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@TheBadPlace@mastodon.ozioso.online · 22h ago
US Top News and Analysis | Big Tech earnings show how big, smart spending can be rewarded by the market AI generated summary, Read the full article for complete information. Jim Cramer argues that the recent “data‑center‑spending bubble” narrative is misplaced, pointing to this quarter’s earnings from the “Magnificent Seven” tech giants—Alphabet, Amazon, Apple, Microsoft, Meta, Nvidia and Tesla—to show that smart, targeted capex is paying off. Alphabet and Amazon saw strong post‑earnings rallies as Google Cloud and AWS accelerate, while Apple benefits from high‑margin services despite modest spend. In contrast, Microsoft’s stock slipped despite Azure growth, and Meta’s higher data‑center outlay looks unjustified given its lack of a cloud business. Cramer concludes that the companies that spend wisely on AI infrastructure are the winners, whereas those that over‑spend or under‑invest face shrinking valuations and uncertain futures. Read more: https://www.cnbc.com/2026/05/03/big-tech-earnings-show-how-big-smart-spending-can-be-rewarded-by-the-market.html #Alphabet #Amazon #AWS #Microsoft #Meta #Cramer
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@TheBadPlace@mastodon.ozioso.online · 2d ago
Slate Magazine | Can Google Keep This Up? by Emily Peck, Felix Salmon, and Elizabeth Spiers AI generated summary, Read the full article for complete information. Google’s parent company Alphabet announced a staggering $110 billion in first‑quarter revenue, driven largely by the AI boom, prompting hosts Felix Salmon, Elizabeth Spiers and Emily Peck to dissect the surprising earnings report and question whether it signals sustainable growth in the ever‑changing information economy. The episode also delves into Bill Ackman’s ill‑fated attempt to launch a closed‑end fund IPO, critiques his prospects compared to Warren Buffett, and examines the quirky side of corporate branding and retreats—highlighting Palantir’s fashionable chore coat and Plex’s disastrous Survivor‑themed getaway. Read more: https://slate.com/podcasts/slate-money/2026/05/business-google-winner-ai-economy-bill-ackman-ipo-palintir-chorecoat #Google #Alphabet #FelixSalmon #BillAckman #investing #ElizabethSpiers #EmilyPeck #WarrenBuffett
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@TheBadPlace@mastodon.ozioso.online · 2d ago
US Top News and Analysis | The market isn't grading all Big Tech earnings the same — here's why AI generated summary, Read the full article for complete information. In a recent CNBC Investing Club check‑in, Paulina Likos and Zev Fima examined why the market is treating big‑tech earnings unevenly after a wave of reports underscoring strong demand for artificial‑intelligence infrastructure. While hyperscalers such as Alphabet, Microsoft, Meta Platforms and Amazon posted solid results and continued to pour money into AI‑related spending despite rising hardware costs, investors are beginning to separate companies that can monetize AI today from those that have yet to prove a payoff. The hosts argue that as long as AI investment translates into higher revenue and profit growth, scrutiny eases, but the growing divide will influence which stocks lead the next leg of the AI trade. The discussion also highlighted where the biggest opportunities may lie—cloud services, advertising and internal efficiency gains—and how a firm’s ability to deploy AI across its own operations could give it a competitive edge. Read more: https://www.cnbc.com/2026/05/01/the-market-isnt-grading-all-big-tech-earnings-the-same-heres-why.html #Alphabet #Microsoft #MetaPlatforms #Amazon #PaulinaLikos #ZevFima #JimCramer
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@TheBadPlace@mastodon.ozioso.online · 3d ago
