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SHOCKING: Alphabet - What They Never Told You

Meta Has a Plan to Monetize Its AI Investments. Its Underperforming Stock Needs It Badly.

Meta Platforms is rolling out subscriptions for its family of apps as well as AI services. The subscriptions could drive its long-term growth and help the company monetize its AI capex.

Barchart

'Insane bubble and bigger than 1999': Zoho founder Sridhar Vembu has a scary warning about the future of AI

Zoho founder Sridhar Vembu warns of a potential market bubble driven by AI enthusiasm, citing high price-to-sales ratios for tech giants like Nvidia, Apple, and Microsoft. He argues these valuations are disconnected from fundamentals, drawing parallels to the dot-com era and suggesting the current bubble could be even larger.

The Economic Times

AI Hyperscalers Are Taking on Debt, But the Broader Market Looks More Leveraged

Despite ramping up debt to fund massive AI investments, hyperscalers still carry lower net leverage than the broader S&P 500.

Barchart

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Dropbox Gets A New CEO. The Payoff for DBX Stock Could Take a Long Time.

Ashraf Alkarmi will become the new CEO of Dropbox, succeeding co-founder Drew Houston.

Barchart

Is the AI Bet Starting to Crack? Big Tech's AI Gamble Shows Negative Returns Despite Surge in Spending

Major US tech firms face negative returns on AI investments by 2030, with only Amazon showing positive outcomes.

International Business Times UK

Social media companies pay $27 million to settle Kentucky school district's lawsuit over social media harms, records show

Meta settled the case brought by Breathitt County School District on May 21, a few weeks before a planned June trial, following earlier settlements by co-defendants Snap Inc , YouTube parent Alphabet and TikTok parent ByteDance. Terms of the deals ‌had not been disclosed ⁠in court.

The Economic Times

'We recommend that investors avoid this IPO': One top analyst's harsh verdict on SpaceX

Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible

Fortune

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Dell raises annual forecasts as AI data center buildout fuels demand

US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer.

The Economic Times

2 Warren Buffett-Inspired Fund Managers Disagree on Amazon Stock, and Why I’m Staying on the Sidelines Here

While Berkshire Hathaway exited Amazon in Q1, Bill Ackman's Pershing Square doubled down on the stock. How should investors play Amazon stock?

Barchart

Is Alphabet Stock Outperforming the Dow?

Alphabet has outpaced the Dow Jones Industrial Average recently, and analysts are highly optimistic about the stock’s prospects.

Barchart

The CFOs steering Big Tech's trillion-dollar AI bet

At Meta, Microsoft, Alphabet, Oracle, OpenAI, and Nvidia, the finance chiefs steering AI investments are all women.

Fortune

Meet Sanjay Mehrotra, who went from visa rejections to become CEO of trillion-dollar tech giant Micron

Sanjay Mehrotra, CEO of Micron Technology, has led the chipmaker to a market valuation exceeding $1 trillion, joining fellow Indian-born tech leaders like Microsoft's Satya Nadella and Google's Sundar Pichai. Despite early visa rejections, Mehrotra's persistence paved the way for his success in the competitive memory-chip industry, now crucial for…

The Economic Times

AI is Powering A Semiconductor Boom

As tech giants spend astronomical sums on data centers, chip companies are scrambling to keep up. Expect demand to outstrip supply for a while.

Kiplinger

The 2026 Fortune Most Powerful Women list is here—and 11 CFOs made the cut

Huawei's Meng Wanzhou, Microsoft's Amy Hood, Meta's Susan Li, Alphabet's Anat Ashkenazi, and Nvidia's Colette Kress all land in the top 50.

Fortune

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Barchart

Why Traders Are Watching Bull Call Spreads on GOOGL

Alphabet (GOOGL) has been holding up well and just bounce right at the 20-day moving average.

Fortune

Five giant hyperscalers—and Nvidia—share a surprising trait: female CFOs

How female finance chiefs rose to the top at the most consequential moment for AI spending.

The Economic Times

AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market value

The AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This global tech rally has propelled Taiwan past India in market value, highlighting the dominance of AI-driven semiconductor giants.

The Independent UK

Waymo has suspended all its robotaxi rides on freeways in the US over safety concerns

Waymo said the pause is temporary and only to integrate software updates, but they follow earlier recalls and software defects to the Alphabet subsidiary

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MarketBeat

After NVIDIA, Broadcom's Earnings Are Next—Here's What to Watch

Broadcom's next earnings report is on the horizon. While the financials will be key, see why Broadcom's thoughts on Alphabet could be a needle mover.

MarketBeat

Alphabet Just Unveiled Its Most Ambitious AI Lineup Yet

At Google I/O 2026, Alphabet unveiled a suite of new AI models and features, including Gemini 3.5 Flash, Omni, and Antigravity 2.0, as it looks to sharpen its competitive edge.

Evening Standard

Big tech earning £200k per person from data of each internet user in UK, report finds

Amazon, Microsoft, Meta and Alphabet extract up to £1,000 annually from a single user’s personal data, according to the report

International Business Times UK

Berkshire Hathaway AI Stock Portfolio Now Has 37% Riding on Just Three Tech Giants

Berkshire Hathaway shifts focus to AI investments, with over a third of its portfolio in AI-linked stocks. Is it marking a departure from Warren Buffett's tech-averse strategy?

Barchart

GDP, Earnings and Other Key Things to Watch this Week

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

MarketBeat

The Smart Glasses Gold Rush Is Leaving Old-School Eyewear Behind

Alphabet and Samsung's entry into smart glasses signals a hardware supercycle, challenging Meta's early market lead with EssilorLuxottica.

Barchart

Microsoft Stock Is a Buy as OpenAI Prepares for an IPO. Here’s Why.

OpenAI is reportedly looking to file for an IPO. MSFT stock looks like a buy ahead of the AI startup's listing.

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