Cashflow von Alphabet Inc.

Druckenmiller sold some Sandisk stock before its third-quarter tumble. Cloud computing is a major beneficiary of increased AI workloads.

Google parent Alphabet has emerged as an AI leader, and that technology is on track to drive its future. Capex spending is likely not an impediment for one key reason.

The artificial intelligence boom is turning corporate capital spending into a different kind of arms race.

Google's Gemini app for the iPhone can be a powerful partner in your day-to-day life, answering questions quickly and helping with almost anything. It's like having a personal assistant in your pocket.

The AI buildout has become a full capital cycle.

Nvidia and Broadcom are each selling a ton of computing units. Micron and Sandisk are thriving from soaring memory prices.

Representative Thomas H. Kean, Jr. (Republican-New Jersey) recently bought shares of Amazon.com, Inc. (NASDAQ: AMZN). In a filing disclosed on August 18th, the Representative disclosed that they had bought between $1,001 and $15,000 in Amazon.com stock on July 8th. The trade occurred in the Representative's "KEAN FAMILY PARTNERSHIP" account. Representative Thomas H. Kean, Jr. also recently

Marvell issued Google a warrant for 58,970,907 shares, about 7% of the chipmaker, at an exercise price of $206.58. Most of the shares vest in stages as Google's own discretionary chip purchases accumulate -- one block for each $500 million spent.

The technology giant just entered a business that could be worth $1 trillion per year within a decade.

Walmart Inc. (WMT, Financials), the world's largest retailer, is finally opening its checkout lanes to Apple Pay 'and Google Pay. Tap to Pay will start rolling