#AlphabetClassA

From CNBC: Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit

Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.

The One Big Beautiful Bill Act turbocharged the tax break on QSBS, but states including New York and Oregon have taken aim at the incentive.

Anthropic said it's forged a deal with SpaceX, which owns rival xAI, to use all of the compute capacity at the company’s Colossus 1 data center in Memphis, Tennessee.

As China’s AI competition intensifies, SenseTime is shifting toward multimodal AI, lower-cost models and overseas expansion to remain competitive, co-founder Lin Dahua said.

Chinese company Zhejiang Geely Holding Group has big investments in three automakers already doing business in the U.S.

The takeaway could not have been clearer: Alphabet isn't just surviving the AI revolution — in many ways, it's leading it.

Quietly, shares of Google-parent Alphabet are on the verge of topping $5 trillion, and overtaking AI-leader Nvidia as the world's most valuable company.

In Apple's quarterly earnings report, CEO Tim Cook warned of further memory constraints in the coming quarters.

Apple reported 17% revenue growth, topping estimates, even as iPhone sales came up short.

Both Alphabet and Meta said they expect their capex to continue growing this year, but investors sent Alphabet's shares up, while Meta's stock slid.

The stock's April rally set a high bar heading into Wednesday's print. But the company's results resoundingly cleared it.

Wall Street expects Alphabet to report its strongest quarter for revenue growth since 2022.

From CNBC: Former Google DeepMind researcher's AI startup raises record $1.1 billion seed funding to pursue superintelligence

Calls are trading more expensive than puts in the five names that report this week, and call volume outpaces put volume in all but Alphabet.

Meta said it's cutting 10% of its workforce, just as Microsoft announced that it's offering employee buyouts for the first time in its 51-year history.