GOOGL - Alphabet Inc.
Form 13F filings help investors track which stocks Wall Street's premier fund managers are buying and selling. Several billionaire investors sold shares of Palantir Technologies in the June-ended quarter -- and profit-taking likely doesn't tell the complete story.
Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026's third-largest primary follow-on offering, behind Alphabet's $84.75 billion equity program and Intel's $20 billion sale.
'Mad Money' host Jim Cramer talks the backlash to the AI boom.
Google reportedly informed suppliers it will shift all Pixel device manufacturing out of China and into Vietnam and India beginning in 2027.
Alphabet (GOOGL) "owns the mine, the shovel factory," and just about everything it needs to lead the AI race, argues Tiffany McGhee. However, she says the Mag 7 giant's negative free cash flow raises a yellow flag.
Alphabet (GOOGL), Google's search, cloud and artificial-intelligence giant, gained approximately 0.4% to $346.155 Monday afternoon while the Nasdaq and semicond
The social-media trade is splitting Monday afternoon, with three of the group's four biggest U.S.
Alphabet Inc. (GOOGL, Financials) is making Gemini more than an AI helper. The company is partnering with Wix.com Ltd. (WIX, Financials) to integrate Wix Harmon
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Semiconductor giant Broadcom NASDAQ: AVGO has seen its share price take a significant tumble over recent weeks, with custom AI chip diversification being a key investor concern.
Although the S&P 500 has outperformed Microsoft year to date, cloud computing momentum can quickly change that narrative.
Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.
Polymarket, the crypto-based prediction platform, puts the probability of no new Gemini Pro release before 30 September at 69%. Every specific launch date on the market trades in low single digits, with 28 September the next most favoured outcome at 8%.
Ordinary investors can't invest in companies like Anthropic that are still privately held. Several publicly traded tech firms own large stakes in Anthropic.
While Broadcom supplies critical components to AI data centers, the stock's valuation is a bit rich. Meanwhile, Druckenmiller and Loeb both piled into the same "Magnificent Seven" stock.
Warren Buffett is still advising Greg Abel on capital allocation and stock investments. Berkshire put a significant amount of cash into stocks last quarter, investing in nine companies.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) has quietly become one of the most reasonably priced names in the Magnificent Seven, trading at a forward multiple that looks modest against the pace of
Amazon and Alphabet are still great deals, just not as cheap as you may think. Using 2027 earnings projections is a better way to value the stocks.
Druckenmiller sold some Sandisk stock before its third-quarter tumble. Cloud computing is a major beneficiary of increased AI workloads.
Google parent Alphabet has emerged as an AI leader, and that technology is on track to drive its future. Capex spending is likely not an impediment for one key reason.