Alphabet proved it doesn't need Nvidia to compete at the frontier.

In a frothy market, it's more important than ever to stay focused on profitable leaders with a dominant market position.

Warren Buffett's latest move, loading up Berkshire Hathaway shares in Alphabet, directly signals how he views a potential AI ...

Alphabet CEO Sundar Pichai says no company, including Google, would be immune if the artificial intelligence market were to ...

Alphabet is downgraded to Neutral as AI enthusiasm and Cloud gains drove a rally and lifted valuation to 28x EPS. Read why ...

OpenAI-Disney tie-up will also cover image generation on ChatGPT, drawing from the same Disney intellectual property.

Oracle share price slumped nearly 12 per cent on Thursday. Nvidia, Microsoft, Micron, and CoreWeave stocks were down between ...

Investors are giddy about quantum computing upstarts, but it could be the big tech leaders that experience long-term success ...

Major stock indexes fell Friday as technology shares remained under pressure on AI bubble fears. The tech-heavy Nasdaq sank, and the S&P 500 and Dow Jones Industrial Average pulled back from records.

AI Spending Still Looks Strong. Richard said the AI cycle is “in its 7th inning,” but nowhere near the end. He expects ...

Seeking Alpha's roundup of statements, announcements, or remarks that could impact the technology sector. Read more here.

If borrowing becomes more expensive in the US, and this triggers a market sell-off, AI could follow the US housing bubble of ...