Navan's Strong Quarter Meets an AI Spending Reality Check Navan shares fell over 15% despite strong Q2 revenue growth and raised guidance, as investors weigh rising AI-related costs and the newly acquired BoomPop events platform.
2 Stocks That Will Cash In When Anthropic Goes Public These tech juggernauts are tied to the Claude parent through equity stakes and multi-gigawatt cloud deals.
Is SpaceX a Millionaire-Maker Stock? SpaceX is back near its IPO price. What comes next?
The AI Company You Haven't Heard of -- But Should Keep on Your Radar AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that.
Alphabet May Have Just Gotten Its Biggest Competitor Yet. And It's Not OpenAI or Anthropic. Alphabet has one of the strongest AI positions in the world, but the competition is becoming far more interesting.
3 AI Robotics Stocks Worth Owning Over Tesla Right Now AI robots can create many millionaires, but Tesla may not be the best way to play it.
Nvidia Stock Could Get a Boost From CoreWeave's Latest Announcement CoreWeave's push into "Physical AI" could unlock a new AI market for Nvidia.
Netflix Stock Rose 4% While the AI Trade Sold Off on Monday. Its Capital Goes Into Shows, Not Silicon. The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.
Why ASML Stock Is Falling Today ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development.
Why Is Astera Labs Stock Down Today? Astera Labs shares sank 10.1% Monday morning after Anthropic's Dario Amodei and a chorus of AI leaders called for the industry to slow down.
Market Indexes Drop as Chip Stocks Take the Weekend's News Badly Nvidia fell, Microsoft rose, and both moves trace back to the same weekend essay. Meanwhile, oil prices are soaring again.
The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares As AI spending strains free cash flow, Alphabet and Meta have halted share buybacks and share counts are rising, while Microsoft holds steady and NVIDIA posts record repurchases.
Fabrinet, Dycom and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.
Cómo auditar correctamente GA4 y Google Tag Manager: guía completa para detectar errores de medición Una implementación de Google Analytics 4 puede parecer correcta y, sin embargo, estar tomando decisiones sobre datos incompletos, duplicados o directamente
2 Numbers Matter More to Alphabet Stock's Performance Than Anything Else Right Now Despite its massive size, this internet titan's share price is up 150% in the past three years.
Broadcom Just Named Its Next Customer to Pass Google: Anthropic. Here's Why That Matters More Than the Earnings Beat. The market didn't reward Broadcom's latest quarterly report with big stock gains, but the business's outlook remains promising.
Data Centers At The Ballot Box: Why Google Holds The Edge In The Power War Against Amazon And Meta Public pushback against AI data centers is spiking. How local politics and grid delays threaten Big Tech margins.
