Nvidia, Google and Emerald AI launched an alliance dedicated to promoting flexible artificial intelligence data centers, Nvidia said in a Wednesday (Sept. 16) blog post.
Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.
Alphabet is upgraded to a strong buy, driven by overlooked long-term AI infrastructure and merchant silicon strategies. GOOG's off-grid data center buildout and dark fiber network with Verizon unlock stranded energy, lowering OpEx and boosting ROIC beyond 25%-40%. Transition to merchant silicon, including TPU exports and Axion CPUs, derisks $205B CapEx and targets $84B–$108B in new cloud revenue by 2027/28.
Google says that a bug in its Pixel smartphones' software was exploited in limited and targeted cyberattacks. The company said Tuesday that the bug, tracked as CVE-2026-58704, has now been patched.
Alphabet shares just brushed a 52-week high, Google Cloud is exploding, and a $514 billion backlog is waiting to be unlocked.
Google is unveiling agentic artificial intelligence commerce updates for merchants ahead of this year's holiday shopping season. “Finding the perfect holiday gift has always taken thought and research, and today's shoppers are increasingly turning to AI to discover products, compare options, and make buying decisions,” the company said in a news release Wednesday (Sept.
Three companies with nothing in common all sent checks to shareholders within the same two-day window, and the reasons behind each payment reveal something very different about where each business is headed.
Both Alphabet and Apple just reported blowout quarters, but one of them is sitting on a regulatory time bomb aimed directly at its core revenue engine while the other faces little more than a rounding error.
Alphabet shares fell about 1.7% on Tuesday as higher crude prices, elevated Treasury yields and renewed uncertainty over AI demand weighed on technology stocks. The decline came as investors prepared for what is widely expected to be another Federal Reserve interest-rate increase.
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in
Chris Lehane, OpenAI's global policy chief, told reporters on Tuesday that the company has been working with rivals Anthropic and Google DeepMind on AI safety for weeks, as first reported by Bloomberg. Lehane is reportedly in Washington to work with U.S. lawmakers addressing catastrophic risks associated with AI.
OpenAI is working with rivals Anthropic and Google DeepMind on steps to address AI safety, as industry and lawmakers respond to growing concern that the technology poses economic and security risks. Chris Lehane, OpenAI's global policy chief, said Tuesday the engagement had been under way for several weeks.