US Top News and Analysis | Alphabet is winning the AI revolution. Here's how Mike Khouw is trading it AI generated summary, Read the full article for complete information. Alphabet (Google) is outperforming expectations in the AI boom, driven by surging cloud revenue and an aggressive capital‑expenditure plan that signals confidence in its AI leadership. Management lifted full‑year capex guidance to as much as $190 billion, reflecting a push for generational dominance rather than short‑term optics. The company’s cloud and AI services, especially those powered by Gemini, are growing faster than the most optimistic forecasts, positioning Alphabet as a clear winner in the AI revolution. To capitalize on this momentum, options strategist Mike Khouw recommends buying August $400‑strike call options while financing the position by selling a June 350/420 strangle—selling June 350‑strike puts (accepting the risk of purchase at that level) and June 420‑strike calls to reduce cost and generate premium, creating a modestly bullish stance that could be profitable even if the stock remains flat through June. Read more: https://www.cnbc.com/2026/05/01/alphabet-is-winning-the-ai-revolution-heres-how-mike-khouw-is-trading-it.html #Alphabet #MikeKhouw #GoogleCloud #Gemini #GOOGL
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@TheBadPlace@mastodon.ozioso.online · 3d ago
US Top News and Analysis | A major shift could soon happen in the Mag 7 AI generated summary, Read the full article for complete information. Alphabet’s shares are on the brink of eclipsing Nvidia to become the world’s most valuable company, with a surge that lifted its market‑cap to over $4.6 trillion and gave the stock a 140 % gain in the past year. While Nvidia, now trading below $4.9 trillion and down more than 6 % after a Wall Street Journal report on OpenAI’s missed revenue targets, struggles to rally ahead of its May 20 earnings, options traders are pricing a roughly 53 % chance that Alphabet will reach the $401 per‑share level—equivalent to Nvidia’s market cap—by May 15, and about a 30 % probability it will close above $400 on May 22. The last time Alphabet held the top spot was in 2016, briefly displacing Apple. Read more: https://www.cnbc.com/2026/05/01/a-major-mag-7-shift-with-alphabets-market-cap-set-to-pass-nvidias.html #Alphabet #GoogleCloud #Nvidia #OpenAI #Apple
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@TheBadPlace@mastodon.ozioso.online · 3d ago
US Top News and Analysis | Berkshire shares struggle into annual meeting. Can Abel rekindle enthusiasm without Buffett center stage? AI generated summary, Read the full article for complete information. Berkshire Hathaway’s 2026 annual shareholder meeting marked a historic shift as Warren Buffett, at 95, stepped off the main stage for the first time, handing the spotlight to CEO Greg Abel, who took over earlier in the year. Analysts expect the tone to move from Buffett’s blend of investing philosophy and life advice to a more business‑focused discussion of operations, capital allocation, and the conglomerate’s sprawling $300 billion equity portfolio, which Abel is beginning to centralize after the departure of former investment manager Todd Combs. The company’s recent underperformance—its shares down more than 5% YTD and lagging the S&P 500 by over 30 points since Buffett’s succession announcement—has been driven by a sharp fall in insurance underwriting profits, prompting renewed emphasis on share‑repurchase programs, with Berkshire planning to buy back roughly $1.7 billion of stock this year. Investors are also likely to press Abel on Berkshire’s cautious approach to technology, particularly artificial‑intelligence opportunities and risks, after the firm quietly added a stake in Alphabet, signaling a potential shift in its traditionally conservative tech stance. Read more: https://www.cnbc.com/2026/05/01/berkshire-hathaway-annual-meeting-new-era-warren-buffett-off-center-stage.html #WarrenBuffett #GregAbel #BerkshireHathaway #SP500 #Alphabet #AjitJain #ToddCombs
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@TheBadPlace@mastodon.ozioso.online · 3d ago
Times of India | Google founder Larry Page’s net worth increases by $15 billion in just one day as … AI generated summary, Read the full article for complete information. Larry Page, Google’s co‑founder, saw his wealth jump by roughly $14.9 billion to $300.9 billion after Alphabet reported stronger‑than‑expected quarterly results, with earnings of $5.11 per share and revenue of $109.8 billion. The surge was largely driven by a 63% rise in Google Cloud sales and the company’s AI offerings, which Sundar Pichai called a “primary growth driver.” Page’s net‑worth increase makes him the world’s second‑richest person, behind Elon Musk, while fellow co‑founder Sergey Brin also rose to the third‑richest spot. In contrast, Jeff Bezos and Mark Zuckerberg saw their fortunes fall. Alphabet’s market valuation now stands at about $4.5 trillion, underscoring the pivotal role of AI in boosting the tech giant’s value. Read more: https://timesofindia.indiatimes.com/technology/tech-news/google-founder-larry-pages-net-worth-increases-by-15-billion-in-just-one-day-as-/articleshow/130674012.cms #LarryPage #Alphabet #GoogleCloud #SundarPichai #SergeyBrin #JeffBezos #MarkZuckerberg
