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The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
The project is reportedly part of Google's broader effort to reduce AI infrastructure costs and lessen its reliance on Nvidia's GPUs.
Council on Foreign Relations (CFR) senior fellow for China and emerging technologies, Chris McGuire, speaks with Julie Hyman about the "real risks" posed by Chinese AI models to market competition and national security.
Earnings may take a back seat again. Investors want updates about Tesla's robotaxis and Optimus robots.
Tech stock news live.
Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing which ones to watch.
The project could help Google cut the power cost of running Gemini models.
The investor says the AI infrastructure boom is where most people should be investing their money — but warns the window to act is shrinking.
Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the reason investors are split. Whether that spending becomes a catalyst or a liability depends on what happens next quarter.
Google's stock jumped 3% on Monday after a report that the company is developing a new chip to optimize its Gemini AI model.
Google stock broke a 20-year habit to fund a $190 billion AI bet. Wednesday's earnings reveal if the huge spending is finally paying off.
AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side.
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.
Wall Street heads into a pivotal week with investors preparing for a flood of corporate earnings, major artificial intelligence announcements and lingering geopolitical tensions that have pushed oil prices above $90 a barrel. The spotlight will be on Wednesday's earnings from Alphabet Inc...
(Update with Google's response to a request for comment in the last paragraph.) Alphabet's (GOOG,
Alphabet Inc. (NASDAQ:GOOGL) shares rose 1.
Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings.
STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.
SpaceX is in talks to sell AI computing capacity to the Defense Department, according to The Wall Street Journal.
Alphabet Inc. (NASDAQ: GOOGL) shares rose 1.15% Monday morning following a report that the company is taking an audacious new approach to custom hardware: etching its flagship AI model directly onto its next-generation chips. According to The Information, Google’s experimental project—dubbed "Frozen v2"—is designed to bypass the traditional processing overhead of general-purpose GPUs and TPUs. By burning Gemini’s blueprint into the silicon itself, the chip slashes processing steps and data movem
US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.
The Dow opened up 0.3% or 145 points. Chip stocks led the declines, with the same names leading the market year-to-date seeing the most dramatic losses. The Big Tech results could further catalyze the rotation out of tech or jump start a rebound from a rout that’s run too far.