Motley Fool24d agobearish
Alphabet Just Revealed a $94 Billion Stake in SpaceX -- and It Can't Sell a Single Share YetA $1 billion bet from 2015 has turned into one of the biggest investment wins in corporate history. Selling is another matter.
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BeInCrypto24d agobearish
Wall Street Analyst Says AI Spending Arms Race Is at 15% After Tesla and Google SelloffA leading Wall Street analyst says the AI spending arms race is still early, even as Tesla and Alphabet shares sink.
Motley Fool24d agoneutral
Amazon Fell 4.6% Today Because Other Companies Said They Would Spend More Money. It Reports July 30.The e-commerce and cloud giant didn't report a thing. Its neighbors' spending plans did the damage.
CryptoProwl24d agoneutral
Coinbase Calls AI Payments a High-Conviction Bet as Agent Checkout Goes LiveCoinbase Global Inc. (NASDAQ: $COIN) is letting businesses accept payments from AI agents, extending its stablecoin...
Reuters24d agobearish
Japan's Nikkei falls more than 2% on AI spending worriesBy Junko Fujita TOKYO, July 24 (Reuters) - Japan's Nikkei share average fell more than 2% on Friday, as a sharp decline in Google parent Alphabet shares spurred concerns about heavy AI spending.
Motley Fool24d agoneutral
Warren Buffett Just Said This About Berkshire Hathaway's Massive Google InvestmentThe legendary investor is still making investment decisions after retiring as CEO of the conglomerate he built.
Stocktwits24d agoneutral
Alphabet And Tesla's Blowout Capex Plans Are Shifting Investor Perceptions And Valuation MetricsA regime shift driven by higher interest rates and an elevated cost of capital is creating valuation and profitability challenges for tech giants as investors pay keen attention to profitability metrics.
Stocktwits24d agoneutral
Two Mag-7 Giants Hold Stakes In SPCX As Alphabet Discloses $94B PositionAlphabet’s investment implies about 6% stake in SpaceX.
Zacks24d agoneutral
Intel Earnings: AI Driven Demand Leads to Decade High Sales GrowthIntel reported 25% YoY sales growth on the back of favorable AI compute demand trends, reflecting the highest growth rate we've seen from the company in more than a decade.
Reuters Videos24d 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>
MarketBeat24d agoneutral
VeriSign Q2 Earnings Call HighlightsVeriSign (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
Sourcing Journal24d agoneutral
Europe’s Tech Fine Could Trigger New Tariffs, Undermining US Trade DealThe trading partners may be taking several steps back from the hard-fought truce that was ratified in June.
Investor's Business Daily24d agoneutral
Dow Jones Futures: Market Sells Off On Oil Prices, Google, Tesla; Intel Jumps Late, SpaceX Starship Launch DueThe Nasdaq undercut key levels as Google and Tesla led titans lower while oil prices soared. A big SpaceX launch is due.
Reuters Videos24d 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. </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>
Yahoo Finance Video24d agoneutralVIDEO
2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil LuriaD.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
TheStreet24d agobullish
Alphabet cloud surge overshadowed by negative cash flow shockEvery 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 ...
MT Newswires24d agobearish
Alphabet, Tesla Shares Drop as Analysts Warn of Pressures to Free Cash Flow Amid Ballooning CapExAlphabet (GOOG, GOOGL) and Tesla (TSLA) shares were slumping Thursday after the technology giants in
StockStory24d agoneutral
Why Alphabet (GOOGL) Shares Are Getting Obliterated TodayShares 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
TechCrunch24d agoneutral
AegisAI, founded by former Google security execs, lands $36M to stop AI-driven spear phishingThe Series A was led by Battery Ventures, bringing AegisAI total funding to $49 million.