Alphabet Inc

Google Maps has long offered limited functionality in South Korea because of restrictions on exporting detailed geographic data, a policy rooted in security concerns. In recent years, the issue has become a flash point in broader trade talks with Washington, which has accused Seoul of discriminating against US tech companies.

In February 2026, Ormat Technologies reported fourth-quarter and full-year 2025 results, issued 2026 revenue guidance of US$1.11 billion to US$1.16 billion, affirmed a quarterly dividend of US$0.12 per share for the next four quarters, and highlighted new long-term PPAs including a large geothermal agreement supporting Google’s Nevada operations. A key development was Ormat’s long-term geothermal PPA with NV Energy to supply up to 150 MW for Google, using a portfolio structure that could...

If there is one AI stock to own, it's Alphabet.

TeraWulf Inc (WULF) showcases significant infrastructure growth and strategic partnerships, despite facing revenue declines and increased expenses in Q4 2025.

Wix.com (NasdaqGS:WIX) has rolled out new links between its platform and two major ecosystems, tying Wix Bookings into Google Search, Google Maps and Google AI Mode, while deepening its QuickBooks Online integration with Intuit. See our latest analysis for Wix.com. Despite the new AI and accounting integrations, Wix.com’s 1-day share price return of 8.69% and 7-day gain of 6.88% come after a much weaker run. The company reported a 30-day share price decline of 18.93% and a 1-year total...

Bitcoin (CRYPTO: BTC) is headed for its worst month since June 2022, with analyst James Check, arguing every indicator shows bottom formation even as BTC is down to the low $60,000s. The Worst Month Since Terra Collapse Bitcoin is on...

TTM Technologies supplies advanced printed circuit boards and RF components to electronics manufacturers across high-growth sectors.

Artificial intelligence is supercharging Amazon's industry-leading cloud business.

Meta Platforms has ‌signed a ‌deal to rent ​Google's AI chips, known as tensor processing units, ‌to ⁠develop new AI models, the ⁠Information reported on Thursday, ​citing a ​person ​involved in ‌the talks. The multi-year deal is worth billions of dollars, the report ‌added. Meta and ​Google ​did ​not immediately ‌respond to Reuters' ​requests ​for comment.

On Feb. 26, 2026, Nvidia fell by over 5% despite strong earnings the previous day. The drop weighed tech-heavy U.S. benchmarks.

Sandisk's stock has risen over 1,700% since it was spun off from Western Digital one year ago.

Long-time Bitcoin (CRYPTO: BTC) critic Peter Schiff argues that investors would have fared far better holding gold than Bitcoin since the 2021 peak. How Gold Outperformed Bitcoin On Tuesday, Schiff pointed out that Bitcoin has fallen more than 66% against...

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock plunged 5.5% on Thursday. Nvidia lost $259 billion in market cap, its largest market cap loss since March 3, 2025, and the seventh largest one-day market cap loss of any U.S. company on record, according to Dow Jones Market Data. The fell 0.5%, while the tech-heavy Nasdaq Composite dropped by 1.2% as investors dumped megacap tech stocks.

SAN DIEGO, February 26, 2026--Dexcom Appoints Rick Osterloh to Board of Directors

CoreWeave beat Wall Street estimates for  quarterly revenue on Thursday, benefiting ‌from the artificial intelligence boom ‌that has driven companies to its platform for ​the massive computing power needed to train and deploy advanced AI models. The ⁠company has benefited from intense demand for high-performance computing infrastructure, ⁠a market it serves by offering large-scale access to Nvidia's most advanced graphics ​processing units. CoreWeave ​has positioned ​itself as a ‌more specialized and cost-effective alternative to the cloud divisions of Amazon, Google and Microsoft, attracting clients ranging from AI labs to large enterprises.

Dell forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial ‌intelligence-optimized servers, sending its shares up around 11% in extended trading. The company ‌also announced a 20% hike in its cash dividend and an additional $10 billion for its share repurchase ​program. Big Tech firms, such as Alphabet, Microsoft, Amazon and Meta, are expected to spend at least $630 billion to build AI infrastructure this year, which would boost demand for vendors like Dell and rival Super Micro Computer.

The deal paves the way for Form Energy to raise a new funding round before potentially going public next year.

The furious selling in Nvidia erased somewhere around $250 billion in market cap. With the report in the rearview mirror, Wall Street is stuck searching for a catalyst that can push the S&P 500 out of a months-long sideways range.

Whetstone Capital Advisors has sold its stake in GitLab, a unified DevOps platform competing in the fast-changing market for AI-assisted coding and secure software delivery. As companies look at combining platforms and adding AI, investors are considering whether GitLab will be able to compete in the future of enterprise development.

Nvidia and other chip stocks are still going strong, but don’t forget about those sizzling small-caps, industrials, and foreign markets.

The company's modular computer tiles offer a new vision for space data centers.

Stifel applied technology analyst Ruben Roy — alongside D.A. Davidson head of technology research Gil Luria — explores what the next catalysts could be for AI hyperscalers, such as Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOG, GOOGL). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Growth stocks are under pressure as investors question the payoff of aggressive spending plans.

Feb 26 (Reuters) - The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments, as surging memory chip prices drive up device

Yahoo Finance anchor Josh Lipton tracks Thursday's top moving stocks and biggest market stories in this Market Minute. Shares of JM Smucker Company (SJM), the maker of JIF peanut butter and Folgers coffee, are on the rise after the company reported better-than-expected quarterly results. Warby Parker (WRBY) stock is surging as the company partners on artificial intelligence (AI) glasses with Google (GOOG, GOOGL) and Samsung (005930.KS). Krispy Kreme (DNUT) stock is skyrocketing amid the company's turnaround efforts. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Alphabet upgrades Nano Banana as competition in generative AI intensifies

The publisher of the Mirror and Express newspapers has suffered a plunge in online readership across its regional titles as it reels from Google’s algorithm changes.

