AST SpaceMobile Reports Big Revenue Beat as It Continues to Scale When the space-based cellular firm reported on Monday, it announced year-over-year revenue growth of 2,758% and $3.9 billion in liquidity. MarketBeat · Mar 3
IonQ in Rebound Mode: Buy the Thesis, Respect the Risk IonQ is on track for a rebound that can add as much as 100% to its stock price, but factors including the timeline to profits cap the potential for gains. MarketBeat · Mar 3
Are the Magnificent Seven Stocks Losing Steam? Should You Buy, Hold, or Sell? After powering the S&P 500 for years, the Magnificent Seven stocks are suddenly lagging in 2026. The smart play might be to do what the crowd isn’t doing. Barchart · Mar 2
Want to Invest Like Michael Burry? 3 Stocks to Sell Now. Michael Burry is questioning the AI spending spree by the tech giants. Should investors be trimming their positions on these popular names now? Barchart · Mar 2
AI Drives Alphabet Forward — But Is GOOGL Stock a Buy Today? Alphabet entered 2026 with AI at the center of its growth strategy, driving performance across Search and Cloud businesses. Barchart · Mar 2
Michael Burry Still Doesn’t Understand Google’s AI Spending. Should You Ditch GOOGL Stock Here? As Alphabet goes all-in on AI, writing billion-dollar checks, Michael Burry waves a caution flag. Should investors stick around or pull back for now? Barchart · Feb 27
Alphabet’s Quiet Edge: The Hidden Assets Powering Its Run Beyond Search and Cloud, Alphabet’s 14% stake in Anthropic provides both equity upside and infrastructure revenue exposure tied to the rise of Claude. MarketBeat · Feb 26
Michael Burry Reveals 'Sinister' Accounting Tricks of Mag 7 Firms to Inflate Earnings by Over 20% Michael Burry has claimed that major US tech firms are using accounting tricks to conceal AI infrastructure costs and are 'understating depreciation' to protect their bottom lines. International Business Times UK · Feb 25
Moody’s flags $662 billion risk at the heart of the data center build-out by just 5 companies “The accounting liability is unlikely to reflect certain plausible future scenarios,” Moody’s said of Meta, Amazon, Alphabet, Oracle, and Microsoft. Fortune · Feb 25
Alphabet Stock Holds Steady Near $312 Amid AI Spending Surge and Analyst Upgrades Alphabet Inc., the parent company of Google, saw its shares close at $311.69 on Monday, February 23, 2026, down 1.02% from the previous session but remaining resilient in a volatile tech sector. International Business Times · Feb 24
Stocks Set to Open Lower Amid Tariff Uncertainty, Nvidia Earnings and U.S. Economic Data Awaited March S&P 500 E-Mini futures (ESH26) are down -0.48%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.65% this morning, pointing to a lower open on Wall Street as heightened uncertainty about U.S. trade policy dampened sentiment. Barchart · Feb 23
Why Smart Money Buys When AI Stocks Pull Back While tech stocks pull back, smart money sees a buying opportunity in this AI stock. Barchart · Feb 21
Paul Tudor Jones Is Betting Big on Google Stock. Should You? Paul Tudor has bought a fresh position on tech giant Google and more. Barchart · Feb 20
Fed staff are more worried about stock prices than tech debt, even as hyperscalers go on a borrowing binge for their AI spending In the fourth quarter of 2025 alone, tech companies issued a record $108.7 billion in bonds, according to Moody’s Analytics, capping a full-year total of nearly $300 billion. Fortune · Feb 20
The Independent UK · Feb 19 Are my pensions or investments at risk from an AI bubble? Lots of companies in the AI sphere are potentially in funds within your portfolios - should you be concerned around recent news?
MarketBeat · Feb 18 Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN Berkshire Hathaway seems to have clearly hitched its wagon to one key hyperscaler in the artificial intelligence race, while reducing its position in another.
Barchart · Feb 18 Warren Buffett Regrets Relearning This Lesson About Investing: It’s Important to Find Businesses ‘Where Tailwinds Prevail Rather Than Headwinds’ Buffett learned this lesson the hard way when he had to take accountability for losses on his textile investment.
The Independent UK · Feb 18 Asian shares gain as most regional markets stay closed for Lunar New Year holidays Shares in Asia are higher, with Japan's benchmark gaining more than 1% after a quiet finish for U.S. stocks
Barchart · Feb 17 Is GOOG Stock a Buy Amid the Software Selloff? As "Magnificent Seven" stocks turn red in 2026, should investors wait for a better entry point with GOOGL stock?
Fortune · Feb 17 Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns “Capex too hot right now,” Bank of America tells clients.
Barchart · Feb 16 Calm Waters for Alphabet (GOOG, GOOGL) Stock Present a Tempting Options Trade Although GOOG stock has suffered a rough outing so far this month, the lack of urgency among the smart money may be signaling a contrarian opportunity.
MarketBeat · Feb 16 Alphabet’s Pullback: A Second Chance for Long-Term Investors? GOOGL has declined by almost 8% MoM, fueled by broader tech weakness and capex concerns rather than any deterioration in Alphabet’s core fundamentals.
Evening Standard · Feb 16 How long can stock markets thrive amid the vortex of geopolitical uncertainty? The perceived excessive valuation of software companies is very real and is severely testing the resolve of investors
Euronews · Feb 16 Analysis: Will Big Tech's colossal AI spending crush Europe's data sovereignty? Big Tech companies are going all in on AI development, raising their projected capital expenditure to over $700bn (€590bn) this year, an increase of roughly 75% compared to 2025.
Reason · Feb 13 Trump's FTC Chairman Sends a Threatening Letter to Apple for Not Promoting Enough Conservative Media Chairman Andrew Ferguson continues the Federal Trade Commission’s crusade against free speech with an official letter to Apple CEO Tim Cook.