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Uber reported second-quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed analyst projections. Uber says its robotaxi push is still well underway, with investments set to grow.
Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP
SpaceX stock was lower in premarket trading on Monday. July was a brutal month for the company's shares.
Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.
Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.
Investors are laser focused on capex heading to Meta' earnings report.
Meta reported its Q2 earnings after the bell on Wednesday.
Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those two drops could not be more different. One company is bleeding. The other is spending by choice.
Earnings season kicks into high gear this week.
Shares were gaining on Friday after Intel’s earnings report signaled demand for AI chips remains strong.
AI spending fears push Alphabet below key technical milestone
By 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,
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Google reported its Q2 earnings after the bell on Wednesday.
July 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-
Markets 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.
According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth
Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc Capital Markets analyst John Vinh’s reaction on CNBC’s Squawk Box, where he defended his Overweight rating on Broadcom (NASDAQ:AVGO) while reiterating ... Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play
Broadcom forecast third-quarter revenue above Wall Street expectations on Wednesday, betting on robust demand for its custom AI chips and networking gear. However, shares of the Palo Alto, California-based company fell more than 2% in extended trading. They had gained nearly 8% last week in the run up to earnings.
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.
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