Alphabet's shares fell over 5% in a week after five core AI researchers left for competitors like OpenAI and Anthropic, highlighting concerns about Google's AI product lineup, especially in coding assistants. Despite strong financials and growth in Google Cloud, investors worry about the high capital expenditure and talent loss as rivals gain ground. The delayed release of Gemini 3.5 Pro adds to uncertainty, with market sentiment turning cautious ahead of its July launch. The situation underscores the challenge Google faces in retaining talent and competing in the fast-evolving AI space.
Ben Reitzes of Melius Research recommends investors buy chip stocks such as Nvidia, Broadcom, Micron, AMD, and Dell, citing a long-term trend favoring compute power over cloud giants like Microsoft, Oracle, and Google. He argues that while AI demand ...
Three top investors—Druckenmiller, Tepper, and Icahn—sold their stakes in Alphabet, Delta Air Lines, and Southwest Gas in Q1 2026, yet analyst consensus remains strongly positive. Since their exits, Alphabet shares rose 20.2%, Delta climbed 36.7%, an...
Amazon announced an additional $13 billion investment to grow its AI and cloud infrastructure in India through 2030, focusing on expanding Amazon Web Services' data centers in Mumbai and Hyderabad. This follows previous commitments totaling $35 billi...
In the first quarter of 2026, the Harbor Human Capital Factor US Large Cap ETF posted a return of -3.20%, slightly underperforming its benchmark, the Human Capital Factor Large Cap Total Return Index, which returned -3.07%. Key detractors from perfor...
Several leading AI researchers, including Jonas Adler and Alexander Pritzel, have left Google to join Anthropic, following others like Noam Shazeer and John Jumper who moved to OpenAI and Anthropic respectively. These departures highlight a trend of ...
