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Big Tech AI performance is diverging as Nvidia and Amazon post strong gains while Alphabet falls 15% on heavy infrastructure spending and AI talent concerns. Investors are increasingly discriminating…
Insiders Fund's Q2 2026 letter reveals reduced conviction in Alphabet due to $80B stock offering funding capex-heavy data center expansion, shifting from cash-generative to capital-intensive model. F…
The article highlights significant downside risks for tech giants investing heavily in AI infrastructure, particularly Oracle and Amazon. Concerns focus on massive capital expenditures, negative free…
U.S. futures firmer as Intel's strong earnings and a 3% oil price drop lift sentiment after Thursday's tech-led selloff. Tesla plunged 14.5% on weak results, Alphabet fell 7.1% on capex worries, whil…
Futures rebound after worst selloff in a month; Tesla plunged 15% on weak earnings, Alphabet fell 7% on capex concerns. Oil retreats from highs amid Iran tensions, easing inflation fears.
Tesla and Alphabet kicked off Big Tech earnings with mixed results. Tesla's EPS miss and cash burn concerns sent shares down 7%. Alphabet beat estimates but raised capex guidance to $205B, spooking i…
US futures fell as Tesla and Alphabet earnings disappointed despite strong metrics, while Middle East tensions boosted oil prices. AMD's upcoming AI event and AMZN's Senate probe add to mixed sentime…
US stocks fell as Iran tensions spiked oil prices. Alphabet beat earnings but dropped 5% on capex concerns; Tesla missed estimates, falling 4%. Semiconductors gained while broader tech and indices de…