Sharemaestro company-news research for Alphabet Inc Class A (GOOGL), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
NASDAQ
United States
Measured evidence
Company news sentiment
GOOGL news sentiment
Alphabet Inc Class A
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score60Neutral is 50
Constructive news tone
80/100 evidence confidence
99% direct company focus
148 current stories across 33 publishers
Current company news
Constructive news tone
The score uses 148 current company stories from 33 publishers.
Observed headline tone61/100
→
Published 30-day score60/100
Latest source headline
Berkshire Bought Alphabet Stock in Q2—and Maybe Microsoft Too
Barron's · 13 Aug 2026 20:10
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
148 current stories are mapped specifically to GOOGL.
The score uses 33 publishers rather than depending on one outlet.
The current stories agree at 83/100.
What limits the score
No major limit stands out.
60/100
News scoreConstructive news tone
80/100
Confidencehigh confidence
99%/100
Company news148 company stories
83/100
Story agreement17/100 difference
News history
Daily score and story count over 30 days
16 Jul31 Jul14 Aug
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence100
9.836 after freshness weightingSource breadth100
33 independent publishersCompany relevance99
share tied directly to this companyFreshness53
recency-weighted evidenceAgreement83
how closely stories agreePublisher mix73
less reliance on one publisherPrice and news history
News score and weekly price over 26 weeks
News tone and price action are not far from neutral.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
14 Aug 202660USD —
Sentiment confirms active trendPositive but stretched
News subjects
What is shaping the score
Earnings64101 stories · 68%
Market update4124 stories · 16%
Deals and strategy579 stories · 6%
Analyst action576 stories · 4%
Regulatory and legal365 stories · 3%
Balance sheet452 stories · 1%
Guidance501 stories · 1%
Source mix
Where the evidence comes from
MarketBeat6946 stories · 31%
finance.yahoo.com4820 stories · 14%
TradingKey5815 stories · 10%
TradingView579 stories · 6%
Stock Titan506 stories · 4%
The Motley Fool704 stories · 3%
TipRanks684 stories · 3%
Recurring subjects
Subjects appearing most often
Financial Markets99Earnings99Technology98Finance38AI22Economy Macro20EARNINGS13CLOUD-COMPUTING9FREE CASH FLOW6Tech5
Earlier readings
How the score has changed
14 Aug50 neutral14 Aug 01:56
ConstructiveBalanced or withheldCautious
Changes in the stored score
Only scores made with the same method are shown. Repeated readings with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 14 Aug 01:56 | 60 | Start | 80/100 | 148 | Measured |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#150Tone
Barron'sDirect company coverageStored article
Berkshire Bought Alphabet Stock in Q2—and Maybe Microsoft Too
Berkshire Hathaway was very active in the second quarter, purchasing over $23 billion in stocks. This included a significant investment of at least $10 billion in Alphabet stock. The article also speculates on a potential investment in Microsoft.
EarningsFinanceFinancial MarketsTechnology
- Published
- 13 Aug 2026 20:10
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.9% · 0.5d old
- Duplicates
- 47 consolidated
#237Tone
finance.yahoo.comDirect company coverageStored article
Alphabet Stock Climbs as Norway Fund Ranks It Third
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position at 499 billion Norwegian kroner as of June 30, making it the third-largest company holding in the entire portfolio. Only Nvidia (NASDAQ:NVDA) and Apple (NASDAQ:AAPL) ranked higher. Microsoft (NASDAQ:MSFT) was a distant fourth at 347 billion kroner. Warning! GuruFocus has detected 4 Warning Signs with NVDA.
AICloudEarningsEarnings GrowthTechValuation
- Published
- 13 Aug 2026 18:46
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.2% · 0.6d old
- Duplicates
- 1 consolidated
#342Tone
finance.yahoo.comDirect company coverageStored article
The Fund Mounts Against Alphabet’s (GOOG) Aggressive AI Spending
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the "Insiders Fund". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur
AIEarningsFree Cash FlowSemiconductorsShareholderStock Offering
- Published
- 13 Aug 2026 13:01
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 0.8d old
- Duplicates
- 1 consolidated
#450Tone
finance.yahoo.comDirect company coverageStored article
Alphabet (GOOG): AI Era’s Primary Beneficiary
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of s
AICloud ComputingEarningsGrowth StocksRevenue GrowthTech
- Published
- 13 Aug 2026 12:53
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.7% · 0.8d old
- Duplicates
- 1 consolidated
#583Tone
MarketBeatDirect company coverageStored article
Alphabet Inc. $GOOGL Stock Position Cut by Mechanics Bank Trust Department
Mechanics Bank Trust Department reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 2.8% in the second quarter, selling 3,120 shares but still retaining a significant holding of 106,791 shares valued at $38.2 million. Despite this reduction, institutional ownership in Alphabet remains strong at 40.03%, with several other firms increasing their positions. Analyst sentiment for Alphabet is largely positive, with a consensus "Buy" rating and an average price target of $419.86, supported by strong quarterly revenues and EPS that exceeded expectations.
EarningsFinanceFinancial MarketsTechnology
- Published
- 13 Aug 2026 09:39
- News subject
- Earnings
- Why this score
- Beat expectations, Operating growth, Institutional or insider selling
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.6% · 0.9d old
- Duplicates
- 16 consolidated
#666Tone
MarketBeatDirect company coverageStored article
Tlwm Trims Stock Position in Alphabet Inc. $GOOGL
Tlwm has reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 16.3% in the second quarter, selling 1,679 shares but still holding 8,621 shares valued at $3.08 million. Despite this reduction, institutional sentiment towards Alphabet remains largely positive, with major firms like Vanguard and State Street increasing their holdings, and analysts maintaining a consensus "Buy" rating with an average price target of $419.86. Alphabet continues to show strong performance, driven by the adoption of Gemini, growth in Google Cloud, and new Pixel product releases.
EarningsFinancial MarketsTechnology
- Published
- 13 Aug 2026 09:08
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.6% · 1.0d old
- Duplicates
- 16 consolidated
#766Tone
MarketBeatDirect company coverageStored article
Foster Group Inc. Has $10.80 Million Stock Holdings in Alphabet Inc. $GOOGL
Foster Group Inc. increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 8.6% in the second quarter, bringing its total holdings to 30,230 shares valued at $10.8 million. This comes as Alphabet reported strong quarterly earnings of $9.11 EPS and $119.8 billion in revenue, with its Gemini AI app surpassing 1 billion monthly users. Analysts maintain a "Buy" rating for Alphabet with a consensus price target of $419.86, despite recent insider share sales.
EarningsFinancial MarketsTechnology
- Published
- 13 Aug 2026 08:13
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.7% · 1.0d old
- Duplicates
- 1 consolidated
#870Tone
TradingViewDirect company coverageStored article
Key facts: Alphabet Inc. Class C — Gemini 1B MAUs; Ryanair deal; Australia levy 2.5%
This article summarizes recent key developments for Alphabet Inc. Class C (GOOG). Highlights include Gemini reaching 1 billion monthly active users, a five-year deal with Ryanair for Gemini Enterprise and Workspace deployment, and potential exposure to a 2.5% levy on Australian digital ad revenue due to updated media law. Additionally, GOOG is expected to lead AI capital expenditure, is partnering with Form Energy on a large-scale iron-air battery project, and has released the Pixel 11 series with Tensor G6 and deeper Gemini AI integration at increased prices.
Economy FiscalEnergy TransportationTechnology
- Published
- 13 Aug 2026 07:08
- News subject
- Market update
- Why this score
- Improving financial comparison
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 1.0d old
- Duplicates
- 16 consolidated
#966Tone
MarketBeatDirect company coverageStored article
Avior Wealth Management LLC Decreases Stake in Alphabet Inc. $GOOGL
Avior Wealth Management LLC has reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 14.8% during the second quarter, now holding 48,482 shares valued at $17.33 million. Several other institutional investors made minor adjustments to their holdings. Alphabet recently reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $0.22 per share.
EarningsFinancial MarketsTechnology
- Published
- 13 Aug 2026 07:55
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.7% · 1.0d old
- Duplicates
- 1 consolidated
#1062Tone
TradingKeyDirect company coverageStored article
Alphabet Stock Forecast: GOOGL Faces AI Spending, Debt and Regulatory Pressure
Alphabet (GOOGL) faces downward pressure due to increased AI spending, new debt issuance, and growing regulatory scrutiny despite strong Google Cloud growth and resilient search revenue. The company revised its full-year 2026 capital expenditure outlook to $195-$205 billion, leading to negative free cash flow, and recently raised $22.93 billion in debt. Analysts maintain a consensus "Buy" rating with a $422.47 average price target, signaling a 24% upside, but investors are watching key technical levels and regulatory developments.
