We are past the halfway mark of the Q2 earnings season, with more than 60% of S&P 500 companies having already reported. With ...

Alphabet, Amazon, Meta, and Microsoft hold roughly $2.4tn in AI spending commitments, and two are already cash-flow negative The four largest US technology companies have locked in nearly two and a ...

Search/Cloud growth and +30% operating income, but FCF turns negative as capex surges. Click here to read my latest analysis.

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

For years, researchers have tried to harness the "twist" of light to transmit data. This property describes how light spirals ...

The market's verdict is visible in one ticker. MAGS, the ETF that tracks all seven names, fell 4.7% on July 23 after the ...

Waymo's robotaxis began operating on freeways again Wednesday, starting in Phoenix — two months after the Alphabet subsidiary suspended all high-speed routes when its vehicles repeatedly failed to ...

Meta enters Q2 earnings after a record nine-session losing streak, with 2026 capex guidance of 125-145B dollars and 2027 ...

Letter blocks edited from: Wordle, Berrely, Wikimedia Commons // Public Domain; (Background) Justin Dodd/Mental Floss For some, the day doesn't truly begin until that first cup of coffee is brewed, ...

Buffett personally bought Alphabet for Berkshire but ranks AXP and KO higher, citing $175 billion in annual AI capex as a dealbreaker. OXY beat Q1 EPS consensus nearly 2x and is up 32% YTD, while ...

Alphabet’s dividend history & future prospects For its first quarterly dividend, Alphabet paid 20 cents a share in June 2024. Every June since, that quarterly payment has increased by 1 cent, to 21 ...