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Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Google’s record investment signals stronger demand for custom AI hardware that favors Broadcom’s TPU partnership.

ClearBridge Trims Oracle, Holds Broadcom as AI-Led Market Concentration Weighs on Results

Meta Adds Wisconsin AI Data Center as Shares Sink on Spending and Scrutiny

CoreWeave Won’t Raise $9 Billion Stock Offer for Core Scientific as ISS Urges ‘No’

Alibaba Extends 2025 Rally as JPMorgan Lifts Target on AI Push

Elliott Backs Workday’s Pivot as Company Launches $5 Billion Buyback and Buys AI Firm Sana

SAP Holds Outlook After Q2 Earnings Beat, Notes Cloud Slowdown and Trade Drag