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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE.
The Nasdaq Composite (NASDAQ: ^IXIC) heads into May with record-setting momentum, closing April with a 15% monthly gain, its biggest since April 2020.
Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April.
Those companies, along with four others, have agreed to make their AI available for classified use by the Pentagon.
The Morning Brew Daily team spent a recent segment chewing on a simple question: if Google Search really faces a “nearly monopoly-like market share” ceiling, how is the segment still growing nearl
The earnings story this week reaffirmed a "separation" within the Mag 7, says Phil Rosen. He sees Alphabet (GOOGL) distancing itself from the rest of the megacap tech names, saying "it will win the ra

A major shift could soon happen in the Mag 7

08:39am, Friday, 01'st May 2026
Quietly, shares of Google-parent Alphabet are on the verge of topping $5 trillion, and overtaking AI-leader Nvidia as the world's most valuable company.
The Pentagon said ​on Friday it ‌had reached agreements with seven ​leading AI ​companies: SpaceX, OpenAI, Google, ⁠NVIDIA, Reflection, ​Microsoft and Amazon ​Web Services.
On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026 from these big hy
Alphabet is transitioning from AI beneficiary to AI infrastructure owner, notably through its TPU strategy, enhancing control over scaling economics. Cloud revenue grew 63% YoY with a $460B backlog, s
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serv
This quartet of brand-name companies invested in Anthropic in 2023.
The tech giant just turned in a quarter that's hard to find a flaw in -- with cloud-driven AI momentum doing much of the heavy lifting.
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