Google owner Alphabet's share price drops overnight - have investors had enough of spending on AI?
From a purely business financials perspective, a large part of the reason for the sell-off stemmed from slowing growth in ...
Google's big AI-spending plans are boosting chip stocks like Nvidia
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
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Market Volatility: Tech Stocks Plunge Amid AI Investment Concerns
The S&P 500 and Nasdaq suffered losses after Alphabet's cloud revenue disappointed investors. AI stocks also showed ...
NVIDIA stock soars as capex budgets swell and Blackwell ramps
NVIDIA (NASDAQ:NVDA) stock gained 3.5% Wednesday, bolstered by continued Capex spending boosts by hyperscalers and the ramping of its new Blackwell chip.
Sundar Pichai says DeepSeek is doing ‘very good work’, explains why Gemini has the edge
Alphabet’s CEO Sundar Pichai acknowledged DeepSeek’s recent achievements but claimed Google’s AI models are superior in cost efficiency.