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Broadcom Has Seen Its Biggest Customer Drop a Key Chip Before. History Says What the Stock Did Next.
Key PointsBroadcom shares sank on Aug. 19 after Marvell disclosed an expanded custom chip agreement with Google, whose TPU chips Broadcom designs...
Nasdaq News: Markets
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Weekend Round-Up: Pony AI's Earnings, Ferrari's Auction, Tesla's Recall, Waymo's Expansion and Tesla's Cybercab
Ferrari, Tesla and Waymo made headlines with mixed earnings, a $40 million Ferrari EV auction, Tesla's massive China recall and more.read more...
Benzinga
Weekend Round-Up: Social Media Companies Dodge Lawsuit; Google Faces India's Ire; SK Hynix Eyes Japan; Alibaba's Old Nvidia GPUs Still Going Strong
Meta, Google dodge a lawsuit as Google faces scrutiny in India, SK hynix eyes Japan expansion and Alibaba keeps Nvidia's older GPUs running.read more...
Benzinga
Is Alphabet's Search Risk Really Priced In? Stress-Testing Rosenblatt's $410 Thesis
Is Alphabet's Search Risk Really Priced In? Stress-Testing Rosenblatt's $410 Thesis...
Yahoo! Finance: News
Amazon's Custom Chip Business Crossed a $25 Billion Run Rate: Time to Load Up on Shares?
Key PointsAmazon is taking a page from Alphabet's book and growing its custom AI chip offerings...
Nasdaq News: Markets
Warren Buffett's Hand-Picked Successor, Greg Abel, Has 72% of Berkshire Hathaway's Portfolio Invested in Just 5 Stocks. Here's My Top Pick for August.
Key PointsGoogle parent Alphabet has emerged as an AI leader, and that technology is on track to drive its future...
Nasdaq News: Markets
Alphabet and Amazon Are Investing $420 Billion in Artificial Intelligence (AI) Infrastructure: 4 Hardware Stocks Set to Profit
Key PointsNvidia and Broadcom are each selling a ton of computing units...
Nasdaq News: Markets
Google Is Getting Paid in Marvell Stock Warrants for Buying Marvell's Chips
Key PointsMarvell issued Google a warrant for 58,970,907 shares, about 7% of the chipmaker, at an exercise price of $206.58...
Nasdaq News: Markets
Bond Markets Take Center Stage As Investors Assess Sovereign Debt, Rising Yields And Surging Corporate Issuance To Fund AI
Global investors are increasingly focused on the U.S. fixed-income market this August as ballooning federal debt, Treasury buyback operations, and a flood of high-grade corporate bond sales drive long-duration yields higher.
Stocktwits
Google Launches Preferred Sources Button For Publishers
(RTTNews) - Google under Alphabet Inc. (GOOG) on Thursday introduced a new tool to help publishers combat traffic losses from AI-powered search features. The company is now allowing readers to mark websites as "favorite sources" they want to see highlighted more frequently across...
Nasdaq News: Markets

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