The updated tool makes former Pro features available to all users and rolls out across Gemini and Search AI Mode Thursday.

AAPL's AI push, fueled by its Google collaboration and Apple Intelligence rollout, could give it the edge over ADBE despite a richer valuation.

Alphabet, Spotify and Roku capitalize on the streaming boom as ads, subscriptions and AI-driven personalization fuel scale and monetization.

Ira Bodnar, founder of San Francisco–based startup Ryze, said her company's core product was effectively made obsolete overnight following rapid AI breakthroughs by Anthropic and Manus AI. “Claude just killed our startup,” Bodnar wrote on X on Monday, referring to Anthropic’s popular chatbot. The AI firms unveiled features that directly competed with Ryze’s product, a tool for managing Google (NASDAQ:GOOGL) (NASDAQ:GOOG) and Meta (NASDAQ:META) ads, causing the company’s deal close rate to drop d

Nvidia stock fell more than 4% Thursday, despite strong Q4 earnings results.

Meta Platforms deepens its AI push with AMD GPU deal, nuclear power pacts, and up to $135B in 2026 capex as it races to scale infrastructure and ad growth.

Alphabet's booming Google Cloud revenues, soaring AI demand and $240B backlog signal rising cloud clout, even as Amazon and Microsoft loom large.

Third straight quarterly revenue decline; ADRs fall 3.2% pre-market despite profit topping estimates.

Company has not advanced permit process despite repeated launch promises.

Alphabet (GOOGL) quietly made a very unusual but provocative move inside the Android ecosystem. And whether one likes to believe it or not, there is more to the move than meets the eye, and it could matter more than you think. After nearly seven months of going without a Google Play system update, ...

Earlier this week, Klaviyo announced a partnership with Google to connect Google's search, ads, AI, messaging and Search-to-RCS capabilities with Klaviyo's real-time customer data platform, enabling brands to create AI-driven, autonomous customer experiences across discovery, purchase, service and loyalty. An interesting aspect of this collaboration is that Klaviyo is among the first globally to offer Google's Search-to-RCS entry point, allowing customers to start conversations with...

Feb 26 (Reuters) - Google on Thursday unveiled a successor to its viral Nano Banana image generation model, touting faster performance as the search-engine behemoth pushes to attract more users to its

For quite some time, billionaire Warren Buffett wasn’t a fan of technology stocks. That’s because the billionaire, who advises us to buy what we know, didn’t know enough about tech, opting for companies he could reasonably understand. He also liked to buy into companies that had slow-moving moats, such as consumer goods and insurers. And ... Warren Buffett Avoided Tech Stocks for 60 Years — His Last Move as CEO Was Buying This Stock

SAN FRANCISCO, February 26, 2026--Curious Orange, an independent digital marketing agency with a global footprint, today announced two major additions to its U.S. leadership team as it continues to expand across North America. The agency has appointed former Instrument leader Jess Wehage as U.S. Managing Director and longtime Google and eBay executive Shawn Mielke as Co-Founder and board member.

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock plunged in intraday trading. Shares fell 5.6% to $184.66, on pace for their largest percentage loss since April 2025. D.A. Davidson analyst Gil Luria wrote in a research note that Nvidia’s results were a “notable beat over expectations,” adding that he sees “no reason to doubt compute-demand given the accelerating trajectory of AI progress.”

Traders looking for a way to play Google stock — which is showing signs of strength — via options could use a bull put spread.

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock plunged in early trading. Shares fell 5.6% to $184.66, on pace for their largest percentage loss since April 2025. D.A. Davidson analyst Gil Luria wrote in a research note that Nvidia’s results were a “notable beat over expectations,” adding that he sees “no reason to doubt compute-demand given the accelerating trajectory of AI progress.”

A down day for the stock market quickly snowballed into a full-blown selloff. The Nasdaq Composite dropped 1.9%. The S&P 500 fell 1.2%. The Dow was down 200 points, or 0.4%, after starting the day higher.

We recently published 12 Stocks on Jim Cramer’s Radar. Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer’s radar. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is the only mega-cap technology firm that hasn’t massively invested in AI infrastructure. The absence of AI investment hasn’t gone unnoticed on either Cramer’s or Wall Street’s radar. While […]

Driven by AI-assisted growth and solid demand, ROAD stock looks to put the finishing touches on new buy zone.

Most quantum computing stocks are speculative buys, but not Alphabet.

Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is one of the stocks that was on Jim Cramer’s radar recently. Cramer showed bullish sentiment toward the stock despite the release of Google’s Project Genie, as he commented: Before the show got preempted by the Olympics for two weeks, we were already witnessing a nasty sell-off in any industry […]

Trade Desk stock was falling early Thursday, extending its terrible run, after its revenue outlook disappointed. The company has faced a revenue growth slowdown and intense competition from the likes of Amazon.com and Alphabet ‘s Google. In the earnings call, CEO Jeff Green said there had been “a sustained weakness among some large consumer packaged goods companies as well as some global auto companies.”

Nvidia and Tesla shares were surprisingly calm after Nvidia’s closely watched fourth-quarter earnings report.

In a Sunday macro note framed explicitly as a thought exercise, Citrini Research modeled a speculative scenario in which AI-driven commerce structurally undermines card network economics. Interchange in the Crosshairs The central payments argument: AI agents optimizing consumer transactions around...

The First Trust RBA American Industrial Renaissance ETF targets small and mid-cap U.S. industrial and community banking companies.

