2026: Another Year of AI Bubble Not Bursting?
Although some AI misinvestments are to be expected, the AI boom is likely to continue driving capital across chips, data centers, energy infrastructure and software.
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As AI models anticipate and cajole consumer needs, Google’s Gemini is transforming the company into an end-to-end commerce engine.
Although some AI misinvestments are to be expected, the AI boom is likely to continue driving capital across chips, data centers, energy infrastructure and software.
In the AI stack battleground, Alphabet is likely to win the race, but Microsoft is positioned to win the marathon.
Alphabet’s vertical integration could make it the only tech titan insulated from the sector’s potential malinvestment.
Alphabet stock jumped nearly 5% after announcing a multi-million-dollar NATO cloud deal focused on secure, AI-enabled infrastructure.
Alphabet shares rose over 2% as Google heads into final court arguments in the DOJ case that could force a breakup of its ad-tech business.
Berkshire Hathaway's surprise $4.9 billion stake in Alphabet sent shares soaring 5.5% in premarket trading, representing one of Warren Buffett's final major investment moves before his…
Behind Alphabet’s AI expansion lies a deeper business model: Control-as-a-Service (CaaS).
Alphabet’s $3 trillion valuation isn’t just about ad dollars - it sits at the center of an AI-powered panopticon.
Alphabet shares surge in premarket trading after federal judge delivers more lenient antitrust ruling than expected, rejecting demands to sell Chrome.
ECARX’s rapid GAS integration success and improving financial performance are fueling ECX’s premarket gains.
OpenAI's strategic partnership with Google Cloud diversifies its compute sources beyond Microsoft.
Google stock fell to $170.68 as the company confronts a potential 10% digital services tax.