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A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.
Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.
(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of
$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.
A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up, and earnings may force a reckoning either way.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.
IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.
OpenAI and Meta just signed major deals with both NVIDIA and AMD in the same quarter, which forces a hard question about whether the fierce rivalry investors keep betting on actually exists.
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale companies. This […]
Alphabet Class A (NASDAQ:GOOGL) and Class C (NASDAQ:GOOG) shares are down 6% in Thursday morning trading, with GOOGL stock at $321.65 and GOOG stock at $320.76. The slide follows Alphabet’s Q2 2026 report, released after Wednesday’s close. The drop caps a rough week for Alphabet (GOOGL) stock after a 79% one-year run. The broader tape ... Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow
CCC Intelligent Solutions (CCC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.
Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do with a structure that quietly collects a fee from nearly every corner of the internet.
Meta keeps raising its capital spending to eye-watering levels, and the bear case says margins should be collapsing by now. Here is why the opposite keeps happening and why that changes the math on owning the stock.
David Knight Legg: Alberta chose preparation over prohibition
The European Commission fined Google the equivalent of about $1 billion Thursday for manipulating its search results to hurt competitors and blocking app developers from directing customers to cheaper deals outside its Play store.
Several Indian digital payments firms have opposed a proposal that would allow merchants to store customers' preferred Unified Payments Interface option for one-click checkouts, arguing it could entrench the dominance of the bigger payment apps. In a July 23 letter reviewed by Reuters, the companies told the National Payments Corporation of India (NPCI), which oversees the UPI network, that the proposal could "adversely impact" competition. NPCI and the companies did not immediately reply to Reuters' requests for comments.
The social media company is posting stellar results, but after a recent drop in the shares, the real question is what you're paying for that growth.
Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.
Google stock fell as Wall Street analysts questioned Alphabet AI leadership, Gemini 4 road map, rising capital spending after Q2 earnings report.
R.K.C. had already settled with YouTube, TikTok, and Snap, leaving Meta as the sole defendant ahead of jury selection
Space Exploration Technologies Corp. (NASDAQ:SPCX) stock fell for a seventh straight session on Monday, dropping 3.3% to $119.85. That’s below its $135 IPO price from June. The stock has fallen about 27% in July alone. SpaceX’s market cap dropped to $1.52 trillion, pushing it below Meta Platforms and out of the top seven U.S. companies […]
The stars are aligning for a special member of the "Magnificent Seven" to become the next blockbuster stock split.
Stocks are facing their first major test of the summer on Thursday following another surge in global crude prices and a big bump higher in spending plans from Google parent Alphabet. Alphabet topped Wall Street’s heady earnings forecasts, with revenue rising firmly to just under $120 billion, but said its 2026 capex would rise to $205 billion, more than double last year’s tally. Shares in the company, which carries a market cap of more than $4.1 trillion, are set to open lower along with fellow Magnificent Seven peer Tesla, which posted its first negative free cash flow in more than two years.
Amazon and Meta are two of my favorite stocks to buy ahead of their earnings.