Artificial intelligence chip designer Broadcom said that it expects to sell at least 1 million chips by 2027 based on its stacked design tech, an ‌executive told Reuters on Wednesday. The forecast, which Reuters is the first to report, marks a new product ‌and sales target for Broadcom that could represent a revenue stream potentially worth billions of dollars. Harish Bharadwaj, vice president of product marketing, said the 1 ​million chips the company projects it will sell are based on an approach Broadcom developed that stacks two chips on top of one another, allowing the distinct pieces of silicon to be tightly bound to improve the speed at which data can flow from one chip to another.

Jest, a marketplace for messaging games, emerged from stealth with $7 million in seed funding.

NVDA smashes Q4 estimates with a 73% revenue surge, booming data center sales and a bold $78B outlook, signaling AI demand remains red-hot.

Nvidia said it expected robotaxis to become a huge market thanks to proliferation of fleets from Tesla, Waymo, and others.

The Connectivity Standards Alliance (Alliance) announced today the release of the Aliro 1.0 specification, a new communication protocol and credential standard designed to revolutionize how users interact with access points in every aspect of their lives. While the convenience of unlocking a smart home lock often captures public attention, Aliro is built for broader impact, aiming to streamline interoperability across varied access control use cases, including corporate offices, universities, ho

Nvidia (NVDA) Climbs as Upbeat Outlook Lifts Mag 7 While Peers Trade Lower

CNBC's Jim Cramer said Thursday that investors are skeptical about Nvidia's customers, not the company's technology leadership.

Nano Banana 2 is Google's newest version of its Gemini AI image generator, with increased speed and real-time sourcing.

The NBA hopes to revamp the incentives among European basketball clubs to improve player development and revenue generation.

Deutsche Telekom chief executive Timotheus Hoettges expressed dissatisfaction ‌with how the European Union is ‌handling the reform of telecommunication sector rules ​and called for more deregulation. "We're seeing more and more red tape, more requirements," he said during a press conference ‌after the ⁠publication of the company's fourth-quarter results. Following several months of pressure ⁠from European telecom companies, the European Commission unveiled in January a major ​revamp of ​the sector rules ​known as the ‌Digital Networks Act.

For more than a year, Elon Musk has repeatedly said Tesla is months away from launching a driverless robotaxi service in California – once state regulators give their blessing. Tesla did nothing to secure that approval in 2025, according ‌to previously unreported state Department of Motor Vehicles records and a state spokesperson. Tesla logged zero miles of autonomous test driving on California ‌roads last year for the sixth year in a row, the records show.

Tesla has sued the California Department of Motor Vehicles in response to accusations of false advertising.

Nvidia now makes more revenue in a single quarter than most other chip companies generate in an entire year. Nvidia projected an even higher growth rate for the current quarter, and that forecast actually beat Wall Street’s consensus target by the widest range in two years, according to FactSet data. Nvidia’s share price has gone through other periods of turbulence over the past three years, as investors have sporadically worried about blowout AI spending creating a bubble that could suddenly burst.

The people who know Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla best are telling a worrisome story.

Nvidia Corporation beat Q4 estimates as data center growth accelerates and margins expand; see FY2027 outlook, valuation, and risks. Click for this NVDA update.

Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock failed to catch fire ahead of the opening bell. D.A. Davidson analyst Gil Luria wrote in a research note that Nvidia’s results were a “notable beat over expectations,” adding that he sees “no reason to doubt compute-demand given the accelerating trajectory of AI progress.” KeyBanc analyst John Vinh raised some estimates and said that guidance had “solidly exceeded expectations.”

Wix.com (NasdaqGS:WIX) has integrated Wix Bookings with Google Search, Google Maps, and its AI Mode. The update allows service businesses to show availability, pricing, and book appointments directly within Google experiences. The launch connects Wix merchants more closely to consumer search and discovery flows that already exist on Google. For Wix.com, which focuses on website creation and online business tools, this move speaks directly to service based customers that rely on appointments...

https://support.google.com/google-ads/answer/16489313?hl=en-lists-for-search-ads-advanced#:~:text=AI%20Max%20campaigns.-,New%20campaigns,to%20apply%20to%20your%20campaign.

Hyperscalers like Amazon, Microsoft, Google, and Meta are the true long-term winners, acting as 'AI utilities' with expanding moats. Click for more on Market Outlook.

 ElevenLabs expands use of Google Cloud's AI stack, including Gemini and Veo models, and NVIDIA Blackwell GPUs to scale enterprise AI voice toolsSUNNYVALE, Calif., Feb. 26, 2026 /PRNewswire/ -- ElevenLabs and Google

Alphabet (GOOGL) exemplifies quality investing with high growth, exceptional capital efficiency, and a fortress balance sheet, making it a durable buy-and-hold candidate.

Avalon GloboCare (ALBT) just joined the AMD AI Developer Program to build next-gen video and automation tools. See how this partnership and their new FDA-registered KetoAir breathalyzer are positioning the company for a massive 2026.

HSBC has downplayed concerns about AI replacing the software-as-a-service (SaaS) sector or an impending "SaaSpocalypse," predicting instead that software will benefit from AI's development.

The iPhone maker is in talks with ICICI Bank Ltd., HDFC Bank Ltd. and Axis Bank Ltd., as it aims to introduce its payment service in India around the middle of 2026, according to people with knowledge of the matter. Apple is also discussing the plan with payment networks Mastercard Inc. and Visa Inc., said the people, who asked not to be named because the deliberations are private.

Here are five key things investors need to know to start the trading day.

Moody's Ratings revealed that the five leading hyperscalers, Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Microsoft Corp. (NASDAQ: MSFT) and Oracle Corp. (NYSE: ORCL), have racked up $662 billion in future data center lease obligations that remain off their balance sheets.

Tesla's Robotaxi service in Austin is over 2x cheaper than rival Waymo, but underperforms in terms of efficiency.

The private investment firms of Leon Cooperman and the Walton family disclosed bold stock buys last quarter.

