps, browse the web, fill out forms, dictate speech, and even allow you to vibe-code your own Android widgets.
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Google on Tuesday unveiled Googlebooks, its new line of laptops built around Gemini, Google's flagship family of AI models. The tech giant is working with partners like Acer, Asus, Dell, HP, and Lenovo to make the first Googlebooks in a variety of shapes and sizes.
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On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy?
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Demis Hassabis is the co-founder and CEO of Google's DeepMind artificial-intelligence lab, which has spun out a startup called Isomorphic Labs to use AI to accelerate the creation of new drugs.
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Alphabet's Google is in talks with Elon Musk's SpaceX for a rocket launch deal as the search giant expands its own efforts to put orbital data centers in space, the Wall Street Journal reported on Tuesday, citing people familiar with the discussions.
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A deal between the two tech titans would give a boost to SpaceX's business ahead of a historic public listing.
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Isomorphic Labs, an artificial intelligence-driven drug discovery company, said on Wednesday it has raised $2.1 billion in its latest funding round led by existing investor Thrive Capital.
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At $395.30, Google (NASDAQ:GOOG | GOOG Price Prediction) is a hold.
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Good Morning Traders!
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Alphabet delivered revenue growth of 22% in Q1 2026, with Google Cloud revenues up 63% YoY. Operating margin expanded, driven by strong cost efficiency. Robust R&D investment supports future growth. Massive CapEx growth is justified by surging AI/cloud demand and major deals like Anthropic's $200B commitment.
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Big Tech momentum is starting to look stretched, with several mega-cap names flashing overbought signals even as Nvidia Corp. (NASDAQ:NVDA) continues to push into record territory.
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Net income margins and recent strategic moves set the stage for a closer look at how these tech giants are shaping their growth trajectories.
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This app is in one of every seven smartphones, but most investors don't even know it's publicly traded.
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Google Pay users shopping in Google's Gemini app or Google Search, including AI Mode, will be able to access Klarna's flexible payment options.
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Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world's biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of...
The AI Data Center Backlash Is Growing. Kevin O'Leary's $1 Billion Stratos Project Reveals Why
For many investors, tech ETFs appeal but are often limited by sector rules. Many such ETFs offer exposure to the big names in the AI revolution, for example, but not all.
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The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months.
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Alphabet surprised investors with these stats.
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Anthropic is rumored to be circling a $200 billion deal with Google Cloud.
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Did you use an Android phone with a mobile service plan in the last nine years? You could receive up to $100.
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If you're bullish on driverless-car development, Alphabet stock offers exposure at more attractive valuations.
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The U.S. Commerce Department removed details from its website about its agreement with Google, xAI and Microsoft to test their artificial intelligence models for security vulnerabilities, according to a Reuters review of the agency's site.
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GOOGL briefly surpasses NVIDIA in market value following strong earnings and AI momentum, boosting ETFs with significant Alphabet exposure.
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Google's Threat Intelligence Group said hackers are using AI models such as OpenClaw to uncover and exploit zero-day software vulnerabilities. The group said in a report that it had uncovered and likely thwarted an AI-developed attack.
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Google Threat Intelligence Group (GTIG) said Monday (May 11) that it identified and may have prevented the use of the first zero-day exploit developed with artificial intelligence.
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Google cybersecurity researchers said in a Monday (May 11) report that they uncovered hackers using artificial intelligence to take advantage of so-called “zero-day” flaws.
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The largest S&P 500 ETF yields a scant 1.06%. That confirms something some income investors may not want to be reminded of: The dividend yield on the benchmark domestic equity index hovers around multi-decade lows.
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Alphabet remains my top large-cap tech pick, reaffirmed by exceptional Q1 earnings and AI-driven momentum. Q1 highlights include 63% cloud revenue growth, 19% core search growth, and a 60% QoQ increase in Gemini model token processing. Despite elevated capex and a stretched P/E, I view valuation as a minor headwind given robust demand and growth runway.
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Google is launching Google Finance in Europe this week, part of an ongoing, AI-focused expansion. “This reimagined experience offers a suite of powerful capabilities designed to help you better understand the financial world,” the tech giant said in a blog post Monday (May 11).
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When it comes to artificial intelligence (AI) stocks, dividend returns aren't typically what investors think of. Among technology stocks in the S&P 500 Index; approximately half do not pay a dividend at all.
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Major tech stocks look a little bit stretched at the moment, as we may have gotten a little ahead of ourselves.
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NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) could lose its crown as the world's most valuable company.
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Hackers from a prominent cybercrime group used artificial intelligence to uncover a previously unknown software flaw and an exploit to take advantage of it for the first time, Alphabet's Google said on Monday.
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Alphabet Inc. (GOOG) is poised for further upside, driven by robust AI innovation and upcoming catalysts at the May I/O event. GOOG's Q1 2026 saw GCP revenue up 63% YoY and operating margin surge to 32.9%, outpacing Azure and surprising analysts. AI advancements, proprietary TPU hardware, and deepening verticalization are strengthening Google's competitive moat and earnings visibility.
Alphabet (GOOGL) plans to issue Japanese yen-denominated bonds for the first time as the technology giant seeks additional funding for its rapidly expanding artificial intelligence infrastructure ambitions. According to a filing on Monday, the Google parent company intends to launch the bond offering in Japan, although it did not disclose the size of the issuance.
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This week kicks off media and tech giants' annual pitch to advertisers to buy spots for the year ahead. NBC, Fox, Disney and WBD, along with Amazon's Prime Video, Netflix and Google's YouTube will hold presentations, while Paramount just finished its round of pitches.
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While coverage of 13-F filings tends to focus on individual celebrity investors such as Michael Burry or Warren Buffett, or major banks, another important actor in the business world provided an update for its stock portfolio in early May: Alphabet (NASDAQ: GOOGL).
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Alphabet plans to sell Japanese yen-denominated bonds for the first time, it disclosed in a filing on Monday, as technology giants tap debt markets to fund artificial intelligence infrastructure deployments.
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With thousands of YouTube creators relying on the platform for income, many are turning to strategists as essential advisors on how to keep videos viral. Sports YouTube creator Jesser credits strategist Paddy Galloway for revolutionizing his video craft and allowing him to surge from about 3 million subscribers to more than 41 million.
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Alphabet briefly surpassed Nvidia by market cap in after-hours trading this week. Wall Street is increasingly bullish on the company's ability to win in AI at various levels, whether it's in the battle for the top model or at the cloud infrastructure layer.
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Nvidia is rapidly growing due to huge demand for AI processing power. Amazon and Alphabet are expanding long-term cloud infrastructure businesses that will thrive long after the AI build-out is complete.
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Alphabet gained market share in the cloud services segment in its recently completed quarter.
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Wall Street has embraced the return of pro-growth economic policies, lighter regulation, and an AI spending boom, helping push U.S. stocks to record territory again under President Donald Trump. Yet as warning signs pile up, legendary investor Paul Tudor Jones says the same forces driving markets higher today may also be laying the groundwork for..
. Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here's Why He's Still Buying Stocks
Amazon is seeing accelerating demand for AI services, but it's not all going to Nvidia.
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Artificial intelligence has already reshaped the stock market.
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If you can buy only one AI stock this year, Alphabet makes a strong case for itself.
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Apple (NASDAQ: AAPL | AAPL Price Prediction) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest.
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In this article, we will discuss why financial independence is important, not just for retirees but for anyone aspiring for a stress-free and secure financial life. We present a buy-and-hold, easy-to-maintain portfolio formed with only nine funds. The portfolio is income-focused and is diversified in termsof strategies and asset classes, and likely to provide market-matchinggrowth. We will also demonstrate that if you invest a reasonable sum today inincome-growing funds, it takes roughly 10-12 years to potentially generate$5,000 of monthly income.
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The Adams Diversified Equity Fund (NYSE:ADX) is a closed-end equity fund that has paid distributions to shareholders every year since 2000, and management has committed to a 8% minimum annual distribution rate funded by net investment income, realized capital gains, and occasionally return of capital.
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Several megacaps are still well below their all-time highs.
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The AI hyperscalers are all delivering solid results.
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Alphabet's AI growth may outpace SpaceX's. The upcoming SpaceX IPO could provide Alphabet with a solid capital injection at a time when it could really use the liquidity.
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These companies have what investors want.
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Cloud revenue is just one part of the story for both tech giants.
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Google has unveiled some soon-to-be-released artificial intelligence (AI)-powered bidding and budgeting tools for Search and Shopping. “By pairing smarter bidding strategies with flexible budgets, you can capture high-value opportunities without the manual heavy lifting,” Josh Braverman, group product manager, Google Ads, wrote in a Thursday (May 7) blog post announcing the tools.
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The PHLX Semiconductor Index just reached its highest level since March 2000, the last time chips were this hot, the dot-com bubble burst six months later. This time, the underlying business is real: AI infrastructure spending is accelerating, hyperscalers are committing hundreds of billions to data centers, and the companies supplying the picks and shovels are printing cash.
Read full articleU.S. technology stocks including Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Tesla (TSLA) may offe
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Microsoft (MSFT, Financials) shares slipped after reports that hedge fund TCI sharply reduced its position in the technology giant due to concerns about the lon
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Cloud computing businesses are spending a ton now, but will reap the rewards later.
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At Google I/O this month, we should learn a lot about a wide range of new smart glasses coming from companies other than Meta.
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Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA | NVDA Price Prediction).
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The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
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GOOGL's Q1 profit jumped 82% as AI-driven Cloud revenue surged 63%, boosting margins and fueling aggressive capex plans.
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On Meta's Q1 2026 earnings call, CFO Susan Li said the quiet part out loud.
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EU regulators are giving Alphabet's Google a little bit more time to sooth their concerns after a previous proposal from the company fell short, the European Commission said on Friday.
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The semiconductor giant is facing intensifying competition from its biggest customers.
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Agentic AI tool OpenClaw went viral earlier this year, with a number of Big Tech companies ramping up efforts to build similar products. In the past week, reports indicate that both Meta and Google are working on AI agents.
