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Marvell Technology's stock has surged 203% year-to-date to $257.78, driven by its AI infrastructure role, with Q2 FY2027 revenue of $2.739 billion and Data Center revenue up 46% YoY to $2.1715 billion. The company raised

Goldman Sachs Asset Management has turned underweight on Big Tech credit, warning that massive AI infrastructure spending will drive a flood of new bond issuance from hyperscalers like Amazon, Meta, Alphabet, Microsoft,

Berkshire Hathaway stock has been flat for a year, trading around $505, while the S&P 500 rose 12.5%, as the company undergoes a major leadership transition from Warren Buffett to CEO Greg Abel. The firm has deployed cas

Meta Platforms reported a 16% year-over-year increase in Reality Labs revenue to $431 million in Q2 2026, driven by its expanding wearable portfolio, though Quest headset sales declined. The company unveiled Meta VR Glas

JP Morgan analysts say US tech giants' demand for reliable power to fuel data centers could boost European energy prices and revive nuclear power. A 22-year power purchase agreement between Google and Finland's Fortum wi

Goldman Sachs predicts a rebound for hyperscaler stocks in 2027, following underperformance in 2026 driven by investor concerns over rising AI spending. The report highlights that while the S&P 500 has rallied, major tec

Alphabet shares fell 3.8% to $337.83 in a single session with no earnings warning, guidance cut, or regulatory news, attributed to rotation into Meta after its Muse AI agent launch. The stock remains up 8.14% year-to-dat

Google DeepMind has moved its next-generation model, Gemini 4, into early post-training, confirmed by Senior Vice President Koray Kavukcuoglu at The Information AI Agenda Live Summit on September 23-24, 2026. The transit