Parents will receive alerts via email, text, WhatsApp or Instagram if their teens are repeatedly searching for "phrases promoting suicide or self-harm."

TSM reaches $2 trillion milestone, produces chips for major customers like Nvidia, Broadcom, Tesla, and Apple.

The top fund families of 2025 had exquisite timing—and managers with strong stomachs. How they navigated a tumultuous year.

NextEra Energy, Inc. (NYSE:NEE) is among the 15 Best Electric Utility Stocks to Invest In Now. NextEra Energy, Inc. (NYSE:NEE) is among the Best Utility Stocks. On February 20, 2026, Morgan Stanley boosted NextEra Energy, Inc. (NYSE:NEE)’s price objective to $106 from $104 while maintaining an Overweight rating. Morgan Stanley recently revised its price targets […]

On Monday, Cathie Wood-led Ark Invest executed significant trades across its ETFs, focusing on companies like Figma Inc. (NYSE:FIG) , DoorDash Inc. (NASDAQ:DASH), and Advanced Micro Devices Inc. (NASDAQ:AMD). The Wood-led company also transacted in the shares of BWX Technologies Inc. (NYSE:BWXT), Alphabet Inc. (NASDAQ:GOOG) and Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) The Figma Trade Ark Invest made a substantial purchase of Figma shares, acquiring 380,126 shares through its ARK In

The world's most valuable company reported better-than-expected fiscal fourth-quarter results after the bell Wednesday stateside.

Nvidia CEO Jensen Huang said he is confident Big Tech's nearly $700 billion AI capital spending boom will continue as "compute equals revenues," highlighting strong demand visibility into 2027 alongside the company's 73% revenue surge and upbeat first-quarter outlook.

Alphabet's accelerating growth has pushed its valuation higher.

Reports show both Anthropic and OpenAI are revising safety commitments amid surging investment and competition.

Alphabet, parent of Google (NasdaqGS:GOOGL), has entered into major energy deals with Xcel Energy in Minnesota and AES Corporation in Texas to supply new data centers with large-scale clean power. The partnerships include plans for what is described as the world's largest iron air battery system and multi decade energy infrastructure commitments tied to Google's facilities. These projects are designed to support rising power needs from AI and cloud computing while responding to regulatory...

Kicking off earnings reports for quantum computing stocks, IonQ reported Q4 profit and revenue that topped views amid an acquisition spree.

Kicking off earnings reports for quantum computing stocks, IonQ reported Q4 profit and revenue that topped views amid an acquisition spree.

Nvidia on Wednesday reported blockbuster quarterly results that blew past Wall Street expectations, posting record revenue of $68.1 billion as insatiable demand for its artificial intelligence chips showed no sign of cooling.The company forecast the current quarter's revenue at $78 billion, plus or minus two percent -- comfortably above the roughly $72 billion Wall Street had been expecting, and a figure that analysts said would go a long way toward silencing doubts about the durability of AI in

Exploring the Fourth Quarter 2025 N-PORT Filing

Much has been made of AI cloud giants like Amazon.com, Microsoft, and Alphabet extending their depreciation schedules on AI servers from four years to six years, saving on cost-of-revenue in the near term.

On Monday, "Big Short" investor Michael Burry, known for his high-profile bet against the U.S. housing market, said that today's artificial intelligence surge, led by Nvidia Corp (NASDAQ:NVDA), could follow a boom-and-bust pattern similar to the 1920s radio craze. AI Boom Compared To RCA's Historic Collapse Burry over the weekend drew parallels between the current AI frenzy and the speculative surge around Radio Corporation of America nearly a century ago. "In the 1920s there was radio mania foc

Nvidia (NVDA) reported fiscal fourth-quarter results above Wall Street's estimates as an artificial

Zoom is ​increasingly squeezed by rivals such as Microsoft's Teams and Alphabet's Google Meet, which come bundled with broader workplace suites that often make them cheaper for enterprise customers. Despite a push to diversify ‌its offerings, Zoom ⁠has been grappling with slowing growth as pandemic-era work-from-home arrangements decline and employees return to offices. While ⁠its enterprise business has shown resilience, the online segment, which serves individual consumers and small businesses, has remained a weak spot.

Jensen Huang delivered a 73% revenue surge while quietly dumping $12.8 billion into Groq, proving that when you own the factories of the industrial revolution, you set the price for everyone else

Chipmaker Nvidia forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial intelligence processors amid widespread scrutiny of massive AI investments. The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, ‌compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG. Investors are looking to Nvidia's results to gauge whether the hundreds of billions of ​dollars that Big Tech is pouring into data center infrastructure are paying off.

Dividend stocks generate passive income even when the market is falling.

The major gauges gain ahead of a highly anticipated earnings report from Nvidia.

Financial stocks gained in late Wednesday afternoon trading with the NYSE Financial Index rising 1.4

In its earnings report, Nvidia gave guidance for the first quarter that sailed past estimates, with growth projected to reach its fastest in a year.

Financial stocks gained in late Wednesday afternoon trading, with the NYSE Financial Index rising 1.

Don't rush to buy the dip on these popular quantum computing stocks.

Broadcom is one of the most balanced AI stocks to buy in 2026.

Cryptocurrencies are "utterly useless," Federal Reserve Bank of Minneapolis President Neel Kashkari says. Kashkari cast doubt on the value of cryptocurrencies when asked about AI by Old National Bancorp (NASDAQ:ONB) CEO Jim Ryan III during a Q&A at the Midwest...

Nearly five years after graduating into an independent Alphabet company, Intrinsic is moving under Google's domain.

