OpenAI said it might buy AI chips from Google. Nvidia won the deal by cutting its GPU price 30%. By 2030, Google's AI chip ...

We expect Alphabet to outperform consensus estimates and see additional relative multiple expansion on further investor ...

Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland ...

Given MU's almost absurdly low valuation, its shares are likely to get a much bigger boost than Google if the tech giant's ...

According to multiple media reports, OpenAI is developing a new large language model codenamed “Garlic” as it attempts to regain ground lost to Alphabet in the global AI race. The Gemini 3 AI model ...

Sundar Pichai claimed the company has moved from prep work to full use of AI. He said that AI now writes more than 25% of new ...

While big names including Nvidia (NVDA) and Oracle (ORCL) are struggling to reverse the latest selloff in AI stocks, many ...

OpenAI shifts focus to defend ChatGPT lead against Google, impacting Microsoft and Alphabet stocks in AI platform race.

Volatility resurfaced as speculation intensified over whether an AI bubble may be forming and bursting. A significant portion ...

在报道称 Google 重新推动定制 AI 硅的消息后，Nvidia 在活跃交易中走弱，这类剧情每当超级云服务商展示其芯片野心时往往会引发本能性的抛售。CNBC 的盘中报道记录了基金降低敞口的下滑过程，而 Bloomberg 则标注机构关注点在于 AI 资本支出周期是否仍然完整。期权市场活动显示出对冲需求和较短的持有期。盘面有时显得脆弱，对部分 AI ...

When it comes to big tech, Burry seems to have a problem with the accounting policies employed by the hyperscalers. Companies ...

AI investment is masking broader economic weakness, creating a K-shaped economy and unique opportunities for diversified investors. Click to read my analysis.