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Dozens of data center developers and utilities pledged with President Donald Trump that AI data centers won’t raise consumer electricity bills. The opposition won’t back down.
(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a
Amazon Slides Ahead of Earnings on China Probe and AI Cost Concerns
US lawmakers have opened a Senate investigation into Amazon's marketplace over alleged Chinese influence on the platform. Amazon has agreed to a US$2.5b settlement with the FTC related to allegations of unauthorized Prime enrollments. These parallel actions focus on the company’s governance, customer consent practices, and oversight of third-party sellers. Amazon.com, NasdaqGS:AMZN, sits at the center of global e-commerce and cloud services, connecting millions of buyers with third-party...
D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
Big Tech is reportedly sitting on $1.65 trillion in debt that investors can’t see on any balance sheet, and prominent tech critic Ed Zitron calls it “a corporate scandal.” The figure comes from a Nikkei Asia study of Meta Platforms (NASDAQ:META), Oracle (NYSE:ORCL), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN). Combined with the roughly $1.35 trillion the companies officially report, their total obligations may sit around $3 trillion, with more than half of it outsid
Amazon stock slipped below its 200-day moving average after Google's Q2 report reignited AI cost fears.
SpaceX's interplanetary ambitions and the emerging multitrillion-dollar space industry could evaporate in 50 years thanks to orbital debris.
Here are some of the biggest decliners in the Nasdaq Composite Index, recently down 2.3%: Tesla (TSLA), down 14% T-Mobile (TMUS), down 7.8% Alphabet (GOOG), down 6.5% Strategy (MSTR), down 6.
Lawmakers are examining whether employees and intermediaries in China affected marketplace decisions.
(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of
$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.
AT&T (T) delivered strong, cost-efficient wireless subscriber growth in Q2, reinforcing its investme
Find insight on Alphabet, SK Hynix, CXMT and more in the latest Market Talks covering technology, media and telecom.
A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up, and earnings may force a reckoning either way.
Customers who were enrolled in Amazon Prime without their consent may be eligible for a settlement payout.
When a fellow Mag 7 giant drops a stunning cloud earnings report, it quietly flashes a buy signal for a completely different stock. Here is why one investor's finger stays glued to the buy button ahead of a pivotal July earnings date.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.
Two stocks that are lagging the market over past year are ready to fly high again.
IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.
MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street with a target that towers above the crowd. Here is what the numbers actually say about whether the bull case survives.
Last-mile delivery of big items is slowing down as fewer houses change hands in a difficult real estate market. Carriers are trying to beat competitors in a slowing market with top-notch service and technology, but also need more scale to deal with vertically integrated retailers. The post Weak housing market hurts big and bulky last-mile delivery appeared first on FreightWaves.
The new CEO has shown a willingness to go in his own direction, but you shouldn't necessarily follow blindly.
Amazon (AMZN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.
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