AI Safeguards Face Friday Deadline

Representatives of firms including Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Google parent Alphabet Inc. are expected to attend a March 4 event with the president, a White House official said. Others on the invite list include Elon Musk’s xAI Corp., Oracle Corp. and OpenAI Inc.

https://www.axios.com/2026/02/25/anthropic-pentagon-blacklist-claude

STORY: Shares of Workday spiraled to a more than five-year low on Wednesday...after a weaker-than-expected sales forecast fanned investor worries about whether the HR software company could stay competitive in the era of AI.Workday's recent rout has made it one of the worst-performing U.S. software stocks this year.The drop in shares - down nearly 40% this year - has been fueled by concerns that AI tools launched by companies such as Anthropic would erode demand for traditional software.Workday CEO and co-founder Aneel Bhusri spent a large chunk of the post-earnings call on Tuesday trying to dispel those worries...saying, quote, "Just for what it is worth, Anthropic, Google and OpenAI all run Workday"'s platform.He added that, quote, "no amount" of AI-driven coding could replicate complex HR and payroll software.Still, about 26 analysts, more than half those covering the stock, lowered their price targets on the stock after Workday issued a softer-than-expected annual subscription revenue forecast.The company also said some large deals were taking longer to close, particularly in the government and healthcare sectors.

Samsung Electronics on Thursday launched its flagship Galaxy S26 smartphones with higher prices for some models in the ‌United States and South Korea, testing demand as soaring memory chip costs ‌pressure margins. The rollout, which integrates Perplexity's AI features along with Google's Gemini and an upgraded ​Bixby, follows Samsung's loss of smartphone leadership last year to Apple, which benefited from strong iPhone demand in China and India. A global push by firms such as Meta, Google and Microsoft to build AI infrastructure has absorbed much ⁠of memory supply, lifting prices as chipmakers prioritise higher-margin data centre components such as high-bandwidth memory chips over consumer devices.

Samsung's S26 line of smartphones gets a large dose of AI.

Alphabet's Google is poised to start testing changes to its search results to give rivals more ‌prominence, a person with direct knowledge of the matter said on Wednesday, ‌seeking to avoid an EU fine for allegedly favouring its own services in searches for hotels, flights ​and restaurants. The world's most popular internet search engine has come up with various proposals to mollify rivals and EU regulators since it was charged last March with breaching the Digital Markets Act. The previously unreported changes to its search results will show both VSS and Google results, with top-ranked vertical ​search engines ​displayed by default, the source said.

After a 40% slide this year, Workday's CEO told analysts that Anthropic, Google and OpenAI run on its HR and ERP systems.

Moby summary of LifeStance Health Group, Inc.'s Q4 2025 earnings call

AI chip giant Nvidia's quarterly earnings report could reinforce expectations for strong growth in businesses supplying data centers and amplify concerns about a deluge of industry-disrupting AI innovations on the horizon.

AI's electricity boom meets Trump's SOTU policy shift. Utilities and smart grid ETFs may be the real winners — or losers.

Company says Azure margins improving as investors debate AI spending pace.

Perplexity AI has launched Perplexity Computer, a next-generation platform designed to unify files, tools, and 19 separate AI models into a single orchestrated system.

Nvidia Earnings Loom as AI Rally Faces Crucial Test

Hyperscalers are abandoning the asset‑light era as AI spending drives capex toward record levels, squeezing free cash flow and reshaping Big Tech's capital‑allocation model.

AMD just landed one of the biggest chip deals in AI history, and investors should pay close attention.

During his State of the Union address, President Trump announced a "ratepayer protection pledge" requiring Big Tech AI developers to fund their own energy usage.

ADBE expands AI partnerships and embeds Firefly and Acrobat AI to revive growth as shares slide 27% YTD amid fierce Microsoft and Alphabet rivalry.

HSBC believes enterprise software “will not be threatened by AI.” Rather, AI will be embedded within software platforms, the analyst tells investors in a research note titled “Software Will Eat AI.” The firm says enterprise software companies have been “doing the heavy lifting of designing, vibe-coding, and beta testing of embedded agents.” HSBC points out that software valuation levels are at “historic lows, even though the sector is poised to expand massively.” Software vendors are best suited

“Even if they have tremendous numbers, we know the markets are really fickle,” said Ken Mahoney, president of Mahoney Asset Management. After powering the market higher for much of the past few years, Nvidia shares have gone cold in recent months, rising just 3.8% since the start of the fourth quarter, as investors question the hundreds of billions of dollars customers like Alphabet Inc. and Microsoft Corp. are spending on AI.

Microsoft and fellow hyperscalers ramp AI spending as agentic AI shifts from chat to action, spotlighting new disruptors like Monday.com.

Futures on the major gauges dip ahead of a highly anticipated State of Union address by the president.

Data Ramp, with its "zero trust" data exchange solution and Aspire North, with its precision marketing solution powered by ExperianTM data, have joined forces to launch 0cean℠ , a true zero-PII data network designed for organizations operating in zero-trust environments. At the core of 0cean℠ is 1lxSM. This innovation enables secure, best-in-class and patented, fuzzy-matching logic behind each exchanging party's firewall. The architecture allows organizations to share information without exchang

https://www.foxnews.com/politics/scoop-trump-brings-big-tech-white-house-curb-power-costs-amid-ai-boom

Google to test proposed changes soon, source saysChanges aim to give rivals greater prominence in search resultsEU fines for Digital Markets Act breaches can be as much as 10% of global revenueBRUSSELS, Feb 25 (Reuters)

Investing.com -- Sea’s recent share-price weakness has renewed debate over whether artificial intelligence could upend the company’s e-commerce position, but Bernstein argued those fears are overstated.

Thousands of users flagged issues with Search and site access, Downdetector data show.

Strategy (NASDAQ:MSTR) bought 592 Bitcoin (CRYPTO: BTC) for $39.8 million marking its 100th purchase announcement since August 2020, despite sitting on a $7 billion unrealized loss. The 100th Purchase Milestone Strategy sold 297,940 shares of common stock between February 17-22,...

