Google has restricted Meta's access to its Gemini AI models after Meta requested more computing capacity than Google could provide. This limitation, reported by the Financial Times, has caused delays in some of Meta's internal AI projects and forced Meta to encourage staff to use AI tokens more efficiently. The capacity shortfall also affected other Google clients, though less severely. Despite strong revenue growth, Google Cloud faces computing power constraints that limit further expansion and increase backlog.
Micron Technology reported stronger-than-expected earnings and raised its guidance thanks to rising DRAM and NAND prices and robust demand from data centers. However, major tech companies like Alphabet, Microsoft, Oracle, and Meta are shifting to hea...
Small and microcap stocks are currently outperforming large caps, indicating a sustained market rotation after years of lagging behind. Investors are showing interest in healthcare and real estate investment trusts (REITs) as bargain opportunities, w...
The JPMorgan Equity Premium Income ETF (JEPI) pays monthly distributions currently yielding about 8.3%, but the payment amount fluctuates due to its strategy of selling out-of-the-money call options, which generate premiums that depend on market vola...
SpaceX has landed major data center contracts with Anthropic, Google, and Reflection, potentially generating over $76 billion in revenue through 2029. These deals highlight SpaceX's expanding role beyond space exploration into cloud infrastructure. T...
Alphabet's stock has pulled back 12%, but remains a strong buy due to robust growth in AI and Google Cloud. The company is enhancing its AI capabilities through partnerships with Workday and IBM, targeting profitable enterprise markets. Strategic mov...
