Skydance Stock Is a Dicey Bet. 2 Better Plays.
The newly merged company has high debt, aggressive financial targets, and integration challenges. Continue Reading
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Alphabet (GOOGL) Has A $5 Billion Waymo Loan And A $50 Billion AI Bet
Alphabet (NasdaqGS:GOOGL) subsidiaries Waymo and Isomorphic Labs are pursuing major new funding moves in autonomous driving and AI drug discovery. Waymo has lined up US$5b in debt financing to support an international expansion of its robo…
Consumer AI agents could upend online shopping - but who really wins?
Investing.com -- Consumer artificial intelligence agents could reshape online shopping, payments and financial services, but their success will depend on how established companies respond, according to Bernstein. The rapid growth of Muse,…
Google’s Orbital TPU Test: Why SpaceX Wins No Matter Which Hyperscaler Gets There First
Alphabet Inc. (NASDAQ:GOOG) has taken its first concrete step toward its long-term vision of putting data centers in orbit, launching a prototype TPU satellite to test whether its AI chips can withstand the radiation, heat, and vibration o…
Big Tech is betting $700 billion on AI. Healthcare will decide whether the bet pays off
Microsoft, Alphabet, Meta and Amazon are expected to spend more than $700 billion on capital expenditures this year as they expand the infrastructure required to support AI. For spending at that scale to pay off, AI will need to deliver me…
Tech Edge Will be Onsite at Money20/20 2026 in Las Vegas
Tech Edge will host fireside interviews at Money20/20 USA 2026 on Oct. 18–21 in Las Vegas, Nevada. The Fintech event will feature senior leaders from banks, payments, tech, retail and startups. Key themes include agentic AI, decentralized…
5 big analyst AI moves: Google reaffirmed as top pick after Gemini agent launch
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. Before you buy NVIDIA: our AI model's stock picks are beating the market by 120%+. See the list now » BMO reiterates Alphabet as…
Microsoft vs. Alphabet: Which AI Cloud Stock Is Cheaper After the Capital Spending?
Microsoft Corporation (NASDAQ:MSFT) and Alphabet Inc. (NASDAQ:GOOGL) compete for enterprise computing budgets, but buying their shares also means financing the servers behind those services. At the October 7 close, Microsoft cost about 59…
Are markets still overconcentrated in tech heading into earnings season?
Big Bank stocks will kick off the third quarter earnings season next week. FBB Capital Partners senior portfolio manager Mel Casey sits down with Brooke DiPalma to discuss his earnings season forecasts and whether there are still overconce…
Semiconductor stocks lead Nasdaq's weekly decliners amid wider hit on AI trade
[Arm, Inc headquarters in Silicon Valley] Sundry Photography The Nasdaq Composite Index (COMP:IND [https://seekingalpha.com/symbol/COMP:IND]) closed flat in the green on Friday, a day after falling more than 1%. It ended +0.64% at 27,366.1…
Sector Update: Consumer Stocks Rise Late Afternoon
Consumer stocks rose late Friday afternoon, with the State Street Consumer Staples Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Constellation Energy (CEG) Is Up 10.1% After Google Backs 20-Year Nuclear Power Expansion
In early October 2026, Google and Constellation Energy announced a long-term clean energy collaboration that will add 890 megawatts of new nuclear capacity to the PJM grid under a 20-year power purchase agreement, alongside a 15-year, 2,70…
Elon Musk, Michael Dell, Jensen Huang, and other tech leaders receive White House National Medals
Elon Musk, Tesla (TSLA), SpaceX (SPCX) CEO, Jensen Huang Nvidia (NVDA) CEO, Dr. Lisa Su, AMD (AMD) CEO, Michael Dell, Dell Technologies (DELL) CEO, Satya Nadella Microsoft (MSFT) CEO, and Sergey Brin, Google (GOOG) co-founder all received…
Elon Musk, Jensen Huang, and other tech leaders receive White House National Medals
Elon Musk, Tesla (TSLA), SpaceX (SPCX) CEO, Jensen Huang Nvidia (NVDA) CEO, Dr. Lisa Su, AMD (AMD) CEO, Michael Dell, Dell Technologies (DELL) CEO, Satya Nadella Microsoft (MSFT) CEO, and Sergey Brin, Google (GOOG) co-founder all received…
Elon Musk, Jensen Huang, and tech leaders receive White House National Medals
Elon Musk, Tesla (TSLA), SpaceX (SPCX) CEO, Jensen Huang Nvidia (NVDA) CEO, Dr. Lisa Su, AMD (AMD) CEO, Michael Dell, Dell Technologies (DELL) CEO, Satya Nadella Microsoft (MSFT) CEO, and Sergey Brin, Google (GOOG) co-founder all received…
How Investors May Respond To Berkshire Hathaway (BRK.A) Leadership Shift, Index Tilt, and Regulatory Scrutiny
In recent months, Berkshire Hathaway has undergone a leadership transition from Warren Buffett to Greg Abel, reshaped parts of its equity portfolio toward S&P 500 index funds, and faced a Texas investigation into Fruit of the Loom over pot…
Is Wall Street’s narrow breadth alarm overblown?