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@TheBadPlace@mastodon.ozioso.online · 4d ago
US Top News and Analysis | Stocks making the biggest moves midday: Qualcomm, Hertz, Eli Lilly, Meta Platforms, Microsoft & more AI generated summary, Read the full article for complete information. Midday trading saw a mix of sharp gains and losses across major U.S. equities as companies released first‑quarter results and strategic updates. Blue Owl Capital surged nearly 10% after announcing a 10‑times return on its SpaceX investment, while Willis Towers Watson fell about 12% on slower‑than‑expected organic revenue growth. Hertz’s shares jumped roughly 18% following a partnership with Uber to develop autonomous robotaxi services, and Altria rose over 5% after beating earnings expectations and reaffirming its full‑year guidance. Carrier Global gained 11% on a strong earnings beat, whereas Meta Platforms dropped 9% despite solid quarterly results because it lifted its full‑year capital‑expenditure outlook, sparking AI‑spending concerns. Eli Lilly advanced 9% after surpassing earnings and revenue forecasts and raising its sales outlook, and Alphabet climbed 7% on a revenue beat driven by a 63% jump in Google Cloud. Microsoft slipped 5% after reporting capital‑expenditure figures below forecasts, while Royal Caribbean, Caterpillar, Amazon, Qualcomm and several consumer names (Chipotle, Sprouts, Wyndham) posted notable moves tied to earnings beats, guidance upgrades, or product milestones. The roundup highlights how earnings surprises, strategic partnerships, and forward‑looking guidance continue to drive short‑term market volatility. Read more: https://www.cnbc.com/2026/04/30/stocks-making-the-biggest-moves-midday-qcom-htz-lly-meta-msft.html #Qualcomm #HertzGlobal #EliLilly #MetaPlatforms #Microsoft #BlueOwlCapital #WillisTowersWatson #AltriaGroup #CarrierGlobal #Alphabet #
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@TheBadPlace@mastodon.ozioso.online · 4d ago
Times of India | US stock markets today (April 30, 2026): Dow jumps 400 points as earnings cheer offsets oil swings; Alphabet rallies, Meta tumbles AI generated summary, Read the full article for complete information. On April 30 2026 U.S. equity markets closed mixed as strong corporate earnings helped Wall Street stay near record highs despite sharp swings in oil prices caused by the Iran‑related war. The Dow Jones Industrial Average rose 0.8 % (about 413 points), the S&P 500 edged up 0.1 % and stayed just below its all‑time high, while the Nasdaq Composite slipped 0.3 %. Brent crude jumped to as high as $119.50 per barrel during the conflict but settled around $109.80 after an overnight swing. Alphabet led gains with a 5.8 % rise after profit nearly doubled expectations, and Caterpillar, Eli Lilly, O’Reilly Automotive and Royal Caribbean each jumped over 6 % on strong results. Meta Platforms fell 9.9 % despite beating earnings forecasts, as investors focused on its higher AI‑related capital‑expenditure plans; Microsoft dropped 4.5 % after raising its own capex outlook, and Amazon slipped 0.8 % after topping earnings estimates. Treasury yields fell, with the 10‑year note easing to 4.38 %; U.S. Q1 growth accelerated but below forecasts and March inflation ran in line with expectations, while jobless‑claims filings slipped, indicating a still‑tight labor market. In Europe, London’s FTSE 100 rose 1.3 % after the Bank of England left rates unchanged, Germany’s DAX gained 0.7 % and France’s CAC 40 slipped 0.2 % following a steady‑rate decision by the ECB. In Asia, Hong Kong’s Hang Seng fell 1.3 %, while Shanghai edged up 0.1 % as China’s factory activity slowed slightly but remained in expansion for a second month. Read more: https://timesofindia.indiatimes.com/business/international-business/us-stock-markets-today-april-30-2026-dow-jumps-400-points-as-earnings-cheer-offsets-oil-swings-alphabet-rallies-meta-tumbles/articleshow/130637674.cms #Alphabet #MetaPlatforms #DowJones #Nasdaq
