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Hyperscaler stocks rallied on Monday after Microsoft and Amazon reported strong cloud earnings, boosting confidence in AI investments. Amazon surpassed a $3 trillion market cap, while Google recovere…
Intel's Q2 earnings beat may not lift shares amid broader semiconductor sector weakness. AI capex concerns pressure chip stocks despite raised guidance from TSMC and Google's higher capex outlook.
Market breadth expansion, bullish seasonality, and accelerating AI-related CAPEX among major tech players, including Microsoft, Google, Amazon, and Meta, signal a strong bullish market reversal and g…
Nvidia benefits from strong AI-driven demand and Google and Amazon's rising chip spending, forecasting 54.8% sales growth in 2026 amid tech sector rotation towards hardware.
Shares of Amazon and Google plunged over fears of massive AI-related spending, with Amazon slashing 10% after announcing a $200 billion 2026 plan. Tech sector weakness deepened amid cautious investor…
Tech stocks including Microsoft, Amazon, and Google declined sharply due to aggressive AI capital expenditures and investor skepticism about near-term returns from these heavy investments.
Alphabet beat earnings estimates with strong revenue and AI progress, but the market reacted negatively to surging 2026 capital expenditures, pressuring short-term margins despite solid long-term gro…
Alphabet (GOOGL) benefits from strong AI infrastructure growth, large cloud revenue gains, and strategic AI model launches, despite rising capex and competition, making it a strong buy compared to Ne…