Tag: Alphabet Class A
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Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off
Alphabet’s free cash flow has turned negative, and the company lifted its capital spending forecast. Slower-growing cloud rivals report this week.
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Microsoft touts cost-saving AI model for cybersecurity
Microsoft says that when integrated with OpenAI’s GPT-5.4, its new cybersecurity model can beat Anthropic’s new Mythos 5.
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Nvidia’s potential $250B backstop for OpenAI is another strike against the AI trade
This is yet another sign that investors need to look beyond AI stocks.
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Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
The backstop would let OpenAI raise debt for a data center campus in Pike County, Ohio, on the strength of Nvidia’s credit.
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Hyperscalers’ aggressive AI spending is rattling their stocks. But the bull market is hinging on it
Pulling back on investment would be a more troubling development than limiting returns to shareholders to accommodate demand, traders and analysts said.
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Steve Eisman is starting to have doubts about AI. The ‘Big Short’ investor just sold a key tech stock
Steve Eisman is warning that investors may be underestimating the risks if the AI boom fails to deliver on lofty expectations.
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Here are Monday’s biggest analyst calls: Nvidia, SpaceX, Tesla, Apple, AMD, GM, Ford, Rivian & more
Here are Monday’s biggest calls on Wall Street.
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Apple options are doing something unusual into earnings
After going nowhere for seven months, Apple stock is up 20% since its late-June low and less than two dollars below a fresh all-time record.
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What more expensive corporate debt could mean for the AI buildout
Wider credit spreads are coming, and they will pressurize heavily indebted segments of the tech sector.
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Imax 70 mm screenings become the biggest star for Christopher Nolan’s ‘The Odyssey’
Moviegoers are traveling, lining up and paying premiums to see Christopher Nolan’s ‘The Odyssey’ in scarce Imax 70 mm screenings.
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