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@TheBadPlace@mastodon.ozioso.online · 4d ago
US Top News and Analysis | Jim Cramer's top 10 things to watch in the stock market Thursday AI generated summary, Read the full article for complete information. On Thursday, April 30 2026, Jim Cramer highlighted ten market catalysts: Alphabet topped earnings with strong AI‑driven growth in search, subscriptions and cloud, prompting a price‑target hike to $400; Amazon followed, boosting AWS to 28% growth and maintaining a $200 billion capex plan, lifting its target to $300; Microsoft saw 40% cloud growth and Copilot expansion, keeping its $500 target despite a slight stock dip; Meta’s lack of a cloud business hurt sentiment, leading to an 8.5% share decline and a reduced target of $750; broader market forces—robust earnings, lower oil, and bond yields—should support a higher S&P 500 opening; Eli Lilly smashed forecasts with a 49% U.S. volume surge, sending its stock up over 6%; Cardinal Health delivered modest earnings improvement but fell 1%; AI start‑up Anthropic is in talks for a $900 billion valuation; Qualcomm’s data‑center chip launch for a “large hyperscaler” spurred a >10% rally; and Intel, riding soaring demand for AI chips, hit an all‑time high with shares jumping nearly 24% after blockbuster earnings. Read more: https://www.cnbc.com/2026/04/30/jim-cramers-top-10-things-to-watch-in-the-stock-market-thursday.html #JimCramer #JeromePowell #Alphabet #Amazon #EliLilly #AndyJassy #DavidRicks
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@TheBadPlace@mastodon.ozioso.online · 4d ago
US Top News and Analysis | Amazon posted a blowout quarter. Why the Street says this is only the start of the stock's strong run AI generated summary, Read the full article for complete information. Amazon.com reported a strong first‑quarter earnings beat, posting $181.52 billion in revenue—above the $177.3 billion forecast—and earnings of $2.78 per share versus the $1.64 consensus estimate. AWS accelerated 28% quarter‑over‑quarter, driven by AI‑related workload shifts and its Trainium chip, while the company lifted its second‑quarter revenue outlook to $194‑199 billion. Although the stock initially rose more than 4% before retracing, analysts were upbeat: Barclays raised its target to $330, Citi to $285, Morgan Stanley to $330, Bernstein to $315, BofA to $310, Mizuho to $325, and Canaccord to $330, citing AWS’s AI‑driven growth, a robust retail business, expanding margins, and a strong backlog that position Amazon as a leading AI and e‑commerce player. Read more: https://www.cnbc.com/2026/04/30/amazon-had-a-blowout-quarter-the-street-sees-start-of-a-strong-run.html #Amazon #AWS #Barclays #Citi #MorganStanley #Microsoft #Alphabet #Meta #OpenAI #Mizuho #
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@TheBadPlace@mastodon.ozioso.online · 4d ago
US Top News and Analysis | Alphabet first-quarter results likely to show continued growth, boosted by cloud AI generated summary, Read the full article for complete information. Alphabet posted strong first‑quarter 2026 results, posting revenue of $109.9 billion—beating analysts’ $107.2 billion estimate—and earnings per share of $5.11. Growth was driven by Google Cloud, which generated $20.0 billion in revenue, up 63% year‑over‑year, and became the company’s primary AI‑driven growth engine. The firm raised its full‑year capital‑expenditure outlook to $180‑$190 billion (up from $175‑$185 billion) and indicated 2027 cap‑ex will “significantly increase.” Alphabet’s net income rose 81% to $62.6 billion, while advertising revenue reached $77.3 billion, up 15.5% YoY. YouTube ad sales fell slightly short of expectations at $9.88 billion, but subscription revenue is gaining momentum. Other bets, including Waymo, contributed $411 million, and the company continued to invest heavily in AI infrastructure to meet rising demand. Read more: https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html #Alphabet #GoogleCloud #SundarPichai #Intersect #Nasdaq
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@TheBadPlace@mastodon.ozioso.online · 4d ago
