News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Bond investors are looking for significantly higher yields on the latest $12bn Meta-backed data centre deal compared with the terms secured just...
Today, July 23, 2026, investors punished the search giant after it raised capital spending forecasts again, signaling aggressive AI investment ahead.
Dozens of data center developers and utilities pledged with President Donald Trump that AI data centers won’t raise consumer electricity bills. The opposition won’t back down.
(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a
Meta Platforms' (META) new Ray-Ban smart glasses are one of the fastest-selling products at eyeglass retailer National Vision (EYE). National Vision CEO Alex Wilkes comes on Market Domination to discuss the latest consumer buying trends around the new generation of wearable technology.
D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
Big Tech is reportedly sitting on $1.65 trillion in debt that investors can’t see on any balance sheet, and prominent tech critic Ed Zitron calls it “a corporate scandal.” The figure comes from a Nikkei Asia study of Meta Platforms (NASDAQ:META), Oracle (NYSE:ORCL), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN). Combined with the roughly $1.35 trillion the companies officially report, their total obligations may sit around $3 trillion, with more than half of it outsid
Meta has made significant investments in natural gas over the past year. Now, it's dropping out of an industry renewable energy group.
Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microprocessors and other products that aim to put it in direct competition with chip competitor Nvidia (NVDA). AMD is currently scheduled to report second quarter earnings on Tuesday, August 4, well ahead of Nvidia's earnings release expected out on Wednesday, August 26.
The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.
Meta's next quarterly report will be about far more than ad revenue -- it could reveal whether Zuckerberg is building the world's next AI cloud giant or simply spending at an unprecedented pace.
A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.
Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.
(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of
$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.
A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up, and earnings may force a reckoning either way.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.
IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.
OpenAI and Meta just signed major deals with both NVIDIA and AMD in the same quarter, which forces a hard question about whether the fierce rivalry investors keep betting on actually exists.
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale companies. This […]
Alphabet Class A (NASDAQ:GOOGL) and Class C (NASDAQ:GOOG) shares are down 6% in Thursday morning trading, with GOOGL stock at $321.65 and GOOG stock at $320.76. The slide follows Alphabet’s Q2 2026 report, released after Wednesday’s close. The drop caps a rough week for Alphabet (GOOGL) stock after a 79% one-year run. The broader tape ... Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow
CCC Intelligent Solutions (CCC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.
Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do with a structure that quietly collects a fee from nearly every corner of the internet.