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THE TRUTH ABOUT: 2 - The Untold Story

Google Cloud Just Gave Rezolve AI a Major Vote of Confidence

Alphabet's selection of Rezolve AI for Google Cloud Web3 data pipelines sent shares up nearly 22%, fueling short covering ahead of the company's Sept. 1 earnings report.

MarketBeat

US earnings cycle no longer carried by Mag7 as profits spread across S&P 500

US earnings momentum is broadening beyond the Magnificent 7, with S&P 500 CY27 EPS estimates rising nearly 22% year-on-year. Stronger revenue growth, margin expansion and upgrades across sectors suggest the next market phase could feature wider earnings participation.

The Economic Times

Marvell’s Big AI Test Comes One Day After NVIDIA’s Blowout Quarter

Marvell Technology reports earnings Thursday after a 188% year-to-date stock run, with investors watching data center growth and its custom silicon pipeline, including the Alphabet chip deal, following NVIDIA's blowout results.

MarketBeat

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Alphabet Is Building a Base—Could a Breakout Be Next?

Alphabet stock is consolidating above prior resistance near $340, backed by strong margins, a low valuation, Berkshire's bigger stake, and analysts' consensus Buy rating with 22% upside.

MarketBeat

Google DeepMind is losing its grip on elite AI talent

New data shared exclusively with Fortune shows the lab’s share of top research and engineering hires in Europe has fallen sharply as OpenAI, Anthropic, and a new generation of rivals gain ground.

Fortune

Thinking Machines Lab cofounder Barret Zoph joins Google

Barret Zoph, a cofounder of artificial intelligence startup Thinking Machines Lab, will join Alphabet-owned unit Google DeepMind, Zoph said on Wednesday. Zoph will join ‌Google's DeepMind ⁠as ⁠Vice President of Research after serving as Vice President of Research at OpenAI.

The Economic Times

Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech

Oura Health is reportedly seeking a $16 billion valuation in a U.S. IPO, a pricing test that could reshape how Wall Street values wearable divisions at Apple and Alphabet.

MarketBeat

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Quantum Stocks Looked Like Nvidia in 2019. Then They Belly-Flopped 50%.

Quantum stocks crashed around 50%, but IonQ raised guidance while Rigetti and D-Wave held key strengths. The selloff may have created a new opportunity.

Barchart

Marvell Is Partnering With Google to Create Custom Chips. How to Play MRVL Stock Here.

Marvell will issue share warrants to Google as part of the deal.

Barchart

Berkshire Boosts Its Bet: This AI Hyperscaler Is Now a Top-3 Holding

Berkshire Hathaway's Q2 filing shows an 83% boost in its Alphabet stake to $37.8 billion, added to Lennar, and cut Capital One, Nucor, Kroger, and Constellation Brands holdings.

MarketBeat

The S&P 500's earnings surge looks incredible. Two companies explain why

The index is on track for its strongest earnings growth in years—but Alphabet and Amazon are doing much of the heavy lifting.

Fortune

Google expands Gemini AI platform for law firms, lawyers

The ⁠new plug-in for Gemini Enterprise includes integration with legal software and data platforms and a stable of AI agents that Google said can handle specialised legal and administrative functions without significant human oversight. Alphabet launched Gemini Enterprise for business customers in October, in a bid to attract more corporate…

The Economic Times

Michael Burry Says He Would Buy Alibaba Stock When It Crashes 50%. You Shouldn’t Wait That Long.

Michael Burry has said that he swapped Alibaba for JD.com and would consider BABA again only when it falls by 50%. However, BABA seems to offer good value at these prices.

Barchart

Trump vs Michael Burry: US Prez buys shares of Warren Buffett's firm but 'Big Short' investor feels it's not an attractive bet

Donald Trump bought $1–5 million of Berkshire Hathaway shares in June, even as investor Michael Burry questioned the stock’s future after Warren Buffett’s succession. Berkshire has begun deploying its record cash reserves under Greg Abel, buying equities including Alphabet. Strong quarterly profits and revenue growth continue to support investor interest.

The Economic Times

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The Economic Times

Global Market: AI debt boom tests investor appetite as tech bond issuance surges

AI-driven debt issuance is testing investor appetite as technology companies flood bond markets with new supply. Hyperscaler issuance has reached $220 billion in 2026, prompting investors to demand higher yields and larger concessions.

International Business Times UK

'$200 Billion in Lost Market Cap': Alphabet Stock Rocked by Brutal AI Brain Drain and DeepMind Rumours

Alphabet's shares fell as key AI researchers left to form Discovery Loop, a new AI venture. Despite the departures, Google remains a founding investor, maintaining ties with the new company.

Barchart

Duquesne Management Opens New Position in Alphabet Stock as Google Posts Blowout Q2 Results

Duquesne Family Office just built a fresh stake in Alphabet stock as Google's AI and cloud business posts blowout Q2 growth.

Barchart

Google Lost About $186 Billion After 4 of Its Top AI Researchers Left, but Sundar Pichai Says Google Will Be ‘A Founding Investor’ Anyway

A shakeup of Google's AI team decimated Alphabet's stock, but the negative aspects may have just been blown out of proportion by the market.

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Fortune

The banking lobby's bad faith campaign to kill the Clarity Act will backfire

The banks' arguments against the Clarity Act are not rooted in reality, and serve to highlight their own anti-consumer position, says a Columbia professor.

MarketBeat

Marvell Constructs an AI Moat With Alphabet Warrants

Marvell secured a custom chip deal with Alphabet featuring $12.2 billion in equity warrants, challenging Broadcom's grip on the custom AI ASIC market and expanding Marvell's total-rack revenue potential.

International Business Times

S&P 500 Earnings Are Surging More Than 50%. AI Is Making the Numbers Look Even Bigger.

Companies on the S&P 500 are closing out one of their strongest earnings seasons in years, with part of the extraordinary growth coming from soaring valuations of artificial intelligence companies.

The Economic Times

US corporate AI debt surge tests investor limits as fatigue emerges

While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, they are increasingly demanding higher yields to accommodate the flood of issuance. This has raised concerns that a tipping point could emerge if AI spending continues to escalate.

Fortune

The bond market is sending CEOs a blunt message: Borrowing costs are going to go up

Also: All the news and watercooler chat from Fortune.

The Economic Times

Lawyers square off in fight over voice data used to train AI

Ross Kimbarovsky of Loevy & Loevy is representing the plaintiffs - a group of journalists, podcasters and audiobook narrators - in the proposed class action lawsuits. He said each of the defendants faces hundreds of millions of dollars in potential damages.

The Economic Times

Broadcom seeks more than $60 billion in latest AI debt deal

The numbers under discussion would potentially bring the total raise to as much as $100 billion, according to the report.

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