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The technology giant Google (NASDAQ: GOOGL) achieved notable stock market success in 2026 thanks to a rally that started in late March and had a particularly impressive phase at the very end of April in the wake of the most recent earnings.
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Google faces a fresh UK lawsuit accusing it of abusing its dominance in online display advertising, the claimants announced Thursday, in the latest antitrust action against the US tech giant.
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Wall Street focused on AI chips. One investor found a 1,142% winner in the power infrastructure behind them.
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Nvidia is still the market leader by far.
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The 2026 chip war is over. Apple (NASDAQ:AAPL | AAPL Price Prediction) won it in procurement meetings, well before product launches.
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The company delivered excellent financial performance in its most recently completed quarter.
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On May 7, 2026, expanding freight trials, analyst backing, and cash burn concerns put this autonomy contender under a sharper spotlight.
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Meta's projected 2026 capital expenditure runs $125 to $145 billion. The company's total human compensation bill, every salary, every benefit, every stock grant, comes to roughly $27 billion.
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This massive potential commitment would bolster the bull case for this growth stock even more.
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Quantum ETFs are surging as breakthroughs, funding and AI demand fuel growth, offering diversified exposure to a high-risk, high-reward theme.
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First-quarter results are shaping up to be the best since 2021.
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Google is piloting a new interview process where software engineering candidates use AI in interviews. It's part of a bigger overhaul of Google's interview process.
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Alongside taking the wraps off the new Fitbit Air, a Whoop-esque fitness band, Google on Thursday also said it is rebranding its Fitbit app as Google Health and launching an AI-powered health coach as a subscription service.
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Google on Thursday unveiled its new Fitbit Air, a Whoop-like screenless wearable that retails for $100. The device includes health and fitness tracking features like 24/7 heart rate monitoring, heart rhythm monitoring with AFib (atrial fibrillation) alerts, blood oxygen level, resting heart rate, heart rate variability, sleep stages and duration, and more.
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Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing.
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Alphabet (NASDAQ:GOOG | GOOG Price Prediction) carries a market capitalization of $4.81 trillion, second only to NVIDIA (NASDAQ:NVDA) at $5.05 trillion as of May 7, 2026.
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Google Health's AI coach gets a revamp along with the latest app rebrand.
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The Fitbit name is fading. Here's what Google is replacing it with and what it means for you.
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At $384.27, Alphabet (NASDAQ:GOOG | GOOG Price Prediction) looks attractive on a research basis, even after a 30.5% one-month run.
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A whole bunch of Google glasses are on their way this year. And guess what?
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Ever since hitting the 2026 bottom at the end of March, Google (NASDAQ: GOOGL) stock has been on a decisive uptrend, rising a total of 45% within the timeframe and enjoying an especially pronounced upswing following the April 29 earnings report.
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Google's A.I. search technology is far from perfect (don't count on it for celebrity news), but it excels at tasks like picking out groceries and detecting scams.
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The AI-generated search results will offer related info and include first-person advice from Reddit and other online forums.
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Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.
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Revenue growth is accelerating in Google's cloud business.
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The AI lab has taken a minority stake in the gaming company behind the incredibly complex 23-year-old space simulator.
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Q1 earnings: fantastic (but with a caveat)
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Google and Meta are building personal artificial intelligence agents, moving at the same time toward the same idea of an assistant that operates in the background, handles tasks without being asked twice, and gets sharper at anticipating needs the longer it runs. Google's version is codenamed Remy, Business Insider reported Tuesday (May 5).
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These tech behemoths are seeing impressive gains from their artificial intelligence (AI) investments.
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It seems Alphabet can do no wrong right now.
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Google-owner Alphabet is poised to get a big boost from its cloud and chip businesses, whose profits some analysts continue to underestimate, according to Mizuho Financial. CNBC's MacKenzie Sigalos has the details.
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Google has proposed modifications to the way it presents news results on its search engine, aiming to prevent additions to the 9.5 billion euros ($11.16 billion) in competition fines it has accumulated from the European Union, Bloomberg News reported on Wednesday.
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The AI-generated search results will include related but unasked-for info and first-person advice from Reddit and other online forums.
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CNBC's MacKenzie Sigalos reports the latest news regarding Anthropic's dealmaking.
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Google is updating search to refine its AI experience by adding additional context to links, like conversations from web forums, as well as a feature that highlights links from a user's news subscriptions.
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The S&P 500 has gained 5% this year, but there's the risk of a crash later in the year.
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Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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Li Lu, a man also known as the Chinese Warren Buffett and a close friend of the late, great Charlie Munger, is having quite a solid year.
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Alphabet's Google (GOOGL, Financials) told EU authorities that planned measures to force the corporation to share search engine data with competitors could pose
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Newly proposed S&P 500 rule changes are expected to benefit SpaceX, OpenAI and Anthropic as they work toward reported initial public offerings later this year. But other private companies may be able to capitalize on the changes as well.
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Cathie Wood's Ark Invest has warmed up some of the cheaper Magnificent Seven members of late, recently picking up a big chunk of shares of Alphabet (NASDAQ:GOOG | GOOG Price Prediction), reportedly worth less than $30 million, in addition to Meta Platforms (NASDAQ:META).
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Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) just rewrote what a Mag 7 quarter is supposed to look like.
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This aggressive investment has meaningfully boosted Alphabet's earnings per share over the last decade.
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U.S. and Iran near peace agreement, AI models face U.S. review, SEC could allow companies to ditch quarterly reports, and more news to start your day.
It's not just about graphics processing units (GPUs) and data center build-outs any longer.
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Reach PLC (LSE:RCH), publisher of the Daily Mirror, Daily Express and more than 100 regional titles, has reported a 6.9% fall in group revenue in the first quarter of 2026, with digital income declining sharply as Google search and referral traffic continued to deteriorate. Digital revenue fell 8.1% in the three months to 31 March, with indirect revenues, primarily programmatic advertising, dependent on traffic volumes, down 10.5% and direct revenues off 4.
5%.
SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is a buying opportunity.
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AI competition shifted beyond tech as platforms hold financial and user advantages, analysts say. SenseTime is betting that lower-cost models could win market share despite quality gaps, cofounder Lin Dahua told CNBC.
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Several companies, inlcuding Alphabet, Roku, and Interactive Brokers, have crushed it concerning key metrics, with each also seeing share momentum in the days that have followed post-earnings.
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The Trump administration on Tuesday announced it had expanded a program to give U.S. government scientists access to unreleased artificial intelligence models to conduct risk assessments to include Google's DeepMind, xAI and Microsoft.
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Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) shares were up about 1% in Tuesday's after-hours trading after a report from The Information said Anthropic committed to spend $200 billion with Google Cloud over five years as part of a recent agreement.
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Anthropic committed to spend $200 billion with Google Cloud over five years as part of their recent agreement, The Information reported on Tuesday citing a person with knowledge of the matter.
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OpenAI lost two more senior staffers after a trio of departures in mid-April. Paul Zimmerman, the AI lab's former head of private equity, announced a move to Google.
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The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or NVIDIA (NASDAQ:NVDA)?
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A top Google scientist sent a warning to EU antitrust regulators on Tuesday that its proposal requiring the company to share search engine data with rivals such as OpenAI risked exposing users' private information, the sternest rebuke yet in a tussle over Google's lucrative business model.
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Both companies reported blowout growth in the cloud, but one seems to have the edge.
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Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little.
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It's been a big end to April for Bill Ackman as his much-anticipated Pershing Square USA (NYSE:PSUS) went live on public markets.
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Google is working on an AI agent codenamed "Remy," according to an internal document. Remy is described as a "24/7 personal agent" that can take actions on the user's behalf.
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Joe Tigay takes us through today's big 3 trades. He says Apple (AAPL) was slow out of the gate but is turning the threat of AI into a massive upgrade for their system, Alphabet (GOOGL) got off to a slow start in the AI race but rebranded quickly, and Nvidia (NVDA) as they "remain the biggest name in AI," Joe said.
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Nvidia stock hit a new all-time high in April, as investors flooded back into AI stocks. There could be more to come.
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Google's virtual Android event will arrive one week before I/O 2026, where the company is expected to spotlight Android, Gemini and its broader AI push.
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In March, Trump appointed 13 members to a new AI advisory panel, which reportedly included Meta's Mark Zuckerberg, Oracle's Larry Ellison, Nvidia's Jensen Huang, and Dell founder Michael Dell. Trump said in January the group would advise the president on “matters involving science, technology, education and innovation policy.
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"Scores" of workers at Google DeepMind, the company's British AI research arm, are demanding union recognition over the use of their work by Israel and the US military.
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Alphabet Inc. reported ~$20B Cloud revenue in Q1, growing 63% YoY and significantly outpacing overall company topline expansion. Google Cloud backlog surged to ~$462B, nearly doubling QoQ, with over 50% expected to convert into revenue within 24 months. Enterprise AI adoption accelerated sharply, with AI-driven product revenue up ~800% YoY and new client acquisition doubling during Q1.
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The Center for AI Standards and Innovation announced agreements with Google DeepMind, Microsoft and Elon Musk's xAI to evaluate their AI models before they are publicly available. CAISI will "conduct pre-deployment evaluations and targeted research, according to a release.
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Our 24/7 Wall St. price target for Google (NASDAQ: GOOGL | GOOGL Price Prediction) points to $502.88 over the next 12 months, which would take shares well past the $500 mark.
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The Center for AI Standards and Innovation said it will “conduct pre-deployment evaluations and targeted research” to better understand the capabilities and risks that come with new tools.
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Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by its artificial intelligence efforts and booming cloud business.
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Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel's foundry services for future U.S.
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Alphabet reported $108.6B in 'assets not yet in service' vs. $78.6B at the end of 2025. Essentially, that $108.
6B is a pool of AI infrastructure that has not yet fully started flowing through depreciation expense. In my view, this means the bull case cannot claim depreciation risk is solved, as much of the AI infrastructure has not hit earnings yet.
Dan Niles Reveals His Favorite Tech Stocks Right Now.