EarningsEconomy MacroFinancial MarketsTechnology
- Published
- 13 Aug 2026 00:56
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.6% · 1.3d old
- Duplicates
- 16 consolidated
#1150Tone
MarketWatchDirect company coverageStored article
Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips
Alphabet's stock is under pressure due to investor concerns that Nvidia's new $500 billion financing deal for AI infrastructure could undermine Alphabet's custom chip strategy. This comes after recent scrutiny of Alphabet's AI capabilities, including delays with its Gemini model. Analysts believe Nvidia's financing options could make custom silicon less appealing to customers.
Financial MarketsTechnology
- Published
- 12 Aug 2026 18:18
- News subject
- Deals and strategy
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 1.6d old
- Duplicates
- 16 consolidated
#1243Tone
finance.yahoo.comDirect company coverageStored article
Exclusive-Inside the Google executive moves that led to its big AI reshuffle
By Kenrick Cai SAN FRANCISCO, Aug 12 (Reuters) - Google co-founder Sergey Brin in recent months has urged key AI staff to go all in on the company's Gemini model as parent Alphabet seeks to close the gap with rivals, two people familiar with his remarks told Reuters. As Anthropic raced ahead with a preview of its powerful Claude Mythos model, Brin addressed hundreds of employees in an April town hall, urging the company's Google DeepMind AI lab to move faster, said one of the people on condition of anonymity. Google's Gemini model briefly overtook competitors last November, but new updates fr
AICorporate RestructuringDeepmindGoogleLeadership ChangesTech
- Published
- 12 Aug 2026 17:35
- News subject
- Market update
- Why this score
- Negative financial language
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.4% · 1.6d old
- Duplicates
- 62 consolidated
#1315Tone
finance.yahoo.comDirect company coverageStored article
Alphabet stock slides as Google hikes Pixel 11 prices
This article first appeared on GuruFocus. Shares of Alphabet (GOOGL) fell about 0.5% Wednesday after Google unveiled its Pixel 11 smartphone lineup, with higher memory costs contributing to a $100 increase in starting prices. Google set the Pixel 11 starting price at $899, while the Pixel 11 Pro and Pixel 11 Pro XL will begin at $1,099 and $1,299, respectively. Each model now comes with 256GB of storage, and sales are scheduled to begin Aug. 20. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is GOOG fairly valued? Test your thesis with our free DCF calculator. Alphabet said the lat
SemiconductorsSmartphones
- Published
- 12 Aug 2026 17:17
- News subject
- Market update
- Why this score
- Deteriorating financial comparison, Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.2% · 1.6d old
- Duplicates
- 1 consolidated
#1450Tone
finance.yahoo.comDirect company coverageStored article
Alphabet Stock Slips as Australia Expands News-Payment Rules
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, slipped roughly 0.1% Wednesday morning as Australia turned up the regulatory heat on Big Tech. The government wants major digital platforms to strike content deals with at least eight eligible Australian media organizations, according to Reuters, up from six under an earlier proposal. Google has been down this road before. It already pays publishers under Australia's existing framework. Now Canberra wants more deals and it is putting real money behind the threat. Warning! GuruFocus
Digital AdvertisingRegulationTech
- Published
- 12 Aug 2026 17:08
- News subject
- Regulatory and legal
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.7% · 1.6d old
- Duplicates
- 1 consolidated
#1542Tone
finance.yahoo.comDirect company coverageStored article
Warren Buffett and Greg Abel's Alphabet Stake Now Tops $24.2 Billion: 3 Reasons Berkshire Will Keep Buying
At the end of last year, Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) after leading the charge for 60 years. Current CEO Greg Abel had been at Berkshire for many years before taking over as CEO, but investors have likely wondered how his investment style would differ from Buffett's. Their strategies differ, but one thing that remains consistent is Berkshire's recent interest in Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Berkshire began investing in Alphabet last year when Buffett was still CEO and has continued to increase its stake ever since. Missed Nvidia
AIFree Cash FlowInvestingOperating IncomeTechValue Investing
- Published
- 12 Aug 2026 16:20
- News subject
- Deals and strategy
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.7% · 1.7d old
- Duplicates
- 31 consolidated
#1650Tone
finance.yahoo.comDirect company coverageStored article
Alphabet (GOOGL) Doubles Down On AI Bonds And DeepMind Shake-Up – What Trade-Offs Are Emerging?
In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind's leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid rising legal and regulatory pressures. We'll now examine how Alphabet's sharply higher AI-related capita
AIBONDSBondsCAPITAL-SPENDINGCapital SpendingFREE CASH FLOW
- Published
- 12 Aug 2026 15:11
- News subject
- Regulatory and legal
- Why this score
- No clear positive or negative phrase
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.6% · 1.7d old
- Duplicates
- 31 consolidated
#1779Tone
finance.yahoo.comDirect company coverageStored article
Alphabet at $343 Is The Same Classic Tech Bargain It Always Was
Quick Read GOOGL's 11th straight EPS beat featured 82% Cloud growth and a $460 billion backlog, yet the stock trades at a forward P/E of just 17. GOOGL trades at a trailing P/E of 18 versus MSFT's 28, while 58 of 64 analysts rate it Buy toward a $428 consensus target. Free cash flow turned negative, long-term debt nearly doubled to $98 billion, and 2026 capex is guided to $175 to $185 billion. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $343.80, Alphabet (N
AICAPEXCLOUD-COMPUTINGCapexCloud ComputingEARNINGS
- Published
- 12 Aug 2026 13:22
- News subject
- Earnings
- Why this score
- Beat expectations, Improving financial comparison
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.6% · 1.8d old
- Duplicates
- 31 consolidated
#1858Tone
MarketBeatDirect company coverageStored article
Alphabet Inc. $GOOG Shares Acquired by Heck Capital Advisors LLC
Heck Capital Advisors LLC significantly increased its stake in Alphabet Inc. by 298.2% in Q2, bringing its total holdings to $7.85 million. Despite insider stock sales totaling over $16 million, analysts maintain a "Buy" rating for Alphabet with an average price target of $410.09. However, concerns persist regarding the company's substantial AI infrastructure spending and its potential impact on margins and free cash flow.
EarningsFinanceFinancial MarketsTechnology
- Published
- 12 Aug 2026 10:50
- News subject
- Analyst action
- Why this score
- Institutional or insider buying
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.8% · 1.9d old
- Duplicates
- 16 consolidated
#1966Tone
MarketBeatDirect company coverageStored article
Stonebridge Financial Group LLC Sells 1,998 Shares of Alphabet Inc. $GOOGL
Stonebridge Financial Group LLC has reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 4.4%, selling 1,998 shares and retaining 43,632 shares valued at approximately $15.6 million. Despite this, Alphabet reported strong quarterly earnings of $9.11 per share and revenue of $119.8 billion, surpassing analyst expectations. Analysts maintain a "Buy" rating with an average price target of $419.86, though the company faces risks from regulatory disputes and AI infrastructure demands.
EarningsFinancial MarketsTechnologyFinance
- Published
- 12 Aug 2026 09:09
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.5% · 2.0d old
- Duplicates
- 1 consolidated
#2066Tone
MarketBeatDirect company coverageStored article
Dagco Inc. Grows Position in Alphabet Inc. $GOOG
Dagco Inc. significantly increased its stake in Alphabet Inc. by 79.5% in the second quarter, bringing its total holdings to 12,885 shares valued at $4.55 million. This move comes as Alphabet reported strong quarterly revenue of $119.8 billion and EPS of $9.11, although the company faces challenges from high AI infrastructure spending and regulatory scrutiny. Analysts maintain a "Buy" rating for Alphabet with an average price target of $410.09.
EarningsFinanceFinancial MarketsTechnology
- Published
- 12 Aug 2026 08:08
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.5% · 2.0d old
- Duplicates
- 16 consolidated
#2172Tone
MarketBeatDirect company coverageStored article
Neville Rodie & Shaw Inc. Sells 2,596 Shares of Alphabet Inc. $GOOGL
Neville Rodie & Shaw Inc. reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 1.0% in the second quarter, selling 2,596 shares and retaining 248,226 shares valued at $88.7 million. Alphabet remains the firm's third-largest holding, representing 5.7% of its portfolio. Despite this sale, analyst sentiment remains positive with a consensus "Buy" rating and an average price target of $419.86, driven by strong earnings and AI expansion, though risks like data-center spending and regulatory issues persist.