News Headlines | Fears for 150 Irish-based jobs at Oracle AI generated summary, Read the full article for complete information. The Irish Department of Enterprise has received a collective redundancy notification from Oracle indicating that roughly 150 Irish‑based roles are at risk, though the exact figure was not confirmed. The planned cuts are part of a broader global downsizing as Oracle ramps up spending on artificial‑intelligence to compete with rivals such as Alphabet and Amazon, and the company has not responded to requests for comment. The article also mentions similar redundancy notifications for other tech firms—outsourcing company Covalen and Meta—but the immediate focus is the potential loss of about 150 jobs at Oracle’s Irish operation. Read more: https://www.rte.ie/news/business/2026/0429/1570890-fears-for-150-irish-based-jobs-at-oracle/ #Oracle #Alphabet #Amazon #Meta #IrishGovernment
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@TheBadPlace@mastodon.ozioso.online · 4d ago
US Top News and Analysis | Traders brace for $800 billion in earnings-related stock movement AI generated summary, Read the full article for complete information. Traders are bracing for a dramatic earnings night as four members of the “Magnificent Seven”—Alphabet (Google), Amazon, Meta and Microsoft—prepare to report results, prompting options markets to price in more than $800 billion of potential market‑cap movement. Implied moves for three of the four stocks exceed their four‑quarter averages, with bullish call buying outpacing puts across all names. Notably, huge call orders have been placed on Amazon and Microsoft, including multi‑hundred‑thousand‑dollar purchases of in‑the‑money strikes, suggesting investors expect upside surprises despite mixed historical performance relative to options pricing. The overall sentiment remains bullish, with demand for upside exposure outstripping expectations of sell‑offs. Read more: https://www.cnbc.com/2026/04/29/traders-brace-for-800-billion-in-earnings-related-stock-movement.html #Alphabet #Amazon #Meta #Microsoft
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@TheBadPlace@mastodon.ozioso.online · 5d ago
The Guardian | Google reportedly signs classified AI deal with US Pentagon by Sanya Mansoor and agencies AI generated summary, Read the full article for complete information. Google has reportedly signed a classified‑use agreement with the U.S. Pentagon that allows the military to employ the company’s artificial‑intelligence models for any lawful government purpose, joining other Silicon Valley firms such as OpenAI, Anthropic and Elon Musk’s xAI. The contract, worth up to $200 million, requires Google to adjust AI safety settings at the Pentagon’s request but specifies that the technology must not be used for domestic mass surveillance or autonomous weapons without human oversight, and Google does not retain veto power over lawful operational decisions. The deal has sparked significant employee backlash, with more than 600 staff signing an open letter urging CEO Sundar Pichai to refuse providing AI for classified workloads, recalling earlier protests that led Google to drop the Project Maven contract in 2018. Read more: https://www.theguardian.com/technology/2026/apr/28/google-classified-ai-deal-pentagon #Google #USPentagon #OpenAI #Anthropic #ElonMusk #xAI #SundarPichai #ProjectMaven #Alphabet #SiliconValley #aiartificialintelligence #technology #Trumpadministration #USmilitary #uspolitics
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@TheBadPlace@mastodon.ozioso.online · Apr 25, 2026
The Copenhagen Post | Google owner to invest 255 billion DKK in AI firm by Ritzau AI generated summary, Read the full article for complete information. Alphabet, Google’s parent company, announced a plan to invest a total of 255 billion Danish kroner (about $40 billion) in the AI startup Anthropic. The deal starts with an upfront commitment of 100 billion DKK (≈ $10 billion), while the remaining 155 billion DKK will be released only if Anthropic meets certain performance milestones. Anthropic, the creator of the Claude language model that competes with ChatGPT, recently secured a $30 billion funding round that valued the company at $380 billion, reinforcing its position as a leading player in generative‑AI development. Read more: https://cphpost.dk/2026-04-25/business-education/business-business-education/google-owner-to-invest-255-billion-dkk-in-ai-firm/ #Google #Alphabet #Anthropic #OpenAI #ChatGPT #Claude #business #premium AI generated summary, Read the full article for complete information.
