AI & Big Tech
Google’s Marvell Chip Option Shifts AI Supply, Cost and Risk
Google’s warrant for a potential $12.18 billion Marvell stake deepens its custom-chip strategy, but the deal’s value depends on future targets and execution.
Tag: Alphabet
Business
Adobe Stock’s AI Test: Growth, Value, and Downside Risk
Adobe reported growth and rising AI-related recurring revenue in fiscal 2026’s first quarter, but investors still need proof that AI demand can protect its pricing and core software business.
