BMO Capital Maintains Outperform on Alphabet, Raises Price Target to $480

'Anthropic S-1 Shows Red-Hot Growth, Risks and Massive Computing Costs; In A New Draft Prospectus Viewed By The Journal, The AI Giant Disclosed An $80.7 Billion Net Loss For The First Half Of 2026 And A Long List Of Risk Factors' - WSJ Exclusive

https://www.wsj.com/tech/ai/anthropic-revenue-growth-ipo-accaf0f1

Claude Opus 5.5, Claude Sonnet 5.5 Are Now Available In Google Antigravity

AI Stock Sell-Off: Are Mag 7 Stocks Still Buys? ETFs in Focus

Technology stocks faced pressure last week as AI financing concerns weighed on investor sentiment, causing AI infrastructure providers CoreWeave and Nebius to plunge over 25%. However, semiconductor equipment makers ASML and TSMC signaled robust underlying AI chip demand. Analysts emphasize that investors should focus on companies converting AI spending into sustainable earnings growth, with valuations and growth prospects varying significantly across major tech players.

Not IonQ. Not Rigetti Computing. This Quantum Computing Stock Is the One I'd Buy and Hold Through 2030.

While IonQ and Rigetti Computing are popular pure-play quantum computing stocks, both face significant challenges including operating losses, uncertain commercialization timelines, and shareholder dilution risks. Alphabet emerges as a superior quantum computing investment, leveraging its profitable core businesses to fund quantum research, including recent breakthroughs with its Willow quantum processor that achieved a 40x error reduction. Unlike smaller competitors, Alphabet can afford sustained experimentation while maintaining profitability and reasonable valuation.