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Anthropic is on track to launch an IPO in the coming months. The AI lab has seen tremendous growth in revenue in just a few years.
As the most complete AI company, Alphabet looks well positioned to be a long-term winner. Meta Platforms has been one of the best companies at using AI to drive revenue growth.
Nvidia's revenue rose 85% year over year in its latest quarter. Alphabet, Apple, and Microsoft are within striking distance.
Utility deals rarely make investors lean forward. This one should.
Alphabet is raising $80B in equity to address infrastructure bottlenecks amid unprecedented AI-driven demand, despite investor dilution concerns. Its Search business remains robust, funding aggressive AI investments, with Q1 Search revenue up 19% to $60.4B and query volumes at all-time highs. Cloud is showing where the future is headed, with revenue up 63% and backlog above $460B, signaling sustained AI demand.
Elon Musk's rocket company said Google would pay it $920 million a month, as it prepared for its initial public offering.
Google will pay SpaceX $920 million per month for compute capacity, SpaceX said in a Friday (June 5) filing with the Securities and Exchange Commission. Under an agreement the companies signed Friday, Google will pay that amount monthly from October through June 2029.
Google's parent is raising tens of billions of dollars in stock to fund its AI spending -- and Warren Buffett's conglomerate wants in on it.
SpaceX secured a $920M monthly deal with Google for compute power. SpaceX's S-1 recently revealed Anthropic was paying it $1.25 billion a month for compute.
Stock investors may not love it — but bond investors already heavily engaged in funding the AI buildout are pleased.
Alphabet Inc. shares can be a viable indirect way to gain exposure to SpaceX shares. Unprecedented retail investor access and anticipation around the SPCX IPO raise the likelihood of extreme post-IPO price volatility. By guaranteeing pre-IPO ownership, GOOG shares shield investors from such volatility.
Researchers at Forum AI conducted an audit of four-leading chatbots: OpenAI's ChatGPT, Anthropic's Claude, Google's Gemini and xAI's Grok.
The agreement gives SpaceX a new stream of revenue for its AI business ahead of its IPO.
Musk's rocket company just secured another marquee customer in need of AI computing power.
Ahead of a planned IPO, SpaceX has inked a deal to rent compute capacity to Google at $920 million per month for 32 months. SpaceX announced a similar arrangement with Anthropic in May.
SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google. The company announced the deal in a regulatory filing on Friday
SpaceX said on Friday it has entered into a cloud service agreement with Alphabet's Google for access to compute capacity.
Nasdaq was poised for worst week in a year as technology stocks tumbled.
On the surface, the artificial intelligence corner of the stock market appears robust right now, with the benchmark S&P Kensho Global Artificial Intelligence Enablers Index up 49.9% for the year to date, as of the first week of June.
Berkshire has largely avoided investing in the tech sector in the past.
Several large data centers and crypto facilities planning to connect to the Texas power grid ahead of peak summer demand have failed key reliability tests, raising the risk of power outages just as electricity use hits its seasonal high, according to the state grid operator.
Apple's Worldwide Developers Conference kicks off Monday, and according to Wall Street Journal business columnist Tim Higgins, speaking on CNBC, AI will dominate the agenda.
A ransomware gang has escalated its attacks on law firms by sometimes sending fake IT workers in person to the victims' offices, where the imposters steal data directly from the victims' computers using USB drives or help other gang members connect to the computers remotely, according to Google and the FBI.
Few investors command more credibility than Warren Buffett.
Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here's Why, he argued that AI companies are dramatically overvalued and predicted a major repricing within the next 24 months. "If it's either going to be labor chaos... Scott Galloway Predicts AI Valuations Will Crater 50-70% Within 24 Months. Here's Why.
The so-called Trump Ballroom Tracker, a financial index used to track the companies that have donated to the president's new ballroom project, has significantly outperformed the market since its launch.
Alphabet is rated Buy with 15–25% upside, driven by underappreciated ad business and backlog revenue potential. GOOGL's valuation concerns over AI CapEx are overblown, as the company is positioned for post-AI steady-state growth. An 18.2% implied upside is supported by a $449.92 target, using a 16x EV/EBITDA exit multiple and 9.67% WACC.
Alphabet is raising $80 billion via secondary stock sales, with Berkshire Hathaway backing the deal. The fresh capital will go toward building AI infrastructure and helping employees cover their taxes on vested stock.
Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) shares are trading lower on Friday as plans to raise fresh equity capital for AI infrastructure keep dilution and spending questions in focus. Here's what investors need to know.
For retirement-focused investors weighing the two ad giants, the question is direct: Should you own Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Meta Platforms (NASDAQ:META) right now?
The technology giant Alphabet (NASDAQ: GOOGL) is scheduled to pay its next quarterly dividend in approximately 10 days – on June 15 – with the ex-dividend date coming on Monday, June 8.
On CNBC's Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company and called for a sweeping change to how the U.S. taxes automation. When he was asked whether companies are cutting entry-level hiring because... AI CEO On CNBC: 'We Are Replacing Junior Employees with AI.' The Only Solution is a Tax on AI and Robots
Since briefly passing Nvidia by market cap last month, investor sentiment toward Alphabet has shifted a bit, with the stock poised to finish down for a fourth straight week. Alphabet told investors this week that it's seeking $85 billion from equity sales, increasing the original number by $5 billion.
Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) or Amazon (NASDAQ: AMZN) on this dip?
Anthropic recently filed its S-1 with the Securities and Exchange Commission, signaling a public debut later this year.
Alphabet Inc. (GOOG) earns a Buy rating under the Quality Growth framework, driven by robust fundamentals, accelerating EPS, and a deepening competitive moat. GOOG's proprietary TPU chip stack reduces dependence on NVIDIA, widens its infrastructure moat, and enables cost and performance advantages in both AI training and inference. Google Cloud's $460 billion backlog, 63% revenue growth, and 32.9% operating margin provide a visible and substantial catalyst for future EPS compounding.
Alphabet is ramping AI infrastructure capex, temporarily compressing free cash flow while positioning for long-term leadership in AI compute. The equity-funded $85B capital raise reflects a preference to avoid higher future debt costs and to share AI project risk with shareholders. Alphabet is losing some ad share, and YouTube RoAS is weakening as it faces some regulatory headwinds. So this is a risk to watch.
These are both highly profitable and have several revenue streams.
Alphabet (GOOG +3.87%) (GOOGL +3.77%) will raise roughly $80 billion in an equity offering.
Google is laying off some employees across its vast Cloud division. One elite cybersecurity unit, the Threat Intelligence Group, was hit with cuts yesterday.
Cloud computing is an excellent business to be in for the long term.
The sheer size of the position isn't an issue. It's the "how" and "why" behind the conglomerate's expansion of its stake in Google's parent company that's the problem.
AVGO rattles Wall Street
Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning.
Could the AI trade be starting to lose its edge—or is it just primed for a break?
Abel is making a mark on the company's portfolio and a dent in its cash pile.
Apple is reportedly on pace to launch a reworked version of Siri in September. The overhauled version of the company's voice assistant will run in part on Google's cloud servers using Nvidia chips, The Information reported Wednesday (June 3), citing sources familiar with the matter.
The popular narrative is that competition will cut into Nvidia's market share. The truth is more complex.
Google just raised $80 billion, and Meta's setup looks better than ever, but one AI infrastructure name may be the biggest opportunity of them all.
Investors are eager for clues that the blockbuster AI spending that has powered markets higher in recent months is slowing. They may not like everything they see.
Palantir is tying up with Google in an alliance of AI heavyweights.
President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for.
The pitch behind the largest U.S. stock market debut in history rests on one number, and it asks investors to suspend a lot of disbelief. Goldman Sachs (NYSE: GS), the lead underwriter on the deal, told a potential IPO investor it expects SpaceX's AI division revenue to climb roughly 100 times by 2030. That projection, reported... Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030
Nvidia (NVDA) is getting a familiar warning as TS Lombard compares its AI fueled rise with Cisco's run during the dot com boom.Analyst Dario Perkins said Nvidia
As long as AI hyperscalers continue to increase their spending, the chipmaker will thrive.
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek's Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March,... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
Kameirah Johnson, a senior at Lakeside School, is the winner of the 2026 Doodle for Google contest, and her work is now displayed online for the millions of people who visit the search giant.
Alphabet, Amazon.com and Microsoft have become some of the largest companies in the world. And one analyst thinks the party is just getting started as these hyperscalers expand their growth beyond artificial-intelligence data centers.
Amazon stock and Alphabet were gaining on Thursday as they announced AI deals, shrugging off concerns about the technology sector.
Alphabet Inc. (GOOGL) Discusses AI-Driven Growth, Infrastructure Investment, and Strategic Focus Areas Prepared Remarks Transcript
