Alphabet-A (GOOGL)

Broadcom outpaced Nvidia over the past six months and is setting the foundation for continued outperformance.

A potential FCC ban on Chinese optical transceivers could disrupt data center supply chains, positioning Lumentum and Coherent as key beneficiaries amid surging AI infrastructure demand.

Huang's stock advice could become even more valuable in 2027.

The real question isn't how far the stock has dropped -- it's whether the company's long-term earnings story has fundamentally changed.

The largest companies are huge because they have run their businesses very well.

The tech mogul is the world's third-richest person.

High-performing open-weight models could put downward pressure on pricing for the leading U.S. frontier labs.

Despite Abel being a net buyer of stocks in the second quarter, Berkshire Hathaway's exorbitant cash pile tells a different and far more concerning story.

Alphabet's growth opportunities look like an embarrassment of riches.

Search and social media are converging as Alphabet and Meta pursue radically different AI strategies. Discover which advantage could matter most as the internet enters its next era.

Alphabet's quarter was boosted by huge SpaceX gains.

The Oracle of Omaha's big transfer could have a less dramatic impact on Berkshire's governance and price action than you think.

The cloud infrastructure giant still has a bright future.

Tesla has several major advantages when competing in the robotaxi market.

What is a rocket company worth once its fastest-growing business is selling compute?

One company just pulled off something that's never been done before, and it changes how I'm thinking about the stock going forward.

AST SpaceMobile launched three new BlueBird satellites, doubling download speeds for D2D partners, ahead of its Aug. 10 Q2 earnings call and 2027 deployment goal.

Aswath Damodaran says Microsoft, Amazon, Meta and Google are collectively overinvesting in AI, calling the capex race “betting, not investing.”

The latest 13F filing by Google's parent company, Alphabet, shows that SpaceX accounts for 95% of its public equity portfolio.

Records from August 6, 2026 indicate that Representative David Taylor of Ohio made a purchase of Alphabet (NASDAQ:GOOGL), valued between $6,006 and $90,000, with the transaction dated July 17, 2026 and filed in

Alphabet's recurring revenue businesses will boost its stock over the next decade.

Modern enterprise security teams require advanced defense capabilities to counter increasingly complex cyber threats. Organizations deploy agentic security

Microsoft shares rallied over 25% after strong fiscal Q4 earnings and Azure growth, while Chevron and Constellation power deals and rising capex signal both AI demand and cash flow trade-offs ahead.