EarningsFinancial MarketsTechnology
- Published
- 12 Aug 2026 09:03
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.8% · 2.0d old
- Duplicates
- 1 consolidated
#2250Tone
MarketBeatDirect company coverageStored article
Western Wealth Management LLC Buys 19,571 Shares of Alphabet Inc. $GOOG
Western Wealth Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 48.5%, purchasing an additional 19,571 shares and bringing its total holdings to 59,933 shares valued at $17.2 million. The article details other institutional investments, recent analyst ratings, key news impacting Alphabet, and insider trading activities. Despite concerns over AI infrastructure spending, regulatory scrutiny, and insider sales, analysts maintain a "Buy" rating with an average price target of $410.09.
EarningsFinancial MarketsTechnology
- Published
- 12 Aug 2026 08:39
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.6% · 2.0d old
- Duplicates
- 1 consolidated
#2372Tone
MarketBeatDirect company coverageStored article
Alphabet Inc. $GOOGL Stock Holdings Increased by Central Pacific Bank Trust Division
Central Pacific Bank Trust Division increased its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 10.7% in the second quarter, bringing its total to 44,960 shares valued at $16.1 million. This increase comes as Alphabet reported strong quarterly earnings, surpassing analyst expectations with $9.11 per share and $119.8 billion in revenue. Despite positive AI momentum, the company faces challenges including infrastructure constraints and regulatory disputes.
EarningsFinancial MarketsTechnology
- Published
- 12 Aug 2026 07:22
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.8% · 2.0d old
- Duplicates
- 16 consolidated
#2466Tone
MarketBeatDirect company coverageStored article
Alphabet Inc. $GOOGL is Cooper Investors PTY Ltd.'s 9th Largest Position
Cooper Investors PTY Ltd. significantly increased its stake in Alphabet Inc. ($GOOGL) by 74.3% in the second quarter, making it their ninth-largest holding. Alphabet reported strong quarterly earnings, surpassing analyst estimates with EPS of $9.11 and revenue of $119.8 billion. While analysts maintain a "Buy" rating, the company faces risks from heavy data-center spending, regulatory disputes, and litigation.
EarningsFinanceFinancial MarketsTechnology
- Published
- 12 Aug 2026 07:08
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.5% · 2.0d old
- Duplicates
- 16 consolidated
#2555Tone
MarketBeatDirect company coverageStored article
CoreCap Advisors LLC Buys 2,015 Shares of Alphabet Inc. $GOOGL
CoreCap Advisors LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 6.1% in the second quarter, acquiring an additional 2,015 shares to bring its total holdings to 35,036 shares valued at $12.5 million. This move is part of a broader trend of institutional investment in Alphabet, with the company also reporting strong quarterly earnings and announcing a dividend. Despite some insider selling and negative sentiment regarding lawsuits and AI-related infrastructure challenges, analysts maintain a "Buy" consensus rating with a target price above the current share price.
EarningsFinancial MarketsTechnologyFinance
- Published
- 12 Aug 2026 07:08
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 2.0d old
- Duplicates
- 1 consolidated
#2666Tone
MarketBeatDirect company coverageStored article
Empowered Funds LLC Has $281.15 Million Holdings in Alphabet Inc. $GOOGL
Empowered Funds LLC significantly increased its stake in Alphabet Inc. (NASDAQ:GOOGL) during the first quarter, now holding 977,711 shares valued at $281.15 million. Alphabet reported strong quarterly earnings, exceeding analyst expectations, and maintains a "Buy" rating with an average price target of $419.86. Despite investor optimism fueled by AI expansion, the company faces challenges including high data-center spending, regulatory issues, and ongoing lawsuits.
EarningsFinanceFinancial MarketsTechnology
- Published
- 12 Aug 2026 07:06
- News subject
- Analyst action
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 2.0d old
- Duplicates
- 1 consolidated
#2750Tone
Stock TitanDirect company coverageStored article
Alphabet (GOOG) co-founder Sergey Brin converts Class B and gifts Class A & C
Alphabet Inc. co-founder Sergey Brin engaged in significant equity movements on August 7, 2026, converting 673,200 Class B Common Stock shares into an equal number of Class A shares. Subsequently, he gifted 673,200 Class A and 673,200 Class C shares. These transactions, reported in a Form 4 filing, have a neutral impact on sentiment and outline Brin's updated direct and indirect holdings in Alphabet.
Finance
- Published
- 12 Aug 2026 01:00
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.3% · 2.3d old
- Duplicates
- 16 consolidated
#2850Tone
finance.yahoo.comDirect company coverageStored article
Alphabet Inc. (GOOGL) vs. Meta Platforms, Inc. (META): Washington and Brussels Both Turn Up the Heat on AI Safety
Alphabet Inc. (NASDAQ:GOOGL)'s Google, along with Meta Platforms, Inc. (NASDAQ:META), Anthropic, and OpenAI, will meet White House officials on Tuesday to discuss voluntary safety testing for the most advanced AI models. The meeting follows disclosures that Anthropic's and OpenAI's own AI systems breached other companies' computer systems during testing, alarming lawmakers about whether powerful AI models could enable real cyberattacks. Why Regulators on Two Continents Are Closing In at Once The White House finalized details of voluntary hacking-capability tests this week and wants industry bu
AIEARNINGSEarningsREGULATIONRegulationTARIFFS
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- 11 Aug 2026 22:19
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Alphabet’s AI Story No Longer Runs Through The Business That Funds Everything Else
Alphabet's AI narrative has shifted from its advertising division to its underlying infrastructure, particularly its TPU systems and Cloud services. While Google Services (advertising) continues to grow and fund the AI build, the company is significantly increasing capital expenditure for AI, leading to negative free cash flow in Q2 2026. This pivot signifies Alphabet's transformation into a capital-hungry AI supplier, with its Cloud operating margin of 35.6% being a key indicator of the strategy's success.
EarningsFinancial MarketsTechnology
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- 11 Aug 2026 22:10
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Alphabet (NASDAQ:GOOGL) Stock Price Down 3.8% - Time to Sell?
Alphabet's (NASDAQ:GOOGL) stock price dropped 3.8% on Tuesday, trading at $343.80. Despite strong fundamentals like exceeding earnings and revenue expectations, and Gemini surpassing one billion users, the company faces potential challenges from AI infrastructure constraints, high capital expenditures, and regulatory scrutiny. Analysts remain largely bullish, with a consensus "Buy" rating and an average price target of $419.86.
EarningsFinancial MarketsTechnology
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- 11 Aug 2026 21:33
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Tech Weekly: Nvidia raises cash, robot dogs keep homes safe
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- 11 Aug 2026 12:14
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Zuckerberg Plans to Spend $145 Billion on AI This Year. Barclays Says Major Productivity Gains Remain Elusive
Quick Read META's free cash flow crashed 91% on its $145B AI capex bet, while AMZN's AWS surged 37% as its own $220B spend still can't meet demand. Millar warns the 1980s IT boom took over a decade to lift productivity, and today's $800B annual AI spending cycle may repeat that same lag. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Mark Zuckerberg is on track to spend as much as $145 billion on AI infrastructure this year, a figure that would have looked absurd just two years ago. It is now merely his share of an industry outlay approaching $800 billion across the biggest U.S. tech names. Yet in a CNBC segment on August 10, 2026, Barclays Senior U.S. Economist Jonathan Millar delivered a sobering counterpoint: all that capital has not yet shown up as measurable productivity gains in the broader economy.Chip Somodevilla / Getty Images Millar's framing is straightforward. "Spending on capex is not the same thing as productivity. And there's a lot that comes in, in between in that process of actually making that new capital productive." He argues that translating hardware and models into economic output requires organizational change, worker reskilling, and industry-wide restructuring, none of which happens on a quarterly cadence. The 1980s Parallel Millar reached back four decades for a template. "Typically it plays out over the course of years. So if you remember the experience from the IT boom, we had computers, say in the 1980s, we were seeing lots of imprints from IT on the stock market, on investment and so forth. But it really wasn't affecting productivity. And it took more than a decade for that to really show up in the numbers." SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $3,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor) The BEA data backs this up in real time. The Information sector grew just 1.5% in Q1 2026, decelerating from 2.5% in Q4 2025. Millar added that "industries adopting AI more rapidly do not appear to be experiencing faster growth." Adoption surveys show breadth climbing steadily, but sustained daily productive use lags well behind. Meta: The $145 Billion Bet Meta Platforms (NASDAQ:META) narrowed its full-year 2026 capex range to $130 billion to $145 billion. The strain is visible. Q2 free cash flow collapsed to $784 million, a -91.31% year-over-year decline, while long-term debt climbed to $83.66 billion. EPS of $6.18 missed the $7.2173 consensus, snapping a six-quarter beat streak, per the company's Q2 8-K. Shares are down 9.72% year to date. Story Continues Amazon: $220 Billion and Still Short of Capacity Amazon (NASDAQ:AMZN) is guiding to roughly $220 billion in cash capex. CEO Andy Jassy said "even at that amount, we will still not have enough capacity to meet all the demand we have in 2026." AWS grew 36.7% in Q2, and the AI and chips businesses each cleared a $25 billion run rate. Shares are up 20.48% YTD. Alphabet: $205 Billion and Supply Constrained Alphabet (NASDAQ:GOOGL) raised its 2026 capex range to $195 billion to $205 billion. Google Cloud revenue grew 82% in Q2 with backlog reaching $514 billion. CEO Sundar Pichai conceded the enterprise story is early: "Now think about what percentage of workloads are really AI-native and AI-enabled. It again feels like very, very early." Shares are up 14.37% YTD. Microsoft: $175 Billion With FCF Intact Microsoft (NASDAQ:MSFT) is set to spend around $175 billion. Azure crossed $100 billion in annual revenue for the first time, and Microsoft 365 Copilot passed 30 million paid seats. Commercial RPO stands at $625 billion. Shares are up 5.11% YTD. What Investors Should Watch Millar's argument resets the timeline for AI's payoff. If the 1980s pattern holds, the productivity payoff from today
- Published
- 11 Aug 2026 12:01
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Is Berkshire Hathaway Stock a Buy as Warren Buffett Successor Greg Abel Starts to Deploy the Company's Cash Hoard?
