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Alphabet Inc. shares fell sharply following the high-profile departures of two top artificial intelligence pioneers to chief rivals, overshadowing Google DeepMind's newly announced cinematic research partnership with film studio A24.
What does an AI company do after one of those not-acqui-hire deals? Groq raised money, is leaning into its neocloud business, and is hiring new execs.
SpaceX (SPCX) stock has sunk by as much as 13% in Monday's session — continuing to shave off any post-IPO gains — as the Elon Musk company is already announcing its first bond issuance. Yahoo Finance Senior Transports Reporter Pras Subramanian comes on Market Domination to further discuss these details.
On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750 billion on this AI build out just this year,” she said, and most of that money is now coming from the bond market ... Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
Google DeepMind Shock Exit Sends Alphabet Stock Sharply Lower
Nokia will add six Gemini-powered agents to its Assurance Center.
SpaceX has signed a significant computing power agreement with open-source AI startup Reflection, potentially worth up to $6.3 billion, CNBC reported.
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
SL Science (SLBT) reported a 2025 net loss late Thursday that was wider than a year earlier amid a d
DeepMind partnership targets future filmmaking tools
The Nasdaq kept falling on Monday after Alphabet’s sharp drop bled into other large technology stocks. The S&P 500 was down 0.3%, even though a majority of stocks and sectors in the index were rising. The Dow, which does not include Alphabet, was up 165 points, or 0.3%.
Reflection AI, a $25 billion-valuation startup building a network of open-source AI models, has agreed to rent data-center capacity from SpaceX following similar agreements with Anthropic and Google. The deal will give SpaceX $150 million a month in revenue, starting July 1, through the end of 2029, according to a person familiar with the matter. A Reflection spokesperson said that “more compute means more runway to build the world’s best open models at scale.”
Why is the Dow green today while the Nasdaq bleeds red? Two stocks explain most of the difference.
$255 billion That's how much market value Alphabet has lost today, which would be its biggest one-day drop on record if it holds through the close. The move comes as the Google-parent's shares fell nearly 6%, the stock's biggest one-day decline since May 2025.
Shares of U.S. technology megacaps tumbled on Monday as SpaceX fell for the third straight session and hyperscalers Alphabet and Amazon looked set to lose billions of dollars in market value, driven by AI spending concerns. SpaceX slid over 10% after last week's blistering post-IPO rally. Alphabet dropped 6%, set for its biggest one-day fall since May 2025 and on pace to erase more than $256 billion in market capitalization.
Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware across SpaceX's Colossus 2 data center near Memphis, Tennessee.
Investing.com -- SpaceX has entered into a computing power agreement with Nvidia-backed Reflection AI that could be worth $6.3 billion through 2029, according to a CNBC report.
Noam Shazeer left for OpenAI last week and Nobel Prize winner John Jumper announced Friday he is joining Anthropic
Palantir Technologies (NASDAQ:PLTR) stock is the standout laggard in enterprise software at midday Monday, sliding 7% to around $120. The move tracks with Fuse data showing PLTR shares down 6% on the session, while the broader high-multiple software cohort barely budges. Compare that to the day’s scoreboard for the named peers. Palo Alto Networks (NASDAQ:PANW) ... Palantir Is Down 7% Today: Is It Underperforming Software Peers Like Palo Alto and CrowdStrike?
(Bloomberg) -- Alphabet Inc. shares tumbled on Monday following the departure of another high-profile artificial intelligence leader to a rival.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentIran Cites ‘Major Progress’ After All-Night Talks With USThe stock fell as much as 7.2%, t
How much are AI execs worth to Google? Does $125 billion each sound about right?
Google stock retreated on Monday amid the loss of two top artificial intelligence scientists to rivals OpenAI and Anthropic.
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