Alphabet Inc. (GOOG)

The AI giant is rapidly growing its revenue stream.

Nvidia still remains a leading way to play the AI infrastructure boom, driven by strong data-center growth, its full-stack ecosystem, pricing power, and massive AI demand.

Li Lu was a close confidant of the late Charlie Munger, who called Lu "the Chinese Warren Buffett."

The chip giant's stock slid after its most important AI customer expanded work with a rival. The last time a design-away scare hit the company, what followed was a 500% gain.

Stanley Druckenmiller and Dan Loeb both completely exited their stakes in Broadcom during the second quarter.

Berkshire was a net purchaser of stocks for the first time since 2022.

Meta, Google dodge a lawsuit as Google faces scrutiny in India, SK hynix eyes Japan expansion and Alibaba keeps Nvidia’s older GPUs running.

The stock has lagged the market, but is showing new signs of life.

It's down 34% over the past year, which makes its valuation much more attractive.

The price-to-earnings metric has some oddities associated with it.

Sandisk is the top-performing stock in the Nasdaq-100 this year.

Expectations for AI stocks appear to be changing.

Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

Apple and Meta have been laggards in the AI arms race.

Alphabet's value proposition was so appealing that even Buffett and Abel could not ignore it.

The market liked SpaceX's earnings report.

The AI hyperscalers are spending a ton of money on computing power.

The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.

Tesla caught two breaks: Nevada regulators cleared it to put as many as 5,000 driverless robotaxis on Las Vegas streets, and its electric semi truck is headed to Germany.

The technology giant just entered a business that could be worth $1 trillion per year within a decade.

Microsoft has rallied back from the plunges it took earlier this year, but can it go higher?

AI's power problem is becoming a growth engine for Cummins.

While Marvell stock has been hot, Broadcom looks like the better buy.

Google's massive user base is its greatest competitive advantage.

Modine Manufacturing Co (NYSE:MOD) shares are rising Friday. An investigative report from Hunterbrook Media identified Google as the previously unnamed customer behind Modine's $4 billion cooling agreement. Here's what you should know.