MT Newswires17d agoneutral
Market Chatter: Microsoft-Backed OpenAI, Nvidia CEOs to Meet Sen. Warner After AI Security TestMicrosoft-backed (MSFT) OpenAI Chief Executive Sam Altman and Nvidia (NVDA) Chief Executive Jensen H
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Reuters17d agoneutral
Nasdaq futures drop on AI chip worries ahead of pivotal earningsJuly 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
The Wall Street Journal17d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This WeekToday Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
Reuters17d agoneutral
AI anxiety sparks tech rout, broad selloff in Asian marketsSINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift
Bloomberg17d agoneutral
Anthropic’s Amodei Rejects Open Model Ban But Calls for Testing(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse
24/7 Wall St.17d agoneutral
Only 14% of Gen X Has a Pension. For a 53-Year-Old Riding an AI-Heavy S&P 500, Social Security Is the Only Floor Left.A 53-year-old with two decades of maxed-out 401(k) contributions thinks she built a diversified retirement. She may have accidentally built a concentrated AI bet instead, and the one safety net she overlooked could be worth far more than she realizes.
Trefis17d agoneutral
INTU Down 60%: Is Intuit's Proven Price Floor About To Break?The software giant behind TurboTax has fallen back to a price floor that has launched major rallies before, but a new crack in its business model is testing investors’ faith.
24/7 Wall St.17d agoneutral
Alphabet Capex Concerns are Bogus But There’s an Internal Hedge Against Them RegardlessWall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.
Zacks17d agoneutral
Microsoft and Amazon Earnings: Cloud Results in FocusCloud results will again be a major impacting force behind sentiment on AMZN and MSFT's earnings.
Simply Wall St.17d agoneutral
IBM (IBM) Joins Nvidia And Microsoft In Open Secure AI AllianceInternational Business Machines (NYSE:IBM) has joined Nvidia, Microsoft, Palantir and others to launch the Open Secure AI Alliance. The alliance aims to promote open source AI development and improve cybersecurity across AI systems. The announcement positions IBM as a founding member of an industry group focused on transparency and trust in AI. International Business Machines enters this alliance with a mixed recent share price record. NYSE:IBM closed at $216.28, with the stock down 20.4%...
Reuters Videos17d agoneutralVIDEO
Wall Street ends mixed as investors focus on tech earnings<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>
Motley Fool17d agoneutral
Microsoft Plans $190 Billion of Capital Spending This Year. Wednesday Shows Whether Azure Is Keeping Up.A 61% jump in capital spending only works if cloud demand keeps outrunning supply. The next test arrives this week.
GuruFocus.com17d agoneutral
Microsoft Earnings Due July 29 as Options Signal 7% Stock MoveWall Street expects Azure growth and AI adoption to remain the key drivers.
The Wall Street Journal17d agoneutral
Tech, Media & Telecom Roundup: Market TalkFind insight on Microsoft, Shopify and more in the latest Market Talks covering Technology, Media and Telecom.
MT Newswires17d agoneutral
US Equity Markets Mixed as Oil Slides on Lull in US-Iran StrikesUS equity indexes were mixed Monday as crude oil declined on a lull in US strikes on Iran, while jit
24/7 Wall St.17d agoneutral
The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious ReasonMicrosoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.
Motley Fool17d agoneutral
Will Helios Be the Catalyst AMD's Stock Needs to Hit a $1 Trillion Market Cap in 2026?Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.
Proactive17d agoneutral
Microsoft faces AI capex scrutiny as it prepares to report Q4 resultsMicrosoft Corp (NASDAQ:MSFT) is set to report fiscal fourth quarter results this week, with UBS maintaining its ‘Buy’ rating while taking a more balanced tactical stance ahead of the release, citing expectations for higher capital spending alongside steady cloud demand. Following recent...
Stocktwits17d agoneutral
MSFT Stock Gains 3% — Microsoft Unveils AI Cybersecurity Model To Combat Real-Time ThreatsMicrosoft has introduced MAI-Cyber-1-Flash alongside a multi-agent harness and new agentic system designed to scan, detect and fix complex software vulnerabilities at half the operating cost.
24/7 Wall St.17d agoneutral
Still Down 26% in 2026, Is Palantir’s Rebound Just Getting Started?Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.
Barrons.com17d agobullish
Software Is Beating Chips for Once. It May Not Be a Flash in the Pan.Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.