Ted Thatcher says the "big, beautiful bill" making its rounds in Congress has implications beyond contradictions with DOGE. He argues it doesn't go far enough to ensure prominent A.I.

The Magnificent 7 Earnings Finale

07:15am, Wednesday, 28'th May 2025
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
For decades, Hollywood directors, including Stanley Kubrick, James Cameron and Alex Garland, have cast artificial intelligence as a villain that can turn into a killing machine.

Alphabet's Veo 3: AI Video Crown Achieved

04:56am, Wednesday, 28'th May 2025
VEO 3 is receiving significant attention for its capabilities, influencers are trending with self prompted clips that are mind-blowing. Access to VEO 3 is available through the Google Ultra Plan, this
Apple is currently the third-most valuable company in the world with a market capitalization of $2.9 trillion. I think Amazon (AMZN 2.38%) and Alphabet (GOOGL 2.59%) (GOOG 2.54%) can top that figure b
Each quarter, investment firms that manage over $100 million are required to file a form 13F with the Securities and Exchange Commission. Essentially, a 13F breaks down which stocks institutional mone

Alphabet: There Is Upside To Be Captured

05:43pm, Tuesday, 27'th May 2025
Alphabet remains fundamentally undervalued, with intrinsic value estimated at $193 per share versus current market price, supporting a BUY rating on valuation grounds. Digital advertising growth is mo
The state's governor signed a new law that will give parents more control over the apps that minors download, part of a raft of new legislation.
Google continues to face doubts over its moat as new AI search platforms gain popularity. However, Google's moat is based more on the sales and operations infrastructure with offices in over 50 countr

Investing In Google With Insights From I/O

01:25pm, Tuesday, 27'th May 2025
Google's dominance in Search, Cloud, and YouTube, combined with strong Q1 earnings, underpins my bullish thesis for Alphabet's long-term AI leadership. Gemini's rapid integration across Google product

Trade Tracker: Jim Lebenthal buys more Alphabet

01:08pm, Tuesday, 27'th May 2025
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying more Alphabet here.

The Big 3: NVDA, GOOGL, IBM

12:30pm, Tuesday, 27'th May 2025
Jessica Inskip talks all about Big Tech on today's Big 3. On Alphabet (GOOGL), she makes the case that a new transformative tech offers a new avenue for its outlook.
Alphabet is undervalued, with excessive pessimism about search and too little optimism about its AI leadership and innovation pipeline. Google's AI capabilities, especially with DeepMind and Gemini, h
Elon Musk has promised robotaxis every year since 2016 – and now, the latest vow is that Tesla Inc TSLA will launch a fleet in Austin, Texas, by June. But while Tesla talks a big game, it is Alphabe
Russian billionaire Vladimir Potanin has acquired a 9.95% stake in internet giant Yandex , often dubbed "Russia's Google", through companies he owns, according to statements from companies involved.
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