News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investors worried about their AI exposure can collar shares—a cost-effective way to protect against losses in Alphabet or other tech stocks.
Wall Street is paying top dollar to buy insurance against tech giants like Meta and Alphabet defaulting on their debt, in a sign that AI spending is seriously worrying the bond market. The five main data center operators— Alphabet Amazon.com Meta Platforms Microsoft and Oracle —are spending huge sums on the artificial intelligence buildout. For 2026, the aggregate free cash flow of the five hyperscalers is estimated to fall to negative $2.8 billion, from $187 billion in 2025.
Jensen Huang had never posted on X before July 24. His first post on the platform wasn't about chips or Nvidia's earnings or the next GPU architecture. It was a letter. An open letter signed by more than 20 tech companies, including Nvidia, Microsoft, Meta, Google, OpenAI, Hugging Face, Mistral, ...
In July 2026, Alphabet reported second-quarter 2026 results showing sales of US$119.80 billion and net income of US$112.19 billion, alongside the filing of a US$69.24 billion Class C stock shelf, an affirmed quarterly dividend, and a newly certified U.S. class action lawsuit that continues to be litigated with no settlement or judgment to date. These developments come as Alphabet pauses buybacks under its 2025 program and commits to very large AI-related capital expenditure that has turned...
(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A
Etsy recently expanded its artificial intelligence push by embedding conversational agents across buyer discovery, seller tools, and off-site commerce, supported by partnerships with OpenAI, Microsoft, and Google. This move positions Etsy to integrate agent-driven shopping directly into its marketplace, potentially reshaping how high-intent buyers and sellers interact on the platform. Next, we’ll examine how Etsy’s new conversational AI partnerships could influence its existing investment...
<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments</p><p>Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure.</p><p>"I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."</p><p>Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.</p><p>And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."</p></body>
Investor Steve Eisman sold Alphabet and boosted cash, warning that crowded AI exposure could magnify a market correction. Artificial intelligence has propelled equities higher, filled corporate spending plans, and changed the bond market. Investor Steve Eisman now concerns himself that the two ...
Investors push the iPhone maker to a new milestone despite AI concerns
The milestone arrives as the company prepares for a leadership change and a renewed AI push.
Apple's (AAPL) market cap topped $5 trillion, becoming only the second company ever to do so. Yahoo Finance Technology Editor Dan Howley outlines the details.
Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.
Morgan Stanley analysts say despite growing investor anxiety, major tech giants will achieve returns on invested capital between 25% and 50% from their massive trillion-dollar artificial intelligence spending.
AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for thousands of companies built on top of it.
Warren Buffett made a bold move into Alphabet, but another legendary value investor quietly put nearly half his entire portfolio on the same bet. Their shared conviction raises a question every long-term investor should consider.
Both Alphabet and Tesla posted negative quarterly free cash flow, but their profitability, balance sheets and stock swings after earnings show quite different dangers. Tesla (TSLA) and Alphabet (GOOGL) got the same tough message from Wall Street to start: Investors are no longer prepared to pay for ...