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4 Reasons to Buy Alphabet Stock After the CAPEX Shock: Bank of America

Shares of Alphabet Inc. (NASDAQ:GOOGL) suffered their biggest one-day decline since May 2025 after the company surprised investors with another massive increase in artificial intelligence spending.

Benzinga

Google Stock News: Analyst Predicts Massive 70% Cloud Growth Ahead of Earnings

Google parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) stock traded slightly higher on Thursday as buyers keep leaning into the longer-term uptrend even while mega-cap tech is choppy.

Benzinga

Meta Is Betting You'll Soon Wear AI All Day With This New Buy

Meta Platforms Inc. (NASDAQ:META) acquired Limitless to accelerate its push into artificial intelligence-powered wearable technology as part of its broader strategy to bring “personal superintelligence” to consumers.

Benzinga

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Amazon Just Released Its Graviton5 CPU. Should You Buy, Sell, or Hold AMZN Stock Here?

Is Amazon’s new Graviton5 CPU the moment that finally pushes investors to pause and rethink their stance on AMZN—hold steady, pull back, or double down?

Barchart

Meta Preps Major Metaverse Cuts, Analysts Predict Earnings Pop

Wall Street analysts rerated Meta Platforms Inc (NASDAQ:META) after the company said that it is considering cutting up to 30% of its 2026 Metaverse budget, primarily targeting the Quest virtual reality unit and Horizon Worlds, which account for the bulk of metaverse-related investment.

Benzinga

As Amazon Launches the Trainium 3 Chip, Should You Buy, Sell, or Hold AMZN Stock?

Amazon just rolled out its Trainium3 chip, and the stock jumped. Should investors buy into the excitement, or is it a moment to stay cautious?

Barchart

Amazon Closing The Gap In AI Race: Analysts

Amazon.com Inc (NASDAQ:AMZN) secured fresh bullish backing from Wall Street on Wednesday as analysts lauded the tech giant's "agent-driven" artificial intelligence strategy and custom chip breakthroughs unveiled at Amazon Web Services re:Invent.

Benzinga

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Billionaire Investor Ups Meta Bet As Hedge Fund Reverses Earlier Exit

Activist investor Dan Loeb’s Third Point LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 47% in the third quarter of 2025.

Benzinga

Black Friday's Biggest Winner? AI Shopping Tools Helped Blow Up Online Sales

Black Friday's e-commerce sales rose markedly this year, boosted by AI-powered deal discovery and competitive discounts, despite slower offline foot traffic.

Benzinga

Amazon Leo Satellite Internet Now In Commercial Preview

Amazon.com Inc. (NASDAQ:AMZN) stock gained Monday after the company announced it is expanding its enterprise-focused satellite internet services as it moves toward commercial operations.

Benzinga

UK Resale Crackdown Adds To StubHub's Worries

StubHub Holdings, Inc. (NYSE:STUB) shares slipped Tuesday after fresh U.K. scrutiny of the ticket-resale market fueled worries over tougher global regulation, raising the risk of a meaningful hit to the company’s 2026 growth outlook.

Benzinga

StubHub Analyst Warns Of Timing Shifts And Weak Visibility

StubHub Holdings, Inc. (STUB) shares are trading lower on Friday after the company reported third-quarter losses of $4.27 per share on Thursday, which missed the analyst consensus estimate of $3.08 per share.

Benzinga

Meta To Spend $600 Billion In US On AI, Aims For 'Personal Superintelligence' For Everyone

Meta Platforms Inc. (NASDAQ:META) is ramping up efforts to strengthen America's artificial intelligence leadership by investing heavily in next-generation AI infrastructure and community development.

Benzinga

Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show'

Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment.

Benzinga

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Benzinga

Amazon's New AI Chips Could Unlock Billions In Revenue, Analysts Say

Amazon.com Inc.'s (NASDAQ:AMZN) massive artificial intelligence push took a major step forward as its Project Rainier supercomputer, powered by nearly 500,000 Trainium2 chips, officially went live.

Benzinga

Meta Stock Has 'Meaningful Runway Ahead': Aggressive AI Investing Opens Up 'New Opportunities'

Meta Platforms (NASDAQ:META) raised its CapEx spending outlook after third-quarter financial results. Analysts are mixed on how the spending will help the company in the short- and long-term.

Benzinga

Google's Hottest Stock Rally In Over 20 Years Is Far From Over, Analysts Say

Alphabet Inc. (NASDAQ:GOOGL) is now in the middle of its hottest run since the company first hit Wall Street, with shares rising nearly 5% to $286 on Thursday morning—marking a 63% rally over the last four months, its strongest performance since the early months of its 2004 IPO.

Benzinga

Alphabet To Rally Around 22%? Here Are 10 Top Analyst Forecasts For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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Benzinga

Amazon Q3 Preview: Will AWS Outage, Job Cuts Overshadow Earnings, Growth Plans?

Amazon.com Inc (NASDAQ:AMZN) could be overshadowed by recent negative headlines when it reports third-quarter financial results on Thursday after market close.

Benzinga

Meta Platforms Q3 Preview: Facebook Parent Has 10 Straight Double Beats, Is Number 11 On The Way?

Technology and social media company Meta Platforms (NASDAQ:META) could provide updates on spending, growth, and AI products when it reports third-quarter financial results on Wednesday after market close.

Benzinga

Uber Could Top Q3 Estimates On Strong Mobility Data: BofA

B Of A Securities analyst Justin Post expressed views on Uber Technologies, Inc. (NYSE:UBER) ahead of its third-quarter earnings results on November 4.

Benzinga

Amazon's Cloud Division Faces New AI Competition from Microsoft and Google

Amazon Web Services (AWS), a leading cloud computing provider, finds itself in the crosshairs after a difficult week that highlighted its growing challenges in the age of artificial intelligence.

Benzinga

Is Amazon The Next Big AI Winner? One Analyst Thinks Wall Street Is Wrong

Amazon.com Inc (NASDAQ:AMZN) expects to report strong third-quarter results driven by online retail sales and its artificial intelligence capabilities.

Benzinga

Meta Bets Big On AI: Ad Revenue Set To Outpace Google

Meta Platforms Inc (NASDAQ:META) is accelerating artificial intelligence-driven ad demand across its core platforms — Facebook, Instagram, Threads, and WhatsApp.

Benzinga

Google's Ad Momentum And AI Push Could Power Big Quarter, Analyst Says

Google parent company Alphabet Inc (NASDAQ:GOOGL) is expected to post strong third-quarter (Q3) revenue growth, even as one-time legal charges weigh on profits.

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