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Nvidia accounts for 8.5% of the S&P 500 with a $5.1 trillion valuation, surpassing multiple national markets and entire index sectors.
Michael Burry warns Oracle and Meta could overstate profits by up to 27% through extended depreciation timelines on AI infrastructure.
Google’s $32 billion Wiz acquisition passes major U.S. antitrust test, paving way for 2026 close.
Apple signs a $1 billion annual deal with Google to integrate Gemini AI into Siri across its device ecosystem.
Alphabet’s valuation topped $3 trillion, making it the 4th company ever to hit that milestone after a favorable U.S. antitrust ruling eased investor fears.