Argus maintained a Buy rating on Alphabet on June 23, 2026, with a $440 price objective, reinforcing investor confidence in Alphabet's AI, cloud, and compute-infrastructure spending. The analyst note …
The federal government is prioritizing artificial intelligence over people and the planet by implementing an 'AI First' national strategy, dismantling environmental protections to accelerate data cent…
Japan has become a fast adopter of AI coding tools like Cognition AI's Devin, driven by a shrinking workforce and aging legacy infrastructure. The country faces a projected shortage of 789,000 softwar…
Palantir CEO Alex Karp used a CNBC interview to promote the company's new 'AI sovereignty' manifesto and an expanded partnership with NVIDIA offering open-weight AI models to U.S. government agencies,…
Negotiations between Google DeepMind and London-based employees over unionization stalled after an initial meeting lacked senior management attendance, leaving union representatives frustrated. The un…
Google reported an all-time high in search queries, but referral traffic to publishers is declining sharply, with expectations of a 40% drop in the next three years. AI search engines rely on retrieva…
OpenAI proposed giving the U.S. government a 5% stake in AI labs, including itself and Anthropic, to create a sovereign wealth fund worth an estimated $600 billion. The plan faces significant hurdles,…
Hyperscalers like Meta and Oracle are investing heavily in AI data center infrastructure while acknowledging significant financial risks. Oracle's SEC filing warns of potential cost overruns and delay…
Meta plans to launch a new cloud business selling excess AI compute capacity, directly challenging Microsoft, Amazon, and Alphabet. The move, announced Wednesday, sent Meta's stock up 10% as the compa…
Meta stock surged 10% on Wednesday after Bloomberg reported the company plans to launch a cloud business selling excess AI compute capacity, putting it in competition with Microsoft, Amazon, and Alpha…
Bank of America strategists warned that AI stock concentration has reached levels seen before previous market bubbles, with the 'AI Big 10' now comprising 41% of the S&P 500, similar to tech and telec…
A United Nations report titled 'Governing AI for Humanity' highlights both the transformative potential and significant risks of artificial intelligence, calling for a global governance framework. The…
Oracle spent $55.7 billion building AI data centers this fiscal year, with plans to spend even more by 2027, but the widening gap between capital expenditures and cash flow has become Wall Street's cl…
Alphabet's Google unveiled new AI tools and a redesigned search box at the I/O conference, powered by the Gemini 3.5 Flash model and new features Gemini Spark and Gemini Omni. The announcements are pa…
AI providers face mounting operational pressures as infrastructure costs soar, with OpenAI expecting $600 billion in compute spending by 2030 and major tech firms potentially spending $630 billion on …
Alphabet's market capitalization surged by $2 trillion to $4.3 trillion, making it the second-most valuable company globally, driven by investor confidence in its AI capabilities. However, the stock h…
Nvidia, now the world's most valuable company at $4.8 trillion, requires employees to pay for subsidized cafeteria meals and some drinks, contrasting with free-perk policies at rivals like Google. CEO…
U.S. stock markets are on track for their best quarter in years, with the S&P 500 up 14% and Nasdaq up 20% in Q2 2026, driven by AI sector enthusiasm. However, average investors often underperform due…
Google's 2025 Environmental Report shows total greenhouse gas emissions reached 11.5 million tons of CO2-equivalent in fiscal 2024, a 51% increase from 2019, driven by AI workloads. Data center electr…
Startup exits valued at $1 billion or more have reached their highest level since 2021, with 13 such liquidity events in Q2 2026, driven partly by SpaceX's IPO. Meanwhile, AI labs like Anthropic and O…