Today: 23 May 2026
Browse Category

NASDAQ:GOOGL 6 May 2026 - 22 May 2026

Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Bill Ackman’s Pershing Square sold nearly all its Alphabet shares and bought a $2.09 billion stake in Microsoft, SEC filings show. The fund now holds 5.65 million Microsoft shares and raised its Amazon position by 19%. Alphabet and Amazon both reported strong cloud and AI growth last quarter. Daniel Loeb’s Third Point made opposite moves, cutting Microsoft and adding Alphabet.
22 May 2026
····
Google Stock Eyes Fresh AI Push as Traders Weigh New Risks

Google Stock Eyes Fresh AI Push as Traders Weigh New Risks

Alphabet’s Class A shares fell 0.4% to $387.66 after Google announced new AI features at its I/O conference and faced a European complaint over scam ads. Google said its conversational AI Search has surpassed 1 billion monthly users and is rolling out new AI tools and subscription tiers. Google Cloud revenue jumped 63% to $20 billion last quarter. European groups filed complaints against Google, Meta, and TikTok over scam ads.
22 May 2026
···
Alphabet’s $5B AI Cloud Push Gets Wall Street Scrutiny; Google Shares Drop

Alphabet’s $5B AI Cloud Push Gets Wall Street Scrutiny; Google Shares Drop

Alphabet Class A shares fell 2.3% to $387.66 Tuesday after Google announced new Gemini AI models, paid subscription tiers, and a $5 billion Blackstone-backed AI cloud venture. The stock had traded as high as $401.71 intraday. Google also cut prices on its top AI subscription plans and introduced Gemini 3.5 Flash, but the stronger 3.5 Pro model remains unreleased.
19 May 2026
···
Nebius Drops After Google, Blackstone Step Up 2026 AI Cloud Bet

Nebius Drops After Google, Blackstone Step Up 2026 AI Cloud Bet

Nebius Group N.V. shares dropped 7.5% to $184.84 in Nasdaq morning trading after Google and Blackstone announced a $5 billion U.S. AI cloud venture and D.A. Davidson downgraded the stock. CoreWeave, a peer, also fell 7.8%. Nebius reported Q1 revenue of $399 million, up 684% year-over-year, and raised its 2026 capital expenditure forecast to as much as $25 billion.
19 May 2026
····
Buffett heir makes first big Berkshire shake-up: Delta joins, UnitedHealth gone

Buffett heir makes first big Berkshire shake-up: Delta joins, UnitedHealth gone

Berkshire Hathaway disclosed a new $2.65 billion stake in Delta Air Lines and sharply increased its Alphabet holdings in its first-quarter filing under CEO Greg Abel. The company exited UnitedHealth, Amazon, Visa, and Mastercard. UnitedHealth shares fell over 2% Monday after Berkshire’s exit. Berkshire’s U.S.-listed equity portfolio stood at $263.1 billion as of March 31.
19 May 2026
··········
Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet shares rose in pre-market trading Tuesday after Google and Blackstone announced a U.S. AI cloud venture, with Blackstone committing $5 billion to add 500 megawatts of data-center capacity by 2027. Alphabet’s Class A shares closed Monday at $396.94 and were quoted at $401.09 before the market opened. The move coincides with the first day of Google I/O and follows strong Q1 earnings.
19 May 2026
····
Google faces AI test after BofA’s $430 price target

Google faces AI test after BofA’s $430 price target

Alphabet shares rose over 1% Monday, valuing the company near $4.9 trillion ahead of Tuesday’s Google I/O developer conference in Mountain View. Bank of America and other analysts kept Buy ratings, citing strong AI and cloud growth, but warned that high expectations and lack of major AI announcements could pressure the stock. Google I/O will focus on Search, Android, Gemini, and smart glasses.
18 May 2026
···
Alphabet Stock Faces $4.8 Trillion Pressure After Ackman Exit, AI Bonds, Google I/O

Alphabet Stock Faces $4.8 Trillion Pressure After Ackman Exit, AI Bonds, Google I/O

Alphabet shares closed at $396.78 Friday, down 1.07% after Pershing Square, led by Bill Ackman, fully exited its stake to fund a new Microsoft position. Alphabet also raised $3.6 billion in its first yen bond sale, the largest by a foreign company. First-quarter revenue rose 22% to $109.9 billion, with Google Cloud revenue up 63% to $20 billion.
16 May 2026
···
Alphabet Falls as Ackman Exits, Broader Tech Weakness

