Alphabet vs. Oracle: Which Is the Better AI Stock to Own for the Next 5 Years?
Cloud computing has become ground zero for artificial intelligence (AI) development. The large cloud infrastructure companies provide platforms…
ABNB Q2 Deep Dive: AI-Driven Product Expansion Accelerates Growth Across Core and New Segments
ABNB Q2 Deep Dive: AI-Driven Product Expansion Accelerates Growth Across Core and New Segments Online accommodations platform Airbnb…
U Q2 Deep Dive: AI-Powered Platform Drives Revenue, Margin Expansion, and Strategic Partnerships
U Q2 Deep Dive: AI-Powered Platform Drives Revenue, Margin Expansion, and Strategic Partnerships Interactive software platform Unity (NYSE:U)…
SPT Q2 Deep Dive: AI Investments, Customer Upsell, and Organizational Restructuring Drive Results
SPT Q2 Deep Dive: AI Investments, Customer Upsell, and Organizational Restructuring Drive Results Social media management platform Sprout…
Microsoft Just Did the Unexpected So I’m Loading Up
Quick Read Microsoft beat Q4 EPS estimates by 12% and grew net income 31% while holding a 46%…
TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world’s largest contract chipmaker, jumped approximately 7%…
BRO Q2 Deep Dive: AI Partnerships, Accession Integration, and Margin Strategy in Focus
BRO Q2 Deep Dive: AI Partnerships, Accession Integration, and Margin Strategy in Focus Insurance brokerage firm Brown &…
Will Amazon or Microsoft Solve the AI Energy Bottleneck?
Quick Read Amazon and Microsoft are each committing roughly $200B and $190B in 2026 capex, racing to solve…
Google’s profits are outrunning its AI spending boom: AlphaCheck
Alphabet’s (GOOGL) AI spending has surged. So have sales and profits. Earnings after the bell will show whether…
Google’s profits are outrunning its AI spending boom: AlphaCheck
Alphabet’s (GOOGL) AI spending has surged. So have sales and profits. Earnings after the bell will show whether…
SpaceX’s $1.6 Trillion Opportunity Could Be More Valuable Than Its AI Business
Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, has been receiving a lot of attention for its…
Which Stocks Win When Google AI Powers Walmart’s Checkout?
Quick Read Alphabet (GOOGL) runs Walmart’s Gemini shopping experience while Mastercard (MA) settles every agent transaction, posting a…