Financial News

Alphabet (GOOG, GOOGL) unit Google's new AI ad tools should help reduce concerns about competition f

The data center buildout doesn’t seem like it’s about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts by going into debt, it feels like timing the peak in the AI boom or the beginning of an AI bubble ... The AI Data Center Buildout Is Accelerating, and Nuclear Could Be the Most Underowned Piece of the Puzzle

https://www.bloomberg.com/news/articles/2026-05-22/anthropic-to-close-over-30-billion-round-as-soon-as-next-week

Google demoed prototype Android XR glasses that overlay Gemini-powered translation, navigation, and other information directly into your field of view.

https://www.anthropic.com/research/glasswing-initial-update

Semtech (SMTC) is likely to report "upside" to fiscal Q1 results and fiscal Q2 outlook as demand for

Meta resolves a major school district case, but roughly 1,200 related lawsuits remain pending.

Elon Musk's private space operator, SpaceX (SPAX.PVT), released its S-1 filing this week as it plans to go public via IPO in June. The Wall Street Journal has reported that AI developer OpenAI (OPAI.PVT) is preparing to file for its own mega-IPO. As investors anticipate this mega-IPO, should they be equally cautious as they are bullish on these companies ? Portfolio Wealth Advisors president and CIO Lee Munson, Yahoo Finance Markets and Data Editor Jared Blikre, and Senior Business Reporter Ines Ferré weigh in on the wave of upcoming IPOs.

Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter. Indeed, the fund might be lesser-known compared to some of the other giants out there, but it’s rising through the ranks — and fast, thanks in part to a very unique mix ... This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer

IBM (NYSE: IBM) surged 12.4% to close at $252.97 on May 21, 2026, after the Commerce Department announced $2.0 billion in quantum computing grants to nine companies. The headline? IBM secures $1 billion in government funding for a new quantum chip foundry called Anderon, with IBM matching the investment dollar-for-dollar. The stock's reaction was swift and decisive.

Buying shares in Space Exploration Technologies Corp may give investors a chance to own a piece of Elon Musk‘s vision for Mars. What it may not give them is much say in how the company is run. Buried within SpaceX’s...

The SpaceX S-1 is finally here, and the story it tells goes way further than rockets. The filing runs to 36 pages of risk factors alone, and the numbers inside match the ambition: a $28 trillion total addressable market, a pay package tied to establishing a Mars colony, and a valuation target that would make it the largest IPO in American […]

Iran Optimism

Yesterday, the U.S. Department of Commerce injected massive momentum into the quantum computing sector, announcing over $2.0 billion in federal incentives under the CHIPS and Science Act across nine quantum computing companies. D-Wave (QBTS) secured a $100 million letter of intent to accelerate domestic system fabrication, granting the federal government an equity stake. The stock surged immediately on the news, reflecting renewed investor confidence in sovereign backing for quantum infrastructu

Nike has been working through falling sales, renewed wholesale partnerships, operational restructuring by sport, and persistent pressure from its China business and tariffs, while also rolling out AI-enabled shopping via Google’s Gemini and AI Mode search in the US. At the same time, Nike’s role as kit supplier to multiple national teams for the 2026 FIFA World Cup and its push into AI-powered commerce highlight how the company is trying to reinvigorate demand and keep its brand central to...

META slid more than 10% in a month as heavy AI spending and valuation concerns offset strong engagement and ad tool adoption.

Alphabet and Blackstone are forming a TPU-powered AI cloud venture targeting 500 megawatts of capacity by 2027.

Artificial intelligence's gender gap is becoming harder to ignore, and the concern goes beyond one celebrity's warning. Research from women's leadership nonprofit Lean In found that men are 22% more likely than women to use AI daily or constantly at...

Nvidia supplies GPUs for 52% of tracked sovereign AI projects worldwide, highlighting the company's growing role in government-backed AI infrastructure initiatives.

Apple (AAPL) stock trades at $304.99 per share, a market cap of $4.5T, and 36.5 times trailing earnings. Is that a fair price, or is there more going on here.

CAI, a global services firm, has announced strategic partnerships with Amazon Web Services (AWS) and Microsoft to enhance multicloud integration, aiming to support public sector and enterprise clients in modernizing their IT infrastructure. By collaborating with Anthropic, Databricks, and LMNTRIX, CAI seeks to deliver a comprehensive cloud solution that integrates security and AI capabilities across AWS and Azure environments. This multicloud strategy is designed to help organizations avoid...

There’s a bit of overlap between the world’s largest and second-largest companies, and it’s becoming a bit more striking over time. Indeed, Alphabet (NASDAQ:GOOG), which just pulled the curtain on a slew of AI innovations at its I/O 2026 event, and GPU titan Nvidia (NASDAQ:NVDA), which just delivered another blockbuster result for its first quarter, ... Alphabet’s Growing Overlap With NVIDIA Is Getting Hard to Ignore

Space Exploration Technologies Corp. aka SpaceX eyes an IPO at a record $1.75T valuation. Click for this first look at SPCX and whether it is worth investing.

Micron Technology, Taiwan Semiconductor Manufacturing, and Broadcom are all major players in the AI realm.

What's that mean for the rest of us

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

(Bloomberg) -- A neglected part of downtown Chicago is perking up as Alphabet Inc. redevelops a 1980s-vintage building designed to house legions of state government workers. Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSt

What's better: paying $2 trillion for SpaceX, with under $20 billion in revenue, or $5 trillion for Google (GOOG), generating $400 billion in revenue and $100 billion in profits.

Gary Marcus, former CEO of Geometric Intelligence and New York University professor, joins 'Squawk on the Street' to discuss why he still believes OpenAI could be the 'WeWork' of AI, why he finds Anthropic more stable than OpenAI, and more.