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Alphabet Inc. is moving ahead with its largest-ever euro-denominated bond sale, attracting strong investor demand as it ramps up funding for artificial intelligence (AI) investments. The company has received more than €25.2 billion in orders for a planned debt sale of at least €9 billion.
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The VistaShares Target 15 ACKtivist Distribution ETF (NYSEARCA:ACKY) gives investors a packaged way to ride alongside Bill Ackman's Pershing Square book while collecting a targeted 15% annual distribution paid monthly.
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The agreement calls for AI developers to share models with reduced or removed safeguards to evaluate national security-related capabilities and risks.
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Microsoft , Alphabet-owned Google and Elon Musk's xAI will give the U.S. government early access to new artificial intelligence models before their public release to allow checks for national security risks under a new deal.
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Alphabet on Tuesday disclosed that it was selling euro-denominated bonds across six tranches, months after it raised about $32 billion in debt by tapping the dollar, sterling and Swiss franc markets.
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May is full of excellent AI investing opportunities.
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Alphabet has a clear AI plan. Meta is still searching for one.
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Alphabet (NASDAQ: GOOGL) stock could be gearing up for a major correction, according to technical indicators, despite likely support from recent gains.
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UK Google DeepMind employees have voted to unionize over the company's AI military deals. The move was sparked by Google's deal with the Pentagon and its work with Israel.
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Nvidia may move over, but it won't roll over in the face of a formidable new rival.
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Exclusive: Worker pointed to Iran war and Pentagon's Anthropic feud as indications the department is ‘not a responsible partner'
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JPMorgan International Value ETF offers diversified exposure to global equities with a value tilt and a focus on income generation.
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The crown of the world's most valuable company — as measured by market capitalization — has been worn by semiconductor giant Nvidia. The AI chip king settled with a market value of $4.85 trillion on May 1.
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Google's $190B AI push supercharges demand for chips, putting NVDA, TSM and AVGO at the center of a booming semiconductor rally.
Read full articleIntel stock surged 114% in April 2026. Here's what drove the chipmaker's best month in decades.
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Agentic commerce is taking shape inside the core systems of payment networks, with earnings calls and materials showing progress in moving from concept to controlled execution. The emphasis during these quarterly updates has centered on how artificial intelligence agents can operate within existing payment credentials, authorization flows and risk frameworks.
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Top hyperscaler companies reported earnings in the final week of April, and received a mixed reaction from investors. The day after reporting, Google's parent company, Alphabet NASDAQ: GOOGL, was the clear winner, rising by a whopping 10%.
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For months, the Nasdaq has moved at the mercy of the Middle East headlines and $100 oil. But a quiet, critical shift is happening.
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Broadcom stock teases a buy zone as fellow IBD Leaderboard members Google and Caterpillar climb out of buy range.
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Alphabet (NASDAQ:GOOG | GOOG Price Prediction) just delivered a standout Q1, and our model points to additional upside.
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Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street's consensus price target sits at $377.29, implying the stock has roughly 9.5% upside.
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It's been quite an eventful earnings season for mega-cap tech. For the most part, the showings were impressive, but there is one result that stood head and shoulders above the pack in the Mag Seven.
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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why.
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SoundHound AI (
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Explore how Alphabet's (GOOGL) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
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Alphabet (GOOGL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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Alphabet (GOOGL) is on a tear, surging 14% in just five trading sessions. Rachel Dashiell breaks down the technical setup, highlighting key short-term resistance at $384 and support near $378.
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Alphabet Inc. logs its best month since 2004 on cloud and AI strength. ETFs offer exposure as rising capex and debt spark caution.
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Citizens analyst Andrew Boone raised the firm's Alphabet (NASDAQ: GOOGL) price target from $385 to $515 on Monday, May 4, keeping an ‘Outperform' rating.
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Google Cloud revenue rose by 63% in Q1, far faster than AWS or Azure.
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A widely reported figure this past week is that 81,747 tech workers lost their jobs in Q1 2026, the highest quarterly layoff figure the industry has seen in at least two years. This has sparked the debate once again about large tech firms, AI and layoffs.
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The Ark Venture Fund has crushed the S&P 500 and Nasdaq-100 over the past year due to sizable positions in SpaceX and OpenAI. The Ark Venture Fund is relatively risky and somewhat inconvenient because investors cannot sell shares at their discretion.
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It continues to lag its megacap peers as investors question its artificial intelligence (AI) spending plans.
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Alphabet just posted an incredible quarter.
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Data centers around the world are facing growing backlash over energy use and local impact. Danish grid operator Energinet recently halted new connection agreements after an explosive surge in demand.
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Big Tech earnings reveal where $700 billion in AI spending is flowing - and why the biggest winners aren't the obvious stocks.
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You already know these companies -- and they're making big waves in the emerging quantum computing space.
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There are countless ways to start investing in AI stocks.
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On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor's attention. "9 data centers went offline or they went to backup power. And when the grid came back up, the grid was expecting the data centers to be there and they weren't."..
. Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts
On April 27, more than 600 Google employees signed a letter urging CEO Sundar Pichai to prevent the Pentagon from using the company's AI products for classified operations. Google had spent the previous months building a closer relationship with the US Defense Department after a few frosty years.
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Don't overthink the AI spending spree.
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The AI build-out is driving many stocks higher.
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Google Cloud grew 63% in the first quarter, well ahead of Microsoft Azure's 40% and AWS's 28%. Google Cloud's backlog nearly doubled in three months to over $460 billion.
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Nvidia's shareholders should be celebrating.
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Alphabet's Google delivered a stunning Q1 CY26 result, with Google Cloud revenue surging 63% y/y to $20B and backlog nearly doubling to $460B. Google's multi-dimensional enterprise AI strategy—spanning chips, models, and applications—is driving rapid share gains against the OpenAI complex. One way, this is showing is in Google's Gemini Enterprise where paid subscriptions grew 40% q/q, slightly ahead of my estimation for OpenAI's sequential growth rate in paid subs.
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The communication services sector is a concentration bet dressed up as diversification.
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Nvidia (NASDAQ:NVDA | NVDA Price Prediction) led the first wave of AI enthusiasm with its powerful GPUs.
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For nearly 60 years, investors have measured themselves against one benchmark: Warren Buffett.
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Alphabet (NASDAQ: GOOGL) is closing in on semiconductor giant Nvidia (NASDAQ: NVDA) in the race to become the world's most valuable public company, with the valuation gap narrowing to under $200 billion.
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Google's first-quarter earnings report reflected its position as an artificial-intelligence winner — and as a savvy investor.
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Weekly Market HighlightsWeekly breadth was moderately positive with 4,963 advancers versus 4,504 decliners, including 918 stocks up more than 10% and 855 stock
Read full articleApple beat at $111.2B with a $100B buyback. Meta got hit.
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Alphabet's revenue growth has accelerated for five consecutive quarters. Except for Google Network business, which is increasingly irrelevant, every part of the Alphabet business is humming right now. Despite growing at an incredible ~19% in 1Q'26, Google Search still continued to lose share in the digital advertising industry. Google Services operating margin reached a new peak at 45.3%.
Given that incremental margins continue to be 60%+, I wouldn't be surprised if margins continue to expand here.
Combining the actual results for the 6 Magnificent 7 members that have reported already with estimates for Nvidia, total Q1 earnings for the group are expected to be up +45.7% from the same period last year on +24.6% higher revenues.
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The Google Photos wardrobe feature uses AI to scan your camera roll and create a digital version of your closet.
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Several stocks have seen increased interest as of late, including Micron MU, Alphabet GOOGL, and SanDisk SNDK. Given the recent spike in interest, let's take a closer look at how each presently stacks up and what's been driving the positivity behind each.
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At a pivotal moment, when the AI boom is being defined by the hyperscale race, Alphabet's cloud growth was dramatically stronger than Microsoft's and Amazon's.
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When a new technology takes off, most investors instinctively chase the companies building it – history suggests that's often a mistake. In today's Friday Digest takeover, our macro investing expert Eric Fry revisits a pattern that's played out across multiple technological revolutions.
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A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here.
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Tim Bohen takes us through his Big 3 trades to kick off May. He calls Alphabet (GOOGL) the best AI stock and later Tim talks about Terawulf (WULF) as it rallies more than 3.5% today.
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Alphabet's stock surge, fueled by AI and cloud growth, is putting it within striking distance of Nvidia's market cap lead.
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For years, it was common for even the biggest tech companies to have annual capital expenditures, or capex, in the single- to low-double-digit-billion range.
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Alphabet (GOOG/GOOGL) and Meta (META) diverged post-earnings, with Alphabet up 10% and Meta down 9%, reflecting investor confidence in Alphabet's AI strategy and ROI. Apple (AAPL) delivered strong earnings, with iPhone revenue up 22% and services up 16%, but future upside hinges on new product innovation and AI potential.
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Alphabet's various businesses generate reliable revenue regardless of the economic backdrop. American Express' affluent cardholder base appears able to keep spending even as many consumers can't right now.
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Meta's ad ban is “nothing more than an attempt to preserve a harmful business model at all costs — one that actively profits off the addiction of this nation's youth,” the senators wrote in a letter to Zuckerberg, a copy of which was exclusively obtained by The Post.
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Big Tech is doubling down on AI, with 2026 capex estimates hitting $725B (per Yahoo Finance). Ride the spending boom with tech, semiconductor and AI-focused ETFs.
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The real story for Alphabet (GOOGL) stock is not reflected in its headline 22% revenue growth or its 82% jump in earnings per share. Beneath the noise of Wall Street beats, the data points to a fundamental tension between rapid artificial intelligence growth and the substantial capital needed to support it.
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The takeaway could not have been clearer: Alphabet isn't just surviving the AI revolution — in many ways, it's leading it.
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Alphabet is rising following blowout Q1 results. The Google parent company reported 22% growth in topline revenues and a whopping 81% increase in profit. The company also upped its CAPEX guidance in light of the strong revenue performance and outlook.
