Alphabet announced it will raise $80 billion through equity offerings to fund its growing artificial intelligence infrastructure. This move has caused volatility but also sparked a rally in technology and semiconductor stocks. While many hardware companies like AMD and Marvell are currently overvalued and less attractive for long-term investment, Nvidia stands out with reasonable valuations and remains crucial for hyperscaler capital expenditures. Smaller infrastructure player Celestica is also rated a buy due to strong growth prospects and attractive valuation metrics.
Uber's annual Lost & Found Index reveals thousands of items left in its robotaxis over the past year, reflecting the rapid growth of autonomous rides since the launch of its Waymo robotaxi service in 2025. Lost items range from phones and wallets to ...
The S&P 500 and other major indices slipped after testing record highs, with the Shiller P/E Ratio reaching 42.78, signaling overvaluation similar to pre-crash periods in 1929, 2000, and 2008. Analysts warn that the market is technically and fundamen...
Alphabet's stock is rated a Buy due to fair valuation, improved sentiment, and strong earnings that counter key bearish risks. The recent rally was driven by better-than-expected growth in Google Cloud and a larger backlog, showing productive AI inve...
Alphabet Inc announced plans to raise $80 billion through a stock sale to fund its AI infrastructure expansion, driven by high demand for its AI products. Berkshire Hathaway will purchase $10 billion of the shares directly. This move supports Alphabe...
Google and Microsoft are ramping up efforts in the AI coding tools market, competing against leaders Anthropic and OpenAI. Both tech giants are leveraging their cloud infrastructure and financial resources to attract developers with new AI coding mod...
