News

If the AI trade fails to deliver, foreign investors will exit U.S. equities, Apollo Chief Economist Torsten Sløk said in an interview.

Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for ‌its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has ‌surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and ​royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.

The Facebook parent now expects 2026 capital expenditure to be ‌between $130 billion and $145 billion, compared with its prior forecast of $125 billion to $145 billion. Meta said it now expects full-year 2026 total expenses to be in the range of $165 billion to $169 billion, compared with its prior forecast of $162 billion to $169 billion.

Berkshire Hathaway Inc (NYSE:BRK.A) shares are trading at an 8% discount to intrinsic value, UBS said, raising its price target on the conglomerate ahead of its second-quarter earnings release. UBS lifted its target to $877,848 for Class A shares from $854,596, and to $585 for Class B shares....

Credit markets are pricing in more risk for the software company than for its hyperscaler peers.

Phillip Securities upgraded Alphabet after its earnings selloff but lowered forecasts to account for enormous AI spending.

Amazon's latest borrowing attracted substantially weaker demand as technology companies issued $194 billion to finance AI investment.

Alphabet stock plummeted last week after its earnings release.

Investors will look beyond earnings to see whether AWS growth is keeping pace with rising AI investment.

Google spent a decade keeping its most powerful AI chips locked inside its own data centers, but something changed on the last earnings call that has one investor aggressively adding shares before year end.

Moby summary of Fiverr International Ltd.'s Q2 2026 earnings call

When two storm clouds hung over Alphabet, a Columbia-trained value investor saw a rare window to buy one of history's greatest businesses at a discount. Now a third cloud is forming, and the stakes are far higher than the first two.

Amazon launched its Nova family of AI models at re:Invent in December 2024 with much fanfare: Nova Premier, Nova Omni, Nova Reel, Nova Canvas. The pitch was that Amazon was building affordable, capable alternatives to the models from OpenAI, Anthropic, and Google. It was a broad lineup designed to ...

Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs out. One of these giants already is. The other is betting everything on a customer that does not go live until 2027.

Reddit has become the voice of the internet. Why the future of AI could depend on the company’s success.

Meta has fallen in the last nine trading sessions, but the streak looks ready to come to an end.

This is a hyper-growth chapter for Palantir Technologies. The company provides its Artificial Intelligence Platform to critical institutions like the Department of the Navy.

In an interview with Mark Moss, Visser pointed out that chip makers still need to stay ahead of the technology game, similar to Nvidia, while Bitcoin gains value from its limited supply.

Reddit reports second-quarter earnings on July 30. Heading into the print, the stock is down about 27% year to date, and most of that damage came from one story. The Wall Street Journal recently reported that Reddit had internally discussed restricting Google’s access to its platform content for AI training, as renewal talks over their […]

Here is what investors will be looking for when Meta Platforms reports its earnings after markets close today: One big question is whether Meta will increase its capital expenditure estimate for the year, like Alphabet did last week.

(Updates to add Google DeepMind's response in the fifth paragraph.) Alphabet's (GOOG) Google Deep

(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill

DoorDash on Wednesday launched its in-house drone-delivery program, DoorDash Air, after ‌securing a U.S. Federal Aviation Administration certification ‌to operate commercial drone deliveries in the U.S. The move marks ​the food-delivery company's push into autonomous delivery as it looks to reduce reliance on human couriers and expand its logistics network. • ‌The program was ⁠developed by DoorDash Labs, its robotics and autonomy unit, and will eventually be ⁠integrated into its delivery app, according to a TechCrunch report.

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

Investing.com -- Direxion on Wednesday launched a new family of exchange-traded funds designed to generate income by writing call options on individual high-volatility stocks, expanding beyond its traditional leveraged and inverse ETF offerings.

Investors are laser focused on capex heading to Meta' earnings report.

As lifelong classicists and Christopher Nolan fans know, one of the ordeals that Odysseus and his crew endured on their way home from Troy came when they had to sail their boat between two hazards: the sea-monster Scylla and the whirlpool Charybdis.

AI summaries are crippling search traffic, and in the long run, that's not in the best interest of publishers or even Google.

Amazon reported its Q2 earnings after the bell on Thursday.

Amazon will report its second quarter earnings after the bell on Thursday.