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YouTube TV subscribers are paying higher prices for NFL Sunday Ticket despite receiving fewer games due to rights fragmentation across Netflix and Amazon. Paying over $2 billion annually, Alphabet re…
A comparative analysis between Roundhill Generative AI ETF (CHAT) and Technology Select Sector SPDR ETF (XLK) highlights differing approaches to AI exposure. CHAT offers active, targeted AI exposure …
Google expanded its partnership with Fervo Energy via a 396-megawatt geothermal power purchase agreement, potentially scaling to 1 GW by 2030. The deal helps Google secure critical 24/7 clean baseloa…
Barclays raised its year-end 2026 S&P 500 target to 7,950 from 7,800, boosting EPS forecasts following resilient corporate earnings. Strategists emphasized solid Big Tech performance, driven by Alpha…
Trump highlighted AI data centers as crucial economic drivers while critiquing Google for overseas projects. Google reported surging Cloud growth and revenue, balanced by massive quarterly capex of n…
The Magnificent Seven generate roughly $2.3 billion daily in operating profits, led by Nvidia's $541 million per day. While cloud giants Microsoft, Alphabet, and Amazon show strong run rates, perform…
Berkshire Hathaway CEO Greg Abel warned of rising community pushback and grid capacity bottlenecks facing U.S. data center construction. Despite infrastructure constraints and state moratoriums, Berk…
Uber will cut roughly 10% of its corporate workforce, about 3,300 employees, to streamline management and fund a $10 billion autonomous vehicle expansion. The restructuring comes as Uber faces intens…
Elon Musk and John Carmack sparked discussion over AI making manual coding obsolete. Carmack compared hand-coding to martial arts evolving into a craft, while industry leaders noted rising automated …
Alphabet plans a $15.1 billion investment in Finnish AI infrastructure, featuring three data centers and nuclear power agreements, while projecting 2026 capex near $200 billion. The surging buildout …
Alphabet has absorbed key talent from AI startup Mechanize into its DeepMind division to boost AI coding and chatbot midtraining. Over a dozen researchers joined, including co-founder Tamay Besiroglu…
Alphabet closed up 1.53% at $335.45, outpacing major indices. Ahead of its upcoming earnings, analysts project 2.09% EPS growth and 27.41% revenue growth year-over-year. Currently rated a Zacks Rank …
Alphabet closed up 1.92% at $338.99 ahead of earnings, where consensus projects EPS of $2.93 and revenue of $111.44 billion. Holding a Zacks Rank #3 (Hold), the stock trades at a forward P/E of 16.21…
Google is rolling out a redesigned full-screen interface for passes in Google Wallet on Android. The update expands loyalty cards and boarding passes to fill the screen with branded backgrounds and s…
Arm and Sandisk offer contrasting AI exposure through chip design licensing versus physical NAND memory manufacturing. Sandisk shows explosive revenue growth backed by hyperscaler multi-year contract…
U.S. stocks surged as falling crude oil prices overshadowed firm core CPI inflation and rising Fed rate-hike odds. Tech titans Apple and Alphabet led market gains, pushing the Nasdaq and S&P 500 high…
Alphabet committed roughly $15.1 billion to build AI infrastructure in Finland, spanning data centers and renewable energy. The initiative includes a 22-year deal to purchase nuclear power from Fortu…
SpaceX secured a new AI compute hosting deal worth approximately $13 billion in annual recurring revenue. Driven by explosive compute demand, the expansion highlights strong operational ties and prio…
Morningstar warns that traditional diversification has degraded as emerging market and value ETFs heavily concentrate in AI and tech names. Taiwan Semiconductor anchors 22% of major EM indexes, while…
Google Cloud and Accenture launched the Accenture Gemini Enterprise Business Group, training up to 1,000 forward-deployed engineers to drive corporate adoption of Gemini. The initiative tackles enter…