News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- Jobs, Midterm Elections, Apple, Palantir, McDonald’s, Moderna, and More to Watch This Week
In another busy earnings week, AMD, Estée Lauder, Qualcomm, Pfizer, and many more will report results. We’ll see three readings on jobs this week, as well as data on the manufacturing and services sectors.
- Why Did Alphabet (GOOGL) Shares Fall After Its $500 Billion Value Wipeout?
Alphabet (NasdaqGS: GOOGL) shed about US$500b in market value after its Q3 update, with the stock falling over 12%. Management reported slower-than-expected trends in core search and advertising activity, which weighed heavily on investor sentiment. The group also disclosed subst…
- ICE And OKX's Tokenized Stock Venue Hits A Wall As Nvidia, Nike Join Growing List Of Objectors
OKXICE plans 24/7 trading of tokenized stocks against stablecoins, under a temporary SEC exemption.
- Reddit vs. The Trade Desk: One's Revenue Growth Overtook the Other's Lead
Reddit's accelerating growth has now surpassed The Trade Desk's quarterly revenue for the first time, marking a dramatic reversal after years of trailing.
- 5 Huge Winners From Anthropic's IPO
Anthropic is spending big to bring its AI vision to reality.
- Greg Abel Just Spent $330 Million on This Tech Stock. Here's What It Means for Investors.
It's probably not a name Warren Buffett would have chosen. But Buffett certainly wouldn't disapprove.
- 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.
- 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.
- QQQM: The Nasdaq 100 Is Having A Panic Attack And I Think This Pullback Should Be Bought
QQQM looks like a buy after its October drop, with attractive tech valuations and strong EPS growth.
- 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.
- 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.
- 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.
- 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.
- 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.
- Tesla’s Cybercab Costs “About $25,000” to Build. Waymo Has a Big Problem: It’s Cost Is Nearly 4X That
Key TakeawaysTesla’s Cybercab costs about $25,000 to produce, against upward of $100,000 for each of Alphabet’s Waymo vehicles, according to Prof G Markets’ Dan Chiolan. That gap lets Tesla put about four robotaxis on the road for the price of one of Waymo’s current cars, an edge…
- Apple's AI Strategy, Chip Downturn, Musk Mocks Mac Studio and More: This Week in Appleverse
Wall Street faces AI spending concerns, smartphone weakness and tech stock volatility as Apple and major technology companies make headlines.
- Anthropic Is “Reduplicating AWS” as It Rents Its Own Data Centers. Amazon Reports Thursday
Key TakeawaysAnthropic’s S-1, made public Oct. 26, says it now leases its own data centers and the AI chips inside them, alongside renting computing power from Amazon and Alphabet’s Google.
- Josh Brown: Meta Could Become “a Cash Spigot” That Makes Nvidia Look Expensive
Key TakeawaysOn Prof G Markets, Josh Brown said Anthropic could become “a cash spigot” priced to make Nvidia and Palantir look expensive. He listed Meta’s push into AI agents as one of its threats.
- Alphabet 3Q Earnings: Low Monetization On Legacy Search, Or Has Gemini Simply Taken Over?
Google earnings missed as Search growth slowed and AI monetization lagged. Click for more on GOOG stock.
- ETB: 8.5% Yield With Widest Discount In 15 Years
ETB fund offers high current income and potential capital appreciation at its widest discount in 15 years. Here's what investors need to know about the ETB fund.
- Jim Cramer: Why investors are punishing Alphabet and giving Microsoft a pass
Microsoft is faring better because of its financial spending, Jim Cramer said Thursday, a day after earnings.
- We’re downgrading Alphabet after its rough quarter. Here’s where we’d buy again
Every weekday, the Investing Club releases the Homestretch, an actionable afternoon update just in time for the last hour of trading.