Alphabet's search dominance declines as ChatGPT hits 500M weekly users. Read why I rate GOOG stock a Hold and wouldn't ...

The 10% baseline tariff plus additional “reciprocal” levies on China, India, and Taiwan has undermined investor confidence in ...

We recently reported Microsoft had cancelled leases with at least two private data center operators in the US, totaling “a ...

Google's parent company Alphabet has said it was commitment to spending around $75 billion this year to build out data centre capacity despite turmoil over US tariffs and sought ...

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Stocks recently featured in the blog include: Microsoft MSFT, Alphabet GOOGL, Nvidia NVDA and Amazon AMZN. Here are highlights from Tuesday’s Analyst Blog: Time to Bet on Microsoft's Copilot+ at ...