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Microsoft and Alphabet are both burning through record AI capex, but their strategies for turning that spending into profit look nothing alike, and only one of them is keeping cash flow positive right now.

Marvell has already tripled this year while most investors are still focused elsewhere, and the company just locked in a deal with Google that could reshape its entire revenue mix.

Alphabet and Meta both poured tens of billions into AI data centers last quarter, but only one has customers writing checks in return. The gap between their payback stories is wider than the spending numbers suggest.

Wall Street is spooked by Alphabet's ballooning capital expenditures and suspended buybacks, but one investor sees something in the numbers that the crowd keeps overlooking.

Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations.

Oracle Corp. (NYSE:ORCL) shares moved lower Monday after Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) cybersecurity unit, Mandiant, said a notorious hacking group returned to one of Oracle's most widely used enterprise products.

Sen. Elizabeth Warren, D-Mass., and other Senate Democrats sent letters to the CEOs of Meta, Google, Amazon and Microsoft seeking information on tax subsidies for AI and data center development they say was authorized by the GOP-led "one big beautiful bill" act.

With investors anticipating the next-gen GPU platform for Nvidia stock, Citi forecasts an $11 billion optical switching market by 2030.

With hybrid threats reshaping Europe's security landscape, President Stubb says Finland's resilience has become a competitive advantage for attracting AI investment.

MEUDON, France--(BUSINESS WIRE)--Thales today announced an expanded collaboration with Google Cloud to help enterprises address emerging security and governance challenges associated with agentic AI, bringing integrated protection, visibility, and policy enforcement to AI-driven workflows on Google Cloud. The integration of Thales AI Security Fabric with Google Cloud Gemini Enterprise helps organizations apply security, governance, and visibility across interactions among users, agents, models,.

AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business's The Bottom Line.

Broadcom and Marvell have emerged as significant beneficiaries of the global AI infrastructure boom. Marvell's expanded Google relationship has strengthened its custom silicon opportunity.

Berkshire Hathaway, now under the leadership of CEO Greg Abel, has kept adding to its large position in Alphabet, Google's parent company. Alphabet lacks some attributes of traditional "Buffett investments" like Coca-Cola and American Express.

Nvidia's GPU sales are projected to skyrocket over the next few years. Alphabet's AI investments are starting to come to fruition.

Google has started testing a way for shoppers in India to buy products from Walmart-owned Flipkart directly through Gemini and AI Mode, as the search giant looks to expand its AI services from product discovery into transactions.

Alphabet stock is around 15% under the record close it hit in May. Since 2012, the stock was up a year later after nine of 10 past drops of 15% from a record.

Nvidia's stock could double over the next year if it just meets expectations. Amazon and Alphabet are two leaders in the cloud computing world.

While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.

Earnings season is here again, with the next few weeks promising some important earnings drops. From financials like JP Morgan Chase (JPM) all the way to most of the megacap tech names, markets will learn a lot.

Fidelity's actively managed large cap growth fund is doubling down on AI chips and a single search giant, creating a portfolio where two companies can make or break your returns.

GOOGL's Gemini scale, expanding AI monetization and strong Search and Cloud growth give it an edge over AAPL in consumer AI.

Google Cloud provided more than 20% of Alphabet's Q2 revenue. While Amazon and Microsoft are still the top two cloud infrastructure providers globally, No.

Alphabet and Meta both reported blockbuster AI quarters, but their agent strategies point in opposite directions, and only one of them looks like a safer bet heading into 2027.

Google's first orbital data center will fit in a kitchen. Ars Technica reports that the first Project Suncatcher test satellite, dubbed MVP and about the size of a refrigerator, launches October 1.

The 200-day moving average is a closely watched level among investors and one of the most widely used indicators. Investors can use it to their advantage for stocks in longer-term uptrends.

Another tech worker has said they resigned over concerns about how fast AI is developing. This time, it's someone who worked on Google's AI chips.

Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares rose 3%, reaching $514.04 in early trading after Oppenheimer lifted its price target on Microsoft stock.

Hyperscaler stocks could rebound in 2027, according to a Goldman Sachs scenario for capital spending, revenue growth and free cash flow.

Alphabet is one of the only true vertically integrated AI companies. Google Cloud is third (behind AWS and Azure) but is growing the fastest.