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The Pentagon has signed agreements with seven technology groups to deploy artificial intelligence tools across its classified networks to improve data analysis and support faster decision-making in military operations. The US War Department said companies, including Google (Alphabet Inc), OpenAI, Microsoft Corp (NASDAQ:MSFT) and Amazon.com Inc (NASDAQ:AMZN) AWS will provide systems for secure use in sensitive environments.
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The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. TEAM Gainer 1 hour ago Live Atlassian (Nasdaq: TEAM) rocketed over 20% Friday after blowing..
. Live Nasdaq Composite: Tech Stocks Recapture Momentum in Swift Upward Swing
The Nasdaq Composite (NASDAQ: ^IXIC) heads into May with record-setting momentum, closing April with a 15% monthly gain, its biggest since April 2020.
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Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April.
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Those companies, along with four others, have agreed to make their AI available for classified use by the Pentagon.
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The Morning Brew Daily team spent a recent segment chewing on a simple question: if Google Search really faces a “nearly monopoly-like market share” ceiling, how is the segment still growing nearly 20% a year?
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The earnings story this week reaffirmed a "separation" within the Mag 7, says Phil Rosen. He sees Alphabet (GOOGL) distancing itself from the rest of the megacap tech names, saying "it will win the race to $5T.
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This is a developing story.
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Quietly, shares of Google-parent Alphabet are on the verge of topping $5 trillion, and overtaking AI-leader Nvidia as the world's most valuable company.
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The Pentagon said on Friday it had reached agreements with seven leading AI companies: SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft and Amazon Web Services.
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On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026 from these big hyperscalers has now topped $700 billion.
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Alphabet is transitioning from AI beneficiary to AI infrastructure owner, notably through its TPU strategy, enhancing control over scaling economics. Cloud revenue grew 63% YoY with a $460B backlog, signaling robust demand but also execution risks if backlog conversion lags. Capex guidance of $180–190B reflects a long-term commitment to AI infrastructure, with potential margin pressure if revenue growth falters.
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The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot keep up.
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This quartet of brand-name companies invested in Anthropic in 2023.
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The tech giant just turned in a quarter that's hard to find a flaw in -- with cloud-driven AI momentum doing much of the heavy lifting.
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The search king is asserting its dominance in the AI race.
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It can be tough to chase breakout moments, especially if a consolidating stock has already dealt out a fake-out in the past year.
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Alphabet added a record $421 billion to its market cap as massive cloud growth and AI momentum sent shares soaring.
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What a difference a month makes.
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A trend has been gaining momentum at Amazon and Alphabet.
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On April 30, 2026, investors weighed Alphabet's AI-fueled cloud surge against a massive multiyear infrastructure spending ramp.
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Meta beat Q1 expectations, but the stock fell after its AI and data center spending outlook rose as high as $145 billion, shifting focus to whether ad pricing and engagement can offset rising infrastructure costs.
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On April 30, 2026, Alphabet Inc (GOOGL) shares rose 10.0% to a current price of $384.94. This move comes amid a 52-week range that saw a low of $147.84 and a hi
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Alphabet says AI demand is outrunning supply
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Shay Boloor joins Market on Close to discuss the different directions some of the Mag 7 stocks are going after announcing another quarter of massive AI spending. He points to positive verticals for Alphabet (GOOGL) saying that "search is not dead" with Google owning a fully connected ecosystem from TPUs to its consumer software offerings.
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Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) has cracked into a momentum regime that looks structurally difficult to derail, with shares pushing to $385 by the close on Thursday after the company delivered the kind of earnings beat that resets investor expectations for an entire year.
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Alphabet stuns with a 93% earnings beat as cloud and AI fuel growth, lifting shares and spotlighting ETFs with heavy exposure.
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Cloud computing will help this trio join Nvidia at that rarefied level.
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Flawless execution isn't a given in a leadership transition.
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Analysts highlighted Google parent Alphabet Inc.'s (NASDAQ:GOOGL) strong execution and growing AI momentum, with one expert calling it a clear standout and outlining broader implications for tech and semiconductor stocks.
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The Google parent delivered record revenue growth amid "unprecedented" demand.
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GOOGL's Cloud revenues surge 63% to roughly $20B on Gemini demand; AI product revenues rise nearly 800% and backlog above $460B fuels outlook.
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Caterpillar bulldozed its way to a 10% gain and dragged the Dow along for the ride. Meanwhile, Big Tech had a rougher morning.
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The Investment Committee debate how to trade the winners and losers out of the recent mega-cap earnings reports. Meta falls after raising capex but Steve Weiss is buying more, he calls in with the details.
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Yesterday, two of the biggest tech giants in the AI boom reported their latest earnings.
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Alphabet reported Wednesday that it topped analysts' estimates for first-quarter revenue, helped by its booming Google Cloud business, which recorded a 63% increase in revenue from a year ago. Google CEO Sundar Pichai said cloud growth was driven by demand for its enterprise AI solutions.
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Google announced on Thursday that it will begin rolling out Gemini to cars with Google built-in, marking a significant upgrade from the current Google Assistant. The move signals Google's push to bring more advanced, conversational AI into the driving experience.
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Alphabet Q1 2026 EPS jumps 82% as Search, YouTube and Google Cloud revenues surge; capex guidance lifted for AI and Wiz deal.
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The market is reacting very differently to all four of these earnings reports.
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Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report's segment Chipping away at Nvidia's chip dominance: “There is the potential for this to entirely disrupt Nvidia, so I think it is a pretty significant risk.
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Two of these players stood out.
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Google's transition into the era of artificial intelligence continued to pay off for its corporate parent, Alphabet Inc., which on Wednesday announced another quarter of stellar growth that helped to more than double its already lofty market value during the past year.
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Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is breaking out to new highs after clocking in a fantastic quarterly earnings result that allowed it to “win” Wednesday's Super Bowl for earnings.
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Big stock moves on Thursday followed big earnings beats out of Silicon Valley on Wednesday.
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Wall Street is responding to Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) blowout Q1 2026 report with a synchronized wave of price target hikes.
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Yesterday, Alphabet Inc. put out its Q1 earnings and delivered strong results, with acceleration in revenue and earnings, both of which were far ahead of estimates. The cloud segment's performance was especially impressive, with revenue up 63% and earnings up 202%. However, not everything in the GOOGL release was great news. CAPEX surged to $35.
6 billion, resulting in a year-over-year decline in free cash flow.
$4.5 trillion. That's Alphabet's market valuation as of Thursday's stock surge, ranking the Google parent just behind Nvidia ($4.9 trillion) as the world's largest company.
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Amazon, Google and Microsoft all showed better-than-expected first-quarter cloud growth on Wednesday. Google was the standout, reporting 63% expansion, though it remains the smallest of the three.
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The latest earnings from Microsoft Corp (NASDAQ:MSFT), Meta Platforms Inc (NASDAQ:META), Amazon.com Inc (NASDAQ:AMZN), and Alphabet, Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) didn't just move stocks, they challenged the once-unified "Magnificent Seven" trade. For ETF investors, that split is becoming an opportunity.
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Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) drew largely bullish reactions from Wall Street after first-quarter results showed accelerating Search growth, a sharp Google Cloud ramp and evidence that AI investments are translating into revenue momentum.
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Markets are attempting to make sense of GDP, PCE and Jobless Claims data while also weighing the earnings reports from Alphabet (GOOGL), Meta Platforms (META), Microsoft (MSFT) and Amazon (AMZN). Kevin Green is watching the $600 level for META saying that could be a key level for investors and traders to monitor as shares pull back after earnings.
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Seagate Technology (NASDAQ:STX | STX Price Prediction) is the name lighting up screens this morning after a 17.13% earnings beat sent shares up roughly 13% after the close.
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Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 results after the close on April 29, 2026, and investors loved what they saw.
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Shares of Alphabet Inc. surged on Thursday after the company delivered a strong first-quarter earnings report, easing investor concerns over its rising capital expenditure tied to artificial intelligence infrastructure. The stock gained 7.74% to $374.22, its 52-week high, as markets responded positively to robust growth across its cloud and core advertising businesses, even as spending on AI data centers continues to accelerate.
Italy's communications watchdog AGCOM has asked the European Commission to investigate Google's AI-powered search features over concerns they may harm news publishers and undermine media pluralism, it said on Thursday.
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Some quarters meet expectations, some beat them, and some reframe the entire narrative. Alphabet's NASDAQ: GOOGL Q1 2026 results, reported on April 29, fall firmly in the third category.
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Alphabet shares climbed on Thursday, while Meta's stock sank, as investors digested their ballooning AI spending plans. Both companies said they expect their capital expenditures to continue growing this year.
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Side-by-side, these two iShares funds reveal how sector focus, yield, and volatility shape investor outcomes in tech. Explore their key differences.
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NVDA, MU, AVGO, WDC, VRT and peers stand to gain as Big Tech lifts AI capex to $725B by 2026, fueling demand for chips, memory, and data center infrastructure.
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Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are spiking higher in early Thursday trading after the search giant delivered a blowout Q1 2026 report.
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As Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Meta, Alphabet, and Amazon (NASDAQ: AMZN) announced earnings, they reiterated the amounts they would spend on AI data centers, and some said they were committed to continued growth.
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Alphabet (GOOG) delivered a strong Q1, with Cloud revenue up 63% Y/Y, fueled by AI adoption and Gemini momentum. Google's Cloud segment is now its primary growth engine, showing a 203% Y/Y surge in operating income and expanding market share. Despite a 46% Y/Y drop in free cash flow due to doubled CapEx, the company raised its AI/Cloud CapEx guidance to $180–190B, signaling confidence in its AI strategy.
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Alphabet Inc. delivered a transformational Q1 2026, with Search accelerating 19.1% YoY and Cloud revenue up 63.4%, driving a 6–7% after-hours rally. GOOGL's core operating EPS beat was robust even after removing $2.
35/share in non-operating gains, highlighting true business strength beyond accounting noise. Google Cloud's $462B backlog and 32.9% margin signal a structural shift, providing multi-year revenue visibility and validating aggressive AI-driven capex.
On the evening of April 29, 2026, four highly valued companies released quarterly results.
