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At Close: Jun 03, 2026
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
Alphabet Takes the Spotlight Among Mag 7 Hyperscalers
06:25pm, Friday, 01'st May 2026
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.
Why the Biggest AI Winners May Not Be AI Companies
05:00pm, Friday, 01'st May 2026
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.
The First $6 Trillion Company May Not Be Nvidia
02:04pm, Friday, 01'st May 2026
Alphabet's stock surge, fueled by AI and cloud growth, is putting it within striking distance of Nvidia's market cap lead.
Big Tech capex ranked: What Alphabet, Amazon, Apple, Meta, and Microsoft are spending as AI investment surges
01:57pm, Friday, 01'st May 2026
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
Set It and Forget It: 3 Monster Stocks Worth Holding Through Whatever Comes Next
12:45pm, Friday, 01'st May 2026
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
Blackburn, Klobuchar slam Mark Zuckerberg for banning law firm ads for victims of social media addiction: ‘Disturbing'
12:35pm, Friday, 01'st May 2026
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
Big Tech Bets Big on AI Spending: ETFs to Win
12:01pm, Friday, 01'st May 2026
Big Tech is doubling down on AI, with 2026 capex estimates hitting $725B (per Yahoo Finance). Ride the spending boom with tech, semiconductor and AI-focused ETFs.
Google Stock Growth Collides With The Rising Cost Of AI
11:55am, Friday, 01'st May 2026
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
Alphabet is winning the AI revolution. Here's how Mike Khouw is trading it
11:33am, Friday, 01'st May 2026
The takeaway could not have been clearer: Alphabet isn't just surviving the AI revolution — in many ways, it's leading it.
Alphabet Q1 Earnings: Double-Digit Revenue Growth As CAPEX Pays Off
11:11am, Friday, 01'st May 2026
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
US Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon
10:57am, Friday, 01'st May 2026
The Pentagon has signed agreements with seven technology groups to deploy artificial intelligence tools across its classified networks to improve data analysis and support faster decision-making in mi
