The Google Photos wardrobe feature uses AI to scan your camera roll and create a digital version of your closet.

Why These 3 Red Hot Tech Stocks Keep Climbing

06:25pm, Friday, 01'st May 2026
Several stocks have seen increased interest as of late, including Micron MU, Alphabet GOOGL, and SanDisk SNDK. Given the recent spike in interest, let's take a closer look at how each presently stacks
At a pivotal moment, when the AI boom is being defined by the hyperscale race, Alphabet's cloud growth was dramatically stronger than Microsoft's and Amazon's.
When a new technology takes off, most investors instinctively chase the companies building it – history suggests that's often a mistake. In today's Friday Digest takeover, our macro investing expert

Compute is destiny. Google just proved it.

02:54pm, Friday, 01'st May 2026
A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here.

The Big 3: GOOGL, WULF & CSCO

02:30pm, Friday, 01'st May 2026
Tim Bohen takes us through his Big 3 trades to kick off May. He calls Alphabet (GOOGL) the best AI stock and later Tim talks about Terawulf (WULF) as it rallies more than 3.5% today.
Alphabet's stock surge, fueled by AI and cloud growth, is putting it within striking distance of Nvidia's market cap lead.
For years, it was common for even the biggest tech companies to have annual capital expenditures, or capex, in the single- to low-double-digit-billion range.

Wall Street Roundup: Tech Reports

01:30pm, Friday, 01'st May 2026
Alphabet (GOOG/GOOGL) and Meta (META) diverged post-earnings, with Alphabet up 10% and Meta down 9%, reflecting investor confidence in Alphabet's AI strategy and ROI. Apple (AAPL) delivered strong ear
Alphabet's various businesses generate reliable revenue regardless of the economic backdrop. American Express' affluent cardholder base appears able to keep spending even as many consumers can't right
Meta's ad ban is “nothing more than an attempt to preserve a harmful business model at all costs — one that actively profits off the addiction of this nation's youth,” the senators wrote in a le
The real story for Alphabet (GOOGL) stock is not reflected in its headline 22% revenue growth or its 82% jump in earnings per share. Beneath the noise of Wall Street beats, the data points to a fundam
The takeaway could not have been clearer: Alphabet isn't just surviving the AI revolution — in many ways, it's leading it.
Alphabet is rising following blowout Q1 results. The Google parent company reported 22% growth in topline revenues and a whopping 81% increase in profit. The company also upped its CAPEX guidance in l
Alphabet (GOOG) and NVIDIA (NVDA) are getting pulled further into defense work, as the Pentagon brings in a group of major tech companies to run AI tools in cla
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