Alphabet's AI Pivot Fuels Record Rally: Is It Too Late to Buy In?
Alphabet's stock surge, driven by its successful integration of AI, has investors weighing whether its current valuation still offers a compelling entry point for long-term growth.
Alphabet's stock surge, driven by its successful integration of AI, has investors weighing whether its current valuation still offers a compelling entry point for long-term growth.
Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.
In its latest investor letter, David Einhorn's Greenlight Capital revealed it has sold its stake in HP Inc., redirecting capital towards AI-focused investments it believes offer superior risk-reward profiles amid the tech giant's recent struggles.
We put the AI chatbot to the test, asking if a savvy $1,000 investment in 2015 could have grown to $1 million by 2025. The answer reveals the extreme rarity of such returns in mainstream markets and highlights the stark difference between hindsight and feasible strategy.
A fatal shark attack on a 13-year-old boy at a popular Brazilian beach has reignited concerns over coastal safety and led authorities to expand monitoring efforts along Pernambuco's coastline.
Iran has announced plans to designate the armed forces of European Union member states as terrorist organizations, a direct response to the EU's blacklisting of the Islamic Revolutionary Guard Corps. The escalation marks a new low in diplomatic relations and raises fears of further regional instability.
A campaign-trail proposal to temporarily cap credit card interest at 10% could offer significant savings for millions of borrowers, but experts warn of potential unintended consequences for credit access and long-term financial health.
Panama's President Jose Raul Mulino has moved to calm market and labor fears following a landmark Supreme Court ruling that annulled key port contracts held by a CK Hutchison subsidiary. He announced that APM Terminals Panama is prepared to step in temporarily to ensure continuity, with a guarantee of no job losses.
South Africa has declared Israel's deputy ambassador persona non grata, giving him 72 hours to depart, citing "unacceptable" diplomatic violations and insulting social media posts targeting President Ramaphosa. The move escalates tensions already frayed by South Africa's genocide case against Israel at the UN's top court.
President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and advocate for central bank reform, to chair the Fed, following his sustained public criticism of Jerome Powell's interest rate policy.
In a landmark deal, AstraZeneca has licensed a suite of next-generation weight-loss drugs from China's CSPC, aiming to challenge the dominance of Lilly and Novo Nordisk with longer-acting monthly injectables.
The AI-as-a-Service (AIaaS) market is witnessing significant growth, fueled by cloud innovation and corporate demand for scalable AI solutions. While data privacy remains a hurdle, the integration of generative AI and tailored platforms is accelerating adoption across industries.
Despite reporting earnings that edged past expectations, Houlihan Lokey's shares fell 12% post-earnings. Analysts' long-term forecasts remain largely unchanged, signaling a 'steady-as-she-goes' assessment of the investment bank's prospects.
SoFi Technologies smashed Wall Street's Q4 2025 revenue and profit forecasts, sending its shares sharply higher. However, the digital finance leader's shockingly weak sales outlook for the coming quarter has injected significant uncertainty into its growth narrative.
SoundHound AI expands its deployment of voice AI ordering technology with burger chain Five Guys, following a successful pilot handling over a million customer interactions, aiming to enhance service speed and accuracy during peak hours.
HSBC has cut its price target for AI infrastructure firm CoreWeave, warning that rising borrowing costs and significant future funding needs could strain the high-flying company's financial runway.
Consumer staples giant Church & Dwight (NYSE:CHD) reported fourth-quarter revenue in line with Wall Street expectations, though underlying organic sales showed signs of stagnation. The company's gross margin outperformance provided a bright spot, lifting shares post-earnings.
A detailed Discounted Cash Flow analysis suggests Eagle Eye Solutions Group (LON:EYE) shares are trading close to their estimated intrinsic value. We examine the assumptions behind the numbers and what investors should consider beyond the model.
Shares of Lionsgate Studios Corp. receive a vote of confidence from Seaport Research, which raised its price target following strong box office results. The move underscores broader analyst support for the newly independent content company's library monetization and strategic use of AI.
Indian e-commerce challenger Meesho reported a significant widening of its quarterly net loss to ₹4.91 billion, as a 44% surge in expenses outpaced strong revenue growth, marking a costly start to its life as a public company.