Alphabet Falls as Ackman Exits, Broader Tech Weakness

Alphabet shares fell 1.1% Friday after Bill Ackman’s Pershing Square disclosed it sold its entire Alphabet stake to fund a new Microsoft position. The Nasdaq dropped 1.54% as rising oil prices and Treasury yields pressured tech stocks. Microsoft rose 3.1% on the news. Alphabet reported Q1 revenue up 22% to $109.9 billion, but raised 2026 capex guidance to as much as $190 billion.
16 May 2026
··
Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

Alphabet Class A shares fell 0.4% to $401.07 on Thursday, pausing after a record run even as the S&P 500 and Nasdaq hit new highs. Investors weighed Google’s AI and cloud gains against persistent interest-rate concerns, with profit-taking outweighing news of a new robotics partnership with Fanuc. Alphabet’s market value stood near $4.86 trillion. Google Services revenue rose 16% last quarter, while Google Cloud jumped 63%.
15 May 2026
··
Apple Backs Google in EU AI Fight as iPhone Rules Loom

Apple Backs Google in EU AI Fight as iPhone Rules Loom

Apple warned the European Commission that proposed EU rules forcing Google’s Android to open core features to rival AI assistants could endanger privacy, security, and device performance. The Commission’s feedback period closed Wednesday, with a final decision expected by July 27. Apple argued the measures could set a precedent for its own platforms. Google also opposes the plan, calling it an “unwarranted intervention.”
14 May 2026
····
Alphabet’s $60 Billion AI Debt Sprint Puts Google Stock Back in Focus

Alphabet’s $60 Billion AI Debt Sprint Puts Google Stock Back in Focus

Alphabet is preparing its first yen-denominated bond sale, expected to raise several hundred billion yen, as part of a broader funding push for AI expansion. The company has lifted its 2026 capex forecast to $180–$190 billion and could reach $60 billion in total new debt across currencies this year. Google Cloud revenue rose 63% to $20 billion last quarter. EU regulators continue to press Google under the Digital Markets Act.
14 May 2026
··
Apple Gives Alphabet a Rare Ally in Europe’s AI-Android Fight

Apple Gives Alphabet a Rare Ally in Europe’s AI-Android Fight

Apple warned EU regulators that proposed Digital Markets Act rules forcing Android to open key features to rival AI services could endanger privacy and security. The intervention came on the last day of a European Commission consultation, with a decision expected by July 27. Alphabet’s shares rose 4% to $402.98 after strong Q1 results and news of a planned yen bond sale to fund AI infrastructure.
13 May 2026
···
Apple Inc’s $4.4 Trillion Fight: EU AI Rules, China Talks and a Stock Near $300

Apple Inc’s $4.4 Trillion Fight: EU AI Rules, China Talks and a Stock Near $300

Apple warned EU regulators that proposed rules to open Android to rival AI services could create “profound risks” for users and devices, according to a Reuters report. The European Commission is weighing measures under the Digital Markets Act, with a final decision expected by July 27. Apple shares rose 1.6% to $299.47 after the news. CEO Tim Cook is also traveling to China with President Trump for trade talks this week.
13 May 2026
····
Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

Anthropic launched Claude for Small Business on Wednesday, integrating its AI assistant with apps like QuickBooks, PayPal, HubSpot, and Canva. The product offers 15 preset workflows and skills for tasks such as payroll, invoicing, and campaign management. U.S. small businesses number 36.2 million and employ 62.3 million people, according to the SBA. PayPal and Canva are among launch partners.
13 May 2026
······
Google Finance AI Launches Across Europe: The New Market Tools Investors Can Use Now

Google Finance AI Launches Across Europe: The New Market Tools Investors Can Use Now

