News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- A Wall Street Firm Modeled Out an AI Crash: S&P 500 Down 30%, $20 Trillion Gone. But Here's What Happens Next
Tech stocks just finished their worst month since March 2025, so what could a full AI crash actually look like?
- Sandisk Sinks 13% Last Friday After a Beat: Kioxia Says the Flash Price Surge Is Fading
Sandisk (SNDK:NASDAQ) shares fell 13. 47% to $1,150.
- Bloom Energy And 2 More High Growth Stocks To Improve Your Portfolio
Inflation in the US remains above the Federal Reserve’s 2% goal, and investors are rethinking how much risk to take before the next rate decision. In periods like this, businesses that analysts expect to grow earnings quickly and still keep balance sheets in reasonable shape can …
- Wall Street Braces for More Wild Days in Stocks After Tech Rout
The stock market got a long-awaited jolt of volatility late last week after disappointing earnings from technology giants added to angst around the AI-driven rally.
- Wall Street just got a candid look at who is winning the AI race
Big Tech’s earnings season had one theme above all others.
- Anthropic Says It's Building Its Own Data Centers. Bloom Energy Sells Exactly the Onsite Power That Requires.
As Anthropic gets into the data center business, Bloom Energy could be a likely power partner.
- What To Expect In Markets This Week: AAPL, PLTR, AMD, SMCI, SHOP, Earnings, Jobs Report And More
The week will bring results from some of the market’s most closely watched technology companies, while a major labor-market report could provide an important read on the health of the U.S. economy.
- 5 Best Tech Stocks for the Next 5 Years According to Financial Media
Big Tech just had a week investors will remember. At its low on Friday, Alphabet had lost $477 billion in market value for the week, its worst week ever and the second-biggest weekly wipeout for any US-listed stock by Yahoo Finance’s calculations, Yahoo Finance reported on Octobe…
- Presentations.AI Launches White-Label AI Presentation Generator and Editable PowerPoint API for SaaS Companies, Agencies and AI Agents at $0.10 Per Slide With a 50% Launch Discount
The presentation generation API lets software platforms create branded, editable PowerPoint and Google Slides presentations inside their own products, with OAuth 2.0, API key management, webhooks, audit logs, multi-tenant workspaces, Brand Sync and automated Presentation Refresh;…
- 1 Reason Alphabet Stock Is Worth Buying on This Pullback
Alphabet fell on heavy AI spending, but booming cloud growth and an average valuation make this dip worth a look.
- A Stock Market Smackdown Week: Elections, Jobs Data, Iran And Earnings
The week ahead promises to be rough and tumble for investors, with midterm elections, October jobs and possible attacks on Iran in the mix.
- Beyond Nvidia And Hyperscalers: Beth Kindig Sees A $1 Trillion AI Infrastructure Opportunity For These Stocks
Kindig said in a recent note that shifting AI spends could create a massive opportunity for companies supplying the servers, CPUs, networking, and more.
- Alphabet Gets Kicked Out of the $4 Trillion Club After Its Record $505 Billion Drop. Here's What History Says Could Come Next
Alphabet is down big from its highs, but the stock isn't necessarily cheap.
- NextEra Energy Heads These 3 Nuclear Stocks To Watch
South Korea’s exports nearly doubled in October, with semiconductor shipments playing a big role. That surge highlights how hungry the world is for reliable electricity to feed energy intensive computing, data centers, and AI. Nuclear power sits right in that conversation as a st…
- Top Investor: CoreWeave Locked In Compute “Way, Way Under Market.” Rising GPU Prices Won’t Save It
Key TakeawaysCoreWeave jumped 7. 94% on Oct.
- Andy Jassy Says Robots Will Replace Many Repetitive Warehouse Jobs — Amazon Already Has Over 1 Million Machines, and the Impact Could Be Much Bigger in Five Years
Amazon.com Inc. CEO Andy Jassy said the company now has more than a million robots in its fulfillment network and expects many repetitive jobs that people do to be handled by robots, but noted that Amazon will "always have a...
- GOOGL Market Cap Drops Nearly $500B After Google Search Fell Below 50% Of Alphabet's Revenue — David Sacks Explains Why That's A Good Thing
Sacks said that investors may be reading too much into Google Search’s share in Alphabet’s overall revenue dropping below the 50% level.
- Alphabet: This Isn't Time To Buy The Dip (Rating Downgrade)
Alphabet cut to hold after a steep post-earnings drop as Search growth slows and AI monetization risks rise.
- Intel: PC Demand Destruction Meets AI Supply Headwinds-Profit Taking Continues
Intel faces prolonged PC demand weakness, server CPU share pressure, and FY2027 cash flow risks.
- Nuclear Stocks Have Crashed 35% to 88% From Their Highs. Here's What $1,000 in Each of These 5 Could Be Worth by 2030.
Building industrial power for artificial intelligence is going to require nuclear energy, and these stocks may be able to deliver it.
- AI stocks just lost $5 trillion — but history says the stock market's sweetest stretch starts now
October selloffs, like the $5 trillion AI stock wipeout that hit the market, often lead into a sweet spot for traders.
- A big sell-off collides with more Big Tech earnings and a midterm election: What to watch this week
Coming into this week, all eyes will be on potential sparks to re-light the fire under the tech sector. Fire, to be clear, in a bad way.
- Amazon: Keep It Simple, Buy The Dip
Amazon Q3 earnings show surging operating income, AWS growth, and AI investment tradeoffs. Click for more on AMZN stock.
- Alphabet Says Its AI Spending Will Keep Rising. 2 Data Center Stocks to Buy and Hold Through 2030.
If Alphabet plans to spend even more in 2027, why are two data center suppliers trading so far below their highs?
- I'm Not Swayed By AI Bubble Burst Doomerism
See why Microsoft, Amazon, Google, and Meta lead AI infrastructure growth post-earnings despite CapEx risks. Click for an updated market outlook.
- The Credit Market's Warning Is Coming Back To Haunt AI Stocks
Credit default swap markets are signaling rising credit risk for major AI-driven companies. Read more on CDS markets here.
- Wall Street Brunch: Midterms, Jobs And Apple
Voters head to the polls with odds favoring a Dem sweep. Nonfarm payrolls seen up 65K for October. Apple, AMD and Palantir earnings test battered tech stocks.
- Hedge Your Retirement Income With These 2 Cash-Generating Picks
Worried about AI stock risks? Discover 2 retirement income picks with strong dividends, solid balance sheets, and potential upside if AI falls. Read the full analysis here.
- While Americans turn against data centers, Brazil offers tax breaks and cheap power, representing a potential ‘release valve’ for U.S. constraints
The government is cutting taxes on data center equipment as Google, Amazon and Microsoft expand in a country already hungry for AI services.
- Earnings Volatility Watch: 10 Stocks Are Set to Swing More Than 10% This Week
Ten stocks carry implied earnings moves above 10% next week, led by Moderna and AppLovin. Five are tech names hit in Friday's chip rout.