Janus Henderson Investors

David Rosenberg, president of Rosenberg Research and former Merrill Lynch chief North American economist, said the AI boom is the only reason the US economy is not in a recession, estimating that 50% …

Alphabet posted its first cash burn on record, a $5.9 billion outflow in the second quarter of 2026, sending its stock down 5% as AI spending soars. The Google parent's aggressive AI buildout now cons…