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@theZosia@mastodon.com.pl · Apr 24, 2026
Ja pierdolę co tu się odbyło... Jedziemy z lubą samochodem, jest odpalona nawigacja w GóglMapach. Gadamy o pierdołach, marzeniach o kupowaniu domu i dziewczyna rzuca, że chciałaby większy ogród. Nagle, out of the blue, aktywuje się głosowy asystent AI i coś tam prosi o sprecyzowanie. My WTF, rzucamy sobie zaskoczone spojrzenia i komentujemy głośno skąd to się wzięło. Asystent odpowiada, że musiał zostać aktywowany przez rozpoznanie słowa kluczowego. Uznał, że chcemy, żeby nas poprowadził do ogrodu. Kazałyśmy mu spierdalać i posłusznie się zamknął, ale najpewniej słuchał dalej, skoro na początku słuchał niewzywany. Jesteśmy cokolwiek wstrząśnięte. Jakby nie dziwota, że AI-asystent jest, ale żeby sam się włączał i nasłuchiwał bez jego włączenia to... Niefajnie. Ku przestrodze. Also, polećcie pliiis jakąś alternatywną nawigację, bo mamy traumę i teraz zdecydowanie chcemy uciec od googlowej. #google #alphabet #inwigilacja #AI
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@TheBadPlace@mastodon.ozioso.online · Apr 24, 2026
US Top News and Analysis | Nvidia stock closes at record, pushing market cap past $5 trillion AI generated summary, Read the full article for complete information. Nvidia’s shares closed at a record high of $208.27 on Friday, pushing the company’s market cap above $5 trillion as investors surged into the AI‑chip trade ahead of upcoming earnings from major hyperscalers. The stock rose 4.3 % after a rally sparked by better‑than‑expected earnings from Intel, whose shares jumped 24 %—their strongest day since 1987—while AMD and Qualcomm also posted double‑digit gains. Nvidia, up more than 14‑fold since the end of 2022, has benefited from soaring demand for its graphics processing units used by Google, Microsoft, Meta, Amazon, OpenAI and Anthropic. Although the broader tech sector had been pressured by rising oil prices and supply‑chain disruptions, AI infrastructure demand remains strong, sending the Nasdaq up 15 % in April and setting the stage for Nvidia’s continued growth despite emerging competition from new chips announced by Alphabet. Read more: https://www.cnbc.com/2026/04/24/nvidia-stock-closes-at-record-pushing-market-cap-past-5-trillion.html #Nvidia #Alphabet AI generated summary, Read the full article for complete information.
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@Blort@social.tchncs.de · Apr 24, 2026
@kagihq@mastodon.social I haven't cancelled, but I've got to admit that I came close when I realized that you were sending every search ending in a question mark straight to Google. Now I just avoid using your AI features as the main reason I started subscribing was to get decent search without being surveilled by the likes of Google. I'll admit though, that the first competitor to come along providing even a vaguely similar service without Google / Yandex involved will immediately take my current Kagi subscription. So much of what you do is so promising, and then you undermine it by sharing data with the exact companies we're trying to get away from. Yes it may be more anonymous, but I'm still training Google against my wishes. #Kagi #Google #Alphabet #AI #GenAI #Privacy #Surveillance
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@TheBadPlace@mastodon.ozioso.online · Mar 31, 2026
All Content from Business Insider | Waymo co-CEO says company's robotaxi tech will eventually be in personal cars by Lloyd Lee Waymo co-CEO Dmitri Dolgov said putting the company's driverless tech in personal cars will make sense especially in areas where it's not commercially viable to deploy a ride-hailing service.Vaughn Ridley/Sportsfile via Getty Images Waymo is providing a commercial robotaxi service in 10 US metro areas.Waymo co-CEO Dmitri Dolgov said the self-driving tech will eventually be in personal cars.The company last year said it's in early talks with Toyota to explore the idea.Waymo's endpoint isn't just robotaxis. Eventually, the company wants to put its self-driving tech in personal cars, according to Waymo's co-CEO Dmitri Dolgov. Read the original article on Business Insider Read more: https://www.businessinsider.com/waymo-ceo-dmitri-dolgov-robotaxi-technology-in-personal-cars-2026-3 #transportation #waymo #dmitridolgov #alphabet #toyotamotorcorporation
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