Alphabet Inc. remains a strong buy, despite near-term cost headwinds and regulatory uncertainties. The $920 million monthly SpaceX data center bill begins in October, but flexible contract terms and strong Cloud demand mitigate long-term risk. Texas's permit freeze threatens GOOGL's $40 billion data center build-out, potentially delaying Cloud margin recovery if its own capacity lags.

One-time effects skew Alphabet's valuation. The stock is still a great one to invest in, but it's not the bargain its valuation portrays.

U.S. President Donald Trump hosted Chinese President Xi Jinping in a historic state dinner on Thursday, joined by bosses at tech giants including Nvidia, Microsoft, Google, OpenAI and SpaceX. AI was a key topic of conversation during Trump-Xi talks earlier in the day, after safety concerns shot to the top of the global geopolitical agenda in recent weeks.

Waymo's commercial robotaxi ramp-up looks expansive, both in geographic reach and in ridership. And by almost every measure, it is — until you pay attention to where the bulk of those robotaxis are actually showing up.

Alphabet disclosed in July that its private-company holdings were worth $124.3 billion, a figure that mostly reflects one investment. Anthropic has reportedly delayed its initial public offering to November and is said to be seeking a valuation of around $2 trillion.

Anthropic, Google and OpenAI aim to launch a standards body focused on artificial intelligence (AI) by the end of this year or early next year, The Information reported Thursday (Sept. 24), citing unnamed sources.

Google's experimental satellite will have the power of one data center server, and will answer simple AI queries for a year. The satellite will be powered by solar panels and Google's proprietary tensor processing units (TPUs).

Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it.

WEST DES MOINES, Iowa--(BUSINESS WIRE)--The Mutual Group (TMG) today announced a strategic partnership with Nativeorange to implement a next-generation underwriting workbench enabled by Google Cloud and Gemini Enterprise. The workbench will provide a unified digital workspace for underwriting teams, bringing together submission intake, triage, risk analysis, workflow management, agent communications and decision support into a single experience. The underwriting workbench is a cornerstone of Th.

Google, OpenAI and Anthropic are closer to setting up a proposed independent body to develop standards for frontier artificial intelligence (AI), as debate intensifies over how the technology should be regulated. The Information reported that the safety group is taking shape, with the three companies tentatively calling the organization the Standards Authority for Frontier AI (SAFA).

Alphabet's Google said Thursday it will launch a prototype satellite next week in the first in-orbit test of Project Suncatcher, a research effort exploring whether space could eventually host large-scale AI computing infrastructure. The mission, scheduled to fly on SpaceX's upcoming Transporter-18 rideshare launch, is being carried out in partnership with satellite imaging company Planet Labs.

Alphabet just crossed below its 50-day moving average. That kind of bearish action calls for this particular options play.

BNP Paribas will keep some sensitive customer data and critical operations off public cloud infrastructure ​even after signing a five-year cloud and AI ‌partnership with Google , the French bank said on Thursday.

Alphabet (GOOG/GOOGL) is transitioning from an ad-centric model to a major AI chip and cloud provider, with TPU hardware sales driving future growth. TPU-related cloud revenue is expected to accelerate, supported by multi-billion-dollar customer contracts and a $514 billion cloud backlog already booked. Regulatory risks are diminishing, with recent court decisions averting forced divestitures, while search market share and AI integration remain robust.

With AI agents like Meta's Muse and Instinct now able to make calls on users' behalf, Google is now letting Gemini call businesses with a new feature called “Call for Me.”

Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) will launch an experimental AI satellite as part of Project Suncatcher on Oct. 1, according to a report from the New York Times.

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Home improvement retailer Lowe's is testing drone delivery in Charlotte, N.C., saying in a Thursday (Sept.

Meta Platforms' recent debut of its Muse Spark 1.3 frontier model and Muse agent has renewed concerns about Gemini's competitiveness amid Alphabet Inc.'s protracted underperformance. However, Google Cloud Platform's increasingly model-agnostic infrastructure remains competitively positioned to capture accelerating agentic inference demand at superior economics. Meanwhile, Gemini's increasingly Android-like distribution strategy also supports expanding application-level monetization, despite intensifying competition from rival standalone frontier models.

Alphabet's Google said on Thursday it will launch a prototype satellite next week in its first in-orbit test of Project Suncatcher, ​a research effort to explore whether space could potentially host ‌large-scale AI computing infrastructure.

ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK thinks the next decade of infrastructure gets built.