In Q1 2026, Alphabet reported $109.9 billion revenue with strong 63% growth in Google Cloud and a massive $460 billion backlog, highlighting its diversified AI-driven business. Meta posted $56.3 billion, driven by a 33% rise in advertising, but faced a $4 billion loss in Reality Labs and relies heavily on ads without a cloud revenue cushion. Alphabet's broader business mix and lower valuation make it a cleaner investment risk, while Meta offers higher upside if its AI bets pay off. Investors are watching Meta's capital spending closely as Alphabet's cloud backlog promises multi-year revenue stability.
The top ten US technology stocks now represent nearly 40% of the S&P 500's market capitalization, the highest concentration since the late 1990s dotcom bubble. This surge is driven by giants like Microsoft, Apple, NVIDIA, Amazon, Alphabet, and Meta, ...
Samsung Electronics is attracting growing interest from companies like BYD, AMD, and Google for advanced chip manufacturing due to capacity constraints at Taiwan Semiconductor Manufacturing Company (TSMC). These potential orders include processors fo...
Noam Shazeer, Google's vice president of engineering and co-lead of its Gemini AI models, announced he is leaving Google to join OpenAI. Shazeer had returned to Google in August 2024 as part of DeepMind after co-founding the AI startup Character.AI. ...
Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a ...
Odyssey, an AI startup specializing in world models that simulate physical environments, raised $310 million in a Series B funding round, reaching a $1.45 billion valuation. The round was led by Natural Capital with participation from Amazon, AMD Ven...
