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Vertiv stock drops sharply after the data-center infrastructure company’s second-quarter sales came in below Wall Street’s expectations.

‘There won’t be anything that AI can’t do better than humans.’

Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.

Meta stock has declined for nine consecutive sessions, falling about 13% cumulatively.

Alphabet's (GOOG) Google DeepMind has dismantled the team behind its Nobel Prize-winning AlphaFold a

Alphabet's AI momentum across Search and Cloud, alongside updates on AMD and RTX, highlights growth opportunities and key execution risks investors are watching.

After Alphabet raised its 2026 CapEx forecast, analysts believe cloud peers Microsoft and Amazon could follow suit.

At a nearly $4.1 trillion market cap, the stock is far from having peaked.

QQQ rebounded with Wall Street as investors brace for a pivotal Wednesday featuring Big Tech earnings and a Fed rate decision that could drive market volatility.

Meta reports Q2 results after the close as investors weigh AI spending, ad growth and Reality Labs performance against a lower-than-average valuation.

Binance will list 10 new bStock pairs, including Apple and Amazon, with zero maker fees running until August 31.

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

Meta could deliver a record quarter for its core advertising business. But Wall Street will look past that for the latest on the company’s AI spending.

Investors worried about their AI exposure can collar shares—a cost-effective way to protect against losses in Alphabet or other tech stocks.

By Ankur Banerjee SINGAPORE, July 29 (Reuters) - Asian stocks sank on Wednesday, extending a vicious selloff as anxiety about AI valuations and whether the massive spending will deliver returns

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.

The stock market is doubting everything it once held true, and it has the potential to end the years of easy returns.

Investors' focus is shifting back to low-risk stocks.

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, ...

Caterpillar has benefited from AI's growing demand for power, but is it worth buying the stock?

Kimi K3 has reignited AI cost fears and has decimated tech stocks. However, the current carnage echoes the DeepSeek disruption of early 2025.

Jim Cramer says Wall Street's shift from AI stocks to safer, more reliable value names echoes the 2000 dot-com bust.

When you think about the best semiconductor stocks, you probably start with Nvidia. Let's look at the leader of the AI revolution and its chipmaking peers.

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 ...

Growth is still accelerating, and the antitrust worries are familiar, but Alphabet's real vulnerability is a multi-year-high profit margin leaning on gains it may not repeat.

Investors push the iPhone maker to a new milestone despite AI concerns