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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.
Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers
Shares of Alphabet dropped Monday in the first trading session since John Jumper, a senior research scientist and Nobel prize winner, announced Friday that he was leaving Google DeepMind for artificial-intelligence start-up Anthropic. Alphabet stock declined 6.2% to $345.56 on Monday, putting it on pace for its largest daily percentage decline in more than a year. Jumper posted to social media platform X on Friday that after about nine years he has decided to leave Google DeepMind, the backbone behind the company’s advanced AI models, and would be joining Anthropic.
The immediate trigger was the announcement Friday by John Jumper, a Vice President Engineering Fellow at Google DeepMind who shared the 2024 Nobel Prize in Chemistry for his work on the AlphaFold protein-structure model, that he is leaving the company after nearly nine years to join Anthropic. "After nearly nine years, I have decided to leave Google DeepMind and join Anthropic," Jumper said.
AppsFlyer has raised more than $1 billion in Series E funding at a $2.7 billion post-money valuation, Axios has learned from sources familiar with the financing.
A recent appearance by Fiona Fung, who manages the Claude Code and Cowork teams at Anthropic, on Lenny Rachitsky’s Podcast offered a window into how one of the world’s most prominent AI labs approaches software engineering when its engineers are AI-native. Her headline claim is that today, “Coding is no longer the bottleneck.” Fung referenced ... Anthropic Technical Expert: ‘Coding Is No Longer the Bottleneck’ as Engineers Ship 8x More Code Per Quarter
Alphabet stock's sharp slide was dragging down the Nasdaq. The tech-heavy index was down 1%. The S&P 500 was down 0.3%. The Dow, which does not include Alphabet, was up 183 points, or 0.4%. Shares of the Google parent tumbled more than 6%.
Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.A), has reshaped the equity portfolio with a larger position in Alphabet and fewer total holdings. The company has exited Amazon and several smaller stock positions as part of this shift. Berkshire has agreed to acquire homebuilder Taylor Morrison, adding another operating business to its collection. Abel has bought Berkshire shares personally and pledged his salary toward share buybacks, aligning closely with shareholders. Warren Buffett...
Google is investing approximately $75 million in independent film studio A24 as part of a broader artificial intelligence research partnership between the two companies, it was announced on Monday. The collaboration brings together Google DeepMind and A24 in what the companies described as a...
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
The search giant is putting about $75 million into the studio as part of an artificial intelligence research partnership.
Here’s a way to collect an attractive upfront premium from Adobe now, which immediately lowers your effective entry price while lining up a chance to own this creative software giant at a price well below today's.
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