Alphabet's Gemini artificial intelligence (AI) is eating up market share from ChatGPT. The company's TPU offers a hardware competitor to Nvidia's GPUs.

Maybe I Wasn’t So Wrong About Reddit After All

12:11pm, Saturday, 07'th Feb 2026
Last November, I published an article admitting I got Reddit (NYSE: RDDT) "epically wrong." Since its March 2024 IPO, I had been skeptical about the company's prospects, with my main concerns centerin
Artificial intelligence (AI) holds immense potential to reshape industries, from automating tasks to generating new insights. Yet, despite this promise, only a handful of companies have turned AI depl
As the February earnings season gathers pace, several companies are offering investors buying opportunities after delivering concrete results.
Hundreds of Google workers signed an open letter urging the company to cut its ties with ICE and CBP after rising violence. The letter also calls on the company to institute protections for its worker
The Google parent's capex plans represent just one portion of a massive investment in AI infrastructure this year.
When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.
Tech stocks took a hit this week from the combination of concerns about AI spending and disruption. Some experts see the pullback as a healthy reset of expectations.
Palantir had another blowout quarter. Nvidia is the primary driver of AI spending growth.
Insights into Tom Gayner (Trades, Portfolio)'s Fourth Quarter 2025 13F Filing Tom Gayner (Trades, Portfolio) recently submitted the 13F filing for the fourth q
Amazon reported its fourth-quarter results, and demand for cloud and AI services continues to surge. The company announced plans to spend $200 billion to address supply constraints.
Artificial intelligence remains the defining investment theme of this cycle, and few developments reinforce that view more clearly than the latest spending plans from Amazon ( AMZN ) and Alphabet ( GO
Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelera

Wall Street Roundup: Risk Off

01:25pm, Friday, 06'th Feb 2026
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and A

Is Google Stock's Dream Run Over?

12:47pm, Friday, 06'th Feb 2026
Over a transformative year from February 2025 to 2026, Alphabet (GOOGL)'s stock jumped 74%, driven by strong revenue growth, improved margins, and rising investor confidence. Supporting this increase:
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