Alphabet Inc. (Google) and Broadcom Inc. are both reaffirmed as Strong Buy stocks due to their expanding AI capabilities and strategic partnerships in advanced processing units (XPU/TPU). Google is projected to achieve 15% year-over-year revenue growth, with its Google Cloud segment accelerating at 30% growth, driven by margin expansion and strong adoption of its Gemini AI technology. Broadcom is expected to see high-margin revenue growth and generate $50 billion in free cash flow by fiscal year 2026, supported by multiple 2nm XPU product ramp-ups in the second half of 2026. These companies are well-positioned for multi-year outperformance as AI data-center demand and superior scale efficiencies fuel long-term growth.
Netlist has prompted the US International Trade Commission (ITC) to investigate Samsung and its customers Google, Supermicro, Nvidia, and Broadcom for allegedly infringing two Netlist patents related to Samsung's high-bandwidth memory and DDR5 memory...
In June, Google maintained steady user growth with 2.2 billion daily active users, while AI competitors Claude and Gemini saw sharp increases, growing 9% and 7% respectively. Gemini added the most daily users, gaining 8 million, followed by ChatGPT a...
The market is expected to stay stable and range-bound during the summer doldrums, with limited movement after struggling to surpass previous highs. Hyperscaler capital expenditures (capex) are anticipated to be the main driver for stock performance, ...
Google's parent company Alphabet is increasing its investment in artificial intelligence, which has supported strong business results despite a 7% decline in its shares over the past month. The company is expected to report its Q2 earnings on July 22...
Mark Lanier won a landmark $6 million verdict against Meta and Google, proving their platforms were designed to be addictive and harmful to children's mental health. The case, led by a young plaintiff named Kaley, exposed internal documents showing d...
