‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction It’s a chip panic that “appears to be indiscriminate,” analysts say. Fortune · Jul 28
Are Wall Street Analysts Bullish on Alphabet Stock? Due to Alphabet's strong performance relative to the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects. Barchart · Jul 28
3 Stocks Standing Out and 2 Losing Momentum as the Tech Rally Cracks Altimetry's Rob Spivey argues AI-driven selloffs in Alphabet and Tesla reflect sector rotation toward energy, favoring Baker Hughes, EQT, and Murphy Oil over T-Mobile and Netflix. MarketBeat · Jul 28
Google's Antitrust Woes Deepen As EU Ruling Sparks Potential $10 Billion Legal Threat: Report Alphabet Inc.-owned (NASDAQ:GOOG) (NASDAQ:GOOG) Google’s years-long regulatory fight in Europe has intensified after its first defeat under the EU’s new digital competition rules, clearing the way for private damages claims that could total as much as $10 billion. Benzinga · Jul 28
Fitch warns AI market correction emerging as major global credit risk Ratings agency Fitch warns of significant AI-related market correction risks. Unprecedented AI spending and soaring tech valuations raise concerns about future returns. Geopolitical risks, including US-Iran conflict and El Nino, also pose credit threats. Global growth is expected to slow, with inflation impacted by energy prices. Highly indebted nations face… The Economic Times · Jul 28
Amazon Might Be Outspending Alphabet on AI, But It Doesn’t Makes AMZN Stock a Sell Amazon is set to report its Q2 earnings later this week. While the company should report better-than-expected earnings in the quarter, it is tough to build a case for buying the stock heading into the report. Barchart · Jul 28
Big Companies Are Hiring Again Despite AI Fears. They Say Human Involvement Is Still Essential Executives say AI is changing how employees work, but many businesses are adding staff again after months of slowing recruitment. International Business Times · Jul 28
Google rivals line up seeking damages after record $1 billion fine Google faces new costly lawsuits in Europe after losing a key case. Smaller rivals are now demanding up to ten billion dollars in damages. This follows a billion-dollar fine under new EU legislation for favoring its own services. The company has already paid billions in EU fines over the past… The Economic Times · Jul 28
July 2026 Fed Meeting: Live Updates and Commentary The July Fed meeting comes as oil prices fall and the labor market holds steady. And while inflation remains elevated, the FOMC held steady this time around. Kiplinger · Jul 27
Why Microsoft Stock Could Stay Under Pressure Despite Bullish Q4 Outlook Microsoft appears well-positioned to deliver another solid quarter, supported by resilient cloud and AI demand. Barchart · Jul 27
Alphabet’s AI Spending Crushes Its Free Cash Flow. How You Should Approach GOOGL Stock Here. Alphabet’s massive AI investments are fueling strong cloud growth but have pushed its free cash flow into negative territory, raising questions about whether investors should buy the dip in GOOGL stock or remain cautious. Barchart · Jul 27
How to Play GOOGL Stock as Shares Fall Below Their 200-Day Moving Average Alphabet's fundamentals remain strong, but rising AI spending has investors worried, with GOOGL stock slipping below a key technical level. Here’s how to play GOOGL stock now. Barchart · Jul 27
Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight Verizon's over $1 billion dark fiber deal with Alphabet highlights AI-driven growth, as improving cash flow, margins, and buybacks support its dividend and debt reduction outlook. MarketBeat · Jul 27
Why the Outlook for Micron Stock Is Mixed Despite a Very Bullish Note from Bank of America Alphabet has invented a compression method that could cause Micron's growth to meaningfully decelerate. Barchart · Jul 27
The Economic Times · Jul 27 US stocks: US market climbs after US, Iran pause conflict; focus on Fed, earnings Major Wall Street indexes opened higher on Monday morning. This rise followed the United States and Iran pausing hostilities, boosting investor confidence. The Dow Jones Industrial Average saw a significant increase at the opening bell. The S&P 500 and Nasdaq Composite also experienced notable gains. Investors anticipate a week filled…
Benzinga · Jul 27 Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI Big Tech’s defining financial advantage, an abundant cash flow, is colliding with the physical demands of generative AI. Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms, Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) continue to post strong revenue growth and operating cash flow – yet, their forward free cash flow is…
Barchart · Jul 27 Mag 7 Q2 Earnings Haven’t Been So ‘Magnificent.’ What META, MSFT, and AMZN Need to Report to Turn the Tide. Both Tesla and Alphabet plunged after their respective Q2 2026 earnings. Can Meta Platforms, Microsoft, and Amazon turn the tide with their earnings this week?
Barchart · Jul 27 Stocks Set to Open Sharply Higher as Oil Prices Sink, Big Tech Earnings and Fed Meeting in Focus September S&P 500 E-Mini futures (ESU26) are up +0.98%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.59% this morning, pointing to a sharply higher open on Wall Street as a slump in oil prices boosted investor sentiment at the start of a busy week.
Benzinga · Jul 27 Michael Burry Says Wall Street Has Turned on Big Tech's AI Spending: 'The Market Has Voted' The ‘Big Short’ investor Michael Burry on Sunday said the market has delivered its verdict on Big Tech’s artificial intelligence (AI) spending, with investors increasingly favoring companies showing stronger returns over larger capital commitments.
Fortune · Jul 27 Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world’s two leading cloud giants are set to provide the latest update on their long-running rivalry.
The Economic Times · Jul 27 US Stock Market: Wall Street eyes Fed decision, AI earnings as traders navigate rising uncertainty Investors await the Federal Reserve's policy decision and major tech earnings this week. Alphabet and Tesla results have already caused market unease regarding AI spending. Microsoft, Amazon, and Meta Platforms will also report their artificial intelligence investment updates. The Federal Reserve is expected to keep interest rates unchanged at its…
International Business Times · Jul 26 Alphabet Stocks Plunge: Is Google's AI boom riding on a frothy market that could deflate Alphabet's latest earnings show Google posting a record $112 billion profit, largely from AI-linked investments, even as it reports negative free cash flow for the first time in its public history.
International Business Times · Jul 26 Fed Decision, Big Tech Numbers And Oil: Investors Search For Fresh Cues Policy decisions from key central banks and earnings of Big Four tech companies on the cards as oil hovers around dangerous terrain of $100 mark.
MarketBeat · Jul 26 Broadcom May Be the Biggest Winner From Alphabet's Earnings Alphabet raised its 2025 CapEx guidance to $195-$205 billion and posted 82% Cloud growth, signaling stronger TPU and AI infrastructure demand for chip partner Broadcom.
International Business Times UK · Jul 26 Alphabet Stocks Plunge: Google Posts Negative Cash Flow for First Time in Public Firm History Alphabet's latest earnings show Google posting a record $112 billion profit, largely from AI-linked investments, even as it reports negative free cash flow for the first time in its public history.