But the risk goes much deeper. Apple hasn't ramped up enough on data centers, which means the company doesn't have the infrastructure support required to internally run an AI ecosystem like its ...

Google and TSMC have reportedly signed a long-term deal to produce Tensor chips for the Pixel phone line. This is apparently a three-to-five-year deal and could last until the Pixel 14’s release.

FY25 CapEx hit $17.2B; Search, ads, and AI tools drove revenue growth. Google Cloud shines, but margins face pressure. Read ...

In a report released today, Youssef Squali from Truist Financial maintained a Buy rating on Alphabet Class A (GOOGL – Research Report). The company’s shares closed yesterday a ...

In addition to Bank of America Securities, Alphabet Class A also received a Buy from Barclays’s Ross Sandler in a report issued today. However, on May 27, Cantor Fitzgerald reiterated a Hold rating on ...