The market is increasingly skeptical about Google's declining free cash flow margins due to heavy AI investments. However, an investing group leader argues this is an overreaction, highlighting Google's strong position and aggressive AI integration across its ecosystem. Google's AI backlog in its Cloud division has grown to $514 billion, with potential to convert over 50% in the next 24 months. The leader advises investors to consider the current valuation as attractive, given Google's growth prospects in AI.
US stocks face pressure from rising oil prices, new tariffs, and higher Treasury yields, causing volatility and weak tech sector performance. The Dow Jones remains bullish above 50,000 with a potential rally to 55,000 if it breaks 52,500, supported b...
Conservative activist Robby Starbuck won a legal victory as a Delaware court allowed his defamation lawsuit against Google to proceed. Starbuck alleges Google's AI programs falsely portrayed him with damaging accusations, including sexual assault, to...
Waymo and Uber's exclusive partnership for robotaxi rides in Austin and Atlanta will end in early 2028, as Waymo plans to launch its own app in these cities. This change reflects Waymo's growing presence in the robotaxi market across multiple U.S. ci...
Yields on bonds climbed this week after Alphabet increased its capital expenditure forecast for AI development, sparking fears that other major tech companies like Amazon and Meta will follow. Fixed-income investors are demanding higher credit spread...
President Donald Trump defended the Department of Justice's subpoenas issued to New York Times reporters and Google amid a criminal investigation into leaks about the president's new Air Force One plane. The DOJ withdrew demands for grand jury testim...
