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Bloomberg18d agoneutral
Hong Kong Data Center Loan Sale Shows Banks Hitting Sector Limits

(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A

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Etsy (ETSY) Is Up 5.9% After New AI Agent Partnerships Reshape Buyer–Seller Interactions – Has The Bull Case Changed?
Simply Wall St.18d agobullish
Etsy (ETSY) Is Up 5.9% After New AI Agent Partnerships Reshape Buyer–Seller Interactions – Has The Bull Case Changed?

Etsy recently expanded its artificial intelligence push by embedding conversational agents across buyer discovery, seller tools, and off-site commerce, supported by partnerships with OpenAI, Microsoft, and Google. This move positions Etsy to integrate agent-driven shopping directly into its marketplace, potentially reshaping how high-intent buyers and sellers interact on the platform. Next, we’ll examine how Etsy’s new conversational AI partnerships could influence its existing investment...

GOOGGOOGLMSFT
Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending
Reuters Videos19d agoneutralVIDEO
Market Talk: Investors trying to 'bully' Mag 7 to lower AI spending

<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments</p><p>Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure.</p><p>"I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."</p><p>Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.</p><p>And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."</p></body>

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‘Big Short’ investor warns AI has become one dangerous trade
TheStreet19d agoneutral
‘Big Short’ investor warns AI has become one dangerous trade

Investor Steve Eisman sold Alphabet and boosted cash, warning that crowded AI exposure could magnify a market correction. Artificial intelligence has propelled equities higher, filled corporate spending plans, and changed the bond market. Investor Steve Eisman now concerns himself that the two ...

GOOGGOOGL
Mag 7 earnings: Alphabet 'really set the tone,' strategist says
Yahoo Finance Video19d agoneutralVIDEO
Mag 7 earnings: Alphabet 'really set the tone,' strategist says

Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.

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Wall Street just drew a sharper line between Tesla, Alphabet
TheStreet19d agoneutral
Wall Street just drew a sharper line between Tesla, Alphabet

Both Alphabet and Tesla posted negative quarterly free cash flow, but their profitability, balance sheets and stock swings after earnings show quite different dangers. Tesla (TSLA) and Alphabet (GOOGL) got the same tough message from Wall Street to start: Investors are no longer prepared to pay for ...

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Top analyst revamps Google stock price target on key move
TheStreet19d agoneutral
Top analyst revamps Google stock price target on key move

Alphabet reported earnings on July 22 and the stock dropped more than 7% in a single session. The numbers weren't bad. Cloud grew 82% year over year. Advertising held up. EPS beat. What rattled investors was the spending. Capital expenditure guidance for 2026 came in at $195 billion to $205 ...

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Telecom Stocks: Is Verizon (VZ) Better Than T-Mobile (TMUS)?
Insider Monkey19d agoneutral
Telecom Stocks: Is Verizon (VZ) Better Than T-Mobile (TMUS)?

The telecom industry is entering the next era powered by 5G. Global 5G subscriptions surpassed 3 billion in the first quarter of 2026, and the figure is projected to hit 6.4 billion by the end of 2031. In North America, 5G penetration has surpassed 79%. With the initial land grab for 5G coverage complete, the […]

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Nvidia (NVDA) and Meta (META) Back Open Models: OpenAI and Anthropic’s Model Moats Are at Stake
Insider Monkey19d agoneutral
Nvidia (NVDA) and Meta (META) Back Open Models: OpenAI and Anthropic’s Model Moats Are at Stake

Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined […]

GOOGGOOGLMETA
Alphabet (GOOGL) Stock Still Looks Below Fair Value After AI Spending
Simply Wall St.19d agoneutral
Alphabet (GOOGL) Stock Still Looks Below Fair Value After AI Spending

Alphabet stock has pulled back recently even though valuation checks still lean supportive, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to a market price that sits below those benchmarks. After a strong three year run, the key issue for investors is whether that gap still represents room for further value to be recognised or already reflects the risks around heavy AI spending and regulation. Alphabet has returned 148.2% over the past...

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Which Tech Giant Will Blink First on AI Spending?
The Wall Street Journal19d agoneutral
Which Tech Giant Will Blink First on AI Spending?

Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.

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Meta Earnings On Deck. How High Will Zuckerberg's AI Spending Go?
Investor's Business Daily19d agoneutral
Meta Earnings On Deck. How High Will Zuckerberg's AI Spending Go?

Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mahaney said in a client note Sunday.

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Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?
24/7 Wall St.19d agoneutral
Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?

The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?

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