Alphabet capex plans spook investors, while AMD has a brutal day in markets
Signage outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris…
Elon Musk’s SpaceX acquiring AI startup xAI ahead of potential IPO
A SpaceX Falcon Heavy rocket carrying the National Oceanic and Atmospheric Administration’s (NOAA) weather satellite Geostationary Operational Environmental…
Nvidia shares down after report that its OpenAI investment stalled
Nvidia President and CEO Jensen Huang speaks to the media as he arrives for a meeting with the…
American AI coding agents are impressive. But so are China’s
Information on Zhipu’s AI service on the web, dubbed Z.ai, arranged on a computer in Shanghai, Jan. 7,…
Raymond James upgrades this ‘Magnificent Seven’ titan as AI-driven growth accelerates
Raymond James believes that Alphabet’s artificial intelligence investments support further upside from here. The firm upgraded the “Magnificent…
Chinese tech giants race to create the ‘everything app’ of the future
NANJING, CHINA – NOVEMBER 25: Aerial view of Alibaba Jiangsu Headquarters at night on November 25, 2025 in…
Deutsche Bank says the ‘honeymoon is over’ for AI
This year will be the most difficult one yet for artificial intelligence, according to Deutsche Bank Research Institute.…
I talked to many health CEOs out West and see big things for drug stocks
We get so caught up in the buzz and the sizzle that we forget about the steak, especially…
Apple and Google are teaming up on AI. What it means for both stocks
Wall Street analysts believe the new partnership between Apple and Alphabet strengthens the investment cases for both companies.…
Meta lays off VR employees, underscoring Zuckerberg’s pivot to AI
Meta CEO Mark Zuckerberg demonstrates an Oculus Rift virtual reality (VR) headset and Oculus Touch controllers during the…
Monday’s biggest analyst calls on Wall Street
Here are Monday’s biggest calls on Wall Street: Morgan Stanley upgrades Datadog to overweight from equal weight Morgan…
Walmart partners with Google Gemini on shopping tool
A Walmart sign hangs on the exterior of the store on Nov. 20, 2025 in Hollywood, Florida. Joe…