3 Sectors That Look Most Vulnerable Ahead of May 15 A new Fed chair takes over May 15 as inflation stays elevated and three key market sectors flash bearish signals. Here's what investors need to watch. MarketBeat · May 13
NiSource Q1 Earnings Call Highlights NiSource (NYSE:NI) reaffirmed its 2026 earnings outlook and raised its long-term growth expectations after reporting first-quarter adjusted earnings that management said reflected regulatory execution, infrastructure investment recovery and growing momentum in its data center strategy. The regulate MarketBeat · May 13
Google-backed Isomorphic raises $2.1 billion to scale AI-driven drug discovery AI drug discovery firm Isomorphic Labs secured a massive $2.1 billion funding round, aiming to accelerate its mission to cure all diseases. Led by Thrive Capital, the investment will scale their drug design engine, with initial clinical trials now anticipated by late 2026. The Economic Times · May 13
DeepMind CEO Demis Hassabis’ Isomorphic Labs raises $2.1 billion led by Thrive Capital AI-driven drug discovery firm Isomorphic Labs secured a massive $2.1 billion in Series B funding. This capital will fuel the expansion of their AI drug design engine and advance therapeutic candidates. The investment underscores strong confidence in their innovative approach to tackling diseases. The Economic Times · May 13
Anthropic in talks to raise $30 billion at $900 billion valuation AI firm Anthropic is in early talks to raise over thirty billion dollars. The company seeks a valuation exceeding nine hundred billion dollars. This funding aims to support its growing AI software demand. The deal could close by month-end. Anthropic is a leader in AI tools. The Economic Times · May 13
As GOOG Stock Approaches $400, Look Out for Pressure Below Alphabet stock is approaching $400, and the company is on the cusp of becoming the next $5 trillion giant. Should you sell the rally ot buy more? Barchart · May 12
US Stock Market: AI spending surge drives Alphabet, Amazon to tap global bond markets Alphabet and Amazon are expanding their global borrowing to fund the escalating costs of the AI race. Alphabet plans its first yen-denominated bond sale, while Amazon will tap the Swiss franc market for the first time. These moves reflect the massive investments required for AI infrastructure and cloud expansion. The Economic Times · May 12
AI wins have Alphabet poised to become world’s biggest company Alphabet Inc. is rapidly closing in on Nvidia Corp. for the title of the world's largest company. Alphabet's strong presence in AI, from search to cloud and its own AI models, positions it for significant growth. Investors see Alphabet's diversified business as a key advantage. The Economic Times · May 12
Alphabet, Amazon tap overseas debt markets to fund AI infrastructure push As the race to dominate artificial intelligence heats up, major technology firms are escalating their borrowing. Alphabet plans to launch its debut bond sale in yen, while Amazon is eyeing its initial offering in Swiss francs. These actions reflect the worldwide push for AI investment, showcasing how businesses are turning… The Economic Times · May 11
AI Dividend Increases: 3 Massive Winners Boosting Payouts Three of the biggest stocks in AI are lifting their dividends. While their yields are small, their performance is mighty. MarketBeat · May 11
5 Stocks Positioned to Benefit From the AI Inference Boom As the AI buildout shifts from training to inference, 5 companies including GOOGL and NVDA are among the best-positioned to benefit from the inference boom. MarketBeat · May 11
Tech companies tap debt markets to fund AI and cloud expansion Last month, Alphabet, Amazon, Microsoft and Meta signaled that spending on AI would not slow down, with the tech giants' combined spending now set to exceed $700 billion this year, up from about $600 billion previously. The Economic Times · May 11
Alphabet considers first yen bond sale to fund AI goals Alphabet is making headlines with its first-ever issuance of yen bonds, aimed at fueling its rapidly developing artificial intelligence ecosystem. This trend reflects a broader shift among Big Tech firms who are increasingly tapping into debt markets to fund their AI projects. The Economic Times · May 11
Google’s Isomorphic Labs to raise over $2 billion in new funding Alphabet's AI drug discovery firm, Isomorphic Labs, is reportedly close to securing over $2 billion in new funding, led by Thrive Capital. This significant investment aims to bolster its drug design engine and fuel global expansion, underscoring Alphabet's strategy of commercializing its advanced AI ventures. The Economic Times · May 9
Barchart · May 6 Twilio Just Reported Its Fastest Growth Since 2022. AI Is Helping, Not Hurting, TWLO Stock. Twilio's results beat estimates, and the stock is surging as the company says it is experiencing unprecedented demand from AI.
Barchart · May 6 What to Know as Alphabet Looks Poised to Overtake Nvidia as World's Biggest Company Alphabet’s full-stack AI strategy is helping it close the market cap gap with Nvidia. JPMorgan sees significant further upside in GOOGL shares through the remainder of 2026.
Euronews · May 6 Resilience amid ruins: Why markets are hitting record highs despite the Iran war Global indices in the US, Japan and South Korea have reached all-time highs despite the economic fallout from the ongoing Iran war. Investors are clearly looking past immediate geopolitical risks but what is driving the rally?
Barchart · May 5 Wall Street Has Been Panicking About AI Taking Search’s Lunch, But Google Just Grew Search Revenue 19% Alphabet's AI headwinds aren't being viewed as such anymore. Its earnings tell investors why.
International Business Times UK · May 5 Jeremy Grantham Warns Of Brutal Market Crash — Says Collapse Could Rival The Great Depression Jeremy Grantham warns of a 'super-bubble' in the US stock market, suggesting a severe correction could occur. He highlights high valuations, AI-driven market surges, and political uncertainties as key factors.
Barchart · May 5 Nvidia Stock’s Growth Story May Not Be Over Yet Nvidia stock has looked a lot more grounded over the last year compared to the kind of parabolic rally we saw in the preceding couple of years. Can NVDA stock still deliver good returns?
MarketBeat · May 5 NVIDIA’s China Connection: Investor Risks With Earnings Ahead NVIDIA faces risks but the rewards outweight them, as upside potential continues to grow under the influence of AI demand.
MarketBeat · May 4 5 Mega-Cap Stocks That Beat Q1 2026 Earnings and Are Still Climbing Alphabet, Amazon, Apple, Qualcomm, and Caterpillar all topped Q1 2026 estimates, with standout results in cloud, AI infrastructure, and automotive revenue growth.
Barchart · May 4 Alphabet Stock: Analyst Estimates & Ratings Alphabet has outpaced the broader market over the past year, and analysts remain strongly bullish on its outlook.
Barchart · May 4 Amazon Stock Forecast: Could AI and Chips Make AMZN a $4 Trillion Company? Amazon could be the next Magnificent 7 stock to hit a $4 trillion market cap. Here's why.
International Business Times UK · May 3 Warren Buffett's 'Last Call' Delivers 40% — Greg Abel Faces A Tough Act To Follow Warren Buffett's final investment in Alphabet yielded a 40% return in six months, highlighting his enduring market acumen as Berkshire Hathaway transitions under new CEO Greg Abel.