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Alphabet Faces Stock Decline Amid Increased AI Spending Plans

Alphabet Faces Stock Decline Amid Increased AI Spending Plans

Alphabet Faces Stock Decline Amid Increased AI Spending Plans
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Alphabet's Stock Drops Over 6% Despite Q2 Earnings Beat Due to Capex Growth

Alphabet's Stock Drops Over 6% Despite Q2 Earnings Beat Due to Capex Growth

Alphabet's Stock Drops Over 6% Despite Q2 Earnings Beat Due to Capex Growth
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Tesla and Alphabet Stocks Plunge Amid AI Spending Concerns

Tesla and Alphabet Stocks Plunge Amid AI Spending Concerns

Tesla and Alphabet Stocks Plunge Amid AI Spending Concerns
Reuters Reuters
Japan's Nikkei falls more than 2% on AI spending worries

Japan's Nikkei falls more than 2% on AI spending worries

By Junko Fujita TOKYO, July 24 (Reuters) - Japan's Nikkei share average fell more than 2% on Friday, as a sharp decline in Google parent Alphabet shares spurred concerns about heavy AI spending. The Nikkei was down 2.69% at 64,634.04 as of 0112 GMT, while the broader Topix slipped 1.28% to 4,002.09.
TheStreet TheStreet
Mizuho sends intriguing Oracle stock message after 38% drop

Mizuho sends intriguing Oracle stock message after 38% drop

On July 21, Mizuho told clients that Oracle (ORCL) stock could more than double from here. The bank reiterated its Outperform rating and kept its $320 price target, a call that implies about a 164% rise from Monday's close. That number stands out because Oracle has been one of 2026's most punished ...
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Nasdaq Declines Amid Anticipation of Tesla and Alphabet Earnings

Nasdaq Declines Amid Anticipation of Tesla and Alphabet Earnings

Nasdaq Declines Amid Anticipation of Tesla and Alphabet Earnings
FactFable FactFable
The One Gemini Adoption Signal Investors Should Watch in Google Earnings

The One Gemini Adoption Signal Investors Should Watch in Google Earnings

As Google's earnings report approaches, all eyes are on AI. Here's the one Gemini adoption metric that will tell investors the real story.
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Citi Strategist Calls for Retirement of 'Magnificent 7' Label Amid AI Market Shift

Citi Strategist Calls for Retirement of 'Magnificent 7' Label Amid AI Market Shift

Citi Strategist Calls for Retirement of 'Magnificent 7' Label Amid AI Market Shift
TheStreet TheStreet
Alphabet and Intel could reset the AI trade

Alphabet and Intel could reset the AI trade

Alphabet (GOOGL) and Intel (INTC) will approach second-quarter earnings from opposite sides of the artificial-intelligence boom. Alphabet is one of the biggest infrastructure buyers in the industry. Intel is trying to prove it can be a bigger supplier to that build-out. Their reports together could ...
TheStreet TheStreet
Bank of America doubles down on Micron stock after AI bombshell

Bank of America doubles down on Micron stock after AI bombshell

Micron Technology (MU) stock investors had plenty of reason to expect another ‘DeepSeek moment’ following the launch of Kimi K3. The concerns weren’t new, though, and pretty straightforward. Cost-effective, more efficient AI could weaken demand for the expensive hardware powering the boom.  ...
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AI Demand Boosts Chipmaker Stocks; Oil Prices Rise Amid Middle East Tensions

AI Demand Boosts Chipmaker Stocks; Oil Prices Rise Amid Middle East Tensions

AI Demand Boosts Chipmaker Stocks; Oil Prices Rise Amid Middle East Tensions
Reuters Reuters
Alphabet's Gemini delay, spending worries loom over earnings

Alphabet's Gemini delay, spending worries loom over earnings

By Deborah Mary Sophia and Rashika Singh July 21 (Reuters) - Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center spending, months after raising expectations with a blockbuster quarter