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Meta’s massive AI investments lift its stock, but rising valuations and macro risks prompt questions about how long the rally ...
FY2025 results surpass estimates, driven by AI leadership, Google Cloud growth, and undervaluation. Click for my updated look ...
Meta Platforms Inc. keeps writing bigger checks in pursuit of its artificial intelligence strategy, and traders keep cheering it on, encouraged that the expensive bets will keep paying off.Most Read ...
Nvidia ( NVDA 2.54%), Taiwan Semiconductor Manufacturing ( TSM 2.34%), and Alphabet ( GOOG 0.73%) ( GOOGL 0.64%) are at the ...
Google is planning to end its business relationship with Scale AI after its rival, Meta Platforms Inc (NASDAQ: META), ...
Magnificent Seven companies have become synonymous with artificial intelligence, but some have more exposure to the AI ...
The Magnificent 7 companies have made a strong comeback since the Liberation Day dip. Should you buy them today, and if so, ...
Steady growth has been the name of the game at Amazon, and that has made it a monster stock to own over the last few decades.
A new age of search is dawning on us, but the sharemarket can’t work out if the dominant player can maintain its status as ...
The lifeblood of the internet is drying up. What the decline of search means for users, companies, and stocks.
Buffett and Wood do not share the same investment philosophies, but both have Amazon in their portfolios. Ackman recently ...
Shares of Broadcom (NASDAQ: AVGO) and Taiwan Semiconductor Manufacturing (NYSE: TSM) recently were up 73% and 29%, respectively -- both outperforming Nvidia's 18% return over the last year. These chip ...
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