Key Points Berkshire was a net buyer of stocks for the first time in more than three years, while it also bought back its own stock. Abel and company still have a lot of cash, and the stock is at one of its most attractive valuations in years.10 stocks we like better than Berkshire Hathaway › During his last few years at the helm of conglomerate Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB), Warren Buffett took a very conservative view of stocks. While he maintained that equities were still the best way to invest for the long term, he sold a lot more stocks than he bought, significantly cutting stakes in the company's top holdings, including Apple and Bank of America. Between late 2022 and the end of the first quarter of this year, Berkshire was a net seller of stocks for 14 straight quarters. At the same time, Berkshire also stopped buying back its own stock, doing no share repurchases for more than a year and a half, from June 2024 until March 2026. The combination of net stock sales, solid cash flow generation, and a lack of buybacks led Berkshire to accumulate a huge stockpile of cash near $400 billion at the end of Q1. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Putting cash to work However, with Buffett officially retiring at the end of 2025, new Chief Executive Officer Greg Abel has begun to deploy the company's cash. He restarted the company's buyback program in early March, repurchasing $235 million worth of shares in Q1. That continued in Q2, with $4.5 billion in share repurchases. On top of that, for Q2, Berkshire was a net buyer of stocks for the first time in more than three years. The conglomerate made nearly $20 billion in net purchases in the quarter, headlined by a $10 billion private placement investment in Alphabet to help the cloud computing giant build out its artificial intelligence (AI) infrastructure. While big tech investments haven't been typical for Buffett, he has come out and said that Berkshire's initial investment in the search behemoth in Q4 2025 was at his behest and in consultation with Abel. Alphabet is now one of Berkshire's top five equity holdings, along with Apple, American Express, Coca-Cola, and Bank of America. During the quarter, the company also closed on its acquisition of homebuilder Taylor Morrison. Berkshire has a pretty strong presence in the U.S, housing market, also owning manufactured-home builder Clayton Homes, several building products companies, and residential real estate brokerage franchise network Berkshire Hathaway HomeServices. It was the first deal made under Abel, whom Buffett has praised for his deal-making skills. Image source: The Motely Fool All these moves reduced Berkshire's cash hoard from a record $497.4 billion at the end of Q1 to $365.5 billion at the end of June. However, it still gives Abel more than enough dry powder to continue to invest in equities, buy back Berkshire stocks, and make large deals. Berkshire's Q2 earnings report shows that the company's operating earnings climbed 16%, from $11.2 billion a year ago to almost $13 billion. The growth was led by its manufacturing, service, and retailing segment, which saw growth soar 24% to $4.5 billion, and Berkshire Hathaway Energy, where profit surged 27% to $891 million . Profit at BNSF, its railway segment, meanwhile, rose 6% to $1.6 billion. The company's insurance segment saw some pressure, with underwriting profits sinking 13% from almost $2 billion a year earlier to $1.73 billion. Insurance investment income, meanwhile, fell by 9% to $3.06 billion. Berkshire's insurance segment can be lumpy quarter to quarter depending on when claims come in, but its enormous float -- money collected from policy holders before claims are paid -- provides the company with a steady, zero-cost po
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- 11 Aug 2026 11:30
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Larry Fink says Americans’ retirement savings need to fund $10 trillion AI infrastructure demands. Protect your wealth
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Tech giants are expected to spend trillions of dollars on AI infrastructure in the coming years as they race to build the data centers, chips and energy capacity needed to support artificial intelligence. McKinsey previously estimated that AI-related data center infrastructure could require up to $7 trillion in investment by 2030 (1). That's more than the size of Germany and Spain's GDP combined, per World Bank data (2). Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold The tax breaks in Trump's 'big beautiful bill' expire after 2028 — and experts say most people won't act in time. What to do before the window closes The question is: Where will all that money come from? BlackRock (NYSE: BLK) CEO Larry Fink believes ordinary Americans could help provide some of that capital — not by writing checks themselves, but through the retirement accounts and investments that own stakes in the companies leading the AI race. "If we can get more and more Americans to think about growing with the United States, we will have far [more] than enough money to invest in this infrastructure," Fink said earlier this year at Texas State Technical College in Waco alongside Texas Governor Greg Abbott (3). At the time, Fink estimated the nationwide buildout of data centers and energy infrastructure could total $10 trillion over the next 10 years. Since then, the AI arms race has only picked up speed. Tech giants are spending tens of billions of dollars to build the data centers, buy the chips and secure the electricity needed to power the next generation of AI. Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) and Meta (NASDAQ: META) are among the companies leading that charge — and their massive AI investments are one reason so many investors' portfolios are increasingly tied to the success of this technology. Here's how some of your retirement funds are already exposed to this colossal spending spree on a technology that could reshape the way millions of people work. Ordinary Americans are exposed to the AI boom Your 401(k) plan is likely exposed to the AI boom, even if you're not aware of it. Story Continues That's because a growing number of workers and savers have turned to passively investing in index funds in recent years, even as tech giants have become a larger part of these indexes. As of April 2026, Americans collectively had $20.82 trillion invested in index mutual funds and ETFs, according to the Investment Company Institute (4). But there's a catch: Many of these supposedly diversified funds have become increasingly concentrated in a handful of mega-cap technology companies. At the end of 2025, 41% of the S&P 500's market cap was concentrated in just the top 10 stocks, including familiar names like Microsoft, Amazon, Google and Tesla (NASDAQ: TSLA), according to RBC Wealth Management (5). These tech giants are leading the data center and utility spending spree. "America is now one big bet on AI," Ruchir Sharma wrote in the Financial Times (6). "AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on." As one of the largest index fund providers (7) in the country, BlackRock has a front-row seat to this concentrated bet on AI. This is why Larry Fink's comments are worth your attention. If the thought of your retirement savings being increasingly tied to the success of this one industry makes you uneasy, there are ways to protect yourself. Read More: Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going Protect your wealth now Wit
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- 11 Aug 2026 11:15
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Wall Street just endorsed Jensen Huang's 'big concept' for AI. What now?
