Alphabet briefly surpassed Nvidia in market capitalization during after-hours trading following a report that AI startup Anthropic committed $200 billion to Google Cloud over five years. This deal highlights Alphabet's strong position in AI, spanning AI models, cloud infrastructure, and custom chips, fueling a 160% stock rise in the past year. However, some analysts warn of concentration risk since Anthropic's commitment could represent over 40% of Google's cloud backlog. Investors await Google's upcoming I/O event for clarity on its AI strategy and sustainable revenue growth amid heavy capital spending.
In 2026, Berkshire Hathaway's shares have fallen nearly 11% while the S&P 500 surged over 35%, driven by tech stocks benefiting from AI optimism. Berkshire's conservative approach, with minimal AI exposure and nearly $400 billion cash reserves, contr...
The Delhi High Court ruled that Google infringed on Hindware's trademark by allowing competitors to use 'Hindware' as a keyword in its AdWords platform, awarding Hindware ₹3 million in damages. The judgment challenges Google's claim of being a passiv...
In May, the S&P 500 reached a record 7,581, driven mainly by strong gains in AI-related technology sectors, especially semiconductor stocks like Dell, which saw a 30% jump on $16.1 billion in AI server sales. Despite this, eight of the eleven sectors...
In Q1 2026, Baron Technology ETF declined 6.9%, closely following the MSCI ACWI Information Technology Index's 6.73% drop, amid market volatility driven by AI fears and geopolitical tensions. The fund outperformed over three years with a 29.15% annua...
The U.S. Department of Justice's antitrust case against Google's Chrome browser, initiated in 2024, has been criticized as outdated and misguided due to the rapid evolution of technology and user interaction. The article argues that Google's continuo...
