Alphabet surges as AI dominance becomes clear
Alphabet (GOOGL) has rallied 160% over the past year as investors recognize Google's dominant positions across nearly every layer of the AI stack, search, TPUs, cloud infrastructure, and generative models. The narrative has shifted from 'AI laggard' to 'clear winner' with strongest integrated positioning versus pure-play chipmakers.
R- MarketWatchNvidia earnings alone won’t rescue the S&P 500 from its new sell signal
Overbought warnings come ahead of a massive tech and retail earnings lineup.
4m ago - Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher2h ago
- BloombergNvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Value
Nvidia Corp. shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.
2h ago - MarketWatchTrump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip
President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.
2h ago - Yahoo FinanceForget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger2h ago
- Yahoo FinanceNVIDIA (NVDA) And SAP Expand Collaboration To Bring Enterprise-Grade Trust And Governance To Specialized AI Agents3h ago
- Yahoo FinanceAlphabet (GOOGL)’s AI Cloud Surge Accelerates As Anthropic Commits $200 Billion To Google Infrastructure3h ago
- Yahoo FinanceIs Microsoft (MSFT) Among The Best Agentic AI Stocks To Buy Right Now?3h ago
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Tracking AI infrastructure capex — hyperscaler spend, data center buildouts, memory demand and the margin compression risk.