Alphabet and Meta reported Q2 2026 earnings with contrasting outcomes: Alphabet's cloud revenue surged 82% year-over-year, driven by strong AI infrastructure adoption and a growing search business, expanding its operating margin to 34%. Meta saw a 27% increase in advertising revenue but faced a 55% rise in costs due to $2.4 billion in legal charges and severance expenses, compressing its operating margin to 31%. Alphabet's diversified AI and cloud investments position it better for sustainable growth, while Meta's heavy capital expenditure and unresolved litigation risks add uncertainty. Investors favor Alphabet's valuation and growth potential over Meta's higher-risk, ad-driven turnaround.
Meta's $18 billion child safety settlement requires TikTok and YouTube to adopt similar protections and pay $5.3 billion combined. Meta tried running ads on TikTok urging them to join the deal, but TikTok rejected the ads citing a ban on political co...
Amazon and Alphabet both reported strong Q2 2026 results with AWS posting its fastest growth in 18 quarters and Google Cloud surging 82% year-over-year. Amazon's revenue reached $200.61B with AWS operating margins at 39.4%, while Alphabet posted $119...
The iShares Large Cap Core Active ETF (BLCR) has delivered a remarkable 105% price return since its launch in late 2023, outperforming peers and large-cap growth indices. Its strategy focuses on fundamentally strong stocks with high earnings growth a...
Nvidia CEO Jensen Huang announced at a Goldman Sachs conference that the company expects its revenue to grow by 70% year-over-year next year, potentially reaching around $680 billion. This bullish outlook is supported by strong demand for Nvidia's ad...
Google has signed a long-term contract to buy half the output of Finland's Loviisa nuclear power plant through 2049, locking in stable, low-carbon electricity costs for its AI infrastructure. This deal turns a volatile expense—wholesale electricity—i...
