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Will 2026 mark the big reset for Big Tech?

The article explores the potential reset for Big Tech in 2026, questioning if markets have been overly optimistic about AI's impact. It emphasizes the need for companies like Google, Meta, Amazon, Microsoft, and Nvidia to show real productivity gains and improved profits from AI investments, suggesting a reality check may be imminent.

Investinglive·
US
META
-0.64%
Investinglive·
US
META
-0.64%

From Broadcom's perspective on ASIC chip trends: Google will pay $50 billion next year, and OpenAI will pay $20 billion?

Broadcom expects its revenue from Google to double in 2026 compared to 2025, with potential further growth in 2027. Revenue related to Meta is expected to increase significantly in 2027. ByteDance's ASIC shipments are small in early 2026, but are expected to enter mass production by the end of the year. Anthropic's revenue will be close to Google's in 2026, but will decline in 2027. xAI's ASIC is expected to take off in 2027. OpenAI's ASIC chips are expected to enter mass production by the end of 2026 and be deployed on a large scale in 2027. Broadcom has received significant orders from AWS and Microsoft, with a substantial revenue increase expected in 2027

Wallstreetcn·
NA
BYTED
0.00%
NA
OpenAI
0.00%
US
GOOG
-0.22%
Wallstreetcn·
NA
BYTED
0.00%
NA
OpenAI
0.00%
US
GOOG
-0.22%

You may soon be able to change your Gmail address

Google is reportedly rolling out a feature allowing users to change their Gmail address without losing access to old emails and files. The change, spotted on a Hindi Gmail support site, will let users switch to a new Gmail address while keeping the old one as an alias. However, users can't create additional Gmail addresses for 12 months. The English support site hasn't updated this information yet.

TechCrunch·
US
GOOGL
-0.18%
US
GOOG
-0.22%
TechCrunch·
US
GOOGL
-0.18%
US
GOOG
-0.22%

The next stock-split stock that could make you rich

Meta can be a smart pick for long-term investors.

MSN·
US
META
-0.64%
MSN·
US
META
-0.64%

Virtual Reality Stocks To Research - December 28th

MarketBeat's stock screener tool highlights Meta Platforms, zSpace, The Glimpse Group, and DIH Holding US as top virtual reality stocks to watch. These companies are involved in VR technologies, offering high growth potential but also high risk due to rapid tech changes and competition. Meta Platforms, despite a Moderate Buy rating, is not among the top five stocks recommended by analysts. Investors should consider these stocks for thematic exposure to VR.

Market Beat·
US
META
-0.64%
US
VRAR
-1.93%
Market Beat·
US
META
-0.64%
US
VRAR
-1.93%
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