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Key facts: GOOG pays SpaceX $900M+ pm; Australia raises news levy 2.5%
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Consumer Tech (July 27-31): AI Boom Drives Tech Earnings As Apple, Amazon Lead Markets & More
Senators from across the aisle have reportedly sent a letter to Apple Inc. (NASDAQ:AAPL) CEO Tim Cook, urging the company to refrain from using memory chips from ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) in its devices, even if the products are meant solely for…
Nvidia, Alphabet among 5 stocks that fit Jim Cramer’s favourite dip-buying rule
Jim Cramer’s favourite dip-buying rule starts with a margin decline, but it does not end there.Investors must decide whether profits are temporarily compressed by investment or permanently damaged by weak demand and competition.Meta Platforms, Alphabet and SoFi are the clearest tests after their sh…
Nexus Data Centers Plans $15 Billion Financing for Texas AI Campus
Nexus Data Centers is preparing about $15 billion in financing to build an AI data center campus in Hubbard, Texas, which Anthropic is expected to lease, with Morgan Stanley leading the related bank financing. According to ChainCatcher, the financing will be raised by Nexus Data Centers rather than…
Insurance ETFs Top Defensive Sector Chart In July As Investors Look To Pivot Slightly From Chips And AI
Wall Street saw a distinct tactical shift in July as institutional capital pivoted away from high-momentum AI and mega-cap technology stocks into defensive sectors.Broader equity market volatility, fueled by mounting geopolitical friction and disappointing earnings reactions to massive technology i…
Beyond the Mag 7: Rising Q3 Estimates Signal a Market-Wide Earnings Expansion
We are past the halfway mark of the Q2 earnings season, with more than 60% of S&P 500 companies having already reported. With another 27% of the index on deck this week, we will have seen the bulk of Q2 earnings by Friday.While the spotlight has recently been on blockbuster results from the Magnifi…
Research Firm Says Big Tech Earnings Just Flipped Valuation Risk
Hyperscale technology companies have reached their most favorable relative valuation since at least 2011, as earnings growth finally overtakes their enormous share of the stock market. Finom Group said the gap between the group's market-cap weight and earnings weight fell to a record-low negative 5…
Alphabet Stock Rallies 3.9% as Amazon Revives AI Confidence
Alphabet NASDAQ:GOOGL, the parent company of Google and the Google Cloud platform, rallied approximately 3.9% in Friday's regular-session trading as of 10:19 a.m. ET as investors reassessed large-scale AI spending following Amazon's results. Amazon Web Services reported 37% second-quarter revenue g…
REG - Bango PLC - Director/PDMR Shareholding
RNS Number : 8570O Bango PLC 31 July 2026 Bango PLC("Bango")Director/PDMR ShareholdingCambridge, UK, 31 July 2026 - Bango (AIM: BGO), announces that, in line with its established share option policy, on 31 July 2026, Lisa Gansky, Independent Non-Executive Director, Duncan Magrath, Independent N…
GOOGL Backs $15B Financing For Anthropic-Linked Texas AI Campus — Project Reportedly Includes 1.6GW Power Plant
Alphabet Inc.’s (GOOGL) Google is reportedly supporting a $15-billion financing package for an Anthropic-linked AI data center campus in Texas, with financial guarantees and custom AI chips helping underpin the deal.The facility would include its own natural-gas power plant capable of generating 1…
Rene Haas Says NVDA GPUs, GOOGL TPUs Validate ARM's AI Bet — 'Every AI Workload Is Going to Run Through Arm'
Arm Holdings (ARM) was in focus on Thursday after CEO Rene Haas doubled down on the company's long-term AI strategy, arguing that Nvidia Corp. (NVDA) and Alphabet Inc.'s (GOOG, GOOGL) chips validate Arm's growing role in the AI infrastructure stack.During an interview with CNBC, Haas said that the…
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Key facts: NASDAQ:GOOG: income fell; $1B Verizon fiber; SBI‑Google Pay
GOOG drove 92% of the S&P 500 five-day net dollar earnings rise. Excluding revaluations, GOOG’s core operating income fell from $25.5B to $14B year‑over‑year.GOOG won a $1B dark-fi
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Alphabet Adds a Surprising Twist to Waymo Rides
Alphabet's NASDAQ:GOOG Waymo is integrating Gemini into its new Ojai robotaxi, turning Google's AI assistant into an in-vehicle interface as the company seeks to differentiate its autonomous service through comfort and personalisation rather than driving technology alone.The update allows passenger…
Alphabet Stock Stalls Despite Fresh $425 Per Share AI Upgrade
Alphabet NASDAQ:GOOGL, Google's parent and a major advertising and cloud-computing company, edged less than 0.1% lower in Wednesday's regular-session trading despite a fresh upgrade from Phillip Securities. Analyst Serena Lim Yi Qi raised the rating to buy from accumulate following Alphabet's post…
AMZN, GOOGL, MSFT AI Capex Plans — Why Morgan Stanley Says The Spending Will Pay Off
Severe capital expenditure plans by tech industry hyperscalers like Amazon.com Inc. (AMZN) Alphabet Inc. (GOOGL,GOOG) and Microsoft Corp. (MSFT) will ultimately produce substantial financial rewards despite recent market hesitation, according to a research report from Morgan Stanley.Led by analyst…
Big Tech Credit Risk Flashes Urgent Warning Over AI Spending
Credit risk across several of the world's largest AI companies has climbed to record levels as investors grow more concerned about the debt needed to fund data centres, chips and advanced models.Credit default swap spreads tied to Alphabet NASDAQ:GOOGL, Amazon NASDAQ:AMZN, Meta NASDAQ:META, Nvidia…
3 High-Quality Dividend Growth ETFs Beating the S&P 500
Mega-cap tech giants have driven most of the market's gains over the past few years thanks to the AI boom. As a result, they now occupy an outsized share of most investors' portfolios, making many portfolios heavily dependent on the AI trade.While that concentration is not entirely unreasonable, si…
Amazon Overhauls AI Strategy as Flagship Nova Models Wind Down
Amazon.com NASDAQ:AMZN, a global e-commerce, cloud-computing and digital-services company, is reportedly overhauling its artificial-intelligence strategy by winding down many internally developed Nova models. Business Insider reported that Amazon has begun deprecating Nova Premier, Nova Omni, the R…
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Google's EU Troubles May Be Just Beginning
Alphabet (GOOGL, Financials), Google's parent firm, is facing a mounting wave of private lawsuits after European regulators slapped the corporation with a record $1 billion fine under the Digital Markets Act.The penalty concluded that Google prioritized its own services and prohibited app developer…
Entire Market Is Now One Trade, Big Short Investor Steve Eisman Says
Steve Eisman has sold his long-held Google position to cut his artificial intelligence CAPITALCOM:AI exposure. The investor who shorted the 2008 housing market now holds cash, warning the whole market has become one AI bet.He has not bought a replacement. Eisman says defensive stocks will not work…