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SHOCKING: 7 - What They Never Told You

Cathie Wood Keeps Buying the Dip on SpaceX, Adds $20 Million of TSMC as Chip Stocks Slide

Cathie Wood’s Ark Invest leaned into some of its highest-conviction growth themes on Wednesday, July 29, led by a broad push into Space Exploration Technologies (NASDAQ:SPCX), Taiwan Semiconductor Manufacturing (NYSE:TSM), Amazon.com (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL). The buying and selling spree came as those names sat near major news catalysts, with…

Benzinga

Alphabet, Microsoft, Amazon, Meta, and Oracle 'are hiding an estimated $1.65 trillion in debt', drawing comparison with the historic Enron debacle

Nikkei Asia claims five technology giants hold $1.65 trillion in hidden obligations, fueling Enron comparisons and increasing investor concern worldwide.

TechRadar

Microsoft's AI Business Keeps Accelerating. Meta's Profit Miss Shakes Investor Confidence And Its Stock Plunges

Microsoft impressed Wall Street with stronger-than-expected fiscal fourth-quarter results, fueled by continued momentum in its cloud computing and AI businesses, while Meta stumbled.

International Business Times

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Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead?

Alphabet stock trades 18% below its high despite 24% revenue growth and accelerating cloud sales, as rising CapEx guidance and analyst upgrades leave GOOGL at a key $320 support level.

MarketBeat

What Comes Next for AAPL Stock After Apple Hits $5 Trillion Market Cap

Apple stock is in focus as the iPhone maker’s market cap briefly surpasses $5 trillion. Here’s how you should play AAPL shares at record levels.

Barchart

Tesla is Betting Robots Are The Next Nvidia. This Could Be the Biggest Shift Since the AI Boom.

AI can do almost anything behind a screen, but it can't stack a shelf yet. That's changing. Here's how Tesla, Nvidia, and the companies building "physical AI" robots could reshape the next decade.

Barchart

Global Market | AI boom, market correction risks emerge as major credit threats: Fitch

Ratings agency Fitch highlights AI boom and market correction as major global credit risks. Unprecedented AI spending and soaring valuations may outpace uncertain future returns, Fitch stated. Geopolitical tensions, particularly the U.S.-Iran conflict, add further significant challenges to the credit environment. Emerging markets face additional pressure from rising costs and…

The Economic Times

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Cathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip 'Absurd' — Ark Loads Up on SpaceX, Tesla

On Tuesday, Cathie Wood’s Ark Invest stayed active in a volatile tech tape, adding to several headline growth names while trimming others. The most notable move was another broad push into SpaceX (NASDAQ:SPCX), followed by sizable trades in Tesla Inc. (NASDAQ:TSLA), Nvidia Corp. (NASDAQ:NVDA), Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc.…

Benzinga

‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction

It’s a chip panic that “appears to be indiscriminate,” analysts say.

Fortune

Are Wall Street Analysts Bullish on Alphabet Stock?

Due to Alphabet's strong performance relative to the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects.

Barchart

3 Stocks Standing Out and 2 Losing Momentum as the Tech Rally Cracks

Altimetry's Rob Spivey argues AI-driven selloffs in Alphabet and Tesla reflect sector rotation toward energy, favoring Baker Hughes, EQT, and Murphy Oil over T-Mobile and Netflix.

MarketBeat

Google's Antitrust Woes Deepen As EU Ruling Sparks Potential $10 Billion Legal Threat: Report

Alphabet Inc.-owned (NASDAQ:GOOG) (NASDAQ:GOOG) Google’s years-long regulatory fight in Europe has intensified after its first defeat under the EU’s new digital competition rules, clearing the way for private damages claims that could total as much as $10 billion.

Benzinga

Fitch warns AI market correction emerging as major global credit risk

Ratings agency Fitch warns of significant AI-related market correction risks. Unprecedented AI spending and soaring tech valuations raise concerns about future returns. Geopolitical risks, including US-Iran conflict and El Nino, also pose credit threats. Global growth is expected to slow, with inflation impacted by energy prices. Highly indebted nations face…

The Economic Times

Amazon Might Be Outspending Alphabet on AI, But It Doesn’t Makes AMZN Stock a Sell

Amazon is set to report its Q2 earnings later this week. While the company should report better-than-expected earnings in the quarter, it is tough to build a case for buying the stock heading into the report.

Barchart

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International Business Times

Big Companies Are Hiring Again Despite AI Fears. They Say Human Involvement Is Still Essential

Executives say AI is changing how employees work, but many businesses are adding staff again after months of slowing recruitment.

The Economic Times

Google rivals line up seeking damages after record $1 billion fine

Google faces new costly lawsuits in Europe after losing a key case. Smaller rivals are now demanding up to ten billion dollars in damages. This follows a billion-dollar fine under new EU legislation for favoring its own services. The company has already paid billions in EU fines over the past…

Kiplinger

July 2026 Fed Meeting: Live Updates and Commentary

The July Fed meeting comes as oil prices fall and the labor market holds steady. And while inflation remains elevated, the FOMC held steady this time around.

Barchart

Why Microsoft Stock Could Stay Under Pressure Despite Bullish Q4 Outlook

Microsoft appears well-positioned to deliver another solid quarter, supported by resilient cloud and AI demand.

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Barchart

Alphabet’s AI Spending Crushes Its Free Cash Flow. How You Should Approach GOOGL Stock Here.

Alphabet’s massive AI investments are fueling strong cloud growth but have pushed its free cash flow into negative territory, raising questions about whether investors should buy the dip in GOOGL stock or remain cautious.

Barchart

How to Play GOOGL Stock as Shares Fall Below Their 200-Day Moving Average

Alphabet's fundamentals remain strong, but rising AI spending has investors worried, with GOOGL stock slipping below a key technical level. Here’s how to play GOOGL stock now.

MarketBeat

Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight

Verizon's over $1 billion dark fiber deal with Alphabet highlights AI-driven growth, as improving cash flow, margins, and buybacks support its dividend and debt reduction outlook.

Barchart

Why the Outlook for Micron Stock Is Mixed Despite a Very Bullish Note from Bank of America

Alphabet has invented a compression method that could cause Micron's growth to meaningfully decelerate.

The Economic Times

US stocks: US market climbs after US, Iran pause conflict; focus on Fed, earnings

Major Wall Street indexes opened higher on Monday morning. This rise followed the United States and Iran pausing hostilities, boosting investor confidence. The Dow Jones Industrial Average saw a significant increase at the opening bell. The S&P 500 and Nasdaq Composite also experienced notable gains. Investors anticipate a week filled…

Benzinga

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI

Big Tech’s defining financial advantage, an abundant cash flow, is colliding with the physical demands of generative AI. Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms, Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) continue to post strong revenue growth and operating cash flow – yet, their forward free cash flow is…

Barchart

Mag 7 Q2 Earnings Haven’t Been So ‘Magnificent.’ What META, MSFT, and AMZN Need to Report to Turn the Tide.

Both Tesla and Alphabet plunged after their respective Q2 2026 earnings. Can Meta Platforms, Microsoft, and Amazon turn the tide with their earnings this week?

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