News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- 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.
- Copilot AI Predicts Solana Could Hit $2,500 if This Landmark Event Happens
As the market weeps from the biggest crypto theft in history, Bitcoin (BTC) could face renewed selling pressure in the coming months as a strengthening US dollar threatens to undermine one of crypto’s biggest macroeconomic investment narratives, according to Connection Capital fo…
- 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.
- S&P Turns Negative on Meta. Wall Street Sees Less Than Half the Cash Hole
Key TakeawaysS&P revised Meta’s credit outlook to negative from stable on Oct. 30 and kept the AA- rating.
- 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;…
- SCHD Vs. FDVV: Which Dividend ETF Wins Into 2027
Compare SCHD and FDVV for dividend growth, defensive income, and tech exposure amid AI spending fears.
- 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.
- 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.
- 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.
- 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.
- 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.
- Here's Where I Think Meta Stock Will Be in 2030
Meta's sales could grow around 70% by 2030. Why might the shares gain so much less?
- 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…
- 3 Great Quality Stocks To Watch In November 2026
AI heavyweights are pouring an estimated $828b into chips, data centers and related infrastructure this year, and plenty of that spend will not earn its keep. When market mood swings on big capex stories, investors often pay more attention to companies that already show high retu…
- 3 Growth Stocks Facing A Fed Rate Test Including Microsoft Stock
Inflation now has a countdown clock. With the October US CPI print on Nov 10 set to land just weeks before the December Fed meeting, rate expectations could swing quickly, and so can large-cap growth stocks that depend heavily on long-term cash flow assumptions. This piece explai…
- 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.
- IREN And IRE: Demand Is Exploding, Yet Questions Remain
Strong compute demand and Microsoft partnership support IREN's long-term prospects. Check out IREN stock's near-term risks and why it is rated a Hold.
- 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.