Market concentration can amplify gains but also compound declines during a stock market sell-off.
Alphabet Inc. (GOOGL) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript

NVIDIA Robs All of Big Tech. Except Apple

02:39pm, Thursday, 14'th May 2026
Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company's income statement.
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Alphabet (NASDAQ: GOOG) both reported on
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond in
The AI power infrastructure trade is no longer a side bet. Two deals from the first week of May 2026 confirm that the $725 billion AI buildout runs on land, grid access, and energy storage.
On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually.
In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction).
Good Morning Traders!
The US-based site, whose operators were fined £950,000 by Ofcom, appears in Google's search results and can be accessed in UK
Google's AI has come a long way since last year's software conference.
Meta and Google enlisted trusted children's brands such as Sesame Street, Girl Scouts and Highlights magazine to teach kids to use technology in moderation - even as the companies designed apps that m
Uber executives have been publicly dissing Waymo in the past several months. The executives have called out Waymo directly or criticized AV-only operator models.
Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.
"We've seen all of the challenges one might encounter on the roads." Waymo's VP of Onboard Software, Srikanth Thirumalai, tells @TomMackenzieTV how the company's full-stack approach to self-driving ca
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