Brown Advisory's Q2 2026 letter praises Alphabet's Search, Cloud, and AI infrastructure position, noting strong results and a well-received equity raise supporting AI capex, despite fund underperform…
Article suggests investors worried about AI-related stock exposure use options collars to hedge against potential losses in Alphabet and other tech stocks, signaling caution around AI valuations.
New York Governor withdraws proposal for commercial robotaxi services outside NYC, delaying Waymo's expansion despite their growing service footprint and ongoing safety efforts.
Fractal Analytics targets a $1.6 billion IPO, positioning itself as India's first pure-play AI company, with Microsoft and Alphabet as clients, signaling growing AI investments despite subdued market…
Waymo, Alphabet’s autonomous driving unit, defends its safety record at a Senate hearing amid federal investigations, urging Congress to support legislation to maintain U.S. leadership in the global …
Morgan Stanley highlights AI's rapid job disruption worldwide, boosting productivity and favoring tech leaders GOOGL, MSFT, TSLA, NVDA, AMZN, and META poised to benefit from accelerating AI adoption.
OpenAI's massive AI spending will drive strong cloud revenue growth for Google, Microsoft, and Amazon, reinforcing their competitive positions and accelerating AI-related investments through 2030.
US stock markets plunged amid escalating US-China trade tensions and tariff threats, with tech stocks including Alphabet (GOOGL) declining. Fed officials hinted at possible rate cuts amid economic un…
YouTube TV and NBCUniversal are locked in stalled carriage talks over distribution rates and Peacock 'ingestion', risking NBC shows leaving YouTube TV while Alphabet seeks to embed Peacock content to…
Rising global bond yields and softer US ISM manufacturing data drove risk-off flows, pushing major tech names lower and sending US indexes to multi-week lows.