Alphabet-A (GOOGL)

Druckenmiller is shifting toward different parts of the AI compute supply chain.

D-Wave Quantum has paying customers and a broadening technology platform. Here's why that's not the whole story.

Workday's Q2 revenue grew 12.8% and margins widened as AI adoption accelerated, with $1.33 billion in buybacks and a new $4 billion authorization fueling a bullish, if capped, outlook.

Clearway Energy is emerging as a key player in AI power.

Amazon's Zoox is expanding robotaxi service after regulatory approvals, but it remains far behind Waymo and is a minor factor for Amazon, unlike Tesla, whose valuation leans heavily on autonomous driving.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

SpaceX and Alphabet are a comparison that not many investors are making.

AppLovin's massive revenue growth and net margin contrast sharply with Alphabet's fortress balance sheet.

Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.

The headline's jaw-dropping number is terrifying. It just may not matter.

Rosenblatt and Needham both raised price forecasts on Marvell Technology (MRVL) to $300 following fiscal Q2 results and an upgraded revenue outlook driven by data center demand.

Alphabet was cash-flow negative in the second quarter due to its heavy spending on data centers.

Marvell CEO says Google's AI deal is a "monster number" and signals Wall Street may be underestimating the company's AI growth.

Meta agreed to pay up to $18 billion to settle state youth social media addiction lawsuits, far below the roughly $200 billion in potential civil penalties cited by state plaintiffs.

Warren Buffett's successor, Greg Abel, has anointed a new No. 3 holding in Berkshire's $359 billion investment portfolio.

Anthropic may target a $2 trillion initial public offering (IPO).

Elon Musk is finally making good on his robotaxi predictions.

One of the world's fastest-growing AI companies could go public next year.

Performance risk is the larger issue moving forward with Berkshire and its stock portfolio.

Alphabet's selection of Rezolve AI for Google Cloud Web3 data pipelines sent shares up nearly 22%, fueling short covering ahead of the company's Sept. 1 earnings report.

There were several common purchases among hedge funds in Q2.