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US stocks are expected to rise on Thursday, as investor confidence was boosted by a well-received set of earnings from three of the four 'Magnificent Seven' tech giants, offsetting concern about a further surge in oil prices. Dow Jones futures were up 0.6%, with gains of 0.5% and 0.3% predicted for the Nasdaq and the S&P 500.
OG&E, a unit of OGE Energy , said on Thursday it will supply electricity to three new Google data centers in Oklahoma announced last year to support grid stability.
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Two weeks ago, I wrote a piece asking readers a blunt question: do you own enough Google?
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Everyone is spending a ton on artificial intelligence. But not every company spending that money is trading higher.
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Alphabet is rapidly transforming from a mature ad business to a dominant AI infrastructure leader, as Q1 2026 results reveal explosive 22% revenue and 81% profit growth. GOOG's $175–$185 billion AI infrastructure spend and end-to-end stack ownership position it as the critical enabler of global AI demand, not just a search company. Google Cloud's 63% revenue growth and robust margins highlight AI as an immediate, scalable profit engine, with both enterprise and consumer adoption accelerating.
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Alphabet (GOOGL) delivered strong Q1 financial growth, with revenues up 22% to $109.9B, surpassing consensus and marking 11 consecutive quarters of double-digit growth. Alphabet increased its quarterly dividend by 5% to $0.22 per share, signaling confidence in ongoing cash flow strength.
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Artificial intelligence is no longer a speculative bet for Big Tech it is already driving growth across cloud, advertising and enterprise software. But the very scale of investment required to sustain that momentum is still emerging as the industry's biggest fault line.
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Alphabet's blowout cloud growth has reset expectations across major tech companies, leaving investors to recalibrate which firms are delivering the clearest returns.
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Pivotal Research raised its Google (NASDAQ: GOOGL) stock price target from $420 to a Street-high $470 on Wednesday, April 29, while keeping a ‘Buy' rating.
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Switzerland's competition commission has opened an investigation into suspected anti-competitive pacts in which travel companies and online casinos agreed not to bid against each other for search engine keywords.
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Gone are the days when a company could expect to thrive indefinitely just by being a big name in the business. Most companies -- and technology companies in particular -- are forced to proactively innovate simply because their competitors will.
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Alphabet and Meta both boosted their capex guidance when they issued first-quarter earnings on Wednesday. But Wall Street applauded Google's parent while punishing Meta, a reflection on how investors view their AI strategies.
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Amazon and Meta are among the big companies set to lobby India's payments body over the dominance of Walmart-owned PhonePe and Google Pay in the country's fast-growing instant payments network.
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A search query that once returned links is now beginning to complete transactions, and Alphabet's latest results show how quickly that shift is moving from experiment to operating model.
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Fed Chair Powell says goodbye to FOMC press corps, while AI-fueled earnings & growth astound.
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Alphabet, Amazon.com, Meta Platforms and Microsoft all beat earnings expectations on Wednesday, but investors are cheering Alphabet's momentum the most.
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Google has so far not put ads in its Gemini AI app, but it's not ruling it out. Google is currently focusing on ads in AI Mode — its AI-powered, conversational version of Search — but this could eventually carry over to the standalone Gemini app, chief business officer Philipp Schindler said on Wednesday's earnings call.
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Although the revenue and EPS for Alphabet (GOOGL) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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Alphabet (GOOGL) came out with quarterly earnings of $5.11 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.81 per share a year ago.
Google Cloud, the business under parent company Alphabet that provides enterprise AI solutions, had a blowout first quarter, with revenues topping $20 billion for the time, a 63% increase from the same period last year. However, investors were concerned about the constraints surrounding the business and how Google decides to allocate cloud capacity.
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Meta, Amazon, Microsoft, and Alphabet earnings split tech stocks as AI spending concerns weigh on the Nasdaq 100 and shape the stock market outlook.
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Google's subscription business saw its strongest quarter yet. YouTube and AI features tied to Google One were the biggest drivers.
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DA Davidson Managing Director Gil Luria offers his key takeaways on earnings from Amazon, Microsoft and Meta Platforms. He speaks on "Bloomberg The Close.
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Stripe has partnered with Google to allow businesses to sell to consumers inside Google's AI Mode and Gemini app. This capability is supported by Stripe's Agentic Commerce Suite, an integration that enables businesses to sell their products inside AI apps, Stripe said in a Wednesday (April 29) press release.
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Marley Kayden, Sam Vadas, and Alex Coffey take investors through a busy post market earnings lineup with live reaction to Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL) reporting. ======== Schwab Network ======== Empowering every investor and trader, every market day.
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Alphabet Inc (NASDAQ:GOOG) reported first quarter results that beat Wall Street expectations, sending its shares almost 4% higher after Wednesday's closing bell. The company posted revenue of $109.9 billion for the quarter ended March 31, up 22% year over year and above analyst estimates of $107.1 billion.
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Alphabet reported first-quarter revenue and profit above expectations, driven by strong performance in its cloud computing division. The results offer early signs that its heavy investments in artificial intelligence infrastructure are beginning to yield results.
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Google stock rose as parent Alphabet's Q1 earnings showed strong growth in cloud computing and search ads amid huge AI investments.
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Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) reported first-quarter results after Wednesday's closing bell, beating analyst estimates on the top and bottom lines.
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YouTube ad revenue rose 11% in the first quarter compared with the same period in 2025, flirting with the $10 billion mark. The ad revenue haul of $9.883 billion was one of many solid parts of parent company Alphabet's overall quarter.
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The tech giant's revenue rises 22% in the first quarter.
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Alphabet topped Wall Street estimates for quarterly revenue growth at its cloud computing unit on Wednesday, driven by sustained enterprise spending on artificial-intelligence infrastructure.
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Here, we have picked three AI stocks, NVDA, AVGO and MU, which are well-poised to benefit from AI's growing use and ability to solve complex problems.
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Landon Swan, co-founder of @LikeFolio, breaks down Alphabet's (GOOGL) strong performance as the stock hits new highs. A major drive was explosive growth in its cloud business with computing revenue up 48%.
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Our Live Earnings Coverage Begins Below at 3:30 p.m.
ET. - Click to Watch Our... Live: Microsoft, Amazon, Alphabet, Meta All Report Minutes After the Bell Tonight!
Big Tech earnings are set to test whether massive AI-driven investments are translating into real growth, with analysts focusing on revenue signals, spending discipline, and long-term monetization.
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Explore how differences in sector focus, portfolio breadth, and dividend payouts shape the long-term appeal of these two tech ETF giants.
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Berkshire's final big stock purchase under Buffett was Alphabet. Alphabet is one of the few companies that can own and monetize AI globally.
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Dubbed the “News Bargaining Incentive,” the proposed law would impose a 2.25% tax on the local revenues of the social media giants that are unable or unwilling to reach deals with news outlets.
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In Alphabet's first-quarter earnings report, analysts are projecting the highest rate of revenue growth since 2022. Alphabet has far outperformed its megacap peers on the stock market over the past year, driven by gains in artificial intelligence.
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For once, there is something even bigger than the Strait of Hormuz affecting investors' attitudes this morning.
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A group of Alphabet shareholders are pressing the company to explain how it governs and controls the use of its technology and cloud services by governments for surveillance after the tech giant rejected calls for greater disclosure.
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The market's latest artificial intelligence panic says more about investor psychology than it does about the future of AI.
Read full articleLive Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Business Spending Up 47 minutes ago Live March delivered a convincing verdict on the state..
. Live Nasdaq Composite: Markets Walk Tightrope Ahead of Tech Earnings, Fed Decision
The memory stocks just keep finding new ways to defy the laws of gravity, with the SanDisk (NASDAQ:SNDK | SNDK Price Prediction), once again, leading the charge higher, with shares up more than 75% in the past month or about 264% year to date.
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Google parent Alphabet is due to report earnings after the closing bell today, with shares seen potentially hitting fresh records following the results.
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Stock futures are little changed as investors prepare for a Federal Reserve decision on interest rates and a flurry of earnings reports from major tech companies; oil prices continue rising as another round of peace talks with Iran remains uncertain; the Fed's rate decision will be released this afternoon, followed by a press conference from Chair Jerome Powell; Big Tech is set to dominate earnings headlines today, with results from Alphabet, Amazon, Microsoft and Meta all coming after the closing bell; and Robinhood shares are tumbling after the online exchange missed revenue and profit estimates. Here's what you need to know today.
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Wall Street tech stocks are predicted to swing back into green on Wednesday, though investors may largely sit on their hands ahead of the Federal Reserve's policy decision later. Ahead of the opening bell, Nasdaq futures were up 0.4%, while those for the Dow Jones and S&P 500 futures were up less than 0.1%.
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Cathie Wood's Ark Invest bought shares in CoreWeave, Spotify, and Alphabet on Tuesday. CoreWeave fell in sympathy after reports of slowing growth at partner OpenAI.
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This industry leader has the foundational operating segments and competitive advantages needed to withstand mounting historical headwinds.
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Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) will release earnings for its first quarter after the closing bell on Wednesday, April 29.
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While the heyday of Cathie Wood's investment management is, for the time being, firmly in the past, the popular ARK Innovation ETF (ARKK) has been having a respectable run in the last 12 months and unveiled its latest series of bets as recently as April 28.
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Josh Brown of Ritholtz Wealth Management said semiconductor stocks remain among the market's strongest performers but warned that extreme momentum has left the sector overextended in the near term.
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A pivotal moment for global markets is set to unfold as Alphabet, Amazon, Meta and Microsoft prepare to report earnings on the same day, offering a rare, concentrated look into the health of the artificial intelligence economy. The simultaneous results from the four technology giants, which together account for a significant share of the S&P 500, are expected to provide critical insight into whether the massive investments being poured into AI infrastructure are translating into sustainable growth.
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Google and Meta are enjoying a digital ad boom, as artificial intelligence automates marketing and drives record sales.