[Trading charts background] da-kuk/E+ via Getty Images Investor angst over the U.S. stock market's (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha.com/symbol/VOO]) narrow breadth is largely misplaced because top-heav…
Fastly: Riding the Agentic AI Wave
Fastly Company Overview Zacks Rank #2 (Buy) company Fastly (FSLY) is an edge cloud platform that helps developers build, secure, and deliver digital experiences close to end users. The company is positioned at the convergence of traditiona…
Sends CEO Alona Shevtsova Joins Innovate Finance's Pride in FinTech Powerlist 2026
LONDON, UNITED KINGDOM / ACCESS Newswire / October 9, 2026 / What does it take to build a financial industry where everyone has the opportunity to succeed? Technology is part of the answer, but so are the people who challenge conventions,…
S&P 500’s top five stocks match market cap of bottom 434, Batnick says
[Trading charts background] da-kuk/E+ via Getty Images The five largest S&P 500 stocks matched the combined market value of the index’s bottom 434 companies, financial analyst Michael Batnick said in a post, a concentration he called unlik…
Getting a job at Bending Spoons comes with no bonus, no fancy title, and a warning—800,000 people applied anyway
Joining Bending Spoons, the Italian tech conglomerate that owns Vimeo and AOL, comes with a warning: Each prospective hire is sent a list of its "controversial" workplace principles, which advises candidates to prepare for "considerable" c…
BC-Most Active Stocks
NEW YORK (AP) — prices for the Nasdaq composite, NYSE and NYSE American listed most active stocks. Nasdaq most active stocks: Stock Name Volume High Low Last Change Zhibao Technology Inc. 182,749,008 0.053 0.0442 0.0452 -0.0134 OFA Group 1…
Google’s Gemini Agent Launch Signals a Consolidation Play for Enterprise AI Infrastructure
With 8 million paid Gemini Enterprise seats active across 4,200 companies, Google is fundamentally shifting its role in the corporate tech stack. The company is moving beyond selling raw cloud storage or compute power to become a universal…
Here are the Compelling Reasons to Add Alphabet (GOOGL)
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. The fund delivered +14.4% net return (unaudited) in Q3 2026, significantly outperforming the S&P 500…
Valuing Constellation Energy (CEG): Do Long-Term Power Contracts Justify the Premium?
Constellation Energy (NASDAQ:CEG) has landed two 20-year contracts with tech giants in about a week. Days after Amazon signed a deal tied to a 190 MW expansion at Calvert Cliffs, Google committed to 890 MW of new nuclear capacity on PJM, t…
The Math for Making Meta Muse AI Profitable Doesn’t Make Sense
Even if Meta Platforms can turn its AI agent into an essential service, making it profitable is going to be tough. Continue Reading
Buy Cisco Systems as Leader of the AI Cloud Networking Space for 2027
Cisco Systems Inc. CSCO has been benefiting from strong product orders from hyperscalers, enterprises, service providers, the public sector and cloud customers. In fiscal 2026, CSCO generated record-high revenues primarily due to its netwo…
This Week In Cloud AI - Enterprises Gain Control With Scality's AI Inference Factory
Scality has introduced the AI Inference Factory, an open-code software stack aimed at enabling enterprises to run AI inference on their own infrastructure. This development offers an alternative to cloud-based AI services, providing organi…
Record Profits at Samsung and TSMC Say the AI Trade is Intact
Despite a questionable macro economy and soaring energy prices, equity markets have been buoyed by the massive, unprecedented artificial intelligence buildout. Just how impactful has the AI revolution been for the U.S. economy and stock ma…
How Salesforce’s New Missionforce CMO Hire (CRM) Shapes Its Public-Sector AI Ambitions
In September 2026, Salesforce appointed Virginia Sharma as chief marketing officer of its Missionforce public sector business, bringing more than 25 years of global technology marketing and sales experience across IBM, LinkedIn, JioSaavn a…
SPCX CEO Elon Musk Has a Warning for Anyone Betting on AI: The Compute Crunch Is Coming — ‘People Have No Idea’
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Space Exploration Technologies Corp. CEO Elon Musk backed Box Inc. CEO Aaron Levie's warning that the coming wave of autonomous AI agents…
Update: Google's $10 Million Purchase of Spirit Airlines Data Raises Concerns From US Lawmakers
(Updates with Google's response in the last paragraph) Alphabet-owned (GOOG, GOOGL) Google's $10 PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news…
Inside Google's AI Slump: Can Gemini 4 Argon Fix it?
Despite having 3 billion users, its own chips, and a $4.1 trillion market cap, Google can't seem to ship an AI model that beats Claude or ChatGPT. Host Ejaaz Ahamadeen explains how Google fell behind, whether Gemini 4 Argon and Nano Banana…
Guide to Magnificent Seven ETF investing
The "Magnificent Seven" typically refers to the 1960 Western film, but today's stock market investors recognize the term as the set of seven big tech stocks, namely Apple AAPL, Microsoft MSFT, Alphabet GOOGL, Amazon AMZN, NVIDIA NVDA, Meta…
BMO is bullish on this Magnificent 7 stock after enterprise AI agent launch
Investing.com -- BMO Capital Markets reiterated an Outperform rating and Top Pick status on a tech giant after it launched an enterprise AI agent, entering what the broker calls "the next frontier of the AI war." Before you buy NVIDIA: our…
Is AI the new China Shock?
When China joined the World Trade Organization in 2001, that one move set off the largest capital spending boom the world had ever seen. Investments in factories, machinery, housing and other long-term assets rose from roughly $360 billion…