|
Feb 19
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Alphabet Weighs Waymo Risks, AI Genie Potenti...
|
|
Feb 19
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Meta's Zuckerberg denies at LA trial that Ins...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Uber Pours $100 Million Into AV Charging
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Meta CEO Mark Zuckerberg testifies in teen so...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Figma’s Earnings Offer Hope for a Turnaround ...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Deutsche Bank asked AI how it was planning to...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
YouTube Is Winning the Streaming Wars
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Magnificent Seven 2026 Earnings View Rises to...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
David Tepper’s Appaloosa Trims Alibaba and Ad...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Software volatility won't 'go away' anytime s...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Meta CEO Zuckerberg to Testify in Youth Addic...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Capgemini Bets On Sovereign Cloud And WNS Dea...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
British AI trailblazer raising $1bn for three...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Jim Cramer Believes You Don’t Compete With Al...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
An Inference Tsunami May Be Coming for Google...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
WATCH
|
Julia Boorstin
Senior Media & Tech Correspondent
|
"YouTube, TikTok and Snap were named in this case, but they have settled now." By settling, Google (YouTube) and Snap have removed the immediate volatility of a jury verdict and the negative PR of a CEO cross-examination. However, if Meta loses on the "product design" argument, the legal precedent will eventually apply to the entire sector, reintroducing risk to these names later. WATCH. They are relatively safer than Meta in the immediate term (having settled), but the sector's regulatory moat is being tested. Settlement terms (undisclosed) impact margins; a Meta loss triggers sector-wide sell-off regardless of individual settlements. |
CNBC
Mark Zuckerberg to testify in high profile so...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Spotify stock erases 5% gain after Google unv...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Meta CEO Mark Zuckerberg set to testify in te...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Uber to invest $100 million in autonomous veh...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
AI giant Palantir moves its headquarters to F...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
WATCH
|
Mandeep Singh
Senior Analyst, Bloomberg Intelligence
|
Anthropic models are trained on Google TPUs and Amazon chips, not Nvidia GPUs. While Nvidia is dominant, big tech peers are actively building defensive moats via custom silicon to reduce reliance on Nvidia. However, Mandeep notes Nvidia's new chips offer "30x more token output," suggesting custom silicon still lags in raw performance for frontier training. Watch these names to see if their internal silicon can close the performance gap with Nvidia's Blackwell architecture. If their custom chips fail to scale, they will be forced to pay a premium to Nvidia, hurting margins. |
Bloomberg Markets
Meta Will Deploy Millions of Nvidia Processor...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
NBIS: A Vertically Integrated AI Infrastructu...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Figma’s Earnings Offer a Shot at a Turnaround...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Former Cleveland Clinic and Google Executive ...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Alphabet (GOOG) Rallies on YouTube Ad Growth ...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
LONG
|
Ryan
Market Analyst / Commentator
|
"Multiyear agreement with Alphabet for Google to basically run the AI tech on Apple devices, including Siri." There was a risk that Apple would develop a proprietary "Siri LLM" that excluded Google. By partnering, Google secures its distribution on the world's most valuable hardware ecosystem, mitigating the risk of losing mobile search/query volume. Long Google on the confirmation of its mobile distribution moat. Regulatory scrutiny over the Apple/Google search and AI partnership. |
Bloomberg Markets
Apple Seems to Be Sidestepping AI Landmines i...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Nvidia, Arm Stocks Rise Following Meta Deal
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
What Makes Alphabet (GOOG) a Strong Investmen...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
TheZebra.com Welcomes Former Google Product L...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Apple Explores AI Glasses and Wearables: Repo...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
UBS downgrades communication services to Neut...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Has Alphabet (GOOGL) Pulled Back Enough After...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
10 Companies Churn Out The Biggest Profits In...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
The Best Stocks to Invest $1,000 in Right Now
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Nvidia Stock Rises Following Meta Deal
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Uber to invest over $100 million in autonomou...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Strength Seen in Ormat Technologies (ORA): Ca...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Eric Schmidt Says 'We're Running Out Of Elect...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Alphabet Inc. (NASDAQ:GOOG) Passes Key Peter ...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
'Google Plans New Fiber-Optic Routes Between ...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Zuckerberg walks into court, flanked by entou...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Meta's multibillion-dollar Nvidia deal sends ...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
We've seen a 'TikTokification' of social medi...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Carrefour Aims to Boost Tech, Focus on Key Re...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
AI-enabled robotics could shift global manufa...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Wall Street Breakfast Podcast: Japan Sends $3...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
There's A Problem With Alphabet's 'Huge Bet'
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Alphabet: The Misunderstood CapEx
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
H.C. Wainwright is Bullish on Hut 8 Corp. (HU...
|
|
Feb 18
|
|
$303.94
$303.94
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GOOG
Investors Dump Microsoft Shares Despite Large...
|