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News
Meta May Be an AI Winner After All: Morgan Stanley
6+ hour, 30+ min ago (426+ words) Morgan Stanley’s determination that Meta may win a large piece of the $30 trillion consumer AI pie buoys a firm viewed as an AI also-ran. Mark Zuckerberg is having just about as tough a year as a centibillionaire can have. Shares…...
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
8+ hour, 30+ min ago (186+ words) Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than…...
Amazon and 2 Other AI Stocks to Buy With $5,000
9+ hour, 22+ min ago (793+ words) Amazon Web Services revenue rose 37% year over year in the second quarter, the segment's fastest growth in 18 quarters. Taiwan Semiconductor's August revenue set a monthly record, up 53% year over year. Applied Digital's signed leases total about $36 billion in future rent,…...
These 2 Popular ETFs Look Similar: 1 Could Carry Far More AI Risk
10+ hour, 16+ min ago (911+ words) TEC and XQQ look similar, but TEC is far more concentrated in tech and Nvidia, making it a bigger AI bet. Owning 241 stocks sounds more diversified than owning 102. Yet the fund with more than twice as many holdings can still…...
Salesforce Spent a Record $27.1 Billion on Buybacks in One Quarter. Here Is Why That Signal Matters.
22+ hour, 39+ min ago (360+ words) Salesforce has been aggressively buying back its stock, spending $27.1 billion on repurchases in Q1 alone. The company continued to repurchase and retire shares in Q2. Huge gains for the stock following the company's Q2 report show this was a smart move. Salesforce(NYSE:…...
Magnificent 7 Monthly: Aug 26 - Selling AI beats buying AI
11+ hour, 49+ min ago (204+ words) This report is prepared and/or distributed by Phillip Securities Research Pte Ltd ("Phillip Securities Research"), which is a holder of a financial adviser’s licence under the Financial Advisers Act, Chapter 110 in Singapore. Any opinions, forecasts, assumptions, estimates, valuations and…...
The Equation of Return
9+ hour, 40+ min ago (33+ words) The apartment here is cold, yes, and acoustically sterile, but the silence belongs entirely to me. It is a sovereign quiet, uninterrupted only by the rhythms I choose to …...
Is Alphabet Stock, Like the Market, Oversold Enough to Rally?
17+ hour, 18+ min ago (601+ words) Not much changed on Friday. The market is oversold, while sentiment is complacent. We could rally, and a stock I recently recommended could follow. I want to tell you something different about the market today, but I cannot. We remain…...
Lyft-Waymo Robotaxi Launch in Nashville and Market Reaction
13+ hour, 37+ min ago (251+ words) whalesbook.com Lyft officially rolled out commercial robotaxi services in Nashville on September 9, 2026, marking a significant step in its partnership with Waymo This deployment allows riders in central Nashville to request autonomous vehicles directly through the Lyft application For the…...
Lyft enters robotaxi market with Waymo partnership launching in Nashville
18+ hour, 20+ min ago (387+ words) The rideshare company's first major autonomous vehicle deployment lets riders hail Waymo cars through the Lyft app, challenging Uber's head start in the space. Lyft is officially in the robotaxi business. The rideshare company has partnered with Alphabet’s Waymo to…...