The first three-plus years of the artificial intelligence buildout has been paid for through record amounts of equity and debt issued by the world's leading tech companies, some of whom are spending so much of their existing capital that they've turned cash-flow negative. Nvidia CEO Jensen Huang just revealed what he expects to be the next phase of financing, backed not by corporate balance sheets, but by Wall Street's top power brokers. In an interview with CNBC on Monday, Huang called his plan a "big concept," unveiling it on camera alongside leaders from Goldman Sachs, BlackRock, Blackstone, KKR, Apollo and Brookfield. Together, those firms say they're willing to loan $500 billion, and potentially more, for the construction and buildout of new AI factories, as chipmakers and hyperscalers race to meet seemingly endless demand. Huang and his big-money partners, one by one, described what they view as a fundamental shift in the tech industry: AI infrastructure has become a new asset class. "These systems are not like our PCs, not like our phones," Huang told CNBC's Becky Quick. "These are revenue-generating assets now. They're productive, they're long lived, they're fungible, they're flexible." VIDEO34:5834:58 Watch CNBC's full panel with Nvidia's Jensen Huang, BlackRock's Larry Fink, Goldman Sachs' David Solomon, and other top Wall Street executives The discussion was thin on specifics as far as the types of borrowers that will emerge, what interest rates will look like, where the facilities will be constructed and when it will all kick off. Their joint press release said the companies had signed memos of understanding, with no reference to any contracts. The details matter. Almost 11 months ago, Nvidia announced a partnership to invest up to $100 billion in OpenAI as part of a plan to build out data centers requiring a combined 10 gigawatts of power. That investment never materialized, but Nvidia contributed $30 billion to the record-breaking funding round that OpenAI closed earlier this year. Monday's announcement struck a different tone, with the companies collectively pushing the message that money won't be the problem as the AI buildout hits what McKinsey expects will be $7 trillion in global outlays by the end of the decade. 'These are real assets' So far this year, Alphabet, Amazon, Meta, Microsoft and Oracle have raised well over $150 billion combined by selling debt and equity to build data centers and fund the development of new AI models and support the explosion of AI agents. Intel just announced a $15 billion stock offering, then upsized it to $20 billion. Financial firms are now gearing up to jump into the market in a different way, as executives like Goldman Sachs CEO David Solomon and KKR's Waldemar Szlezak see AI equipment attaining familiar money-making characteristics. "You're starting to see, in a sense, you know, asset-based financing against this infrastructure buildout," Solomon said on the CNBC panel. "That's not surprising because these are real assets. They have real value." Instead of seeing supercomputers as devices that customers buy and use — the argument goes — these systems, filled with Nvidia's graphics processing units that can cost $3 million per rack, look like profitable investments. Huang says the systems can be improved through his company's CUDA software, and their lifespans extended, leading to better economics. "You can think about it as a revenue stream, and you can securitize it or effectively divide that risk and sell it to investors who want to participate anywhere in that stack," said Szlezak, KKR's head of digital infrastructure. When Wall Street starts getting noticeably excited about securitizing physical assets, a natural question emerges: What could go wrong? One of the hallmarks of the financial crisis of 2007 to 2009 was the packaging of subprime mortgages into bundled securities that were then sold to investors as another way to make money from the housing boom. When mort
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- 11 Aug 2026 11:12
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Aug112026
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S&P 500 EPS growth above 20% is rare. Why 2027 may be at risk
Investing.com -- S&P 500 companies are on course for 32% year-on-year EPS growth in the second quarter of 2026, following a 30% jump in Q1. This back-to-back earnings run rivals the strongest on record. Bank of America strategists led by Savita Subramanian, noted that such streaks of 30%-plus EPS growth have occurred only 10 times since 1936, with the most recent examples tied to deep earnings recessions — the Covid collapse and the global financial crisis, not the organic AI-driven expansion currently underway. That historical anomaly is now shaping how Wall Street thinks about the equity outlook into 2027. With nearly 90% of S&P 500 results reported for the June quarter, BofA's data show EPS rising 30% year-on-year excluding investment gains at Alphabet and Amazon, with a 76% EPS beat rate, the strongest since 2021. According to Reuters, of the 436 companies that had reported through August 8, 85.1% topped analyst expectations, well above the long-term average of 68% since 1994. JPMorgan raised its 2026 S&P 500 EPS estimate to $365 yesterday, implying roughly 35% year-over-year growth and above the Street consensus of $358, and lifted its year-end price target to 8,000 from 7,800, citing broad-based earnings strength and clearer AI monetisation. That target implies about 3.1% upside from the index's last close of 7,753.11 as of Monday. JPMorgan noted, however, that private-company stake valuations are boosting reported 2026 EPS by roughly $18 based on first-half marks; stripped of that contribution, normalised EPS would be $347, up approximately 28% year-over-year. Cloud infrastructure is central to the bull case. AWS revenue growth accelerated to 37% year-over-year in Q2, Azure grew 43%, and Google Cloud posted record 82% growth, reinforcing what JPMorgan strategists described as the AI-capex-to-revenue conversion thesis. The bank projects consensus AI capital spending of roughly $900 billion by year-end 2026, up 85% year-over-year, and topping $1.2 trillion by end of 2027. "As elevated backlogs convert into recognised revenue, cloud growth should remain well supported, helping validate rising AI capex, strengthen order coverage, and further ease ROIC concerns," JPMorgan analysts said. At least seven brokerages now share JPMorgan's 8,000 year-end target for the S&P 500, according to Investing.com's market context data, reflecting how thoroughly the earnings upgrade cycle has shifted institutional sentiment. The index has gained approximately 13.3% year-to-date through early August 2026, buoyed by AI optimism and a Q2 beat rate that materially exceeded historical norms. Story Continues "Consensus expects growth to fall below 20% in 1Q27 and moderate to the mid-teens for full-year 2027," the Subramanian team wrote. "While those growth rates are healthy by historical standards, markets tend to become less supportive as earnings growth decelerates, with years of above-trend but slowing EPS growth typically producing weaker equity returns." The concern is compounded by the unusual nature of the current streak: prior 30%-plus EPS runs followed sharp contractions, giving them a mechanically low base; this one does not. Several near-term catalysts could validate or complicate that deceleration thesis. July CPI data lands Wednesday, with economists polled by Reuters projecting a 3.4% year-over-year reading versus 3.5% prior, a modest cooling that, if confirmed, would ease pressure on Fed rate expectations and support elevated equity multiples. The same day brings a $125 billion Treasury note auction, a supply dynamic JPMorgan cited as a reason to keep its forward multiple capped at roughly 20x despite the earnings momentum. Related articles S&P 500 EPS growth above 20% is rare. Why 2027 may be at risk Wolfe Research outlines eight risks that could spark stock declines in 2026 This sector is 'poised for a big, beautiful year': Truist View Comments
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- 11 Aug 2026 11:09
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This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?
The cloud computing industry is dominated by Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud, and all three companies are currently spending hundreds of billions of dollars to build highly specialized data centers as they battle for artificial intelligence (AI) supremacy. But a tiny $14 billion cloud company called DigitalOcean (NYSE: DOCN) is taking the fight to those giants and has captured a valuable slice of the AI market. In fact, its stock has exploded higher by 275% over the last 12 months, obliterating Amazon, Microsoft, and Alphabet, which have returned an average of just 31%. Here's why. