Alphabet is increasing its capital expenditure on AI infrastructure, raising $85 billion through equity to avoid future debt costs and share AI project risks with shareholders. This move temporarily reduces free cash flow but aims to secure long-term leadership in AI computing. Despite some loss in advertising market share and weakening YouTube return on ad spend due to regulatory challenges, Alphabet's profit growth still surpasses market expectations, indicating potential undervaluation of its shares. The company’s strong technical stock trend supports continued investor interest.
Broadcom maintained its AI revenue guidance for Q3 and fiscal years 2026-27, but its stock dropped 15% due to investor disappointment as expectations were higher following strong Q2 results. KeyBanc analyst John Vinh explained the cautious outlook is...
StreamTV Show 2026, the streaming industry's fastest-growing event, will take place June 16-19 in Denver with nearly 300 speakers, the largest lineup ever. Keynotes include Tara Walpert Levy from YouTube, STARZ executives Alison Hoffman and Kathryn B...
Starting June 8, S&P Dow Jones Indices will waive the profitability and reduce the public listing time requirements for mega cap companies to enter key indexes like the S&P 500. This change allows large, often money-losing tech firms such as SpaceX, ...
Amazon, Microsoft, and Alphabet are evolving from merely providing AI computing power to becoming key distributors of AI models and products. This shift allows them to partner with AI developers like OpenAI and Anthropic, offering vendor-neutral plat...
Amazon and Google announced new artificial intelligence cloud computing deals, signaling ongoing momentum in AI technology despite concerns in the semiconductor industry. Amazon Web Services remains the largest public cloud provider, and these deals ...
