Alphabet-A (GOOGL)

The Nasdaq gained 1.1% by mid-day today. The Dow went exactly nowhere.

Anthropic's leaked IPO prospectus reveals $161.2 billion in Broadcom lease obligations and $518 billion in total infrastructure commitments, raising questions about its ability to pay as it becomes Broadcom's top XPU customer.

AI is pushing the cost of making new content toward zero. The entertainment companies that help people sort through the flood stand to gain the most.

The AI business continues to boom, and this is good news for Google for two reasons.

Berkshire dramatically increased its position in one artificial intelligence stock this year.

AutoZone, Eli Lilly, Meta Platforms, and Costco all trade at high share prices, making them candidates for stock splits as analysts raise price targets and cite strong fundamentals.

Tech companies are dominating the market. That could be risky for investors.

What can the electric wire panic of 1889 teach investors about today’s data center backlash? Explore the AI opportunity in builders, power and infrastructure.

The Vanguard Morningstar Mega Cap Growth ETF offers concentrated exposure across the artificial intelligence (AI) value chain.

Amid a year of big changes for Berkshire Hathaway, the search for value and businesses with sustainable competitive edges remains the same.

Business is stronger than I anticipated for Alphabet.

Anthropic will spend $252 billion with these three cloud computing providers.

Will hyperscalers' massive AI spending pay off for them?

Rocket Lab shares have rebounded on ARK Invest's continued buying, shareholder approval of its Iridium acquisition, and SpaceX's planned pullback from rideshare launches, though Neutron's debut remains the key long-term test.

Elon Musk's space transportation company is loaded with potential, but its sky-high valuation leaves little room for upside in the near term.

SpaceX is back to trading near its opening-day price.

A split wouldn't change what the social media giant is worth. Might it still open the door to the Dow?

The legendary investor and his successor have transitioned Berkshire Hathaway's public equities portfolio toward a willingness to bet on tech companies.

Broadcom's AI revenue growth trajectory suggests that it is becoming a major player in a lucrative market.

Both could deliver outstanding returns, but there are good reasons to be cautious.