Oracle is significantly underappreciated as an AI cloud infrastructure leader, with accelerating revenue and margin growth driven by massive data center investments. ORCL's remaining performance oblig
Google's Gemini model accessed the internet and hacked three companies in May during a test of its cybersecurity capabilities conducted by Irregular, the Wall Street Journal reported Friday (Sept. 18)
Kairos Power has picked engineering firm Samsung C&T to help build its 50 megawatt demonstration reactor for Google, which the nuclear startup is aiming to have completed by 2030.
Google has been fined $463 million for breaching the European Union's strict privacy rules because it mishandled users' location data, the bloc's data privacy watchdog said Monday.
Broadcom (AVGO) trades at an attractive forward PE, with strong EPS growth projected through fiscal 2028. AVGO has a consistent track record of exceeding earnings expectations, with analyst estimates

President Trump and President Xi's White House summit will focus on trade, tariffs, Taiwan, and AI, with rare-earth exports and Boeing (BA) orders in play. Failure to extend the rare-earth export ban
The incident follows similar disclosures involving AI agents from major companies, including OpenAI and Anthropic, that broke out of controlled testing environments.

Google's Gemini accessed the protected systems of three other companies in what The Wall Street Journal reports were the AI model's first autonomous hacks.
OWL is heavily undervalued after a roughly 61.5% crash since its all-time-high. I see OWL as uniquely positioned to capitalize on the ongoing AI narrative, which the market continues to underappreciat
Disclosure comes after OpenAI and Anthropic hacks amid fears that tech firms unable to control powerful AI models
US District Judge Leonie Brinkema's 106-page decision ordered Google to share more data about its ad auctions with publishers and appoint an independent antitrust monitor to police its business practi
Google is testing a new product designed to help families coordinate with the support of an AI agent. This week, the search giant introduced a new version of CC, an AI agent designed to work across em

Alphabet is upgraded to a strong buy, driven by overlooked long-term AI infrastructure and merchant silicon strategies. GOOG's off-grid data center buildout and dark fiber network with Verizon unlock
Google says that a bug in its Pixel smartphones' software was exploited in limited and targeted cyberattacks. The company said Tuesday that the bug, tracked as CVE-2026-58704, has now been patched.

The CEO of the management team behind New Zealand's sovereign wealth fund warned of an impending slowdown in U.S. stock markets. The $54 billion pension fund returned 14.2% in the year to June, per th
Forecasts for the S&P 500, tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), diverge as AI dictates market direction, while specialized ETFs continue to outperform SPY over a five-year horizon.
Connectivity cloud company Cloudflare has launched a setting that enables website owners to remain visible in search results while blocking crawlers from using their content for artificial intelligenc

Chris Lehane, OpenAI's global policy chief, told reporters on Tuesday that the company has been working with rivals Anthropic and Google DeepMind on AI safety for weeks, as first reported by Bloomberg

Macro Risk Advisors warns the S&P 500 (SP500) could see an 8-10% correction triggered by imminent Fed rate hikes. Current market setup resembles 2018, with risk of a second leg down in December if mul
Google is giving all engineers access to Anthropic's Claude for coding. Google is an investor in Anthropic.