Alphabet’s Ruth Porat responds to Jefferies warning that AI boom will bring U.S. capital destruction
This essay appears in the Oct. 17, 2026 edition of the Fortune 500 Digest newsletter, which rounds up the headlines...
Global trade, energy transition, financial regulation, multinational corporations, and macroeconomic trends.
This essay appears in the Oct. 17, 2026 edition of the Fortune 500 Digest newsletter, which rounds up the headlines...
Marissa Mayer has been a builder in Silicon Valley since the dawn of Google. But even she says the honest...
Alphabet is spending roughly $200 billion this year to build out its AI capacity, and the company’s president and chief...
Billionaire hedge fund manager Bill Ackman has long gambled on Alphabet, as artificial intelligence has grown Google’s cloud business and...
BackRub … guys, seriously? In the mid-1990s, Stanford University students Larry Page and Sergey Brin began developing a search engine...
Berkshire Hathaway Inc. increased its holdings in Delta Air Lines Inc. and Google parent Alphabet Inc. as Greg Abel began...
Good morning. Reporter Lily Mae Lazarus pinch hitting here today for Andrew. Apparently, the PTA has a better portfolio than...
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SpaceX has been on a slide since hitting a $2 trillion valuation milestone at its June IPO, shedding close to...
Warren Buffett rarely calls his own investments mistakes. He rarely doubles down on ones he still questions. In a July...
Microsoft stock prices surged as much as 17% on Thursday to above $455, the largest single-day gain in nearly 20...
Bernard Arnault has made a series of successful buy-ins that have catapulted his wealth to new heights, including the likes...
South Korea’s Kospi closed down nearly 11% on Tuesday, its eighth circuit breaker of 2026 and one of the worst...
The horse race between Amazon and Microsoft’s cloud computing businesses has gone through various phases over its nearly two-decade history,...
Woodshaw Financial Group principal D.R. Barton explains why Alphabets increased CAPEX for AI is a positive and sees market pullbacks...
In many ways, Alphabet (GOOGL) stock investors entered the earnings season looking for proof that AI was strengthening its Search...
Alphabet made history Wednesday with a quarterly profit that stretched into 12 figures for the first time in the search...
Mike Lee explains how the 'token flow' from AI's infrastructure build-out is driving significant gains in semiconductor stocks. He highlights...
Warren Buffett’s decision to start building a stake in Alphabet is being seen as a late-career imprimatur for artificial intelligence.For...
Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition: U.S. and China pursue AI guardrails to...
Billionaire Bill Ackman isn’t backing away from Big Tech at a point when Wall Street questions how much money the...