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Today | ||
OpenAI Is on Pace to Miss Its Own Ad Revenue Forecast by 90%. Here’s What It Means For The AI Trade One of the load-bearing assumptions behind the AI investment story just got a hard sanity check, and the numbers do not add up. According to research firm eMarketer, OpenAI’s advertising business is on pace to miss the company’s own five-year revenue forecast by roughly 90%. OpenAI has projected $2.5 billion in OpenAI ad revenue in ... OpenAI Is on Pace to Miss Its Own Ad Revenue Forecast by 90%. Here’s What It Means For The AI Trade | ||
Why Google’s New AI Chip Is the Key to Unlocking Its Massive $462 Billion Backlog Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with more data centers but with a radical rethinking of silicon itself. | ||
Alphabet's Gemini delay, spending worries loom over earnings Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center spending, months after raising expectations with a blockbuster quarter for cloud sales. The Google parent — set to report second-quarter results on Wednesday — has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks. "While Google is missing the boat on AI coding and that's a very real growing concern ... Google's strategy is all about the ecosystem," said Dave Wagner, portfolio manager at Aptus Capital Advisors. | ||
Nasdaq Futures Rise as Tech Stocks Follow Asia's Lead Several major indexes across Asian stock markets ended Tuesday’s session. Will the U.S. market follow their lead? South Korea’s KOSPI Composite Index rose 3.6%, snapping its recent losing streak. Japan’s NIKKEI 225 Index rose 3. | ||
The Iran War Is Expanding — And Big Tech May Be the Next Battlefield Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage. | ||
Ford, Google, Carhartt and BlackRock align to promote skilled trades Ford CEO Jim Farley said in a blog that the companies are forming the Alliance for America's Skilled Trades to address a shortage of workers and more. | ||
Oppenheimer Picks Apple, Amazon, Alphabet as Top Stock Buys Oppenheimer Unveils Top Buy and Sell Stocks Across Every Sector | ||
Headaches for Silicon Valley as China chips away at the US’s lead in the AI race Google’s AI struggles scream trouble as new Chinese models (again) throw US tech dominance into question | ||
Wells Fargo Says Building AI Is Getting More Expensive — Here's Why It Hiked Price Targets For GOOGL, AMZN And META According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767. | ||
Why Micron Stock Is Jumping Ahead of Google Earnings Micron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs. | ||
Google parent Alphabet to report Q2 earnings in latest test of AI trade Google will report its second quarter earnings after the bell on Wednesday. | ||
Chip Stocks Lead U.S. Futures Higher U.S. stock futures jumped with Nasdaq leading gains as investors await earnings from some of America’s biggest tech companies. | ||
China’s New AI Breakthrough Shows Tim Cook’s Risky Final Bet Might Actually Be Genius Beijing just handed Tim Cook an approval that could rewrite the entire narrative around Apple's AI strategy, and it raises an uncomfortable question for every rival that spent billions building what Apple deliberately chose not to own. | ||
Prediction markets favour Nvidia to stay on top despite Apple's charge Punters on the prediction platform Polymarket still expect Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to end July as the world's most valuable company, even after a wobble that briefly cost it the crown. Traders put the chipmaker's chances at 70%, well ahead of Apple Inc (NASDAQ:AAPL, XETRA:APC) on... | ||
MU, SNDK, STX, WDC: Beaten-Down Memory Stocks Extend AI Rebound Ahead Of Tech Earnings The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year. | ||
Should You Buy Alphabet Stock Before July 22? Wall Street Has a Clear Answer. Most Wall Street analysts believe Alphabet stock is undervalued. | ||
2 Reason(s) to Buy Warren Buffett's Favorite Artificial Intelligence (AI) Stock and Never Sell Buffett is notorious for avoiding tech stocks, but even he couldn't help but jump on this tech giant. | ||
Nasdaq, S&P 500 Futures Rebound As Chip Rally Counters Iran Jitters: Why NBIS, NVDA, INTC, TSLA, IREN, MU Are In Focus Stocktwits data showed retail sentiment was split: ‘bearish’ on SPY but ‘bullish’ on QQQ. | ||
European shares inch higher as easing oil prices lift sentiment, earnings awaited By Tharuniyaa Lakshmi and Purvi Agarwal July 21 (Reuters) - European shares edged higher on Tuesday after kicking off the week on the back foot, as reports of U.S.-Iran mediation efforts pushed oil | ||
The Zacks Analyst Blog Highlights Alphabet, Tesla, Intel, American Express, Adida, Nike and Carlsberg Alphabet headlines a pivotal earnings week as investors watch AI spending plans, while central bank decisions and global events shape market sentiment. | ||
Alphabet (GOOGL) To Report Earnings Tomorrow: Here Is What To Expect Online advertising giant Alphabet (NASDAQ:GOOGL) will be reporting results this Wednesday after market hours. Here’s what investors should know. | ||
