Alphabet Inc. remains strong due to its integrated AI hardware and software capabilities, with a large cloud backlog of $462 billion. However, the stock's valuation is considered high, and there are risks from customer concentration and rising capital expenditures, which are forecasted to reach $185 billion by 2026. Given these factors, the analyst maintains a Hold rating on Alphabet's stock and advises patience rather than buying new positions ahead of upcoming earnings.
Demis Hassabis, head of Google's AI division, called for a U.S.-led standards body to evaluate new AI models for risks including cybersecurity and biological threats. He proposed a public-private partnership overseen by the federal government to test...
Jim Cramer highlighted that technology stocks remain the best area for investors seeking significant gains due to their ability to create new growth catalysts beyond quarterly earnings. He cited Meta, SK Hynix, and Alphabet as examples of companies u...
Morgan Stanley reports that major Big Tech companies like Meta, Amazon, Alphabet, Microsoft, and SpaceX are increasing their capital expenditures on AI infrastructure despite supply-chain challenges. Meta alone is projected to spend $250 billion on A...
A new bill in Washington, D.C. aims to allow fully driverless autonomous vehicles, creating a regulatory battleground between Uber and Waymo. Uber opposes the bill, fearing it would push human drivers out and give Waymo a monopoly, advocating instead...
Credit default swap (CDS) spreads are increasing for major tech companies including Oracle, Meta, Amazon, Microsoft, Alphabet, Nvidia, AMD, Intel, and Broadcom, reaching multi-month highs. This widening indicates growing caution in credit markets, co...