Ross Gerber, co-founder of investment firm Gerber Kawasaki, issued a stern warning on Wednesday regarding the safety of Tesla Inc.'s (TSLA) autonomous driving software.

Futures on the major gauges dip ahead of a highly anticipated State of Union address by the president.

Market skeptical of Zoom Communications' (ZM) Q4 earnings; previous beats & AI integration vs competitors challenged by enterprise AI spend.

Taiwan Semiconductor Mfg aka TSMC crossed $2T as Nvidia's AI surge accelerates chip demand, reshaping the global tech hierarchy.

Broadcom (AVGO) stock gains on Wall Street's positive outlook despite software concerns. UBS reaffirms buy rating.

Canadian telecoms giant Telus (T.TO, TU) said Wednesday that it will step down its discount on share

Benzinga readers share their predictions for Nvidia Q4 earnings. Readers were right 98% of the time in predicting last quarter's earnings.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. Despite the tailwinds, their demand largely hinges on consumer spending habits, which investors believe are weakening. As a result, the industry has pulled back by 27.8% over the past six months. This drawdown is a far cry from the S&P 500’s 6.2% ascent.

Alphabet (GOOGL) has been holding up well recently even as other tech stocks come under pressure.

Nvidia has been the best performer on Wall Street this year among tech's megacap companies.

AJ Scaramucci thinks trading cards have experienced tremendous growth, and thus they, and other collectibles, are great alternative investments.

Nvidia hotly anticipated fourth-quarter earnings, slated for after the close of trading Thursday, is widely expected to jolt markets from their recent poor run and power stocks into a new round of gains on the tailwind of the artificial-intelligence boom. The undisputed leaders of the AI race, with a hammerlock on its most important component, the Blackwell processor, contracts with the biggest hyperscalers, and investments in both OpenAI and Anthropic, Nvidia sits at the epicenter of the world’s hottest technology and the markets biggest growth engine. At present, two of the biggest concerns weighing on investors are inexorably tied to the AI trade, and both are likely to be intensified by a blowout earnings report from Nvidia.

The technology stock trade has stumbled out of the starting block in 2026, stemming from pressure from artificial intelligence disruption fears and the allure of groups that have lagged, but the broader market may struggle to make substantial gains without the ‌heavyweight sector's help. Nvidia's quarterly report on Wednesday looms as the next test for tech, as questions are being raised about whether AI-related selloffs have been ‌too harsh and when there may be a turning point for under-pressure stocks. The semiconductor giant and world's largest company by market capitalization is an AI bellwether, whose results and outlook could ripple widely through the ​industry.

Traders are betting investments in the technology won’t pay off as investors become increasingly nervous about AI’s potential impact.

The company in 2023 said in its Responsible Scaling Policy that it would delay AI development that might be dangerous. In a Tuesday blog post, Anthropic said it was updating its rules to say it would no longer do so if it believes it lacks a significant lead over a competitor. “The policy environment has shifted toward prioritizing AI competitiveness and economic growth, while safety-oriented discussions have yet to gain meaningful traction at the federal level,” Anthropic said in its post.

Nvidia shares were up 0.5% to $193.71 in premarket trading Wednesday. The stock has climbed 2.6% over the past five trading days. The chip-maker’s fourth-quarter earnings, to be released after the bell Wednesday, will be seen as a bellwether for artificial-intelligence spending.

Investors expect a surge in bond issuance from hyperscalers, according to a new survey.

The partnership includes wind, solar and battery storage to supply a new Google data centre.

MOSCOW, Feb 25 () - A Russian ‌court has ‌fined Alphabet's Google ​over 22 million roubles ($288,000) for distributing VPN (virtual ‌private network) ⁠services on the Google ⁠Play app store, state ​news ​agency ​TASS reported ‌on Wednesday. VPNs provide a means for Russians to access foreign ‌tech platforms ​and ​content ​that Russia ‌has banned or ​restricted.

Nvidia's AI boom is pushing Meta and others to back AMD and custom chips, accelerating the rise of future competitors.

The latest investor updates on stocks that are trending on Wednesday

https://finance.yahoo.com/news/workday-tumbles-dour-revenue-outlook-092613913.html

Here are five key things investors need to know to start the trading day.

"The accounting liability is unlikely to reflect certain plausible future scenarios," Moody's said about Meta, Amazon, Alphabet, Oracle and Microsoft.

Alibaba expands AI footprint with new multi-model coding plan, offering easy access to leading open-source models.

CNBC got an exclusive first look at Vera Rubin, Nvidia's next AI system that's due to ship in the second half of the year

Nvidia's stock has skyrocketed since the unveiling of its first server system for AI data centers, Grace Blackwell. Now, it’s poised to ship its next generation, Vera Rubin, later this year. With 1.3 million components from more than 80 suppliers across 20 countries, making the system involved monumental orchestration. Nvidia says Vera Rubin will deliver 10 times more performance per watt than its predecessor. CNBC’s Katie Tarasov got an exclusive first look to see how it all came together.

Secretary of War Pete Hegseth has reportedly warned Anthropic that it could be removed from the Pentagon's supply chain if the company does not commit by Friday to allowing its technology to be used in all lawful military applications.

The 2026 CNBC Changemakers are women defying the odds to reach the highest levels of success in fields from AI to healthcare, retail, sports and entertainment.

British robotaxi startup Wayve announced on Wednesday it had raised $1.5 billion in fresh funding to bolster its global robotaxi operations, pushing the Microsoft and Nvidia-backed company's valuation to $8.6 billion.

The Market’s AI Obsession Is Starting to Bring Out the Bears

Samsung (SSNLF) users are growing suspicious. And for good reason. Users are jumpy whenever you mention anything related to security. For the users, it looks like anything that is coming up from the point of "security" these days leads them backward, causing anxiety. That is exactly what Samsung ...

