UNCOVERED: 10 | History Defined

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 · Jul 28

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 · Jul 28

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.

International Business Times · Jul 28

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.

Barchart · Jul 27

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.

MarketBeat · Jul 27

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.

Barchart · Jul 27

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…

The Economic Times · Jul 27

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…

Benzinga · Jul 27

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?

Barchart · Jul 27

Stocks Set to Open Sharply Higher as Oil Prices Sink, Big Tech Earnings and Fed Meeting in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.98%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.59% this morning, pointing to a sharply higher open on Wall Street as a slump in oil prices boosted investor sentiment at the start of a busy week.

Barchart · Jul 27