Why Is Unity Software Stock Gaining Thursday?
Unity stock rose 2% after Raymond James upgraded U to Outperform with a $54 price target, citing its new Google AI partnership.
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SpaceX’s $500 Billion AI Data Center Gamble Has Real Revenue Behind It, Says FT’s John Foley
FT’s John Foley says SpaceX’s AI compute business has real demand, even as scaling it could require $500 billion.
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1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Joins Nvidia in the $5 Trillion Club
Alphabet is positioned to become the next company to reach a $5 trillion market cap by 2028, leveraging its vertically integrated AI businesses across infrastructure (TPUs), cloud services, Gemini models, search/advertising, and autonomous vehicles (Waymo). Wall Street forecasts Alphabet's earnings will grow from $11.81 to nearly $18 per share by 2028, requiring only a 19% market cap increase to reach $5 trillion without multiple expansion.
Anthropic Is Deepening Its Support For American Scientific Research By Committing $150M Over Three Years To The Genesis Mission
'OpenAI annualised revenues $20bn less than previously signalled' - Financial Times
https://www.ft.com/content/b66a9858-f8fb-46cb-b506-44bfe26fca2a?shareType=nongift
What's Going On With Microsoft Stock Thursday?
Microsoft stock dips as tech stocks weaken and overbought signals emerge, while Activision Blizzard faces fresh EU scrutiny.
Better Cloud AI Pick: CoreWeave or Nebius Group?
CoreWeave and Nebius are competing AI cloud computing providers with impressive growth rates. Nebius grew 454% in Q2 versus CoreWeave's 112%, but CoreWeave is projected to have significantly larger revenue ($26.3B vs $12.3B by 2027) and is closer to profitability. The article concludes CoreWeave appears to be the better value pick, though both companies carry significant execution risk.