AI power and wealth are rapidly concentrating among a small group of companies, as per Anthropic CEO Dario Amodei.

From small startups to giants including Meta and Google, tech companies are factoring AI use into performance reviews and trying to track productivity gains.

The startup was founded by former Google TPU engineers in 2023.

Futures on the major gauges dip ahead of a highly anticipated State of Union address by the president.

Futures on the major gauges dip ahead of a highly anticipated State of Union address by the president.

Futures on the major gauges dip ahead of a highly anticipated State of Union address by the president.

Futures on the major gauges dip ahead of a highly anticipated State of Union address by the president.

Iron-air batteries can supply a steady supply of energy for 100 hours, far longer than competing batteries for data centers.

Famed “Big Short” investor Michael Burry has issued a scathing warning to Silicon Valley, alleging that tech giants are employing aggressive accounting maneuvers to mask the true costs of the AI infrastructure race. The ‘Sinister’ Accounting Trick Burry, in an X post, targeted a group of Big Tech companies, including Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META), accusing them of “understating depreciation” to protect their botto

Stifel vice president of portfolio strategy Thomas Caroll joins the Market Domination team to address Big Tech's rising capex spending on AI and define which companies are the biggest winners in AI hardware and which are the losers in AI services. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

One tech titan possesses an edge over its digital advertising rival.

Anthropic (ANTH.PVT) is showing investors that artificial Intelligence (AI) isn't about replacing software. Yahoo Finance Technology Editor Dan Howley joins Yahoo Finance host Josh Lipton to discuss the company's new partnerships and plugin features that integrate its AI tools with apps like Google's Gmail (GOOG, GOOGL) and Microsoft Excel (MSFT). To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Alphabet’s Google (NasdaqGS:GOOGL) is expanding its U.S. data center footprint through new long term clean energy agreements with AES Corporation in Texas and Xcel Energy in Minnesota. The projects are expected to add nearly 2 gigawatts of renewable power capacity to support Google’s data centers and related infrastructure. The arrangements include long term power purchase agreements, co located energy assets, and investment aimed at grid reliability and local economic support. For you as...

The growing competition between Google and Nvidia, Anthropic makes nice with software and AI is powering trade-secret theft..

Form Energy's iron-air batteries will store wind and solar power to keep the data center running 24/7.

US defence secretary Pete Hegseth has threatened to cut Anthropic from his department’s supply chain unless it agrees to sign off on its technology...

Acquisition Expands Climb’s Reach in Greece, Malta, Bulgaria and Cyprus and Advances Pan-European Microsoft Distribution Strategy Transaction Expected to be Accretive to Earnings and Adjusted EBITDA EATONTOWN, N.J., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Climb Global Solutions, Inc. (NASDAQ:CLMB) (“Climb” or the “Company”), a value-added global IT channel company providing unique sales and distribution solutions for innovative technology vendors, has completed the acquisition of interworks.cloud (“In

Energy stocks were mixed late Tuesday afternoon, with the NYSE Energy Sector Index up 0.2% and the S

Google has long been one of the biggest customers for Nvidia’s artificial-intelligence chips. Sundar Pichai, CEO of the internet search giant, has even specifically called out the company’s use of Nvidia’s products in 10 of his last 12 quarterly earnings calls, according to data from S&P Global Market Intelligence. There is good reason: Nvidia’s chips are in great demand and short supply.

If Trump wants to clear up anything, he would get a prime opportunity as he delivers the State of the Union address.

Broadcom looks poised to become a big inference winner in 2026.

Trump administration seeks non-binding pledges from Microsoft and Alphabet to ensure AI-driven data center growth doesn't increase consumer electricity costs.

Project includes 1,900 megawatts of wind, solar and battery storage under deal with Xcel.

Klarna Group (KLAR) said the Patent and Market Court of Sweden is expected to deliver a verdict on A

Yahoo Finance Host Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including Wall Street analysts upgrading their ratings on AI chipmaker Qualcomm (QCOM) and Alphabet-owned (GOOG, GOOGL) Waymo expanding its robotaxi services to Dallas, Houston, San Antonio, and Orlando Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Apple continues to struggle to embed appealing new AI features into its voice assistant.

Anthropic showcased cooperation with some software vendors recently hammered by its AI product roll-outs. Software stocks climbed.

While market skeptics are quick to scream "bubble"at any sign of concentrated market leadership, the underlying fundamentals of today's tech titans tell a more nuanced story.

Megacap growth stocks are underperforming the S&P 500 in 2026.

STOCKHOLM, February 24, 2026--Klarna Group plc (NYSE: KLAR) announces that the Patent and Market Court of Sweden (Patent- och marknadsdomstolen) is expected to deliver its verdict on April 15, 2026 in the antitrust damages proceedings brought by Klarna’s subsidiary PriceRunner International AB against Google LLC and Google Ireland Limited. The trial, which ran from October 20 to December 19, 2025, concerned PriceRunner’s claim for approximately $8.3 billion in damages — the largest civil damages

Microsoft Highlights AI Margins Amid Rising Capex Spending

Driverless rides begin in Houston, Dallas, and San Antonio as New York plans stall

Waymo is now in Houston, San Antonia, Dallas, and Orlando. That’s 10 cities for Alphabet’s self-driving car company.

BOSTON & MOUNTAIN VIEW, Calif., February 24, 2026--Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced a strategic partnership with Google to help brands deliver the next generation of autonomous AI-driven customer experiences from product discovery through purchase, service and loyalty.

Nvidia is the sole member of the so-called Magnificent 7 group of stocks to have posted gains year-to-date.

Anthropic showcased cooperation with some software vendors recently hammered by its AI product roll-outs. Software stocks climbed.

Feb 24 () - Alphabet's Google doubled down on efforts to secure power supply for its data centers across the country by entering into ‌separate agreements with U. utilities, AES Corp and Xcel Energy, on Tuesday.

