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

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

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

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

Nvidia ( NVDA 2.54%), Taiwan Semiconductor Manufacturing ( TSM 2.34%), and Alphabet ( GOOG 0.73%) ( GOOGL 0.64%) are at the ...

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

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

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

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

Tesla Inc. already had a lot riding on its highly anticipated robotaxi launch long before Elon Musk decided to swing a wrecking ball through his alliance with President Donald Trump — and the ...

The quantum computing industry keeps stacking cash, with the technology's market investment already reaching 70% of 2024's total value in the first five months of 2025. This funding pop comes at ...

This was the stock's second consecutive day of losses.