Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI
Google was seen as an AI laggard in the early days of the AI boom, but investors are now betting that the search giant will be a clear winner.
It's not too late to start buying the data center winners. Here's why
In his Sunday column for Investing Club subscribers, Jim Cramer pushes back on the idea that it's too late to start buying AI winners.
Latest in Ai
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Nvidia's AI Investment Bets Top $40 Billion In 2026, Led By OpenAI Stake - Corning (NYSE:GLW), Goldman Sa
Nvidia reportedly committed more than $40 billion to AI investments in early 2026, including a major stake tied to OpenAI.
Alphabet Could Overtake Nvidia As World's Largest Company As AI, Cloud And Gemini Fuel Growth - Alphabet
Alphabet's AI-driven growth across search, cloud, Gemini and Anthropic investments is narrowing its valuation gap with Nvidia.
Cathie Wood Says Wall Street Has It Backwards—Inflation Will 'Surprise' Lower - State Street SPDR S&P 500
ARK CEO Cathie Wood explains why Wall Street has it backwards. Learn how AI and booming productivity will cause inflation to surprise lower.
Daniel Newman Backs Nvidia's 'Prudent' Strategy To Boost Cash Flow, Rejects ‘Circular Financing’ Criticis
Daniel Newman defended Nvidia's AI investment strategy, calling criticism of
Uber's $10 Billion Robotaxi Push Could Challenge Tesla And Waymo Dominance - Uber Technologies (NYSE:UBER
Uber's multi-pronged strategy could make the Dara Khosrowshahi-led company emerge as one of the most important players in Robotaxis.
DigitalOcean, Micron, And Rocket Lab Are Among Top 10 Large-Cap Gainers Last Week (May 4-May 8): Are the
AI enthusiasm, strong earnings and upbeat guidance fueled massive rallies across cloud, chip, infrastructure and space stocks last week, led by DigitalOcean Hol...
Why Palantir is fast becoming one of the world’s most notorious companies
CEO Alex Karp has recently called for universal conscription, encouraged the development of AI weapons, and condemned the West’s ‘vacant and hollow pluralis...
Elon Musk Says 'I Hope Civilization's Around in 100 Years' But If It Is, Expect It To Look Super Differen
If the future sounds like a sci-fi script, Tesla and SpaceX CEO Elon Musk is treating it like a production schedule. The difference is that instead of hiring mo...
Dell Technologies Gets Trump Boost After President Says 'Go Out And Buy A Dell' - Dell Technologies (NYSE
Dell Technologies gained momentum after Trump praised Michael Dell, while Wall Street turned bullish on the company's expanding AI infrastructure and enterprise...
AI Is Supercharging Cybercrime— And IMF Says Finance May Not Be Ready - Barclays (NYSE:BCS), CrowdStrike
The IMF warned that AI-driven cyberattacks could threaten financial stability, with faster exploitation of vulnerabilities and rising systemic risks across glob...
Anthropic Signs $1.8 Billion Akamai Cloud Deal Amid Surging Claude AI Demand: Report - Akamai Technologie
Anthropic reportedly signed a $1.8 billion cloud computing deal with Akamai Technologies, boosting AI infrastructure capacity for its Claude platform.
Airbnb Reveals AI Agents Now Handle 60% Of New Coding— CEO Brian Chesky Says That Allows One Engineer To
Airbnb said AI generated 60% of its new code in the first quarter as the company reported strong revenue growth and expanding AI-driven operations.
Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking
Samsung, Intel and TSMC are the only three companies in the world capable of manufacturing the most advanced chips needed for AI.
Brookfield Asset Management CEO Says AI Is A 'Significant Tailwind' Amid Strong Q1 Growth - Brookfield As
Brookfield Asset Management saw strong fundraising momentum in the first quarter, bringing in $21 billion in capital in Q1.
How Anthropic's Mythos Triggered Trump's AI Regulation U-Turn - Microsoft (NASDAQ:MSFT)
Anthropic's Mythos triggered a White House AI regulation U-turn, while Polymarket gives OpenAI just a 26% chance of completing an IPO this year.
Kevin O'Leary defends his Utah data center project: 'Think about the number of jobs'
Kevin O'Leary has clashed with residents in Box Elder County, Utah over a new AI data center on a 40,000-acre campus.
Claude, brought to you by Elon Musk
Anthropic now relies on a huge SpaceX data center for AI compute, tying Claude's rapid growth and reliability to Elon Musk.
SanDisk Did In Months What Nvidia Took 9 Years To Pull Off - Micron Technology (NASDAQ:MU), NVIDIA (NASDA
The AI rally started with Nvidia. It's now spreading to the chip companies that supply Nvidia — and SanDisk has run 4,083% in 15 months. Here's why.
Micron surges more than 30% on week as memory chip rally goes parabolic
Micron Technology shares caught fire this week amid a global shortage of memory chips. The stock is heading for its best week since 2008.
What's Going On With Cloudflare Stock Today? - Cloudflare (NYSE:NET)
Cloudflare shares plunged Friday as valuation concerns overshadowed quarterly earnings beats and bullish long-term artificial intelligence growth commentary fro...
It's Costing More To Use AI Than Human Employees, Nvidia Exec Says - Meta Platforms (NASDAQ:META), Micros
AI’s purported productivity gains are coming at a cost greater than companies would typically pay humans, according to Nvidia (NASDAQ:NVDA) Vice President of ...
