Nvidia Stock Could Get a Boost From CoreWeave's Latest Announcement CoreWeave's push into "Physical AI" could unlock a new AI market for Nvidia.
Netflix Stock Rose 4% While the AI Trade Sold Off on Monday. Its Capital Goes Into Shows, Not Silicon. The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.
Why ASML Stock Is Falling Today ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development.
Why Is Astera Labs Stock Down Today? Astera Labs shares sank 10.1% Monday morning after Anthropic's Dario Amodei and a chorus of AI leaders called for the industry to slow down.
Market Indexes Drop as Chip Stocks Take the Weekend's News Badly Nvidia fell, Microsoft rose, and both moves trace back to the same weekend essay. Meanwhile, oil prices are soaring again.
The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares As AI spending strains free cash flow, Alphabet and Meta have halted share buybacks and share counts are rising, while Microsoft holds steady and NVIDIA posts record repurchases.
Fabrinet, Dycom and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.
Cómo auditar correctamente GA4 y Google Tag Manager: guía completa para detectar errores de medición Una implementación de Google Analytics 4 puede parecer correcta y, sin embargo, estar tomando decisiones sobre datos incompletos, duplicados o directamente
2 Numbers Matter More to Alphabet Stock's Performance Than Anything Else Right Now Despite its massive size, this internet titan's share price is up 150% in the past three years.
Broadcom Just Named Its Next Customer to Pass Google: Anthropic. Here's Why That Matters More Than the Earnings Beat. The market didn't reward Broadcom's latest quarterly report with big stock gains, but the business's outlook remains promising.
Data Centers At The Ballot Box: Why Google Holds The Edge In The Power War Against Amazon And Meta Public pushback against AI data centers is spiking. How local politics and grid delays threaten Big Tech margins.
Amazon, Alphabet, and Microsoft: Which 2 to Buy and Which 1 to Avoid All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.
Can Alphabet Overtake Nvidia in 2027? Alphabet is having a great 2026, but Nvidia's growth is tough to compete against.
3 Unstoppable Dow Stocks Worth Buying Right Now These stocks are demonstrating incredible performance and have a long growth runway.
Google's Historic 396 MW Clean Energy Deal Just Changed the Game for 1 AI Power Play Recent IPO stock Fervo Energy is building on its partnership with Google with a massive power purchase agreement.
