This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) shares slid about 4% early Thursday after the Google parent posted fourth-quarter results that topped Wall Street estimates but outlined sharply higher spending on artificial intelligence infrastructure. Read More
This article first appeared on GuruFocus. Alphabet Inc. (GOOGL, Financials) had better than expected profits in the fourth quarter and outlined a capital plan for 2026 that is far better than what analysts had predicted. The Read More
This article first appeared on GuruFocus. Alphabet Inc. (GOOG, Financials) is set to report earnings after the bell, and investors are zeroing in on artificial intelligence as the main theme. Market watchers expect the company’Read More
This article first appeared on GuruFocus. U.S. equity markets were mixed on Wednesday as investors weighed soft labor data against earnings reports from key companies. The S&P 500 hovered near flat, while the Read More
This article first appeared on GuruFocus. Alphabet (GOOGL) is set to report fourth-quarter 2025 results on Wednesday, with options traders positioning for a larger-than-usual reaction. Derivatives pricing suggests investors are bracing for a move of about 6% Read More
This article first appeared on GuruFocus. Renewed volatility linked to artificial-intelligence disruption has prompted a sharp shift in investor positioning, following a roughly $285 billion global selloff in AI-sensitive stocks. US equity futures stabilized after the Read More
This article first appeared on GuruFocus. PayPal Holdings Inc. (NASDAQ:PYPL) shares fell 18% on Tuesday. The sell-off followed an earnings miss and the announcement that CEO Alex Chriss is being replaced. The board appointed Enrique Read More
This article first appeared on GuruFocus. Cathie Wood’s ARK Invest added shares of Alphabet (NASDAQ:GOOGL), Robinhood Markets (NASDAQ:HOOD), and CoreWeave (NASDAQ:CRWV) on Feb. 2. The purchases suggest continued focus on artificial intelligence Read More
This article first appeared on GuruFocus. SpaceX announced the acquisition of xAI. The transaction further connects Musk’s business empire as xAI accelerates spending to build large-scale artificial intelligence models and infrastructure. It values the Read More
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares slid about 1.5% on Monday after a report said its planned investment in OpenAI may not move forward as first outlined. The Wall Street Journal reported Read More