$GOOGL

Alphabet poised to become world's most valuable company, driven by Google Cloud's 63% revenue growth and 81% profit surge, with $126.8B cash reserves.

Trump administration plans first official AI talks with China at May summit, with Treasury Secretary Bessent leading U.S. delegation on autonomous weapons and AI safety risks.

AI stocks rebounded strongly after early 2026 valuation pressures as tech giants demonstrated AI investments generate real customer commitments and revenue growth, validating the sector's long-term viability.

Google, Schneider Electric, BBC, Mercer, and RELX executives will judge 2026 Global Sustainability Awards in London on September 8, recognizing excellence across eight categories.

ESET researchers discovered 28 fake Android apps deceiving 7.3 million users with fabricated call logs and SMS records, charging €5-$80 per transaction before Google removed them.

Analysis suggests Nvidia stock downside limited to 20% if AI growth slows, citing massive market cap and attractive valuation multiples.

Vertiv surges 300% on $15B backlog and AI demand, but 50.9x P/E valuation offers minimal margin of safety despite strong fundamentals.

Meta trades at 19.8x forward P/E, cheapest in 'Magnificent Seven,' despite 33% Q1 ad revenue growth and strategic $125-145B AI investments.

Earnings season reveals resilient consumers and surging AI demand. All S&P 500 sectors expected positive 2026 growth for first time since 2021.

Uber orders 10,000 Rivian R2 robotaxis for 2028 delivery, with 40,000 more planned for 2030, injecting over $1 billion into Rivian's autonomous vehicle ambitions.

AMD accelerates AI infrastructure play with strong Q1 earnings and MI450 GPU launch, positioning for significant market share gains against NVIDIA.

Rakuten CEO Hiroshi Mikitani slashes AST SpaceMobile stake by 32%, selling $271M in shares. Position falls below 10% threshold in Q2 2026.

Alphabet's $346B buyback program reduced shares 13%, fueling its 1,000% decade-long rally more than AI alone. The company holds $126.8B cash and approaches top market-cap position.

Google tests 'Remy' AI agent within Gemini to compete with OpenClaw, advancing autonomous task automation across work and daily applications.

Alphabet's Q1 results show Google Cloud surging 63% as AI focus shifts from hardware to software applications, narrowing the valuation gap with Nvidia.

Marvell stock surged 67% in April 2026 on Nvidia partnership, Google AI talks, and Polariton acquisition, positioning it as key AI infrastructure player.

Alphabet hits 52-week high after $200B Anthropic cloud deal is reported, representing 40% of Google's revenue backlog and validating cloud strategy.

Leopold Aschenbrenner's hedge fund scored 176% gains on Bloom Energy by predicting AI infrastructure needs. The fund now heavily positions Intel as its next major AI opportunity.

CrowdStrike rises 1.86% as Project QuiltWorks adds partners Armadin, Cognizant, HCLTech to strengthen AI security capabilities.

Nvidia stock surged 14.4% in April on AI infrastructure breakthroughs, including Google partnerships and 90% cost-reduction initiatives, trading at 24x forward earnings with analysts citing further upside potential.