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Wall St falls as tech earnings spark AI spending worries
Reuters Videos32d agobearishVIDEO
Wall St falls as tech earnings spark AI spending worries

<body><p>STORY: Wall Street stocks plummeted on Thursday, with the Dow dropping about 1%, the S&P 500 shedding 1.2% and the Nasdaq tumbling more than 2%.</p><p>The latest earnings results from large tech companies such as Alphabet and Tesla revived concerns about heavy AI spending, says Keith Buchanan, senior portfolio manager for Globalt Investments.</p><p>"We're at a point now where the hype has to kind of meet some level of realistic expectation, quantifiable expectation. And the markets are starting to digest just what this means to cash flow in some of the largest companies in the world going forward. And a lot of spending is eating into cash flow in a way that's making investors lose a bit of comfort and question a lot of valuations that have grown over the past couple of years. And that's what's really at the root of what's really hampering some of the market returns today and giving back some of the gains that we've gotten for the market over the past couple of weeks."</p><p>Shares of Alphabet sank 7% after the tech giant reported higher spending plans while it also burned cash.</p><p>And shares of Tesla tumbled 14.5% after Elon Musk's EV maker reported negative free cash flow in the second quarter for the first time in more than two years.</p><p>But shares of Intel rose 10% in extended trading after the company forecast quarterly profit and revenue above Wall Street estimates as an AI data center buildout increases demand for its central processing units, or CPUs.</p><p>Meanwhile, Brent crude oil futures settled above $100 a barrel for the first time since May, and U.S. oil futures settled above $92.</p><p>The surge in oil prices prompted worries about inflation ahead of next week's Federal Reserve policy meeting.</p></body>

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VeriSign Q2 Earnings Call Highlights
MarketBeat32d agoneutral
VeriSign Q2 Earnings Call Highlights

VeriSign (NASDAQ:VRSN) reported stronger second-quarter 2026 results, citing record domain name registrations, continued solid renewal rates and a rising contribution from artificial intelligence-related tools that management said are making it easier for users to get online. Executive Chairman, Pr

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Alphabet's spending prompts investor payoff questions, expert says
Reuters Videos32d agoneutralVIDEO
Alphabet's spending prompts investor payoff questions, expert says

<body><p>STORY: Alphabet's first cash burn on record has jolted investors awaiting more Big Tech results next week as soaring AI spending strains one of the world's most profitable companies, and the pain is only expected to increase.</p><p>The Google parent burned $5.9 billion in the second quarter, even as the cloud unit that rents out AI computing power notched a record 82% growth. With Alphabet now expected to spend $15 billion more in 2026 and predicting another increase next year, the outlays behind the cash burn will only rise.</p><p>"The question surrounding Alphabet has been, just how does the investor get paid back from this astronomical spending that's eating up all of the operating cash flows coming into the corporation?" Buchanan wondered.&nbsp;</p><p>"Now the investors are trying to figure out if [Alphabet] is something that they want to continue to invest in going forward, considering the returns that they've gotten out of the name over the last couple of years, as well as the valuation you have to pay to continue to hold this name going forward," he said.</p></body>

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Alphabet cloud surge overshadowed by negative cash flow shock
TheStreet32d agobullish
Alphabet cloud surge overshadowed by negative cash flow shock

Every business eventually reaches the moment when growth stops being free. For most of the past decade, the biggest American technology companies looked like they had found a way around that rule. They generated cash faster than they could spend it, bought back their own stock, and pushed into new ...

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Why Alphabet (GOOGL) Shares Are Getting Obliterated Today
StockStory32d agoneutral
Why Alphabet (GOOGL) Shares Are Getting Obliterated Today

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 6.5% in the afternoon session after its second-quarter earnings report revealed a sharp downturn in cash flow, overshadowing strong revenue growth. The company beat Wall Street's revenue estimates, with sales growing over 24% year on year to $119.8 billion. However, investors focused on the rising costs of the artificial intelligence race, which drove the company's free cash flow negative for the quarter. Alphabet reported a negativ

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Blackstone Q2 Earnings Call Highlights
MarketBeat32d agoneutral
Blackstone Q2 Earnings Call Highlights

Blackstone (NYSE:BX) reported sharply higher second-quarter 2026 earnings as executives said the firm’s early and aggressive positioning around artificial intelligence infrastructure is driving investment performance, fundraising and new business formation across the platform. Weston Tucker, Blacks

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