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Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens
Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the […]
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Street analyst reveals 3 AI stocks set to dominate 2026 – plus, Meta’s next move
Wall Street analysts see more room to run for four Club stocks that shattered records in 2025. Fresh commentary from a Rosenblatt Securities analyst shows how a new deal from Meta Platforms could be a financial windfall. Meanwhile, Wedbush details exactly why CrowdStrike , Apple , and Microsoft are winners from the artificial intelligence build-out […]
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Meta acquires intelligent agent firm Manus, capping year of aggressive AI moves
The logo of Meta is seen at the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025. Gonzalo Fuentes | Reuters Meta Platforms said Tuesday that it has acquired Manus, a Singapore-based developer of general-purpose AI agents, as the tech giant continues its […]
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Play on or game over? A look back at 2025 for the video game industry
This summer, Switch 2 became the fastest-selling console in Nintendo’s history, selling 10.36 million units in the first four months of sales Guillaume Payen | Sopa Images | Lightrocket | Getty Images It has been a monumental year for the video game industry, marked by new devices and billion-dollar deals. Further consolidation occurred within the […]
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One year on from the UK’s grand AI plan: has its infrastructure buildout been a success?
QTS’s data center in Cambois, North East of England When the U.K. announced its AI Opportunities Action Plan — a grand blueprint to deploy the tech across society — in January, Prime Minister Keir Starmer declared the strategy would make the country an “AI superpower.” One of the key pillars of this plan was a […]
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Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20 […]
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Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
Oracle CEO Clay Magouyrk speaks at a Q&A session following a tour of the OpenAI data center in Abilene, Texas, on Sept. 23, 2025. Shelby Tauber | Pool | Reuters Three months ago Oracle named Clay Magouyrk and Mike Sicilia as its new CEOs. They’re off to a rough start. Oracle shares have plummeted 30% […]
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Monetizers vs manufactures: How the AI market could splinter in 2026
The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster of tech sell-offs and rallies, as circular deals, debt issuances, and high valuations fueled concerns over an AI bubble. Such volatility may be an early sign of how AI investment is set to evolve as investors pay closer […]
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Here’s what would it take for an Amazon stock comeback in 2026
After a year defined by worries about cloud growth and tariff impact on retail, Amazon stock heads into 2026 poised for gains. The Club name struggled throughout 2025 as Wall Street worried that Microsoft ‘s Azure and Google Cloud were outpacing the growth rate of the No. 1 cloud, Amazon Web Services, and how President […]
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The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to date — the easy gains […]
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