Alphabet Class A
- Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
- Oracle says there have been 'no delays' in OpenAI arrangement after stock slide - Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
- Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia - Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
- AI shopping could drive $263 billion in holiday sales. Walmart and Target are racing to get in - Consumers are turning to AI chatbots like ChatGPT for gift discovery, reviews and price matching, potentially driving billions in sales this holiday season.
- Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
- Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand - Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
- Trump signs executive order for single national AI regulation framework, limiting power of states - TechTrump signs executive order for single national AI regulation framework, limiting power of statesPublished Thu, Dec 11 20256:43 PM ESTJennifer Elias@https:/
- Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter - Broadcom stock is near an all-time high and has climbed 75% so far in 2025.
- Rivian announces new AI tech, in-house chip and robotaxi ambitions - The company has also developed AI models to power its Autonomy+ subscription, which it intends to roll out early next year for $2,500 upfront or $49.99 a month.
- Oracle's stock slides 7% on revenue miss even as AI backlog soars - Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.