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AI SPENDING CONCERNS
US stocks today: Nasdaq slides over 1% as Alphabet's AI spending revives investor concernsThe Nasdaq Composite dropped over 1% as Alphabet reported disappointing advertising results. The downturn was worsened by software stocks, ...
Google shares crash 13% after $9 billion cash burn sparks AI spending fearsAlphabet shares crashed 13% as third-quarter earnings missed expectations due to heavy AI spending and slowing search ad growth. Net profit...
Google's Nvidia chip challenge boosts cloud sales, crimps cash flowThe trade-off, outlined by finance chief Anat Ashkenazi on Alphabet's post-earnings call on Wednesday, offers an early look at the costs of...
Microsoft, Oracle outshine Alphabet as investors demand AI returnsWall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on ...
Alphabet's heavy cloud spending drives bigger-than-expected cash burnThe company reported negative free cash flow of $9.07 billion, compared with analysts' estimate of a cash burn of $36 million, according to...
US stocks today: US stocks turn choppy as megacaps offset chip gains before Fed meetIn the US stock market, a mixed performance emerged as chipmakers like Micron Technology surged, buoyed by favorable reports from SK Hynix,...
AI giants' funding ambitions test Wall Street's appetite for riskThe heavyweights of the AI industry are facing a reckoning on Wall Street, reflecting concerns over who will bear the cost of the artificia...
US Market: Treasury yields face pressure despite expected Fed rate pauseUS Treasury yields face continued pressure from persistent inflation, rising government borrowing and uncertainty over AI investments, desp...
AI chip giant SK hynix says quarterly operating profit soars 630%South Korean chip giant SK hynix said Wednesday its third-quarter operating profit soared 632 percent on-year, largely driven by the artifi...
AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...
Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...
Big Tech earnings a test of the AI boom amid market turmoilInvestors are pressing for evidence that the AI boom can deliver swift returns to justify its enormous price tag. Rising bond yields at AI ...
Is the AI boom real or a bubble? Nikhil Kamath asks Silicon Valley foundersThe artificial intelligence industry has attracted significant investments, reaching unprecedented valuation levels amid concerns. Discussi...
Anthropic takes AI test with filing for Wall Street debutAnthropic PBC has filed for an IPO, becoming a potential leader in AI technology. The company anticipates trading under the symbol ANT on t...
Meta eyes record $95 billion equity raise to fund AI expansionThe Facebook parent has launched public offerings worth about $35 billion in common and preferred stock, and said it also plans to launch a...
Musk's warning hits neocloud stocks as debt concerns mountShares of neocloud companies have fallen significantly amid concerns about consolidation in the sector. Elon Musk warned that many neocloud...
AI cuts some Deutsche Bank corporate loan decisions to minutesDeutsche Bank is revolutionizing corporate lending by harnessing AI technology to expedite decision-making processes. This innovation is se...
Global Market: Anthropic presses ahead with November IPO as AI listings face delaysAnthropic is preparing for a potential mid-November IPO despite market volatility, rising interest rates and concerns over AI spending. Wit...
Steep bill for AI buildout punishes Meta, other tech favoritesInvestors sold shares of Meta Platforms and a wealth of companies central to the AI trade, a day after Meta -- one of the so-called hypersc...
Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concernsJapan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tok...