Google launched its AI-powered Google Finance across Europe this week, adding local-language support and features like AI research, advanced charting, and live earnings calls. The rollout expands the service beyond the U.S., as rivals and regulators focus on AI in financial data. Google says Deep Search and other AI tools are now available to European users in multiple languages.
12 May 2026
···
Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Alphabet’s EU antitrust talks remain unresolved after regulators gave Google more time to respond to concerns. Alphabet shares closed at $400.80, up 0.7%, with a market value of $4.86 trillion, trailing Nvidia’s $5.27 trillion. The company reported first-quarter revenue of $109.9 billion, up 22%, and Google Cloud revenue up 63% to $20 billion. Google’s cloud backlog nearly doubled to over $460 billion, driven by enterprise AI demand.
10 May 2026
·····
Iron Mountain Incorporated Stock Falls After Six-Day Rally as AI Data-Center Bet Faces New Test

Iron Mountain Incorporated Stock Falls After Six-Day Rally as AI Data-Center Bet Faces New Test

Cohere agreed in April to acquire Germany’s Aleph Alpha, aiming to expand in regulated European markets as governments demand “sovereign AI.” Schwarz Group plans to invest $600 million in Cohere, which was valued at $6.8 billion last year. The merged company will be based in Germany and Canada, targeting sectors like finance and defence. The deal awaits shareholder and regulatory approval.
8 May 2026
··
SPY Stock Today: S&P 500 ETF Rides AI Chip Rally as Iran Deal Hopes Lift Futures

SPY Stock Today: S&P 500 ETF Rides AI Chip Rally as Iran Deal Hopes Lift Futures

S&P 500 futures rose 0.32% and Nasdaq 100 futures climbed 0.81% early Wednesday after the S&P 500 and Nasdaq closed at record highs Tuesday. AMD surged nearly 18% premarket on strong AI demand, lifting chip stocks and boosting the tech-heavy SPDR S&P 500 ETF Trust, which closed Tuesday at $723.77 with $740.5 billion in assets. Hopes for a U.S.-Iran peace deal also supported gains.
6 May 2026
··········
1 2 3 … 50

Stock Market Today

  • Santen Pharmaceutical Raises Dividends and Issues 2027 Earnings Guidance Amid Market Reaction
    May 23, 2026, 2:04 PM EDT. On 12 May 2026, Santen Pharmaceutical (TSE:4536) raised its interim and year-end dividends to ¥21.00 per share for fiscal year ending March 2027, confirming a ¥19.00 dividend for FY 2026. The company issued FY2027 guidance projecting revenue of ¥311 billion, operating profit of ¥49.5 billion, and net profit of ¥39.5 billion. The dividend hike underscores confidence in earnings and shareholder returns but raises concerns about reliance on meeting guidance amid modest revenue growth. Shares gained but remain potentially undervalued by 43%, with market views split between optimism over dividends and caution on growth forecasts. Investors are advised to weigh the trade-offs and consider fundamental analysis before deciding.

Latest articles

Intuit Just Cut 3,000 Jobs. The Real Test Is Whether TurboTax Can Outrun AI

Intuit Just Cut 3,000 Jobs. The Real Test Is Whether TurboTax Can Outrun AI

23 May 2026
Intuit will cut about 3,000 jobs, or 17% of its workforce, and close offices in Reno and Woodland Hills as it restructures to focus on artificial intelligence. The company expects $300 million to $340 million in charges, mostly in the fiscal fourth quarter. Intuit raised full-year revenue guidance but lowered its TurboTax outlook, citing pressure from low-cost AI tools. Shares last traded at $319.94 after a volatile week.
AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

AeroVironment Shares Surge 10% Ahead of Holiday With Tuesday in Focus for AVAV

23 May 2026
AeroVironment shares jumped 6.8% Friday to $174.23, capping a 10.3% weekly gain ahead of the Memorial Day market closure. Trading volume reached 1.16 million shares. No new company news appeared Friday; the latest updates were a May 19 software announcement and a May 20 notice of management’s June 3 conference appearance. Peers rose less, with Kratos up 2.8% and Lockheed Martin up 2.0%.
Lockheed Martin Rises Going Into Holiday on Missile Plans

Lockheed Martin Rises Going Into Holiday on Missile Plans

23 May 2026
Lockheed Martin shares rose 2.0% to $533.24 on Friday, outpacing defense peers after the company broke ground on a new munitions plant in Troy, Alabama. The facility aims to boost output of THAAD and Next Generation Interceptor missiles. Lockheed remains nearly 23% below its 52-week high despite recent gains. Wall Street analysts hold a consensus Hold rating with an average price target of $595.29.
Go toTop