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Insiders Fund underperformed S&P 500 in Q2 2026, hurt by 30% Alphabet concentration amid heavy capex spending and premature AMD/Intel sales. Fund remains cautious on Alphabet's capital allocation des…
Insiders Fund's Q2 2026 letter reveals reduced conviction in Alphabet due to $80B stock offering funding capex-heavy data center expansion, shifting from cash-generative to capital-intensive model. F…
Wedbush Securities maintains a strong bullish outlook on Apple despite YTD underperformance, citing a pivotal AI rollout expected this summer and promising monetization potential worth $75-$100 per s…
Alphabet plans $175-$185 billion capex in 2026, doubling 2025 spend, driven by strong AI and cloud growth, including 48% Google Cloud revenue rise surpassing Microsoft Azure.
Apple is losing key AI and Siri executives to Meta and Google DeepMind amid efforts to enhance its AI capabilities, including collaborations and acquisitions. Despite the departures, retail sentiment…
Apple shares rise slightly ahead of quarterly results with expected 11% revenue growth; investors focus on iPhone demand, AI partnership with Google, and challenges from chip shortages and EU App Sto…
Apple will report its quarterly earnings on January 29, 2026, highlighting a new partnership with Alphabet to enhance Siri using Google's Gemini AI technology amid broader AI-driven market uncertaint…
Apple's shares declined for seven weeks, but Goldman Sachs maintains a Buy rating, citing strong iPhone revenue growth, service expansion, and future product innovations like foldable iPhones and AI …
Apple and Alphabet formalize a strategic AI partnership integrating Google's Gemini into Apple's ecosystem, boosting Apple's AI capabilities efficiently and validating Google's infrastructure leaders…
JPMorgan buys Apple’s $20B credit card program at a discount from Goldman Sachs; Apple partners with Google to enhance Siri via Gemini AI, boosting stock by 0.3%.
Apple and Google struck an AI partnership, with Google's Gemini powering Apple's AI, aiming to enhance Siri and maintain competitiveness amid rising AI innovation pressures.
Apple partners with Google to integrate Gemini AI models into Siri and its ecosystem, marking a significant AI push while maintaining privacy focus. The deal, reportedly worth $1 billion annually, st…
BofA Securities raised Alphabet's price target to $370, reflecting strong confidence in Google's Gemini AI and its monetization potential via Apple and Walmart deals, supported by broad buy recommend…
Alphabet (GOOGL) surged past a $4 trillion market cap milestone, boosted by its rapid AI advancements with Gemini models and tensor processing units, outperforming peers like Nvidia, Apple, and Micro…
Alphabet hit a $4 trillion market cap after a strong 65% stock rise in 2025, fueled by AI breakthroughs like Gemini and Ironwood, solidifying its leadership despite competition and ad market challeng…
Apple and Google launched a multi-year AI collaboration, with Apple adopting Google's Gemini models for its next-generation AI, easing concerns about Apple's AI progress and boosting bullish sentimen…
Elon Musk criticizes Apple-Google collaboration, labeling it an unreasonable concentration of power for Google given its control over Android and Chrome.
Apple partners with Google to integrate Gemini AI models into Siri using Google's cloud, enhancing AI features and strengthening both companies’ positions in the AI space throughout 2026.
Apple and Alphabet confirm a multiyear deal for Google to power Apple’s AI, including Siri, with Apple maintaining privacy standards. Shares of both companies rose on the announcement, signaling posi…
Apple partners with Google's Gemini AI and cloud tech to enhance Siri, promising strong AI upgrades and a more personalized user experience starting this year.