$GOOG

S&P 500 historical returns of 10.6% annually suggest long-term investors shouldn't worry about current valuations. Low-cost index funds like Vanguard's offer accessible diversified exposure.

NextEra Energy secures major contracts with Meta and Google, positioning itself as a critical power supplier for AI data centers with 30 gigawatts in backlog.

Ormat secures 15-year geothermal power deal with Google via NV Energy, delivering up to 150MW from 2028-2030. Stock surges 5.54% on announcement.

Bensler invests $11.7M in Goldman Sachs tech-focused income ETF (GPIQ), betting on growth with income generation via covered call strategy yielding 10.1%.

Segall Bryant & Hamill reduced its Littelfuse stake by $5.19M amid strong stock gains. The circuit protection firm benefits from AI sector demand with projected 21% revenue growth in 2026.

CoreWeave faces mounting competitive pressures from hyperscalers enhancing AI capabilities and major AI developers building internal compute infrastructure, threatening its market position.

Autonomous vehicle sector consolidates around elite players like Waymo and Baidu as robotaxi fleets exceed 10,000 vehicles globally, with China leading adoption.

Alphabet and MercadoLibre emerge as long-term investment opportunities. Alphabet leverages AI and strong cash flow; MercadoLibre offers attractive valuation despite near-term challenges in Latin America's e-commerce market.

Pershing Square exits Hilton position, redirects $2B to Meta, betting AI spending obscures the tech giant's underlying strength and valuation opportunity.

Streaming platforms raise prices amid economic divergence, with affluent consumers spending while retail growth slows. Tech stocks tumble on AI competition concerns.

Tech giants spend $400B on AI infrastructure, creating winners with strong balance sheets and losers burdened by debt in this capital-intensive race.

Meta stock retreated from post-earnings gains despite strong guidance. Billionaire Bill Ackman's fund initiated a $2 billion position, betting on Meta's AI advertising potential.

Unilever partners with Google Cloud for five-year deal to migrate data operations and implement AI-driven commerce systems, enhancing customer engagement and streamlining operations.

Bill Ackman's Pershing Square invests $2B in Meta, raising AI exposure above 50%. The bet reflects confidence in Meta's AI-powered advertising potential.

Apple launches native video podcasting in its app this spring, adding picture-in-picture playback, offline access, and monetization tools to compete with Netflix and YouTube.

Micron poised for 340% earnings growth in fiscal 2026 as AI demand surges. Stock could rise 100% as hyperscalers invest heavily in memory infrastructure.

Microsoft stock dropped 20% despite strong Azure cloud growth and solid earnings, as investors reassess AI-related valuations and market sentiment shifts.

SanDisk stock surged 1,500% post-separation from Western Digital, driven by AI infrastructure demand for memory and storage solutions from hyperscalers building AI systems.

Two closed-end funds yield over 9% while trading at steep 17% discounts to net asset value, offering potential opportunities for income investors amid market volatility.

Tech giants plan $700B AI infrastructure investment in 2026, with two-thirds funding GPUs and CPUs. TSMC positioned for major revenue gains from surging chip demand.