Tag: Alphabet Class A

Oppenheimer predicts the global drone market will be worth $400 billion in a decade. How to play it

Drones are the fastest-growing, multibillion-dollar investment opportunity in the hot space of “physical” artificial intellgence, according to Oppenheimer. The global defense market has seen booming growth over the past year driven by rising geopolitical conflicts and military investment, with the House of Representatives in December authorizing the Defense Department to spend $900.6 billion fiscal 2026. The […]

‘Old economy’ stocks look expensive, software screams cheap. How to proceed

Monday’s batch of Wall Street research made one thing clear: More people are starting to throw in the towel on software. While the sentiment makes sense — analysts aren’t blind to the price action and know their posture is out of step ahead of some key earnings reports — one has to wonder whether it […]

Your portfolio may be more tech-heavy than you think

If you own an S&P 500 index fund, artificial intelligence is already a major part of your investment strategy. In recent years, the stock market’s gains have been fueled largely by a small group of tech giants that are aggressively investing in AI. Nvidia, Microsoft, Apple, Google parent company Alphabet and Amazon — the five […]

‘They learn how to kill’

Google’s former CEO Eric Schmidt spoke at the Sifted Summit on Wednesday 8, October. Bloomberg | Bloomberg | Getty Images Google‘s former CEO Eric Schmidt has issued a stark reminder about the dangers of AI and how susceptible it is to being hacked. Schmidt, who served as Google’s chief executive from 2001 to 2011, warned […]