While Wall Street continues debating the long-term winners of the AI race, Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) may already be separating itself from other hyperscalers when it comes to actually
After the sudden May surge in shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) alongside the broader basket of semiconductor stocks, it feels like it's a given that Jensen Huang's GPU giant will
Watch the sharp sell-off in AI memory stocks and the rise in yields, says Kevin Green. He explains how the dichotomy between the two lead to a rocky standing in equities, adding pressure ahead of Nvid
We'll be recapping all of the big news from Google's I/O 2026 developer conference. Expect to hear more about Gemini AI (of course), and perhaps a bit more detail about what's new for Android, Google
A new joint venture between Google and Blackstone looks to be putting some pressure on neocloud stocks.
Google is working with asset manager Blackstone to launch an artificial intelligence (AI) cloud company. The new venture is designed to provide “efficient data center capacity, operations, networkin
Intel (INTC) stock remains in focus as CEO Lip-Bu Tan tells Jim Cramer customers want to triple AI chip orders. See how its 14A node aims to crush TSMC by 2029.
The two companies announced plans to create a new AI cloud company using the tech giant's chips.
Blackstone is backing Google's artificial intelligence ambitions with a major investment in a new data center venture built around Google's in-house AI chips. The alternative-asset giant is committing
Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.
Blackstone committed $5 billion to a Google-backed AI infrastructure venture. The joint venture aims to bring the first 500MW of compute capacity online by 2027.
Nvidia will release its quarterly results on May 20, and history suggests that the stock may remain under pressure even if the company's report turns out to be a solid one. However, TSMC looks like a
Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone, aiming to compete with companies like CoreWeave in a burgeoning market. The project will rely on an initia
Google and Blackstone announced a new AI company to challenge CoreWeave and Nebius. The new AI company will leverage Google's TPUs to offer enhanced compute options for businesses.
Ben Carlson of Ritholtz Wealth Management has flagged what he calls "one of the biggest trends that I've seen in the wealth management space in the last 5 years": clients walking in the door already a
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