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SK Hynix delivered a blockbuster earnings report on Wednesday, only to watch its stock crater. On Bloomberg Daybreak Europe, host Lizzy framed the paradox: “A sixfold surge in profits just isn’t enough. SK Hynix slumps as the chip giant says capital spending will rise around 50% this year.“ The Korean memory maker’s operating profit jumped ... SK Hynix’s Profits Explode 550%, but Its $31 Billion Spending Plan Sends Investors Running
Despite geopolitical and market challenges, KPIT Technologies Ltd (BOM:542651) focuses on strategic partnerships and innovation to drive future growth.
Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.
Strong cloud demand may not silence spending concerns
Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
Mark Zuckerberg is treating AI infrastructure like a personal passion project, and one venture capitalist thinks Wall Street may not have enough pull to stop him no matter how loud the complaints get.
By Purvi Agarwal, Tharuniyaa Lakshmi and Avinash P July 29 (Reuters) - European shares edged lower on Wednesday, as diverging results from French luxury groups weighed on the broader sector, while
Microsoft's AI business is growing at a triple-digit pace yet the stock sits near a 52-week low, and that gap between reality and share price raises one very specific question about where this company lands by decade-end.
(Updates with Microsoft's response in the last paragraph.) Microsoft (MSFT) is facing investigati
Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks that case before July 30.
Microsoft Corp (NASDAQ:MSFT) reports fiscal fourth-quarter results tonight, with analysts largely centering their attention on capital expenditures as the company continues its aggressive buildout of AI infrastructure. Bank of America analysts said "AI execution remains the central debate"...
A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.
Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.
The latest oil spike was sending the Dow tumbling, but the Federal Reserve’s interest-rate decision and a gauntlet of earnings loom. The Dow Jones Industrial Average fell 700 points, or 1.3%. The S&P 500 was down 0.
(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
The case tests how far AI bundling can go
Azure is printing billions at scale while a much smaller rival claims it shattered every profitability benchmark that matters. One of these AI stocks is quietly set up for the bigger surprise, and the answer is not obvious.
It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.
Options imply a 6.6% move after earnings.
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.
Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sold off.