Tag: Alphabet Class A
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Top-performing tech hedge fund manager Philippe Laffont explains his biggest AI trade
The founder of Coatue Management said one of the firm’s preferred ways to gain exposure to AI is through semiconductor manufacturers and equipment suppliers.
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Meta announces new smart glasses starting at $299, as Zuckerberg keeps pushing wearables
Meta executives have said they see the lightweight smart glasses as a step towards a more advanced device that includes screens in the lenses.
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Google’s online dominance is showing signs of cracking in AI era
While Google remains in a position of strength in the eyes of Wall Street, the AI era is complicating the company’s story.
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Tech rout intensifies as selloff grips global stocks
Global stocks sold off on Tuesday, led by deep losses for tech stocks following a losing session for the sector on Wall Street.
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Magnificent 7 stock pullback now looks like a buying opportunity, strategist says
Recent weakness in Magnificant 7 now looks to be an opportunity for investors, given that US equity trends remain bullish in the near term, Fundstrat says.
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Nvidia’s stock struggles as Kalshi traders bet chip prices are coming down
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
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Apple is a notable outlier in Monday’s drubbing of mega-cap tech stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Alphabet paces for worst day in a year on AI concerns after high-profile exits
Google parent Alphabet has seen consecutive high-profile artificial intelligence researchers leave.
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Dan Niles says he’s backing away from hyperscalers, trimming chip stocks
‘I kind of see a speed bump coming,’ the investor said.
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SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
SpaceX has turned its Colossus data center into a commercial computing power platform, landing recent deals with Anthropic, Google and Cursor.
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