Alphabet’s $185B AI Bet Backfires as Google Stock Risks Breakdown If $300 Goes

Despite record earnings, Alphabet’s aggressive AI investment plans and mounting macro risks have triggered a sharp stock pullback and renewed doubts about capital discipline. Continue reading “Alphabet’s $185B AI Bet Backfires as Google Stock Risks Breakdown If $300 Goes”

Bullish Signal? Goldman Sachs Confirms $153 Million Bet on Ripple’s XRP

Goldman Sachs revealed substantial exposure to cryptocurrency, disclosing holdings of over $2.36 billion in digital assets in its Q4 2025 13F filing. According to the filing, $11 billion of its reported investment portfolio is in Bitcoin, $10 billion in Ethereum, $153 million in XRP, and $108 million in Solana.

 

The disclosure puts Goldman among the largest US banks most exposed to crypto-linked assets, worth a small portion of total holdings. A closer examination of the document reveals that Goldman’s exposure to XRP is primarily through XRP exchange-traded funds, which are worth about $152 million.

The total net assets of US Spot XRP ETFs are currently over $1.04 billion. After 56 days of trading, there have only been 4 days of outflows from XRP ETFs. One of the most significant investment banks in the world, Goldman Sachs counsels governments and businesses on capital markets, mergers, and restructuring.

Apple Stock Sinks on Siri Upgrade Delay Fears After Testing Snags

Apple’s stock sank after recent testing issues for Apple’s long-planned Siri virtual assistant update could cause a delay in the release of several highly anticipated features.

Apple's China production will be hit hard

Apple is now trying to spread them across future iterations of the operating system after first deciding to include the new features in the March operating system update, iOS 26.4, according to people familiar with the matter.

This could mean holding off on releasing some features until at least iOS 26.5, which is due out in May, and iOS 27, which is due out in September.

Apple has faced many challenges since the company first unveiled its plans for the updated Siri in June 2024, and the most recent setbacks are just one of them. During that year, the iPhone manufacturer showcased features that would enable the assistant to access personal data and on-screen content to fulfill requests.

Additionally, the updated Siri would enable users to control third-party and Apple apps with their voice commands

Apple postponed the rollout last spring to early 2025 as the deadline for all of the new features, stating that the new Siri would instead be available in 2026. It never made a more precise timing announcement. However, Apple internally decided on the March 2026 target, which was tied to iOS 26.4 and was still in effect as of last month.

According to the people, who asked not to be named because the discussions are confidential, testing revealed new issues with the software, which led to the most recent delays. They claimed that Siri can take too long to process requests or doesn’t always process them correctly. The situation is still unstable, and Apple’s plans could alter even more

Palantir Stock Valuation in Question As Bearish Voices Increase, PLTR Heads to $100

Palantir faces a harsher market reality where AI fervor alone no longer supports premium valuations, despite producing strong growth and audacious ambitions. Continue reading “Palantir Stock Valuation in Question As Bearish Voices Increase, PLTR Heads to $100”

AMD Stock Fails to Revive Uptrend, Heads Under $200 on Downgrade and Soft FY26

AMD’s most recent results show how challenging the market has become, and even a beat could be disappointing if future growth doesn’t dramatically pick up speed.
Continue reading “AMD Stock Fails to Revive Uptrend, Heads Under $200 on Downgrade and Soft FY26”

Apple Stock AAPL Under Fire on Siri AI Delay, Censorship Allegations, Investor Trimming

As investor confidence was eroded by censorship allegations, regulatory scrutiny, Siri integration delays, and mounting worries about AI spending, Apple’s run came to a sharp halt. Continue reading “Apple Stock AAPL Under Fire on Siri AI Delay, Censorship Allegations, Investor Trimming”