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: Getty Images. Demand is surging for DigitalOcean's AI solutions Most businesses don't have billions of dollars to build AI data centers, so they rent computing capacity from cloud providers instead and only pay for what they use. While Amazon, Microsoft, and Alphabet are busy chasing the highest-spending customers, DigitalOcean is sticking to what it knows: affordable solutions for small and midsized business (SMB) customers. DigitalOcean has always offered a basic set of cloud services at low prices and highly personalized technical support, delivered via a simple dashboard for easy deployment. It's applying the same blueprint to its expanding suite of AI services through a new platform called AI-Native Cloud, which features five distinct layers to help businesses deploy AI software. Infrastructure is the foundation layer, and it includes 20 data centers housing thousands of chips from suppliers such as Nvidia and Advanced Micro Devices. Another layer is the "inference engine," which provides access to foundation models from leading AI developers such as OpenAI and Anthropic, as well as over 70 open-source models. Businesses can use these to power their AI agents, chatbots, and other applications, an affordable alternative to building their own models from scratch. The inference router, a feature of the inference engine, can analyze prompts and route them to the most suitable model, optimizing for both intelligence and cost. This is an innovative way DigitalOcean is helping its cost-conscious customers save money. At the conclusion of the second quarter of 2026 (ended June 30), DigitalOcean had $894 million in remaining performance obligations (RPO), up by a staggering 12-fold from the year-ago period. This effectively represents a backlog of customers waiting for more data center capacity to come online, indicating a large pipeline of demand. Story Continues Accelerating revenue growth DigitalOcean generated a record $281.2 million in revenue during the second quarter, up 29% from the year-ago period. That was more than double the 14% growth rate the company delivered in the same quarter last year, highlighting its significant AI-driven momentum. DigitalOcean also ended the quarter with $1.1 billion in annual recurring revenue (ARR). AI customers specifically accounted for $234 million of that total, an eye-popping 212% year-over-year increase. DigitalOcean's recent results have been so strong that management is already forecasting over 50% total revenue growth for 2027. However, chief financial officer Matt Steinfort says that number doesn't even reflect all of the company's recent progress, so it might come in even higher. Is DigitalOcean stock still a buy? DigitalOcean stock isn't cheap right now, which isn't exactly shocking, given its 12-month return of 275%. Its price-to-sales (P/S) ratio is 14.1 as I write this, which is substantially higher than its average of 8.6 since going public in 2021. However, based on management's 2027 revenue guidance, the stock has a forward P/S ratio of just 7.2 -- and it might be even lower, consi
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- 11 Aug 2026 09:55
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CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider's earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' The problem is, quarterly results tend to bring out the worst in the stock, which has fallen after each of the company's last five earnings reports, according to data compiled by Bloomberg. "It almost doesn't matter what they say on their earnings," said Willy Lee, principal at venture firm Neostellar, which has held shares of CoreWeave since before its initial public offering. "The market's still I think locked in on pieces of their earnings where I'm not sure if people fully understand parts of the story, and I think it's just taken time for people to digest." It's been a rocky ride in the stock market for CoreWeave, which rents cloud-computing power for artificial intelligence, since going public in March 2025. The shares have been whip-lashed by the expiration of early investor lockups and shifting sentiment surrounding AI. They more than tripled in their first few months of trading, gave back a good chunk of that gain over the next few months, and have flipped between periods of steep gains and sharp losses ever since. Through it all, the stock is up 120% since the IPO and 23% this year. However it's still down 41% from the all-time high it hit almost exactly a year ago. The latest downturn started in May after the company's first-quarter earnings report featured a disappointing forecast that sparked concerns about slowing growth. The stock plunged 56% from a high in May to a low in July. But it has recovered almost half that loss, with a 21% jump in a single session after CoreWeave and Leidos Holdings Inc. announced they were developing AI cloud services for US defense and intelligence operations, followed by last week's 26% gain, its best performance in over a year. After all that, the company's earnings will offer a clearer view of where CoreWeave stands at this critical juncture. The company has been spending to build more data center capacity, and it has said that the benefits of those investments should start showing up in the second half of this year, making management's forward guidance even more crucial than they've ever been. Story Continues "It's great if you can bring on capacity, but you have to make money from that," said BNP Paribas analyst Stefan Slowinski, who has an outperform rating on the stock. "The risk is if they're cautious on that Q3 guidance on the operating profits, then it may not answer those concerns people have. And if all of that has to come in the fourth quarter, then just like with any stock it creates risk if you're sort of putting all of your eggs into the Q4 basket." Wall Street expects the Livingston, New Jersey-based company to report a 111% rise in second-quarter revenue to $2.6 billion, and an adjusted net loss of $649 million compared with $131 million a year ago. Analysts have grown increasingly skeptical about this report, raising their projections for CoreWeave's adjusted loss by 8.4% in the last month and 18% over the last three months. CoreWeave also is expected to post an adjusted operating margin of 2.9% in the second quarter. The figure will be key for investors after falling to about 1% in the first quarter. "I'm hoping that that margin was the low that we'll see for the year, and that when they report this quarter, it'll be up from the March trough and they guide to increases each and every quarter in margin," said Paul Meeks of Freedom Capital Markets. "That'll make me feel that the ding in short term property profitability
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- 11 Aug 2026 09:44
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Hock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.
Key Points Broadcom's AI semiconductor revenue rose 143% year over year to $10.8 billion in its fiscal second quarter. CEO Hock Tan reiterated that fiscal 2027 AI semiconductor revenue should be "in excess of $100 billion." Six core custom-chip customers, with Google, Meta, Anthropic, and OpenAI among them, drive that revenue.10 stocks we like better than Broadcom › When Broadcom(NASDAQ: AVGO) reported fiscal second-quarter results in early June, CEO Hock Tan repeated the biggest number in the company's story. Broadcom, he told analysts on theearnings call still expects fiscal 2027 AI semiconductor revenue "in excess of $100 billion." For perspective, the company's total revenue over the past 12 months (enterprise software included) was about $75 billion. The growth behind that target isn't in doubt. Artificial intelligence (AI) semiconductor revenue reached $10.8 billion in the fiscal second quarter of 2026 (the period ended May 3, 2026), up 143% year over year. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » What's less settled is who all that money comes from. Tan says six core custom-chip customers drive the business, and to me, that customer count is the number worth studying before paying today's price for the stock. Image source: The Motley Fool. A $100 billion promise Broadcom's fiscal Q2 was a record almost everywhere you look. Total revenue rose 48% year over year to $22.2 billion. Semiconductor solutions revenue climbed 79% to $15.0 billion, while infrastructure software revenue grew 9% to $7.2 billion. And free cash flow came in at $10.3 billion, or 46% of revenue. The AI line is doing the pulling, and it's speeding up. A year earlier, quarterly AI semiconductor revenue was about $4.4 billion. In fiscal Q2 it hit a record $10.8 billion. "The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion," Tan said in the company's earnings release. Chain those three periods together and you get an AI business that is accelerating, not settling down. Against that trajectory, a fiscal 2027 target bigger than the whole company's current annual revenue starts to sound less like a stretch and more like arithmetic. Six buyers, most of the money Tan said on the June call that Broadcom has six core custom-chip customers, and Alphabet's Google unit, Meta Platforms, Anthropic, and OpenAI are among them. In December, Tan said Anthropic alone had placed a $10 billion order for AI chips. A $100 billion-plus target spread across six core buyers works out to an average of more than $16 billion apiece in fiscal 2027. And the list isn't broadening. Tan said the two core customers he doesn't name have placed purchase orders totaling $6 billion so far, with shipments starting late this year and accelerating into 2027. That is the scale problem in one number: $6 billion would be a meaningful order book for almost any chipmaker, and it's about 6% of the fiscal 2027 target. What could slow it down? Worth being clear about what management has and hasn't said here: Tan hasn't laid out a scenario where the forecast breaks. The concentration concern is my own, not one he raised. But custom AI chips are capital projects. The six customers funding Broadcom's growth are all spending against the same AI build-out, on roughly the same clock. If even two of them paused their orders at the same time (because computing demand disappointed, or because a budget cycle turned), there's no long tail of smaller buyers underneath to absorb the hit. A pause wouldn't even need to be dramatic. Tan himself noted on the call that the bookings coming in aren't for immediate delivery, and that customers still have other pieces to put in place before those chips can be delivered. A
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- 11 Aug 2026 09:01
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Is Zillow (Z) Stock a Buy After Falling Nearly 13% in 1 Day?