Booking (BKNG) is positioned to remain a "key driver" of the industry even as "agentic" artificial i

Ormat Technologies (NYSE:ORA) has agreed a long term geothermal Power Purchase Agreement with NV Energy to supply up to 150MW for Google's Nevada operations. The deal is supported by a Clean Transition Tariff that structures how Google accesses this new geothermal capacity through NV Energy. The portfolio PPA framework allows Ormat to add multiple projects over time, with contracted volumes tied to Google's clean energy needs. For investors watching NYSE:ORA, this agreement links a $115.19...

Americas virtual event to take place March 11, 2026—featuring leaders from Google, Databricks, CNBC, Wolters Kluwer and TransamericaNEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced the speaker lineup for its upcoming AI in Action Americas virtual event on March 11 from 10-11 a.m. EDT. The annual forum convenes prominent business and technology leaders to reveal the latest innovations making agentic AI a reality for modern enterprises. Featur

Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be announcing earnings results tomorrow after market hours. Here’s what investors should know.

Google is expanding its US data center presence with a new AI hub in Minnesota, powered by clean energy and innovative grid solutions.

Investors closely follow Bill Ackman and his fund, Pershing Square Capital Management, to see what the billionaire and his team are buying and selling.

The artificial-intelligence start-up shows off its chatbot’s latest capabilities during a virtual event Tuesday. Stock markets have been impacted by AI disruption fears.

Meta Platforms (NasdaqGS:META) has entered a multi year AI chip partnership with AMD, centered on AMD Instinct accelerators. The agreement includes more than 6 gigawatts of AI compute capacity and a performance based equity component that could give Meta up to 10% of AMD. The deal focuses on collaboration across next generation silicon, systems, and AI software platforms. Meta Platforms, trading at around $637.25 per share, is moving to broaden its AI infrastructure beyond a single supplier...

NEW YORK, February 24, 2026--Basis, the leading AI agent platform for accountants, has raised $100 million in Series B funding at a $1.15 billion valuation. The round was led by Accel (Miles Clements), along with GV (Google Ventures) and Lloyd Blankfein, and with Khosla Ventures (Keith Rabois and Vinod Khosla) and other existing backers doubling down.

Intel (INTC) and AI startup SambaNova announced a multi-year partnership and a $350 million funding round to challenge Nvidia's market lead. With Intel CEO Lip-Bu Tan at the helm, SambaNova's new SN50 chip claims to outperform Nvidia's Blackwell B200, signaling a major shift in the global AI hardware race.

Are autonomous vehicles like Waymo really safer than human drivers? It seems to be the trillion-dollar question that everyone from Alphabet (Waymo's parent company) to Tesla to Amazon is asking. On the one hand, robotaxis don't drink and drive, don't drive while tired, don't drive distracted, and ...

Anthropic is launching a slew of new enterprise capabilities for its AI bot Claude, putting increased pressure on software companies.

Cipher Digital Inc. (NASDAQ: CIFR) reported 2025 results and rebranded as it shifts focus to high-performance computing.

https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario

Artificial intelligence model builder Anthropic on Tuesday is slated to host an event focusing on how its Claude family can be leveraged to deploy "agents" in enterprises.

Xcel Energy said on Tuesday it has partnered with Google to power the tech giant's new ‌data center in Pine Island, Minnesota, while contributing 1,900 ‌megawatts of new clean energy to the grid. U.S. power consumption is expected to ​increase rapidly through this year and the next, driven by the rapid build-out of data centers for artificial intelligence services and cryptocurrency, as well as a shift by homes and businesses toward electric ‌heating and transport. Xcel said the project would not raise costs for existing customers, as Google will ​pay all ​costs for its new service ​in line with Minnesota's regulatory ‌and legislative requirements for large loads.

PriceRunner v. Google: Sweden's Largest-Ever Civil Damages Claim Reaches Decision Stage; Klarna Provides Investor UpdateKlarna Group plc (NYSE:KLAR) announces that the Patent and Market Court of Sweden (Patent- och

Boris Cherny says Claude Code has been writing all of his code since November.

Waymo will begin dispatching its robotaxis in four more cities in Texas and Florida, expanding the territory covered by its fleet of self-driving cars to 10 major U.S. metropolitan markets. The move into Dallas, Houston, San Antonio and Orlando, Florida, announced Tuesday, widens Waymo's early lead in autonomous driving while rival services from Tesla and the Amazon-owned Zoox are still testing their vehicles in only a few U.S. cities. In contrast, Waymo's robotaxis already provide more than 400,000 weekly trips in the six metropolitan areas where they have been transporting passengers: Phoenix, the San Francisco Bay Area, Los Angeles, Miami, Atlanta, and Austin, Texas.

AES (NYSE:AES) has entered into a long term renewable energy and infrastructure partnership with Google tied to a new data center in Texas. Under the agreements, AES plans to develop, own, and operate energy facilities that will supply power to the Google data center. The partnership is expected to affect rural communities near the new facilities through new energy infrastructure and related investment. For investors watching NYSE:AES, this partnership comes as the stock trades around...

Waymo launched services today in Dallas, Houston, San Antonio, and Orlando.

NEW YORK, February 24, 2026--The Raine Group ("Raine"), a leading global strategic advisory and investment firm, today announced that Anthony Kontoleon has joined as a Partner.

TOKYO, February 24, 2026--ONE STEP Co., Ltd. announces the simultaneous launch of "Chat Market" in the U.S. and Japan. Chat Market is a progressive web app (PWA) based video distribution and skill-sharing platform. This service resolves the structural issue of high platform fees (30-50%) in the existing app market by utilizing the latest web technology and a unique payout system, creating a "new economic zone" where creators and professionals can earn their rightful revenue.