Alphabet and other major hyperscalers are under close watch as their Q2 earnings reports reveal how well they manage capital expenditures (capex) against returns on investment (ROI). Capex for hyperscalers is expected to hit around $750 billion by 2026, which is pressuring free cash flow to multi-year lows and leading to increased equity and debt financing. However, market sentiment is improving as these companies hint at more disciplined capex strategies, with expectations that free cash flow will grow again by 2027-2028. This has led to a bullish outlook on hyperscalers and semiconductor sectors, with the S&P 500 seen as attractive due to strong forward earnings growth prospects.
AMD announced a strategic partnership with AI company Anthropic, committing up to $5 billion in investment. As part of the deal, Anthropic will deploy 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with the first gi...
The S&P 500 has reached an unprecedented level of market concentration, with just 24 stocks now accounting for more than half of the index's total market capitalization. This surpasses the previous peak during the Dot-com bubble when about 32 stocks ...
Alphabet is set to report its earnings after the market closes, with expectations of positive results. Investors are evaluating whether they hold the right shares—GOOG (Class C, no voting rights) or GOOGL (Class A, with voting rights)—as their return...
STARTRADER has introduced 42 new US Stock CFDs available 24/5 and will add 43 more CFDs with 24/7 trading starting July 27, 2026. This expansion covers major sectors including technology, energy, healthcare, and finance, featuring companies like NVID...
Tesla and Alphabet are set to report earnings, drawing investor focus on AI investments and new technologies like Tesla's robotaxis and Google's Gemini 3.5 Pro. Analysts expect Tesla to show strong revenue and margins but question if its rising AI sp...
