Cloud computing and semiconductor stocks have been at the forefront of the tech bull market throughout the AI revolution.

Meta’s massive AI investments lift its stock, but rising valuations and macro risks prompt questions about how long the rally ...

FY2025 results surpass estimates, driven by AI leadership, Google Cloud growth, and undervaluation. Click for my updated look ...

Meta Platforms Inc. keeps writing bigger checks in pursuit of its artificial intelligence strategy, and traders keep cheering it on, encouraged that the expensive bets will keep paying off.Most Read ...

Doug and Lee break down Barclays’ call that Alphabet could face a 25% stock drop if Chrome is spun off, and argue that rising ...

Nvidia ( NVDA -2.09%), Taiwan Semiconductor Manufacturing ( TSM -2.04%), and Alphabet ( GOOG -0.70%) ( GOOGL -0.66%) are at ...

Google is planning to end its business relationship with Scale AI after its rival, Meta Platforms Inc (NASDAQ: META), ...

The Magnificent 7 companies have made a strong comeback since the Liberation Day dip. Should you buy them today, and if so, ...

A new age of search is dawning on us, but the sharemarket can’t work out if the dominant player can maintain its status as ...

Shares of Broadcom (NASDAQ: AVGO) and Taiwan Semiconductor Manufacturing (NYSE: TSM) recently were up 73% and 29%, respectively -- both outperforming Nvidia's 18% return over the last year. These chip ...

Mega-cap technology firms aren’t always known for paying out huge dividends. A case in point would be Google parent company ...

So Lee, in the last week, we had an analyst talk about alphabet and what they called the Black Swan event. This is what it is ...