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Wall Street is least bullish about Alphabet, Tesla, and Apple in the new year. However, analysts project big gains for Amazon, Meta, and Microsoft.
AI hardware players are expected to have another great year. Cloud computing companies will continue to see demand outstrip supply.
Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned bearish on Oracle Corporation
The $200 billion club is beginning to look quaint as tech titans ride the wave of AI to unprecedented wealth heights.
Google said Sunday that it is expanding the shopping features in its AI chatbot by teaming up with Walmart, Shopify, Wayfair and other big retailers to turn the Gemini app into a virtual merchant as well as an assistant.
Plus, tech billionaires' ‘Save California' Signal Chat, highlights from the year's biggest gadget show, the woman running SpaceX and more, in this edition of the Technology newsletter.
Google announced a protocol for shopping agents as it tries to secure its position in AI-powered commerce. Retailers have been creating AI agents to connect with everything from customer service to buying products.
Walmart and Google said Sunday that the companies are working together to make it easier for shoppers to discover and buy items through Google's AI assistant, Gemini. The retail giant struck a similar deal with rival AI platform, OpenAI's ChatGPT, in October.
The search giant is making its first foray into the agentic commerce market with AI tools for retailers. Meanwhile, major chains are already preparing for the wave of AI agent-based shopping.
Coleman owns two distinct groups of artificial intelligence companies. AI hardware players are still seeing massive demand for their products.
Elon Musk announces plans to open source X algorithm, aiming for transparency and understanding amid regulatory challenges and financial pressures.
Weekend tech highlights include Apple CEO succession rumors, JPMorgan winning the Apple Card, and record Q4 revenue at Foxconn boosting Nvidia and Apple.
Alphabet is playing to win in the AI market. Micron is arguably the biggest AI bargain around.
Ben Horowitz warned that California's proposed wealth tax could disrupt Silicon Valley, citing Norway's entrepreneur exodus.
Alphabet is a leading force in digital advertising, a huge market that is expected to keep expanding rapidly. Monetizing artificial intelligence (AI) users with digital ads can drive ongoing revenue and earnings growth.
Retail investors talked up five hot stocks this week (Jan. 2 to Jan. 9) on X and Reddit's r/WallStreetBets: GME, NVDA, MSTR, GOOG, TSLA.
Alphabet is a strong buy, with a unique vertically integrated AI stack driving a superior risk-reward profile among the Magnificent 7. GOOG's internal silicon (Ironwood TPUs), energy integration, and data scale enable near-zero marginal AI inference costs, creating a durable compute and data moat. Technical analysis targets $427 (35% upside) and $599 (90% upside) by FY2026, with $295 as a key accumulation zone on pullbacks.
The stock market is showing a strong, broad advance. These names reflect that.
Alphabet and Nvidia will almost certainly remain much larger than Palantir by the end of this year. These two AI stocks are arguably better picks for investors than Palantir.
Michael Burry urged President Donald Trump and Vice President JD Vance to fast-track a $1 trillion nuclear power and grid expansion plan to power the surging AI-driven electricity demand, arguing it's the only way for the U.S. to compete with China and sustain long-term growth.