Google restricts Meta's access to Gemini AI, raising stakes in the AI arms race and raising questions about the future of AI…
Waymo’s German entity registration signals Alphabet’s push into European autonomous ride-hailing, challenging local automakers and potentially boosting GOOGL stock as it expands…
AI revenue at Meta, Alphabet, and Microsoft tops $25 billion, edging past AI infrastructure depreciation costs for the first time.
Alphabet’s Dow debut underscores the index’s structural limitations as its price-weighted formula amplifies tech sector influence, challenging its relevance in an economy…
The Dow Jones Industrial Average adds Alphabet and removes Verizon, reshuffling the index's sector exposure and creating new dynamics for index funds…
Alphabet's stock slipped following news that a second top AI researcher departed for a competitor, highlighting the escalating battle for talent in…
Nvidia seeks to raise $20+ billion in a bond offering to fund AI expansion, joining Alphabet and Amazon in leveraging debt markets…
Goldman Sachs invests in prepaid energy and partners with Google to enhance its platform, signaling a strategic push into energy tech.
Apple faces user retention risks as its Siri assistant is challenged by ChatGPT, pressuring the tech giant to accelerate AI improvements amid…
OpenAI's confidential IPO filing drove AI stocks higher with Microsoft and Alphabet gaining as the S&P 500 posted a 0.3% advance on…
OpenAI's superapp pivot ahead of its IPO could reshape the competitive landscape for AI stocks, with implications for Microsoft, Alphabet, and broader…
Whale Rock Capital's upbeat forecast for Anthropic's user growth ahead of its IPO signals robust AI demand and lifts related stocks.