$GOOG

Micron stock fell 18% post-earnings despite 196% revenue and 682% EPS growth, driven by pricing and AI compression concerns. Supply tightness expected through 2026.

Buffett signals continued Apple confidence despite $100B divestment, saying he'd buy "a whole lot" if prices decline. Apple remains Berkshire's 23% portfolio position.

OpenAI shutters Sora after losing $15M daily while generating only $2.1M revenue, positioning Google as the biggest competitive beneficiary in AI video generation.

VERSA Integrated Solutions names AI veteran Quintus R. Brown as Chief AI Officer to lead digital transformation and AI strategy across its government and commercial solutions.

Apple partners with Google's Gemini for AI, paying $1B annually instead of spending $650B like competitors, leveraging its 2.5B-device ecosystem.

Nvidia CEO Jensen Huang reveals doubled $1 trillion order book through 2027, securing multiyear revenue visibility. Stock trades near lowest forward P/E during AI boom.

Nvidia down 19% from October peak. Forward P/E of 21.1 with 73% YoY revenue growth and $32B Chinese market opportunity suggest undervaluation.

Global equity futures bounce modestly as oil prices retreat, easing inflation concerns amid Middle East de-escalation. Recovery remains fragile, with tech stocks continuing to drag indices lower.

Exclaimer warns enterprises overlook outbound email security despite 83% experiencing email issues. Average breach costs $10.22M; only 41% fully integrated email governance.

Meta trades at lowest Magnificent Seven valuation amid 24% revenue growth, but $115-135B capex plans raise questions about disciplined returns on AI investments.

Morgan Stanley analyst rates $AAPL strong buy with 28% upside, citing record upgrade interest and potential $60B foldable iPhone revenue by 2026.

Amazon expands OpenAI partnership to $50B with $138B AWS commitment over eight years. Zoox robotaxi completes 350K rides, expanding to Austin and Miami.

Billionaire Stanley Druckenmiller increased positions in $GOOGL and $AMZN for second consecutive quarter, ditching $NVDA and $PLTR despite AI boom.

Micron Technology stock surges 300% in a year as AI demand for high-bandwidth memory explodes, with the HBM market projected to triple to $100B by 2028.

Alphabet's Google Cloud grows 48% YoY versus Amazon's AWS at 24%, offering better value at 25x earnings versus Amazon's 28x despite both committing massive 2026 capex.

Investors are dumping AI stocks amid valuation concerns, but analysts warn this pullback could be a costly mistake given robust earnings growth and real cash flows.

Micron Technology stock fell 9.6% on March 30 as Google's TurboQuant algorithm threatens to reduce memory demand by compressing requirements up to sixfold.

AI stocks face headwinds but deliver real results: Amazon and Palantir show revenue growth; major tech firms plan $700B in investments, signaling genuine disruption over hype.

Markets shift defensive as Brent crude hits $114 amid Iran tensions. Nasdaq falls 0.7% on AI concerns while energy stocks rally.

SpaceX targets $1.75T valuation, $75B IPO with 30% retail allocation. E*Trade leads retail distribution race against Robinhood and SoFi. Analyst warns of merger risks to Tesla.