One analyst says Alphabet has great chips, but doesn’t seem to be doing enough to pursue the massive market opportunity in AI hardware.

Expect questions about Fed independence at the chairman's Q&A. Apple, Microsoft, Met and Tesla report results. Alphabet may be sitting on an Nvidia rival.

A Chinese AI startup just upended the trillion-dollar AI race--sending Nvidia, Microsoft, and the Nasdaq into freefall.

Wall Street tumbled on fears the big U.S. companies that have feasted on the artificial-intelligence frenzy are under threat from a competitor in China.

Stiffer competition for the tech giants at the forefront of the artificial intelligence boom prompted investors to reassess the companies’ sky-high valuations.

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The

It took less than two years for Nvidia to add more than $3 trillion in market value and become Wall Street's most-valuable publicly traded company. However, the arrival of DeepSeek reminds investors that next-big-thing technologies have an ominous early stage track record.

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

Tsai Capital, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here. Tsai Capital celebrated 25 years track record in 2024.

In a report released today, Mark Shmulik from Bernstein maintained a Hold rating on Alphabet Class A (GOOGL – Research Report), with a price

Oppenheimer analyst Jason Helfstein raised the firm’s price target on Alphabet (GOOGL) (GOOG) to $225 from $215 and keeps an Outperform rating