AI capex is coming at the expense of a crucial pillar for stock gains, Goldman says
Capital expenditures growth has skyrocketed in the AI era, but it's come at the expense of share buybacks and dividends, Goldman says
EXCLUSIVE: Nvidia Vs. Alphabet: Benzinga Viewers, Prediction Markets Disagree On The Most Valuable Mag 7
Benzinga viewers make their pick on which Magnificent Seven stock will be the most valuable at the end of 2026.
IMF warns of systemic threat from AI — RT World News
Advanced AI models could help attackers exploit financial system vulnerabilities faster than institutions can patch them, the IMF has said
AI Agent Designed To Trade Crypto Autonomously Forms U.S.-Registered Company
An AI agent has formed a U.S. company and obtained an employer identification number from the IRS, according to the AI agent-facing financial infrastructure pro...
Airport robots handle baggage in Tokyo trial
Japan Airlines plans to test humanoid robots at Haneda Airport to assist ground crews with baggage and cargo handling as passenger demand rises and workers grow...
Microsoft was worried OpenAI would run off to Amazon and ‘shit-talk’ Azure
The early days of Microsoft’s OpenAI partnership have been revealed in detail in court documents this week.
Crypto Is an 'Incredibly Cheap' Way to Ride The AI Boom, Says Pantera Capital CEO Dan Morehead - Microsof
Speaking during Alchemy’s CoBuild conference in New York on Tuesday, the OG investor in cryptocurrency, who first purchased bitcoin in 2013 when it was tradin...
The hottest ETF since bitcoin-mania just added $1 billion in a day
Roundhill Investment's Memory ETF (DRAM) tracking the red-hot memory sector has raised more than $5 billion since its April 2 launch.
SoftBank Scales Back Planned $10 Billion OpenAI Margin Loan After Lender Pushback: Report - SoftBank Grou
SoftBank reportedly cut its planned OpenAI-backed loan by 40% after lenders raised valuation concerns over the AI startup.
Baidu AI Chip Arm Eyes $14.6 Billion Hong Kong IPO - Baidu (NASDAQ:BIDU)
Baidu's AI chip unit Kunlunxin targets a $14.6B Hong Kong IPO. BIDU shares jump 4.6% as China's semiconductor momentum builds.
Coreweave Partner Core Scientific's Pivot Drives Stock's Momentum Surge Despite Q1 Miss - Core Scientific
Core Scientific Inc. (NASDAQ:CORZ) is proving that a strategic business pivot can easily outweigh a
CrowdStrike, Qualcomm, Apollo Global Management And More On CNBC's 'Final Trades' - CrowdStrike Holdings
Rob Sechan of NewEdge Wealth chose Qualcomm as his final trade, citing their strong earnings report. Other experts recommended BUG, APO, and CRWD.
Trump Sons Back $1 Billion Investment Network Targeting AI, Crypto And Drone Companies Favoured By White
Trump sons reportedly back a $1 billion investment network targeting AI, crypto and drone sectors favored by the White House.
Why Is Micron Technology Stock Surging On Friday? - Micron Technology (NASDAQ:MU)
Micron Technology (MU) hits record highs of $683.09. Jim Cramer and Gartner analysts highlight
What's Going On With IREN Stock On Friday? - IREN (NASDAQ:IREN)
IREN Limited shares surged in premarket trading after announcing a potential $2.1 billion partnership with Nvidia, as investors looked past weak quarterly reven...
AI Drove Two-Thirds Of Q1 2026 GDP Growth, Smashing '1999 Record' For Largest Tech Contribution 'In Histo
AI fueled a historic 67% of Q1 2026 GDP growth, smashing the 1999 record. Read how tech investments drove the economy amid bubble warnings.
CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Inf
CoreWeave CEO warned Nvidia must scale AI capacity or risk customers shifting to Advanced Micro Devices amid its 5GW IREN deal.
US Job Cuts Rise 38% In April As AI-Driven Layoffs Hit Hiring Plans - Amazon.com (NASDAQ:AMZN), Meta Plat
US job cuts jumped 38% in April as hiring plans weakened and AI-driven restructuring accelerated across industries.
Cloudflare Cuts 20% Jobs Despite Strong Q1 As It Goes 'Agentic AI-First' - Cloudflare (NYSE:NET)
Cloudflare cuts 1,100 jobs despite a Q1 revenue beat, pivoting to an 'agentic AI-first' model to capture massive new AI tailwinds.
Cloudflare stock sinks 18% after earnings as company cuts 1,100 employees due to AI changes
The cloud provider announced it is laying off 20% of its workforce as agentic artificial intelligence
French prosecutors escalate probe of Elon Musk and X to criminal investigation
France is investigating whether Elon Musk and his social media app X were complicit in spreading harmful AI deepfakes.
Datadog stock soars 31% on blockbuster earnings as AI winners emerge in software
Datadog's results fueled shares of other cloud infrastructure names like Snowflake and MongoDB.
CoreWeave revenue more than doubles in first quarter, topping estimates
CoreWeave has been raising billions of dollars in debt to finance its data center buildout as it serves the leading AI companies.
NAACP Moves To Shut Down xAI Turbines Over Alleged Clean Air Violations
The NAACP has filed a preliminary injunction aimed at stopping what they describe as air pollution from xAI's power plant equipment.
Mira Murati’s deposition pulled back the curtain on Sam Altman’s ouster
Thanks to Musk v. Altman, the public is getting a concrete look at details of Sam Altman’s ouster from OpenAI, much of it centered on former CTO Mira Murati.
South Korea-Focused KMCA ETF Launches With Exposure To AI, Defense - PLUS Korea Manufacturing Core Allian
New South Korea ETF KMCA targets AI chips, defense, batteries, robotics and nuclear energy amid global supply-chain shifts.