Key Points Zillow is operating in a tough real estate market at the moment. It's still growing, though. It faces challenges, but it has diversified into rentals and mortgages.10 stocks we like better than Zillow Group › If you're interested in the real estate market and would like to profit from it without actually buying homes or other buildings, you might be invested in Zillow Group(NASDAQ: Z)(NASDAQ: ZG) -- or may be thinking of investing in it. The stock is down about 60% over the past year, and it dropped nearly 13% in a single day in early August, before closing down 8%. Image source: Getty Images. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » That's a sign of concern regarding the digital real estate specialist, and it may also present a good buying opportunity. Here's a closer look at the situation. The reason for the drop was the company's second-quarter earnings report, which featured: Revenue up 18% year over yearMortgage revenue up 75%Rentals revenue up 31% So far, so good, right? The report also featured this, though: Traffic to Zillow's mobile apps and sites was down 2% year over year.Zillow's average monthly unique users declined 2% to 239 million (but this was true across the category, and Zillow fared better than average). Perhaps the worst news is that Alphabet's Google will now display real estate listings in all 50 states, which is very likely to have an impact on Zillow. There are some positives for Zillow, though. Per management, it's implementing artificial intelligence (AI) effectively: "Consumers who use AI mode spend more than three times as long on Zillow, view more than twice as many homes, run nearly three times as many searches -- and contact an agent at nearly three times the rate of consumers who don't use AI mode. The same pattern holds in rentals..." Greater use of AI may be behind the company's recent layoff of 500-plus people. That's bad for those people, but investors often see layoffs positively, if they result in leaner, more profitable operations. So, should you invest in Zillow? Well, maybe, if you're doing so for the long term and you're risk-tolerant. The real estate market is tough these days, and the company still posted a double-digit gain. Alternatively, you might consider a real estate fund, which offers greater diversification. Should you buy stock in Zillow Group right now? Before you buy stock in Zillow Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Zillow Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $399,832!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,374,595!* Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of August 11, 2026. Selena Maranjian has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet and Zillow Group. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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- 11 Aug 2026 08:50
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AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom
The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. "Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is just extraordinary for a capital market," John Mowrey, chief investment officer at NFJ Investment Group, said. A considerable portion of this spending will go to data centers, which offer a pick-and-shovels options for investors looking to ride the AI wave. Fortune has identified four distinct entry points into the data center economy: semiconductor chips, real estate, energy, and cooling. Experts weighed in on which stocks stand out in each category. Chips: The brains behind the buildout The AI data center buildout requires several components to work, but none of it matters without a brain, and that's exactly what semiconductors provide. Even as companies focus on constructing the actual buildings to house these facilities, the chips that power them can't be produced fast enough. Demand for these specialized processors that run AI workloads has outpaced the industry's ability to manufacture them, making semiconductors one of the most acute bottlenecks in the entire buildout, according to Craig Ellis, research director and senior semiconductor analyst at B. Riley Securities. For investors, that shortage isn't necessarily bad news. "We're at a point where undersupply is so severe that there needs to be a multi-year period of unusually strong capex growth in front of us, and that capex growth is something that is very investable because it has the potential to continue to lift expectations for revenues and earnings," Ellis said. To capture that opportunity, he recommends investors shift their attention away from chip giants like Nvidia, AMD, or TSMC, and instead toward the companies that actually supply the equipment used to make the chips themselves. Applied Materials (AMAT), the largest semiconductor equipment company in the world, is a key example. Its core Semiconductor Systems division makes up about 73% of the company's revenue, according to its most recent annual filing, selling to the companies that manufacture chips for computing, logic, and memory. Its benefit is breadth: nearly every advanced chip and display passes through Applied's tools at some point, spreading its exposure across the whole chipmaking ecosystem instead of betting on one type of chip. Story Continues Ellis also flagged Lam Research (LRCX) as a worthy alternative. The company makes equipment for memory and storage chips, and while its product range is narrower than Applied Materials', he sees Lam as especially well positioned to benefit from a surge in new capacity investment over the next two years, and B. Riley Securities has raised its earnings estimates for the company by 25% to reflect that outlook. Marvell Technology (MRVL) is another strong contender, particularly excelling at networking, or the plumbing that lets thousands of chips inside a data center talk to each other fast enough to work as one giant machine. Despite being less of a household name, Marvell captures roughly $195 billion in market value, according to analytics company FactSet, putting it in the same weight class as Nvidia and AMD, even drawing a direct investment from Nvidia as part of a partnership on next-generation networking technology. Right now, the bulk of Marvell's business comes from Amazon Web Services, the cloud computing arm of Amazon. Though that relationship has been lucrative, it also means Marvell's fortunes are somewhat tied to a single client. But Ellis sees this concent
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- 11 Aug 2026 07:59
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Cloudflare Wants to Control the Identity and Money Layer for Agent Commerce
Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company's new AI Agents platform, announced August 4, introduces Account Wallets for funding and Virtual Wallets for individual agents, each equipped with configurable guardrails including periodic spending allowances, merchant allow-lists, and per-transaction size caps. The move positions Cloudflare alongside Visa, Mastercard, Stripe, Google, and AWS as a premier member of the x402 Foundation, the open-protocol consortium building the settlement infrastructure for machine-initiated transactions. Cloudflare's entry is notable because it brings network-layer control to a stack that has so far been dominated by payment processors and financial institutions. The wallet architecture reveals Cloudflare's bet on where the margin will live. Account Wallets serve as the funding source, while Virtual Wallets act as per-agent spending containers with three types of guardrails. Periodic Allowances set recurring spend limits per time window. Merchant Allow-lists restrict which vendors an agent can transact with. Maximum Transaction Size caps individual payment amounts. These controls are configurable by the Account Wallet owner, creating a trust layer that operates at the network level rather than the application level. Cloudflare is also introducing cloudflare.pay, a human-readable stablecoin identifier that uses the x402 protocol for settlement. This positions the company as both a payment rail and an identity layer for agents, a combination that existing x402 participants have not yet combined in a single product. The settlement architecture for agent commerce is now converging on three competing approaches. Google's Universal Checkout Protocol routes through card rails via Shopify. The x402 Foundation uses crypto-native stablecoin settlement on Base. Mastercard's AP4M supports multi-rail including stablecoins. Cloudflare's bet is that the identity and money layer should live at the network infrastructure level, not the payment processor level. The timing matters. x402 Foundation has processed over 200 million transactions, but more than 95 percent are protocol signaling, not actual commercial exchange. Real daily volume remains near $28,000 according to Artemis Analytics. Cloudflare is entering a market where the infrastructure is being built but commercial adoption has not yet followed. Consumer trust remains the binding constraint. According to the Product.ai Trust in AI Commerce Report, only 14 percent of consumers trust AI to execute purchases without verification. Eighty-six percent verify before purchasing. Forty-two percent won't trust AI for purchases over $25. These numbers have not moved meaningfully since the report's April 2026 publication. Story Continues The handle reservations are open, but full functionality is described as "coming in months." Cloudflare is announcing a capability that does not yet exist in production. The bet is that by the time agent commerce reaches meaningful transaction volume, the identity and money layer will already be in place. Whether that bet pays off depends on whether agents actually start spending real money at scale, something the current transaction data does not yet support. View Comments
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- 11 Aug 2026 06:42
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World-First Work From Home Laws Delayed After Business Outcry
(Bloomberg) -- The Australian state of Victoria has postponed world-leading working from home laws less than a month before they were due to start, following fierce opposition from business groups and calls for more consultation. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Nvidia Taps Wall Street for $500 Billion Funding Commitment GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer The proposed laws would give eligible workers the right to work from home two days a week and were due to take effect Sept. 1. New Premier Ben Carroll has delayed their introduction until July 2027, as his Labor government prepares for a November election in which it faces its toughest challenge in years from conservative and right-wing rivals. "I want to be very clear – I support work from home, I support flexible work. It is good for working families," Carroll told reporters in Melbourne on Tuesday. "Equally though, we need to make sure that our economy, everyone, knows it's a partnership between working families and the business community and the government." Carroll, who replaced Jacinta Allan as the state's leader last month, said he still intended to pass the legislation before the election while continuing consultations with the business community. Listen and follow The Bloomberg Australia Podcast on Apple, Spotify, YouTube or wherever you get your podcasts. The Victorian Chamber of Commerce and Industry pushed back against the original proposal, warning the laws would increase costs, damage hiring, and push jobs and investment interstate. The Council of Small Business Organisations Australia said the proposed changes would have burdened small businesses with more compliance. Melbourne has struggled to lure workers back to the office since enduring one of the world's longest lockdowns during the Covid-19 pandemic. The city, home to miners BHP Group and Rio Tinto Group and lenders National Australia Bank Ltd. and ANZ Group Holdings Ltd., has the highest office vacancy rate of any Australian capital. Victoria also has the largest debt burden of any Australian state, according to S&P Global Ratings, after years of heavy spending on major infrastructure projects. Most Read from Bloomberg Businessweek Lululemon Is At War With Itself Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches Canada Stares Down 'Quebexit' Risk How Apple and India Built an Alternative iPhone Production Hub The $5 Billion Cosmetics Company Behind the High-Flying Rhode Brand ©2026 Bloomberg L.P. View Comments
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- 11 Aug 2026 02:16
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Intel Is Said to Near Share Sale Upsize to Raise $20 Billion