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Alphabet stock (NASDAQ: GOOG) heads into its first-quarter 2026 earnings report tonight with a lot of momentum already priced in. The stock has climbed 21% over the past 30 days, and one recent preview warned that “investors shouldn't expect the market to ignore any weakness” after that run-up.
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Four companies at the center of the AI boom -- Alphabet, Amazon, Meta Platforms, and Microsoft -- will report earnings after the market closes. Federal Reserve Chair Jerome Powell will discuss the economy in a press conference after the central bank announces its interest rate decision.
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More than 600 Google employees urge Alphabet CEO Sundar Pichai not to make the company's AI systems available for classified military work.
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Brace yourself. Wednesday's after-hours session could move the market.
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Four of America's most valuable companies are set to report earnings after the closing bell Wednesday, in what could potentially be the biggest event of this earnings season.
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Google parent Alphabet could face an increasingly difficult bar to clear to impress investors with its quarterly results tomorrow.
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Google's new AI-powered language tool can give you real-time feedback by analyzing speech and correcting your pronunciation.
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The Pentagon is expanding the list of AI labs it's working with after blacklisting Anthropic. "Overreliance on one vendor is never a good thing," Cameron Stanley, the Pentagon's chief digital and artificial intelligence officer, told CNBC
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Advertising results from Alphabet and Meta Platforms will be important metrics to watch given the heavy top-line contributions, and it's worth noting that each has yet to negatively surprise on the metric in years now.
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"Good on earnings is not good enough," says Jeffrey Small in previewing the string of Mag 7 earnings reporting Wednesday and Thursday. He argues guidance is the more important metric.
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Alphabet has made successful AI investments.
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The FIDO Alliance plans to develop standards for artificial intelligence (AI) agentic interactions and commerce that will define trusted mechanisms for how agents authenticate, act and transact on behalf of users.
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The AI race just shifted — from control to distribution. The decision by Microsoft Corp. (NASDAQ:MSFT) and OpenAI to revamp their partnership signals a clear pivot.
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Tech stocks have been easy money all month. Now investors want to see hard proof that returns on big tech spending are coming.
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META's AI-fueled ad surge, rising engagement, and strong global growth forecasts set the stage for a pivotal Q1 earnings report.
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Q1 earnings success hinges on demonstrating how massive AI investments will lead to durable margin expansion. Google Cloud is the primary battlefield: analysts seek 50% growth and a surge in Remaining Performance Obligations (RPO). Management must justify the $75 billion investment plan (Capex Trajectory) to avoid the "spending ahead of demand" narrative.
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Google has granted the U.S. Department of Defense access to its AI for classified networks, essentially allowing all lawful uses, according to multiple news reports.
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Alphabet's Q1'26 earnings results may ride on Search ad strength and surging Cloud demand for AI infrastructure, with Gemini features boosting engagement.
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he search giant is set to report first-quarter results Wednesday after market close.
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The partnership surfaced on the same day that more than 600 Google employees wrote a letter to Pichai stating they were “deeply concerned” about the firm's negotiations with the Pentagon.
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The European Union plans to turn the focus of its landmark rules curbing the power of Big Tech to cloud and artificial intelligence services, aiming to promote fairer competition after seeing positive results in other digital areas, EU regulators said.
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A Google employee said they were "ashamed" after the company signed a Pentagon defense deal. "I'm speechless at Google signing a deal to use our AI models for classified tasks," they said.
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The Pentagon has also signed deals for using A.I. on classified networks with OpenAI and Elon Musk's xAI, amid a dispute with Anthropic.
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Tech giant added language to contract to say its AI wasn't intended for domestic mass surveillance or fully autonomous weapons.
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Alphabet needs to prove that its massive investments in AI are driving revenue growth. The biggest payoff could be in the cloud.
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AMZN's AWS growth, AI partnerships and $244B backlog set the stage for Q1, but heavy AI spending may pressure margins ahead of earnings.
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ROKU heads into Q1 earnings with robust revenue growth and strong platform momentum, but device weakness and a premium valuation cloud the outlook.
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Google parent Alphabet is due to report earnings Wednesday afternoon, with shares seen potentially hitting fresh records following the results.
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The four U.S. internet giants are all scheduled to report results after the close of trading on Wednesday, updating investors for the first time since the U.S.-Iran war began in February.
Investors want to know the impact of soaring oil prices and an intensifying memory crunch on plans for capital expenditures tied to the AI buildout.
On April 22, the semiconductor giant moved to what was at the time a record closing high near $422. In turn, Broadcom briefly eclipsed a $2 trillion market capitalization.
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Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) is a passively managed exchange traded fund launched on September 22, 2010.
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The biggest 48 hours of Q1 earnings season starts tomorrow. Meta (NASDAQ:META | META Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) all report Wednesday, April 29, after the close, with Apple (NASDAQ:AAPL) following Thursday, April 30.
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Big Tech's capital expenditure plans for 2026 are stacking up to roughly $600 billion across the four hyperscalers, and Wall Street wants receipts.
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I think two other companies would be much better members of the Magnificent Seven.
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Alphabet's Google has joined a growing list of technology firms partnering with the US Department of Defence to supply artificial intelligence models for classified operations, The Information reported on Tuesday. The agreement allows the Pentagon to use Google's AI systems for “any lawful government purpose”.
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According to Visible Alpha consensus, Alphabet Inc.'s total revenues expected for Q1 2026 have increased to $106.9 billion from $101.5 billion in the fall. The Q1 consensus expectations for operating income and EPS have also increased due to a higher Cloud margin expectation.
Looking ahead to Q2 2026, analysts now expect the Cloud business to generate a 29.8% operating profit margin, up 900 bps year over year.
AI stocks jumped in the wake of strong earnings reports this week. Most of the "Magnificent Seven" will report earnings this week.
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Alphabet's Google has signed a deal with the U.S. Department of Defense to use its AI models for classified work, the Information reported on Tuesday, citing a person familiar with the matter.
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Big Tech firms are increasingly seeing top researchers depart to launch their own AI ventures. Many are raising huge sums with months of setting up startups, as investors bet big on novel approaches to model architecture.
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The Australian government said on Tuesday that Meta , Alphabet's Google and TikTok could face multimillion-dollar charges if they did not negotiate deals to pay local media outlets for news on their platforms.
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Tim Quast evaluates the Mag 7 using supply‑and‑demand signals rather than earnings hype ahead of a major big tech week. He sees Apple (AAPL) and Microsoft (MSFT) with the strongest setups, warning that Meta Platforms (META), Alphabet (GOOGL), and Amazon (AMZN) may be overextended.
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Google co-founder Sergey Brin slams California's proposed billionaire tax, likening it to the socialism he fled in the Soviet Union as a child in 1979.
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Alphabet Inc. is poised for a potential all-time high following Q1 earnings, driven by strong momentum and likely positive surprises. Consensus expects Q1 revenue of $107 billion, up 19% year-over-year, but GOOG has a strong track record of beating estimates. Cloud and AI segments are expected to deliver the highest growth, while ongoing investments may compress margins near-term but support long-term expansion.
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A few of the big cloud players, namely Alphabet, Microsoft, and Amazon, are all reporting this week. Their cloud results will be a key driver behind sentiment post-earnings, with the market regularly looking for growth accelerations over recent years.
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The mantra on Wall Street these days: Keep calm and carry on buying tech.
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CFRA's Angelo Zino talks about the companies he perceives as the winners and losers of the upcoming Mag 7 earnings slate. He sees Alphabet (GOOGL) as the biggest winner and Meta Platforms (META) having the most trouble due to an unclear profit roadmap from its 2026 CapEx.
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John Freeman and Ron Westfall discuss Apple (APPL), Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META), and Microsoft (MSFT) as all Mag 7 giants ready for earnings this week. Both remain wary on Apple, while Ron favors Amazon while John backs Alphabet and Microsoft.
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GOOGL gears up for Q1'26 earnings as AI Mode and Gemini 3 boost Search engagement and Cloud demand, while valuation looks stretched.
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Apple expects 13%-16% sales growth in fiscal Q2 2026 and 48%-49% gross margin as iPhone and Services rise.
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Alphabet Inc (NASDAQ:GOOG) shares are gaining on Monday. The United States Department of Defense announced that it is officially adding Google's Gemini for Government 3.1 Pro and 3.0 Flash models to GenAI.mil, the military's secure generative AI platform.
The EU on Monday laid out measures it wants Google to take to open up its operating system to rival AI services, in a move slammed by the US tech giant.
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Best known for his commentary on Tesla Inc (NASDAQ:TSLA) stock, Gerber Kawasaki CEO Ross Gerber shared his thoughts on the other Magnificent Seven stocks during a recent exclusive interview with Benzinga. Gerber ranked the Magnificent Seven stocks and shared another of his top technology stock picks.
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Four of the Magnificent Seven -- worth a combined $12 trillion -- will report earnings, and investors will be watching closely.
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This week's earnings from Apple Inc (NASDAQ:AAPL, XETRA:APC), Amazon.com Inc (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), and Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) are expected to reinforce one core theme: AI is no longer just a future growth story but a driver of real revenue, profits, and valuation for Big Tech. Analysts at Wedbush take the view that investors are still underestimating how quickly these companies are monetizing AI, whether through cloud demand (Microsoft, Amazon, Google), digital advertising (Meta), or upcoming product strategy shifts (Apple).
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It's been a great year for memory and data storage stocks. Earnings could make it even better.
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META heads into Q1 results with ad revenues seen up 31%, but big AI spending, Reality Labs losses, and margin pressure could weigh on sentiment.
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I think Q1 is the first quarter where Alphabet Inc. will show a spike in depreciation expenses, pressuring EPS. I believe I am not alone in being concerned. The Street expects Q1 EPS to decline mid-single digits YOY. The main pillars of the GOOG bull case remain solid.
AI is a tailwind to Google Cloud, and I believe the Search business is likely benefiting from AI Overviews.
All eyes turn to the Magnificent 7 this week as Alphabet, Meta, Microsoft, Amazon and Apple all report Q1 2026 results. The S&P 500 is projected to deliver its sixth consecutive quarter of double-digit earnings growth at 15.1%, fueled largely by a powerhouse 46% expansion in the Information Technology sector. Potential earnings surprises this week: Chipotle, Vulcan Materials, Xylem and more.
