Barrons.com19d agobearish
Intel Stock Is Rallying. Why Analysts See More Gains to Come.Shares were gaining on Friday after Intel’s earnings report signaled demand for AI chips remains strong.
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GuruFocus.com19d agobearish
Alphabet falls below 200-day average for first time in over a year after earningsAI spending fears push Alphabet below key technical milestone
Associated Press20d agobearish
Shares skid in Asia in sell-off of AI-related shares as Brent oil tops $100 per barrelShares skidded Friday in Asia after Brent crude shot to its highest price since May as heavy fighting in the Middle East again threatened to slow the global flow of oil and gas. U.S. futures were little changed after tumbles for two of Wall Street’s most influential companies, Alphabet and Tesla, yanked U.S. stocks to their worst loss in a month.
Reuters20d agobearish
Japan's Nikkei falls more than 2% on AI spending worriesBy Junko Fujita TOKYO, July 24 (Reuters) - Japan's Nikkei share average fell more than 2% on Friday, as a sharp decline in Google parent Alphabet shares spurred concerns about heavy AI spending.
Reuters Videos20d agobearishVIDEO
Wall St falls as tech earnings spark AI spending worries<body><p>STORY: Wall Street stocks plummeted on Thursday, with the Dow dropping about 1%, the S&P 500 shedding 1.2% and the Nasdaq tumbling more than 2%.</p><p>The latest earnings results from large tech companies such as Alphabet and Tesla revived concerns about heavy AI spending, says Keith Buchanan, senior portfolio manager for Globalt Investments.</p><p>"We're at a point now where the hype has to kind of meet some level of realistic expectation, quantifiable expectation. And the markets are starting to digest just what this means to cash flow in some of the largest companies in the world going forward. And a lot of spending is eating into cash flow in a way that's making investors lose a bit of comfort and question a lot of valuations that have grown over the past couple of years. And that's what's really at the root of what's really hampering some of the market returns today and giving back some of the gains that we've gotten for the market over the past couple of weeks."</p><p>Shares of Alphabet sank 7% after the tech giant reported higher spending plans while it also burned cash.</p><p>And shares of Tesla tumbled 14.5% after Elon Musk's EV maker reported negative free cash flow in the second quarter for the first time in more than two years.</p><p>But shares of Intel rose 10% in extended trading after the company forecast quarterly profit and revenue above Wall Street estimates as an AI data center buildout increases demand for its central processing units, or CPUs.</p><p>Meanwhile, Brent crude oil futures settled above $100 a barrel for the first time since May, and U.S. oil futures settled above $92.</p><p>The surge in oil prices prompted worries about inflation ahead of next week's Federal Reserve policy meeting.</p></body>
Reuters20d agobearish
Factbox-Major European regulatory probes into Big TechJuly 23 (Reuters) - European regulators have launched a series of antitrust, privacy and online-safety investigations into major technology companies in recent years.Below are some of the most
Reuters20d agobearish
Wall St set for lower open as Big Tech earnings rekindle AI spending worries, oil jumpsBy Ragini Mathur and Avinash P July 23 (Reuters) - U.S. stock indexes were on track to open lower on Thursday as concerns over heavy AI spending resurfaced after the first batch of Big Tech earnings,
Investor's Business Daily20d agobearish
Stock Market Today: Dow Jones Index Falls 300 Points As Alphabet, Tesla Dive On Earnings News (Live Coverage)Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Stocktwits21d agobearish
Nasdaq, S&P 500 Futures Fall As Tesla, Alphabet Earnings Revive AI Spending Fears: Why TSLA, GOOGL, SPCX, NOW, INTC, AMD, SLS Are In FocusStocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
The Wall Street Journal21d agobearish
Social-Media Harm Trial Halted After Teen Drops Meta LawsuitA Florida teen suing social-media platforms over claims their design led to mental health issues dropped his lawsuit against Meta Platforms ahead of a trial slated to begin next week in Los Angeles.
Reuters23d agobearish
US judge approves Anthropic's $1.5 billion settlement of copyright lawsuitBy Blake Brittain July 20 (Reuters) - A federal judge in San Francisco on Monday signed off on artificial intelligence company Anthropic's landmark $1.5 billion settlement of a class action lawsuit
Yahoo Finance23d agobearish
Google falls more than 6% on capex growth expectations despite earnings beatGoogle stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Yahoo Finance23d agobearish
Google tumbles more than 6% on capex growth expectations, despite earnings beatGoogle stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Yahoo Finance23d agobearish
Google Q2 earnings top expectations, cloud revenue grows 82%, but stock falls on capex growthGoogle reported its Q2 earnings after the bell on Wednesday.
Reuters23d agobearish
Wall St futures edge higher ahead of this week's megacap earningsJuly 20 (Reuters) - U.S. stock index futures rose slightly on Monday, following last week's chip-stocks-led pullback, as investors awaited a key slate of earnings that could test Wall Street's AI-
Barchart24d agobearish
AI Bubble Fears, Earnings and Other Can't Miss Items this WeekMarkets face a potentially volatile week as AI bubble fears intensify amid concerns that technology sector repricing has not yet reached equilibrium, coinciding with earnings season ramping dramatically through late July.
Reuters27d agobearish
Network School founder says immigration probe at tech commune is a risk to Malaysia's tech ambitionsKUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that
Investing.com27d agobearish
Alphabet stock falls on report of Gemini AI model delaysInvesting.com -- Alphabet Inc. (NASDAQ:GOOGL) shares fell 2.3% Thursday afternoon following a Bloomberg report that the company’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model.
Bloomberg27d agobearish
Google Gemini Launch Delayed as Tech Falls Short of Internal Goals(Bloomberg) -- Alphabet Inc.’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, because the company has been taking time to try to improve its capabilities, particularly in coding, according to people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s Fir
Bloomberg27d agobearish
Oracle Risks Falling Behind in AI Race as Spending Binge Bites(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula
Reuters27d agobearish
US probes Samsung for alleged infringement of Netlist's memory-chip patentsU.S. trade regulators have launched a probe into Samsung Electronics' memory chips and products sold by Google, Nvidia, Broadcom and Super Micro Computer that use them after a complaint by Netlist alleging infringement of its patents. California-based Netlist has accused Samsung and its U.S. units of infringing its patents on dynamic random access memory, a type of chip that temporarily stores data for processors and is a critical component in the servers powering the AI boom, the U.S. International Trade Commission (USITC) said on Wednesday.
TechCrunch29d agobearish
Google faces another AI training lawsuit from major publishersHachette, Cengage, Elsevier, and other publishers allege that Google trained its AI on copyrighted works without the necessary permissions.
GuruFocus.com29d agobearish
Google Faces Swiss Search ProbeRegulators are reviewing whether Android users were unfairly steered toward Google Search.