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Jim Cramer advised caution on Marvell Technology despite strong earnings, citing extended timelines for major AI custom silicon wins with Google until 2029. While hedge funds show growing institution…
Baron Capital's Q2 2026 letter reaffirms strong conviction in Broadcom, citing expanding custom silicon deals with Google, OpenAI, Meta, and Apple, positioning AVGO as a dominant AI infrastructure be…
SpaceX (SPCX) stock fell over 11% despite blowout Q2 revenue growth and bold guidance, as investors fret over surging capex, insider share unlocks, and skepticism toward Musk's orbital data center ti…
Shopify shares surged 15% after strong Q2 revenue and upbeat Q3 guidance, driven by AI-powered merchant tools and partnerships with Google, Microsoft, and OpenAI boosting e-commerce demand.
Blackstone reported a strong Q2, beating earnings estimates due to successful AI investments and record inflows. While private credit growth slowed, their strategic AI partnerships and monetization a…
Susquehanna raised Intel's price target to $115 ahead of Q2 earnings, citing stronger server CPU and PC demand. Intel also expanded its Google Cloud partnership for AI tools, while foundry yields imp…
SpaceX (SPCX) stock awaits July 16 Starship Flight 13 launch, a key catalyst after 29.5% post-IPO decline. Strong Starlink growth offset by heavy losses from AI/xAI investments. Analysts remain bulli…
Broadcom shares surge on analyst upgrades citing strong AI chip demand. Wells Fargo, Wolfe, and Citi raised price targets, with Wells Fargo projecting AI revenue 30-40% above estimates.
Wedbush analysts highlight Apple overcoming AI hurdles, partnering with Google Gemini, and adding new AI leadership, signaling a strong consumer AI rollout boosting long-term value.
Nvidia hired a Google marketing executive as its first chief marketing officer, signaling potential stronger collaboration with Google and a strategic move to break its stagnant stock trend amid soli…
Apple faces significant leadership turmoil with multiple high-profile executive departures amid delays in AI projects and Siri overhaul, raising concerns about stability and innovation continuity.
Google Cloud expands its strategic partnership with Replit to introduce Vibe coding capabilities to enterprise developers, enhancing its competitive offerings in cloud development tools.
Bango filed a routine total voting rights update after issuing 142,014 new shares via employee option exercises; it notes Amazon, Google and Microsoft use its payments technology. No material commerc…
Rezolve AI clarified its SEC Form F-3, said no new shares were issued, and reaffirmed partnerships with Microsoft and Google to support its strategic growth.
Google and PayPal announced a multiyear partnership: PayPal will process card payments for Google products and collaborate with Google Cloud on technology innovation.