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Investor have rotated back into tech, and share prices have recovered.
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AMZN heads into Q1 results with strong AWS and ad growth, but rising capex, tariffs and margin pressures can shape near-term performance.
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Amazon.com, Inc. leads hyperscaler returns YTD, driven by AWS momentum, custom silicon validation, and a transparent $200B capex monetization timeline extending into 2027-2028. Meta Platforms, Inc., offers bullish AI monetization prospects and margin expansion but faces technical resistance and potential revenue deceleration; I target $900 per share long-term.
Microsoft Corporation lags peers due to Azure deceleration, custom silicon disadvantage, and stagnating M365 suite; I have trimmed to an underweight position, pending turnaround evidence.
Quantum computing is coming faster than most realize.
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Alphabet's Google was given pointers by EU antitrust regulators on Monday on how to help online search rivals and artificial intelligence developers access its services such as those available to its Gemini AI model under rules aimed at reining in Big Tech.
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I'm watching Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) ahead of first-quarter results due Wednesday, April 29, after the bell.
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The 1 Number: 2,957,362 H100-equivalent GPUs. That is what NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shipped in a single quarter, and it explains why the AI compute leader still has a long runway.
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This week marks one of the busiest for the earnings season with hundreds of companies in the S&P 500 reporting quarterly results before or after market close. This includes five of the Magnificent Seven stocks, which will report quarterly results on Wednesday and Thursday after market close.
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Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
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The CBOE Volatility Index (^VIX) is back on the move. The VIX climbed about 2% in early Monday trading, pushing back above 19 with the 20 threshold in view as traders position for the busiest stretch of first-quarter earnings season.
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Micron Bull 31 minutes ago Live Micron (Nasdaq: MU) stock is soaring by 5% on..
. Live Nasdaq Composite: Big Tech Earnings, Fed Meeting Tee Up as Oil Prices Climb
With five of the Mag 7 companies on the earnings slate this week, Joe Maginot has his eyes on the CapEx figures they drop. If revenue figures in Big Tech fall below Wall Street estimates, Joe urges investors to brace for volatility.
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AMD and Alphabet are two top AI stocks to buy with this rally.
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Stock futures are little changed Monday as investors await more news on Iran and look ahead to a packed week of potentially market-moving events; oil futures are back on the rise after U.S.-Iran peace talks were scrapped over the weekend; investors are awaiting quarterly results from most of the Magnificent Seven tech giants this week, as well as a Federal Reserve decision on interest rates; Chinese regulators are looking to block Meta's acquisition of an AI start-up; and discount airlines are reportedly pitching the Trump administration on a $2.5 billion assistance package to combat high fuel costs driven by the Iran war. Here's what you need to know today.
The Microsoft market has been very noisy as of late and really at this point in time you have to keep an eye on the fact that Wednesday we get the earnings call.
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Good Morning Traders!
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Calls are trading more expensive than puts in the five names that report this week, and call volume outpaces put volume in all but Alphabet.
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Google (NASDAQ: GOOGL) has had a strong run this month, its stock climbing more than 26% as one of the market's best-performing equities.
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Alphabet appears to be getting a spectacular deal on Anthropic shares.
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On April 27, 2026, we present a detailed DCF analysis for Alphabet Inc (GOOGL), a company that has shown remarkable price performance over the past year, with a
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Alphabet's new powerful AI chips are another reason to own the stock.
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South Korea and Google have agreed to build an artificial-intelligence campus in Seoul to develop cooperation between the tech firm and local engineers and startups, Kim Yong-beom, a presidential policy adviser, said on Monday.
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It's a historic Wednesday for Wall Street as Alphabet, Amazon, Microsoft and Meta report alongside Jerome Powell's final press conference
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Quantum computing is starting to see use cases in the real world.
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Artificial intelligence (AI) disruption is a real threat, but investors are panicking about its impact on these companies.
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Google parent Alphabet is due to report earnings Wednesday afternoon, with shares seen potentially hitting fresh records following the results.
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A ChatGPT curated portfolio has recorded stronger returns than the S&P 500 since the start of March 2026 in a simulated trading contest.
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When the Google parent reports earnings on Wednesday, these will be the two most important metrics to watch.
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The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this year.
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The software giant has rallied ahead of next week's report.
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A Wall Street analyst has reaffirmed a bullish outlook on Alphabet (NASDAQ: GOOGL), which has seen positive momentum in recent sessions.
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Alphabet (GOOG) is pivoting aggressively toward enterprise AI, highlighted by major product launches at Google Cloud Next26 last week. The new Workspace Intelligence, Gemini Enterprise, and advanced TPUs position Alphabet to compete in enterprise productivity, agentic AI, and custom chips. Upcoming Q1 results next week and management commentary on AI capex, Cloud growth, and capital efficiency will be critical for reassessing Alphabet's investment case.
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WSJ's Julie Jargon explains how she combed through the 4,732 messages between Google's Gemini chatbot and a 36-year-old man who ended up committing suicide. #AI #Gemini #WSJ
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Somehow, members of Congress have turned relatively modest salaries into impressive investment portfolios while the rest of us grind it out in the market.
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Google Cloud Next 2026 wrapped up its opening two days in Las Vegas with one of the most ambitious and wide-ranging sets of announcements in the event's history.
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Google's Tensor Processing Units (TPUs) are gaining impressive traction in the AI chip market, and that's great news for this chip designer.
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Alphabet is enjoying strong demand for the AI processors it designed in-house.
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The earnings focus this week is on the Magnificent 7 group of mega-cap Tech companies, with Amazon, Alphabet, Microsoft, and Meta reporting results on Wednesday, April 29th, and Apple doing the same the day after.
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On this episode of the Odd Lots podcast, Google's Elizabeth Reid joins Joe Weisenthal and Tracy Alloway to discuss search in the world of AI. As vice president of search, Reid tells us about how AI is changing user behavior and how Google is incorporating Gemini into search.
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Alphabet first invested in SpaceX in 2015. EchoStar sold licenses to SpaceX in exchange for shares and is awaiting regulatory approval of the deal.
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Anthropic and Google confirmed Friday (April 24) that Google is investing $40 billion in the artificial intelligence startup to support its continued growth. Google invested $10 billion Friday at Anthropic's current valuation and plans to invest another $30 billion in the future, contingent upon meeting performance milestones, Anthropic told PYMNTS.
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More techies are #opentowork as AI continues to shake up Silicon Valley.
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The investment comes as the A.I. start-up looks to keep up with accelerating demand for its business and coding products.
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Google plans to invest up to $40 billion in Anthropic and support the AI firm's growing computing needs, Bloomberg reports. The Alphabet subsidiary is committing to invest $10 billion now, at a $350 billion valuation for Anthropic, with another $30 billion to follow if Anthropic hits certain performance targets, according to Anthropic.
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Google plans to invest up to $40 billion in Anthropic, the companies confirmed on Friday. Anthropic said the agreement expands on a longstanding partnership between the two companies.
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Google shares popped on Friday on a report that it could invest as much as $40 billion in Anthropic. CNBC's MacKenzie Sigalos has the details.
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Racing toward a potential IPO and grappling with computing needs, AI startup has amassed up to $65 billion in new funding deals.
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Google is set to invest $10 billion in Anthropic, with the potential to commit an additional $30 billion tied to performance targets, reported Bloomberg. Anthropic said the initial investment values the company at $350 billion, matching its valuation from a February funding round.
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Google will invest $10 billion now in Anthropic PBC at a $350 billion valuation. Google could invest another $30 billion later.
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GOOGL's AI Mode with Gemini 3 is boosting Search engagement, opening new ad formats as Bing and Baidu ramp up their own AI search pushes.
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Google-parent Alphabet will invest $10 billion in AI startup Anthropic, with another $30 billion potentially to follow, Bloomberg News reported on Friday.
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Pre-market futures are off their early morning highs, but still mostly in positive territory. Cease-fire talks look promising, as Iran reportedly is sending negotiators to Pakistan and plans are for an Israel-Lebanon summit in the U.S. But the Strait of Hormuz remains closed, and even though Q1 earnings continue to come in strong, there remain plenty of question marks on the horizon.
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Here, we pick four Internet stocks - XYZ, ANET, META and GOOGL - that are likely to pull off a beat this earnings season.
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The Nasdaq is by far the outperformer among major indexes at this hour, +315 points or +1.17%.
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We are not yet convinced Alphabet Inc. aka Google is overspending on AI. But the painful lessons from Meta and Intel show that “build it and they will come” bets can destroy hundreds of bn in investor capital. Google must demonstrate accelerating AI demand and market share gains to avoid the capital destruction seen at Meta and Intel.
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Evaluate the expected performance of Alphabet (GOOGL) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
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Druckenmiller, who said he sold Nvidia too early, recently dumped his stake in Meta Platforms and doubled down on two cloud computing giants.
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Good Morning Traders!
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The AI chipmaker's momentum remains extraordinary, but the competitive backdrop is becoming harder to ignore.
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Alphabet (GOOGL, Financials) is using Google Cloud Next 2026 to show investors how it plans to compete more aggressively in artificial intelligence.The company
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BNP Paribas analyst Nick Jones said Alphabet Inc. (NASDAQ:GOOGL) Google, is strengthening its position in agentic AI, with its cloud and infrastructure strategy supporting future growth.
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IBD's Alexis Garcia and Ed Carson preview key upcoming earnings reports from Amazon, Google-parent Alphabet and Apple. Check out our daily newsletter!
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It's notable that 63% of billionaire Bill Ackman's hedge fund portfolio consists of stock in just four companies. This strategy may not be the best one for beginning investors.
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Alphabet justifies its $4T valuation with robust growth in Search, Subscriptions, and especially Cloud, supported by significant infrastructure investments. Even at higher multiples (30x forward earnings), GOOGL remains attractively valued for a leading AI company with double-digit EPS growth and strong optionality. Short-term volatility is likely, especially around Q1 earnings, because of elevated CapEx, market expectations, and potential pressure on free cash flow.
