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Alphabet’s AI Momentum Builds With Big 2026 Capex and Gains for Gemini

An investor note credits Alphabet’s vertical stack with strengthening its long‑term AI position.

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

Lam Research Soars on AI Equipment Boom as Analysts Lift Targets

Super Micro Stock Tests Support as AI Bull Case Meets Margin Pressure