(Bloomberg) -- Intel Corp. is seeking to increase the amount it's raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer Intel to Sell $15 Billion in Stock After AI Boosts Demand The chipmaker is poised to price the offering at around $95 per share or above, the people said, asking not to be identified as the information isn't public. At that level, the pricing would represent a discount of 6.5% to Friday's closing price, according to Bloomberg calculations. The offering could increase to well over $20 billion if a so-called over-allotment option is exercised, one of the people said. The share sale has drawn more than $100 billion in demand, they said. Deliberations are ongoing and details including the size and pricing could still change, the people said. A spokesperson for Intel declined to comment. JPMorgan Chase & Co., Goldman Sachs Group Inc., Morgan Stanley and Citigroup Inc. are working on the offering, according to a statement earlier. The deal is multiple times oversubscribed, Bloomberg News reported. Intel's shares were little changed in after-hours trading after falling 4.1% on Monday during normal market hours. They remain up roughly 164% this year, after Chief Executive Officer Lip-Bu Tan made cleaning up Intel's finances a priority. The effort has included attracting outside investments from the US government and even chip rivals such as Nvidia Corp. The year's biggest US equity offerings have been dominated by companies riding the boom in artificial intelligence spending. Alphabet Inc. is in the process of raising as much as $85 billion through equity offerings, including so-called at-the-market share sales and equity-linked deals. And Oracle Corp.'s fundraising plans include a $20 billion at-the-market share sale program. Most Read from Bloomberg Businessweek Lululemon Is At War With Itself Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches Canada Stares Down 'Quebexit' Risk How Apple and India Built an Alternative iPhone Production Hub The $5 Billion Cosmetics Company Behind the High-Flying Rhode Brand ©2026 Bloomberg L.P. View Comments
- Published
- 11 Aug 2026 00:10
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Aug102026
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Google’s AI Team Tells Job Seekers Its HR Filters Are Unreliable
(Bloomberg) -- Alphabet Inc.'s Google pitches its artificial intelligence tools to corporate clients as a way to more quickly sift through a mountain of job applications to find the most promising candidates. Some of its own AI researchers don't want to rely on these tools when recruiting. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer Intel to Sell $15 Billion in Stock After AI Boosts Demand Google DeepMind's AGI Safety and Alignment Team, which seeks to mitigate the risks of advanced AI, is encouraging job candidates for its open roles to fill out a special form alongside their application to eliminate the risk it may be automatically screened out by the company's internal AI systems, according to a document viewed by Bloomberg, which contained the disclaimer "PLEASE DO NOT SHARE THIS DOC WIDELY." "We have an applications system with a non-trivial probability your CV will be screened out incorrectly or take too long to reach us," the document states. "Filling out this form makes sure that a real human on the team will get to see your application." A Google DeepMind spokesperson said the company aims to "recruit and hire the most qualified talent at Google DeepMind" and denied that the company's systems filter out applicants incorrectly. "This team set up a special form to go past the recruiter review, and get their resumes direct to the people on the team. But there are no shortcuts to getting hired," the spokesperson added. AI has rapidly become a part of the hiring process, prompting some HR teams to worry they may soon be out of a job. But how that AI is employed can be murky. Some companies run AI models to rank applicants, while others filter resumes for key terms. Google's Workspace team, which sells popular products such as Google Drive to businesses, markets the company's new AI features as a way to "save HR time by quickly creating drafts for job postings, evaluating resumes, and forecasting hiring needs." AI hiring systems have also come under fire for potentially discriminating against candidates. A Bloomberg investigation found that OpenAI's ChatGPT showed signs of potential bias based on applicants' names. And Workday Inc., which sells workplace management software, is facing a lawsuit that alleges its AI hiring systems screen applicants based on race, age and disability in violation of the law. Workday has denied the allegations and said humans make hiring decisions. The company did not respond to an additional request for comment. Story Continues Meanwhile, some job candidates are using AI to their advantage by gaming the filters, or simply churning out applications in record time. The Google DeepMind team was on guard about this possibility as well, counseling candidates that their applications would be stronger without the help of AI. The form designed to circumvent automated screening includes an advisory: "A real human will read these. These humans get really tired of reading LLM answers, because they all sound very samey." --With assistance from Jo Constantz. Most Read from Bloomberg Businessweek Lululemon Is At War With Itself Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches Canada Stares Down 'Quebexit' Risk How Apple and India Built an Alternative iPhone Production Hub The $5 Billion Cosmetics Company Behind the High-Flying Rhode Brand ©2026 Bloomberg L.P. View Comments
- Published
- 10 Aug 2026 23:29
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The loneliness epidemic is growing — can FeedIRL help solve it?
FeedIRL Founder Kris Mathis joins Josh Lipton on Asking for a Trend to discuss the growing loneliness epidemic and how FeedIRL is working to help people build meaningful connections. Video Transcript 00:00 Chris FDRL is an app that helps you find fun things to do and people to do them with nearby and it's all through uh chat. 00:08 Chris So it's an easy conversation, what you're interested in, obviously where you're where you're located in and it refines the the search mechanism um from there and our our uh motto is kind of sums it up. It's stop scrolling, start going. 00:23 Chris You know, most apps are meant to kind of incentivize to keep you scrolling. Our app is really incentivized to get you off the screen and get you into real life. Um and so yeah, that's our that's our goal. 00:37 Speaker B So let me give you an example, Chris. Like we're sitting here right now in New York City. How would it actually work? Walk me through it. 00:43 Chris Right. Well, I'm a dad in New York City and as a dad in New York City, all dads know the first thing you want to do is get out of the apartment. 00:52 Chris And so, one of the searches that that I often do is, you know, it'll be like, show me something to do on Wednesday, you know, Wednesday afternoon uh at 4 o'clock and we'll give me different kids based activities. But it's really built it's built around your own social graph. So that could be tacos, tequila, um you know, we have um people searching for bachelorette party ideas and and uh, you know, um uh fitness is huge in Miami because some of the trends that we see are different cities have different interest graphs, right? So fitness is huge in Miami. 01:27 Chris Uh New York it's mostly, you know, comedy, food. Um and LA has a whole different sort of interest graph. So depending on where you're at, um the interests kind of shift and vary. Um but what we've seen, I mean, we've got incredible usage over a short amount of time and it really kind of backs up some of the stats that I think we're seeing that, you know, millennials, 75% of 75% of millennials will spend on an experience versus a good. 01:52 Chris Um 30% um of budgets are going to discretionary budgets are going to experiences. Um and so we're we're certainly seeing that come through um in usage of the app as well. 02:00 Speaker B And then, Chris, you must get this question like immediately. I'm sure some people ask you, okay, why can't I just use, you know, Google or chat GBT for this? What's the difference? What's your competitive advantage? 02:11 Chris So we're we're definitely, we use AI obviously like all other apps. Um our engine is, you know, uh is supplemented by AI. The sort of magic that we apply to it also is a social sort of a social layer along with offers, um offers and events. And so the the complement of those things sort of builds a network that um we think can deliver, you know, better experiences than um than AI. Certainly AI can tell you kind of a summary of some things to do, but we match real-time inventory with a social layer and and offers that are given, you know, given through from events. So we kind of give a more precise answer to where you should what events you should be going um to, you know, tonight or this weekend. 02:51 Chris Um our weekend plan will give you a rundown here the five events that you should be going to based on what you've um shown that you're interested in. View Comments
- Published
- 10 Aug 2026 23:00
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Aug102026
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JPMorgan Stock Rises as Bank Lifts S&P Target to 8,000
This article first appeared on GuruFocus. JPMorgan Chase (NYSE:JPM), the largest U.S. bank by assets, raised its 2026 year-end S&P 500 target to 8,000 from 7,800. That sounds like another bullish Wall Street call. Look closer. The real story is earnings. The new target offers roughly 3.1% upside from Friday's 7,757.64 close, but JPMorgan is not counting on investors suddenly paying much richer prices for stocks. It thinks corporate profits can keep climbingand AI is becoming a bigger reason why. Warning! GuruFocus has detected 8 Warning Sign with JPM. Is JPM fairly valued? Test your thesis with our free DCF calculator. The numbers tell the story. JPMorgan lifted its 2026 S&P 500 earnings forecast to $365 per share from $350 and its 2027 estimate to $420 from $390. Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG) are central to the thesis. Their accelerating cloud businesses, swelling backlogs and improving cash-flow visibility suggest the mountains of money pouring into AI infrastructure are finally starting to produce something investors can measure. Earnings season is adding fuel: roughly 85.1% of the 436 S&P 500 companies that had reported through Friday beat expectations.JPMorgan Stock Rises as Bank Lifts S&P Target to 8,000·us.finance.gurufocus And the SPDR S&P 500 ETF Trust (SPY) chart shows just how American this wager remains. As of March 31, roughly $637 billion, or 97.8% of the geographic exposure shown, sat in the United States. Ireland was a distant second at 1.4%, with Switzerland, Singapore, the United Kingdom, the Netherlands and other markets barely registering. Buy SPY, and you are overwhelmingly betting on the U.S. profit machine. Here is the part that matters. JPMorgan raised its 2026 earnings estimate by roughly 4.3% and its 2027 forecast by about 7.7%, yet kept its forward valuation assumption near 20 times earnings. Translation: the market cannot simply get more expensive and call it a day. Earnings have to carry the next leg. That makes the 8,000 target both bullish and demanding. AI spending needs to turn into real profits. Margins need to hold. Inflation cannot reignite badly enough to keep rates higher for longer. Geopolitical shocks cannot derail the earnings machine. The S&P 500 is already expensive, so there is less room for excuses. The path to 8,000 is there. Now corporate America has to earn it. View Comments
- Published
- 10 Aug 2026 21:02
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AI Spending Boom Isn’t Boosting Profit Margins—at Least Not Yet
Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading
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- 10 Aug 2026 21:01
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BRKB Stock: Investors Are Starting To Look Past Warren Buffett
The stock chart offers a clue about positive shift in sentiment. New CEO Abel made several bold moves in Q2. Continue Reading
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- 10 Aug 2026 20:55
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Aug102026
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Sector Update: Tech Stocks Decline Late Afternoon
Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
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- 10 Aug 2026 20:51
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