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Despite tech volatility over AI capex fears, record $216B yearly inflows into tech funds show sustained investor confidence. JPMorgan raised S&P 500 target to 8,000, citing AI monetization visibility…
US stocks slid as Tesla and Alphabet earnings sparked AI-spending fears, oil surged past $100 on Iran tensions, and chip stocks swung wildly, pressuring tech and boosting energy.
Stocks fall as Alphabet and Tesla plunge on soaring AI/capex spending fears. Oil surges over 5% after Houthi attacks on Saudi tankers, lifting yields and pressuring tech-heavy indexes broadly.
Nasdaq and S&P 500 posted worst day in over four weeks as Alphabet and Tesla plunged on AI capex/cash burn fears. Brent crude topped $100 amid Red Sea tanker attacks and Iran tensions, lifting rate-h…
Microsoft down 22% on AI capex fears despite record $627B backlog (+99% YoY) and Azure growth at 40%. Bulls cite contrarian entry; bears warn on widening OpenAI losses and decelerating Azure growth r…
TSM posted record Q2 profit and raised 2026 guidance, but its stock fell 15% in July 2026 as investors balked at a $60-64B capex hike and $265B total US investment. Broader chip and AI stocks slid, w…