Asia stocks up as chip stocks recover, oil eases Asian stocks mostly rebounded after days of losses on Tuesday led by technology shares, while oil prices eased slightly even as Iran said it had struck hit US military targets in Bahrain and Kuwait.Iran's Revolutionary Guards said on Tuesday they hit US military targets including air defence systems in Bahrain and Kuwait, state news agency IRNA reported. | ||
Cramer Says Dump Tech Before Intel, Tesla, Alphabet Earnings: Will Inverse-Cramer Strike? Jim Cramer dumped tech stocks ahead of Intel, Tesla, and Alphabet earnings, reviving bets on the Inverse-Cramer Effect. | ||
Nasdaq, S&P 500 Futures Rise As Chip Rally Counters Iran Jitters Ahead Of Big Tech Earnings: Why IREN, ACHR, TSLA, BA Stocks Are Drawing Focus Chip stocks staged a comeback on Monday, gaining at the close after a sharp selloff last week. | ||
Better "Magnificent Seven" Stock: Alphabet vs. Microsoft This battle between tech heavyweights is much closer than you might guess. | ||
Yesterday | ||
AI capex to Pass $1 trillion by 2027: Strategist Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance. | ||
Closing bell: The biggest market movers today Yahoo Finance Senior Business Reporter Ines Ferre joins Market Domination to break down the biggest market movers and key trends shaping trading as Wall Street heads into the closing bell. | ||
Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report. | ||
Is Intel (INTC) Stock a Buy Before Q2 Earnings? The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […] | ||
Alphabet Stock Gains On Report Of Google’s New ‘Frozen’ Chip To Boost Gemini AI Efficiency The project is reportedly part of Google's broader effort to reduce AI infrastructure costs and lessen its reliance on Nvidia's GPUs. | ||
![]() Chinese AI models pose 'real risks' from possible weaponization: CFR Council on Foreign Relations (CFR) senior fellow for China and emerging technologies, Chris McGuire, speaks with Julie Hyman about the "real risks" posed by Chinese AI models to market competition and national security. | ||
Why it's time to retire the 'Magnificent 7' name: Strategist It's time to retire the group name as the AI revolution creates new power players. | ||
Wall Street Eager For Robotaxi, Optimus News During Tesla Earnings Earnings may take a back seat again. Investors want updates about Tesla's robotaxis and Optimus robots. | ||
How To Bank 8.8% On GOOGL Stock Before Buying A Single Share Here is a way to collect and generate upfront income today from one of the market's biggest names while establishing an opportunity to buy shares below current prices. | ||
Tech stocks live: Chip stocks recover from last week's losses on Google, AMD news Tech stock news live. | ||
Tech stocks live: Tech-heavy Nasdaq climbs ahead of Big Tech earnings kickoff Tech stock news live. | ||
Tech stocks live: Tech-heavy Nasdaq climbs ahead of Big Tech earnings kickoff Live coverage of tech stock news. | ||
Will Anthropic Boost Alphabet’s Earnings to the Stratosphere? Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing which ones to watch. | ||
Alphabet Gains on New AI Chip Report The project could help Google cut the power cost of running Gemini models. | ||
Top Midday Stories: Brookfield, CPP Investments to Acquire LXP; Google Working on New Server Chip The Dow Jones Industrial Average was down, while the S&P 500 and Nasdaq Composite were up, as chipma | ||
Braiden Shaw says AI is this generation's 'one window' to build wealth — but warns time to capitalize is running out The investor says the AI infrastructure boom is where most people should be investing their money — but warns the window to act is shrinking. | ||
Meta’s AI Ambitions Keep Expanding. Is META Stock Keeping Up? Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the reason investors are split. Whether that spending becomes a catalyst or a liability depends on what happens next quarter. | ||
Alphabet's Google developing new chip for AI model, stock jumps Google's stock jumped 3% on Monday after a report that the company is developing a new chip to optimize its Gemini AI model. | ||
Prediction: Amazon Is a Buy Before July 30 With 30% Upside AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side. | ||
3 Numbers Show Wall Street Remains Blind About Meta’s AI Spend and Keep Me Loading Up Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed. | ||
Week ahead: Wall Street gears up for volatility as Big Tech earnings kick into high gear Wall Street heads into a pivotal week with investors preparing for a flood of corporate earnings, major artificial intelligence announcements and lingering geopolitical tensions that have pushed oil prices above $90 a barrel. The spotlight will be on Wednesday's earnings from Alphabet Inc... | ||
Update: Market Chatter: Google Working on New Server Chip (Update with Google's response to a request for comment in the last paragraph.) Alphabet's (GOOG, | ||
Powerlaw, Micron Technology and Nvidia are part of Zacks Earnings Preview Micron and Nvidia are driving Tech earnings growth, with their impact reshaping the S&P 500's Q2 profit outlook as earnings season gains momentum. | ||
Alphabet stock gains on report of next-generation AI chip project Alphabet Inc. (NASDAQ:GOOGL) shares rose 1. | ||
Alphabet, Tesla kick off Big Tech earnings Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings. | ||
