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Alphabet beat revenue and EPS estimates driven by strong AI adoption, Google Cloud growth, and Search performance, despite some YouTube ad softness. Management highlighted ongoing AI innovation and c…
Agentic AI technology advances with OpenClaw and PaperBanana, boosting Amazon and Alphabet's AI prospects amid rising investor interest and potential disruption to traditional AI applications.
The U.S. Commerce Department considers chip tariff exemptions for Amazon, Google, and Microsoft linked to TSMC investment to protect AI growth and encourage domestic chip production.
Microsoft reports strong AI-driven cloud growth with substantial increases in commercial bookings and Azure profits, despite short-term margin pressure from heavy investments.
Melius Research downgrades Microsoft to hold, citing slow AI integration with Copilot and concerns over long-term costs despite analyst buy ratings and a $600 median price target.
IREN secured $3.6 billion GPU financing to support a $9.7 billion Microsoft contract, accelerating AI transformation and cloud growth despite crypto-related revenue dips.
Alphabet’s strong AI investments and solid quarterly results, including growing revenue and user engagement, underpin positive long-term growth despite initial market selloff on high capex projection…
Alphabet plans to double capital spending to boost AI infrastructure and GenAI, driving growth and solidifying its leading position despite short-term margin pressure.
Alphabet plans to double AI-related capital spending to $185 billion amid strong ad and cloud revenue growth, reflecting confidence in AI leadership despite elevated costs and cautious investor senti…
Alphabet shares faced a 1.2% pre-earnings drop due to AI competition concerns, while Berkshire Hathaway’s $5 billion stake highlights strong confidence in the company’s AI and cloud advances ahead of…
Alphabet's strong AI advancements, cloud growth prospects, and robust ad business boost optimism ahead of earnings; elevated valuation implies high expectations and limited error margin.
Meta Platforms benefits from steady global user growth and strong engagement, powered by AI enhancements, but its heavy investment in AI introduces execution risks and delayed monetization challenges.
Naspers announced a three-year partnership with Amazon Web Services to expand AI applications across its tech ecosystems globally, leveraging AWS cloud and AI tools to enhance services for portfolio …
Microsoft's Copilot AI struggles with user adoption and competition from OpenAI and Google Gemini, but remains central to CEO Nadella's AI strategy with strong internal adoption and ongoing investmen…
Alphabet is expected to report strong revenue and profit growth, driven by advertising and Gemini 3 AI model gains. Cloud growth remains solid, boosting investor confidence despite some analyst cauti…
Meta boosts AI-driven ad ranking and content recommendations, leading to strong advertising revenue growth and user engagement in 2025. Investments in AI and platform expansions aim for sustained lon…
Apple lags peers in AI investment relying on Google's Gemini, despite strong revenue growth; investors worry about margin pressure from rising memory prices.
Amazon leads talks to invest up to $50bn in OpenAI's massive funding round, boosting its AI presence amid ongoing cost-cutting and rivalry with Anthropic.
Alphabet (GOOGL) will report earnings with investor focus on AI-driven search and ad metrics, boosted by projected $900M digital ad revenue from the 2026 FIFA World Cup and Chrome's new Gemini AI fea…
Microsoft denied a partnership with Richtech Robotics, clarifying the interaction as a non-commercial customer engagement focused on AI prototyping.