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Blackstone Q2 Earnings Call Highlights
MarketBeat24d 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

Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
24/7 Wall St.24d agoneutral
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme'
Yahoo Finance Video24d agoneutralVIDEO
IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme'

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.

Wonder CEO Marc Lore on $650M funding round, $9B valuation
Yahoo Finance Video24d agoneutralVIDEO
Wonder CEO Marc Lore on $650M funding round, $9B valuation

Wonder CEO Marc Lore joins Yahoo Finance Executive Editor Brian Sozzi to discuss the company's $650 million Series D funding round, which values the food delivery startup at a $9 billion pre-money valuation. The round includes new investors such as funds managed by AllianceBernstein and ARK Invest. Lore also discusses what's next for Wonder.

Earnings: Negative cash flows make Big Tech more 'economically sensitive'
Yahoo Finance Video24d agoneutralVIDEO
Earnings: Negative cash flows make Big Tech more 'economically sensitive'

US stocks (^DJI, ^IXIC, ^GSPC) are selling off on Thursday as shares of Alphabet (GOOG, GOOGL) and Tesla (TSLA) sink lower after reporting negative cash flow on top of massive AI investments. Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance Senior Reporter Brooke DiPalma comment on these post-earnings moves by both companies' stock.

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow
24/7 Wall St.24d agoneutral
Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

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