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Tech excitement builds around the Google Cloud Next conference, with Ian Tien talks about the developments he hopes to see. As AI progresses, he believes Alphabet (GOOGL) will benefit from a full suite of opportunities, ranging from its Broadcom (AVGO) TPU partnership to Google Gemini.
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Bank of America has reiterated its “Buy” rating on Google's parent company Alphabet Inc (NASDAQ:GOOG) ahead of the company's first quarter earnings report on April 29, highlighting artificial intelligence integration and resilient search demand as key drivers of near-term stock performance. The bank expects Alphabet to report first-quarter revenue of $92 billion and earnings per share of $2.69, modestly above consensus estimates of $91.7 billion and $2.66.
This article provides an overview of the pivotal questions that will play a crucial role in determining the future valuation of Alphabet. I have identified three additional reasons why GOOGL shares are rated as a "Buy." The risk analysis addresses the ongoing debate over whether record CapEx in AI infrastructure will ultimately pay off.
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The European Commission is preparing to outline steps it wants Google to take to allow competitors' artificial intelligence (AI) assistants to access features in the operating system of Android handsets, Bloomberg reported Thursday (April 23), citing unnamed sources.
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Most investors focus on which company has the best AI. But the better question is which company is best positioned to capture the most value from AI over the next decade? And that's probably Alphabet.
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Bill Gates-backed TerraPower and Google partner Kairos are building nuclear plants in Wyoming and Tennessee.
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Brazil's antitrust watchdog CADE approved on Thursday a recommendation to deepen investigations into the use of journalistic content by Alphabet's Google, which would assess potential abuse of the company's dominant market position.
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Most enterprises experimenting with artificial intelligence (AI) agents face the same problem. Building an agent is one task.
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Meta is overtaking Alphabet in digital advertising revenue, driven by superior AI-powered "push" advertising effectiveness, eroding Google's original "pull" ecosystem moat. META's relentless AI-driven ad focus yields higher ROAS and faster ad growth, while GOOGL's historical "pull" moat is narrowing in the age of AI, with advertising being ever more targeted. I think META trades at a cheaper valuation and offers a better risk/reward profile, with a long-term price target between $1,000–$3,500 per share (BUY).
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Planning your trip just became a whole lot easier.
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Alphabet (NASDAQ:GOOG | GOOG Price Prediction) continues to build conviction with each passing quarter.
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Alphabet (NASDAQ:GOOG | GOOG Price Prediction) has really emerged as a force in AI chips in the past year.
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GOOGL shares rise 2.1% after unveiling TPU 8i AI chip, highlighting faster performance, lower costs and a deeper push into scalable in-house AI infrastructure.
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At Whale Rock Capital Management , a Boston-based technology-focused hedge fund managing billions in assets, Alex Sacerdote focuses on concentrating capital into a small number of companies at the center of major technology shifts.
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The insatiable demand for artificial intelligence (AI) has ignited a firestorm in the semiconductor sector, crowning the graphics processing unit (GPU) as the undisputed king of computational power. This first wave of the AI boom has been profitable for many, but inside the world's most advanced data centers, a quiet revolution is taking shape.
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Stock News Spirit rescue talks advance: Spirit Airlines (SAVE) is in advanced discussions with the Trump administration for up to $500 million in financing that
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If you think the Oracle of Omaha is one of the greatest investment minds of our generation, take a gander at some of Alphabet's public and private investment gains since 2015.
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In an April 22, 2026, ‘lightning round,' Jim Cramer offered a laconic endorsement and price target for Google (NASDAQ: GOOGL) stock by simply stating that he thinks ‘Alphabet is going to $400.'
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Shoppers looking for beauty products will soon be able to get personalized assistance powered by artificial intelligence on Google surfaces and on Ulta Beauty's digital properties. These shopping experiences will be enabled by solutions launched by Ulta Beauty and powered by Google's Gemini, the companies said in a Wednesday (April 22) press release.
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There are several factors investors should watch for when the company reports its quarterly results.
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The search giant is vying for a bigger slice of the AI pie.
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At Google Cloud Next this week, the tech giant announced a bevy of new updates to Workspace, its subscription-based productivity suite aimed at professionals. As you might expect, the updates are heavy on AI, integrating new automation tools into various workflows—everything from drafting emails to organizing Google Sheets.
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Alphabet is reiterated as a "Strong Buy" with a $480/share price target, driven by AI and cloud leadership. GOOG's custom silicon partnerships, notably with Broadcom and Intel, position it to rival Nvidia and expand into neoclouds and enterprise data centers with full rack-scale solutions. Major AI advancements include the release of Gemma 4 and Gemini Robotics-ER 1.6, targeting advanced reasoning and physical AI applications.
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If you paid $32B for a startup, you'd hype them up at your event too. At #GoogleCloudNext, the company made the pitch for why Wiz, a cybersecurity company, will begin to justify its price tag.
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Bloomberg's Caroline Hyde and Ed Ludlow discuss Google Cloud's latest generation of tensor processing units, or TPU, and the Alphabet division's new partnerships. Plus, a small group of unauthorized users has accessed Anthropic's new AI model, Mythos, according to a source and documents reviewed by Bloomberg.
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If exoflops get you excited, catch up on #GoogleCloudNext's reveal of the two new TPU 8t and TPU 8i chips 👀
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Google Cloud on Wednesday announced that its eighth generation of custom-built AI chips, or tensor processing units (TPUs), will be split in two. One chip, named the TPU 8t, will be geared for model training and another, the TPU 8i, is aimed at inference.
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CNBC's MacKenzie Sigalos reports on news regarding Google Cloud.
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Agentic AI represents an existential threat to retailers. It's poised not just to disrupt the customer relationship, but to disintermediate it entirely.
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Google CEO Sundar Pichai opened the Google Cloud Next conference on Wednesday with a video in which he announced one of the company's biggest new products: Gemini Enterprise Agent Platform.
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From charging infrastructure to self-driving tech to zero-emission vehicles, Beam Global, Innoviz and NIO offer distinct ways to play the EV and AV trends.
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Alphabet unveiled new AI chips ahead of Google Cloud Next, continuing its effort to reduce costs and compete with Nvidia in AI infrastructure.
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Google has announced new agentic artificial intelligence (AI) offerings, a $750 million fund to support agentic AI development in its partner ecosystem, and a new agreement in which Thinking Machines Lab will expand its footprint on Google Cloud.
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Alphabet (GOOGL) shares climbed nearly 2% on Wednesday morning after Google unveiled a new round of cloud and artificial intelligence products at its Cloud Next
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Alphabet (GOOGL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Alphabet (GOOG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Alphabet (NASDAQ: GOOGL) stock just got a vote of confidence from BMO Capital Markets, which raised its price target to $410 from $400 while maintaining an Outperform rating. The firm's framing is direct: Alphabet "remains the best way to own AI within the firm's coverage as it continues to expand its leadership positions across the AI... BMO Raises Alphabet's Target to $410 and Calls It "the Best Way to Own AI"
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After years of producing chips that can both train artificial intelligence models and handle inference work, Google is separating those tasks into distinct processors, its latest effort to take on Nvidia in AI hardware. CNBC's MacKenzie Sigalos has more.
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Google has raised the stakes in the contest to develop the world's fastest and most efficient artificial-intelligence chips.
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Google's got two new chips to build AI models and updates to the tech stacks businesses use to run AI.
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Three-quarters of new code at Google is being generated by AI, the company said. The number has been steadily increasing as the company pushes staff to adopt AI tools.
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The new TPUs offer cost advantages and improved storage functions.
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Alphabet CEO Sundar Pichai is deepening a push into enterprise software, signaling to investors at Google's annual cloud conference that AI agents — human-like digital assistants — are a lynchpin of its strategy to monetize artificial intelligence.
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Google is for the first time splitting its AI chips into two lines. The AI battleground is shifting from training to inference.
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Google is dedicating a chip to running artificial intelligence models, and a separate processor to training models. Amazon is pursuing a similar strategy, as both companies take on Nvidia by offering custom-built silicon as an alternative to graphics processing units.
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Former OpenAI executive Mira Murati's startup, Thinking Machines Lab, has signed a new multi-billion-dollar agreement to expand its use of Google Cloud's AI infrastructure, including systems powered by Nvidia's latest GPUs, TechCrunch has exclusively learned.
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Drugmaker Merck & Co said on Wednesday it will partner with Google Cloud to build up its artificial intelligence capabilities, investing as much as $1 billion with Google over a number of years to fund AI infrastructure, engineers and licensing of the tech company's Gemini Enterprise platform.
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Google CEO Sundar Pichai opened the Google Cloud Next conference on Wednesday with a video in which he announced one of the company's biggest new products: Gemini Enterprise Agent Platform.
Read full articleFrom charging infrastructure to self-driving tech to zero-emission vehicles, Beam Global, Innoviz and NIO offer distinct ways to play the EV and AV trends.
Read full article
Alphabet unveiled new AI chips ahead of Google Cloud Next, continuing its effort to reduce costs and compete with Nvidia in AI infrastructure.
Read full article
Google has announced new agentic artificial intelligence (AI) offerings, a $750 million fund to support agentic AI development in its partner ecosystem, and a new agreement in which Thinking Machines Lab will expand its footprint on Google Cloud.
Read full article
Alphabet (GOOGL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Read full article
Alphabet (GOOG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Read full article
After years of producing chips that can both train artificial intelligence models and handle inference work, Google is separating those tasks into distinct processors, its latest effort to take on Nvidia in AI hardware. CNBC's MacKenzie Sigalos has more.
Read full article
Google has raised the stakes in the contest to develop the world's fastest and most efficient artificial-intelligence chips.
Read full article
Google's got two new chips to build AI models and updates to the tech stacks businesses use to run AI.
Read full article
Three-quarters of new code at Google is being generated by AI, the company said. The number has been steadily increasing as the company pushes staff to adopt AI tools.
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