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Bernstein predicts Meta's AI-driven ad revenue could surpass Google Search by end of 2026, citing Meta's Q2 2025 ad revenue of $59.4 billion (up 27% YoY) versus Google Search's $63.3 billion (up 17%). Meta's Advantage+ p

Google has approached major Hollywood studios, including Disney, Universal, and Warner Bros. Discovery, about licensing their intellectual property for use in AI models, according to sources familiar with the talks. No a

Bernstein predicts Meta Platforms will overtake Google Search as the top ad revenue destination this year, driven by AI advancements. Analyst Mark Shmulik noted Meta captured nearly half of all incremental digital ad dol

The Magnificent Seven stocks are underperforming the broader market in 2025, with the Roundhill Magnificent Seven ETF up only 5% year to date, trailing the S&P 500 and Nasdaq. Tesla is the primary drag, down over 20% yea

Tim Cook sold 3.1 billion iPhones and doubled Apple's S&P 500 weight to 6%, but his legacy hinges on a cautious AI strategy. Apple's market cap fell below Nvidia's $5.25 trillion to $4.78 trillion as AI chips overtook ha

Artificial intelligence is reshaping the solar energy value chain as surging data center electricity demand drives renewable power needs. A BCC Research report identifies over 50 potential AI applications in energy and m

John Ternus became Apple's CEO on Tuesday, succeeding Tim Cook, who moved to executive chairman after 15 years. Ternus, 51, a hardware engineering veteran who joined Apple in 2001, faces immediate pressure to close the c

Samsung has locked up roughly 70% of its memory production capacity through 2031 under long-term agreements with major AI customers including Microsoft, Nvidia, and Google, signaling that the high-bandwidth memory (HBM)