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SHOCKING: Alphabet - What They Never Told You

Constellation Energy’s Google Deal Shows Why Nuclear Uprates Matter for AI

Constellation Energy shares surged after Alphabet's Google signed 20-year and 15-year power deals totaling 3,590 megawatts, tied to reactor uprates rather than new plants.

MarketBeat · 15h ago

Anthropic's Dario Amodei Made $18 Million Last Year: How it Compares With Other Tech CEOs.

Like many tech CEOs, Amodei received most of his compensation through stock, options and other awards rather than salary.

International Business Times · 16h ago

Why onsemi’s Synaptics Pivot Could Be a Game Changer

onsemi revised its Synaptics acquisition to an all-cash deal worth $5.7 billion, avoiding dilution, gaining immediate earnings accretion, and advancing its push into physical AI systems.

MarketBeat · 19h ago

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Why US stocks are rising today: S&P 500, Nasdaq hit records as easing yields and oil fuel AI rally

On Tuesday, the S&P 500 and Nasdaq hit all-time highs, buoyed by falling Treasury yields and easing oil prices. Investors are optimistic as they look forward to the upcoming earnings season, particularly for technology stocks. While many of the Magnificent Seven saw upward trends, Apple and Alphabet experienced minor losses.

The Economic Times · 21h ago

NFLX Price Predictions 2027: How Netflix Stock Could Hit $100 Next Year

BMO Capital Markets expects Netflix to double over the next year, while Wells Fargo sees it dropping another 15%. While NFLX might not double next year, it has the potential to rise to $100 given its reasonable valuation.

Barchart · 21h ago

Anthropic CEO Dario Amodei made $18 million last year, middle of the tech CEO pack

Dario Amodei made $18 million last year as CEO of Claude AI developer Anthropic, the company's IPO filing shows, putting him in the middle ranks of top executives at major technology firms in terms of compensation.

The Economic Times · 23h ago

Google, Amazon, and Microsoft Face a $4.2 Trillion AI Problem — and the Math Is Getting Dangerous

Google, Amazon, and Microsoft face an AI industry that requires $4.2 trillion in new annual revenue by 2031. Financing buys time, but investors need proof that AI spending can deliver lasting profits.

Barchart · Oct 5

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The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

AI compute pricing is already slipping, and a Stansberry analyst sees better odds in four beaten-down energy stocks built around off-grid and geothermal power

MarketBeat · Oct 4

The Trump Administration Is Launching America.gov Using Models From Alphabet and SpaceX. GOOGL Stock Is the Better Buy.

The Trump administration launched America.gov on Sept. 29, a federal chatbot built with models from Alphabet and SpaceX, putting both companies’ AI strategies back in focus.

Barchart · Oct 2

Index fund concentration risk: how big an AI bet you’re actually making

About 38 cents of every dollar in an S&P 500 index fund now sits in just ten companies, and most of them are riding the same AI spending wave. That alone isn’t a reason to sell anything. The real concentration risk usually isn’t the index fund. It’s everything you stacked…

Thousandaire · Oct 1

Anthropic's IPO Could Put Amazon's and Alphabet's Paper Profits to the Test

Unrealized gains on Anthropic stakes have boosted Amazon's and Alphabet's earnings, but an IPO would expose those paper profits to public market volatility and potential losses.

MarketBeat · Oct 1

Google-parent Alphabet unveils Gemini 4 flagship AI model: Check features, release date, Gemini 3.5 Pro scrapped

Google said that the new "Argon" model is larger in size than Google's previous line of top-tier "Pro" models. The model posted better marks than Astra and Opus in terms of self-reported performance on several industry benchmarks, per a company press release.

The Economic Times · Sep 30

Broadcom’s AI Growth Story Faces a $161 Billion Anthropic Test

Anthropic's leaked IPO prospectus reveals $161.2 billion in Broadcom lease obligations and $518 billion in total infrastructure commitments, raising questions about its ability to pay as it becomes Broadcom's top XPU customer.

MarketBeat · Sep 30

Google's AI Chips Are Set to Be Sent to Space. What This Means for GOOGL Stock.

The TPU chips will be sent into space as part of Project Suncatcher.

Barchart · Sep 30

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The Economic Times · Sep 30

US stocks: US market rises as cooler inflation data ease October Fed hike bets

U.S. stocks surged higher as inflation reports came in softer than analysts predicted, easing worries about potential interest rate hikes. The Commerce Department revealed a 3.4% increase in the Personal Consumption Expenditures price index year-over-year. Major players like Apple and Alphabet enjoyed price rises, contributing to a notable boost in…

The Economic Times · Sep 30

Investing in major AI stocks at Wall Street? Factors to watch out before hitting Buy option

AI borrowing and investing continues. Hyperscalers have issued around $250 billion of debt this year, and that total is expected to rise sharply next year, even as the cost of doing so also keeps increasing.

The Economic Times · Sep 29

Global Market: Prediction markets expand into Wall Street territory, raising oversight concerns

Prediction markets are expanding into US stocks, indexes and corporate events, with Polymarket and Kalshi driving growth. The trend raises concerns over investor protection, insider trading, transparency and regulatory jurisdiction, as the SEC and CFTC debate oversight while platforms increasingly attract retail and institutional traders seeking speculation and alternative hedging…

The Economic Times · Sep 29

Anthropic's path from AI startup to industry-defining IPO

Anthropic's IPO prospectus, reviewed by Reuters, laid out a sweeping vision in which AI would reshape the global economy more profoundly than industrialization, electricity and the internet, as the Claude maker moved closer to what could be the first listing by a frontier AI lab.

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The Economic Times · Sep 28

The Indispensables: Seven AI titans and an $18.6 trillion economic bet

Removing key AI leaders such as Elon Musk and Sam Altman could disrupt the entire AI industry profoundly. These leaders oversee companies with a combined market value of approximately $18.6 trillion as of now. Their innovative projects in AI have enormous potential to impact multiple sectors and advance human progress.

AAP · Sep 28

Debt concerns: treasurer's era of cheap-money ending

Borrowing money is getting more expensive, but AI "hyper-scalers" competing for your cash are not necessarily to blame, according to economists.

Barchart · Sep 26

Meta’s Muse Could Be the Biggest Threat Google Has Faced in 20 Years

Meta’s Muse could challenge Google’s $63 billion Search business by replacing searches, clicks, and ads with AI-driven decisions and transactions.

Barchart · Sep 25

Why It’s Time to Buy Alphabet Stock

Alphabet’s growth outlook remains solid, driven by its diversified revenue base.

The Economic Times · Sep 25

Trump-Xi state dinner at White House attended by 21 billionaires with combined wealth almost equal to Canada’s GDP

On September 24, US President Donald Trump hosted a high-profile state dinner welcoming Chinese President Xi Jinping. The event saw the presence of over 130 distinguished guests, including key figures from the tech and business sectors of both nations. The dinner served as a platform to address vital issues, such…

The Economic Times · Sep 25

Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage

Jefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft can sustain $990 billion in projected 2027 capex. He also sees Indian IT services as a potential reverse AI trade, with valuations falling even as employment remains resilient.

International Business Times · Sep 24

Lowe's Wants To Deliver Missing DIY Supplies In 20 Minutes. It's Sending Them By Drone.

The launch adds Lowe's to a growing group of major retailers using drones to shorten delivery times for small, urgent orders.

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