Benzinga Bulls and Bears: IBM, Super Micro, Tesla Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. Benzinga · Jul 25
Wall Street Week Ahead: US stocks face tests from Fed decision, tech-led earnings deluge Investors await the Federal Reserve's interest rate decision and corporate earnings reports. Technology giants and artificial intelligence companies will release their quarterly results. Rising oil prices and inflation concerns add complexity to the economic outlook. The market remains sensitive to any signs of economic imperfection and policy shifts. Future interest… The Economic Times · Jul 25
Chip Stock Sell-off Puts Downward Pressure on Broader Market The S&P 500 Index ($SPX ) (SPY ) on Friday fell -0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) fell -1.27%. September E-mini S&P futures (ESU26 ) fell -0.08%, and September E-mini Nasdaq futures (NQU26 ) fell... Barchart · Jul 24
Oil Broke $100, Alphabet's AI Bill Scares Investors: What Moved Wall Street This Week Two of America’s largest companies reported earnings this week. Neither was punished for what it sold. Benzinga · Jul 24
Warren Buffett Says Alphabet Is More Likely to Win Than 95% of Wall Street — But Adds ‘I Don’t Like It as Well as’ Coca-Cola And 4 Others Berkshire Hathaway (NYSE:BRK, BRK.B)) Chair Warren Buffett believes Alphabet (NASDAQ:GOOG, GOOGL)) has a better chance of long-term success than nearly everything marketed on Wall Street. Yet despite Berkshire’s massive investment in the Google parent, Buffett still wouldn’t rank it among the conglomerate’s very favorite businesses. Benzinga · Jul 24
Nvidia’s Rivals Are Coming for Its Crown, But the Smartest AI Bet Sits Further Down the Tech Stack Hyperscalers are building custom AI chips to cut their reliance on Nvidia. But whoever wins, every chip still runs through the same handful of companies, from Broadcom and TSMC down to ASML. Barchart · Jul 24
Alphabet Just Dropped a $94 Billion Surprise for SpaceX Stock. How to Play SPCX from Here. Alphabet's $94 billion SpaceX stake highlights strong long-term confidence, while lockup restrictions may help limit near-term selling pressure. Barchart · Jul 24
SpaceX’s $94 Billion Investor Is Also a $920 Million-a-Month Customer Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) has built an unusual two-way relationship with SpaceX (NASDAQ:SPCX): the Google parent stands as both a major shareholder and a significant customer of the rocket and satellite company. Benzinga · Jul 24
Alphabet Lost $294 Billion in One Brutal Day — Almost an Entire Palantir Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) just erased $294 billion in market value in a single session — roughly the size of an entire Palantir Technologies Inc. Benzinga · Jul 24
Investors Keep Buying the DRAM ETF Despite the Selloff. They Might Be Right About Memory Stocks. Despite a recent selloff, investors continue pouring money into the DRAM ETF, betting that robust AI-driven demand will fuel another leg higher in memory chip stocks. Barchart · Jul 24
Stock Index Futures Gain as Oil Prices Retreat, U.S. PMI Data in Focus September S&P 500 E-Mini futures (ESU26) are up +0.25%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.14% this morning, finding some relief at the end of a wild week as oil prices and bond yields retreated. Barchart · Jul 24
Stock Market: Will S&P 500 Open Up or Down Today? The S&P 500 suffered its steepest one-day decline in a month on Thursday as surging oil prices and earnings from Tesla Inc. (NASDAQ:TSLA) and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) rattled investors, but Polymarket traders are betting the benchmark index will rebound at Friday’s open. Benzinga · Jul 24
Chris Wood warns of massive capital destruction in US as China challenges AI boom Jefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-source models challenge US dominance. With hyperscalers set to spend nearly $1.6 trillion over two years, investors are increasingly questioning whether returns will justify the unprecedented capex and rising debt. The Economic Times · Jul 24
Shares skid in Asia in sell-off of AI-related shares as Brent oil tops $100 per barrel Shares have skidded in Asia after Brent oil shot to its highest price since May as heavier fighting in the Middle East again threatened to slow the global flow of crude The Independent UK · Jul 24
The Economic Times · Jul 24 Japan's Nikkei falls more than 2% on AI spending worries Japan's Nikkei share average dropped more than two percent on Friday. This decline was spurred by concerns over heavy artificial intelligence spending. Google parent Alphabet's shares sank significantly overnight, impacting global markets. Chip-related shares and technology investor SoftBank Group also experienced losses. However, shares supported by domestic demand and shippers…
Barchart · Jul 23 CapEx Fears Eclipse Alphabet’s Strong Q2, but GOOGL Stock Still Looks Attractive While GOOGL stock could remain volatile as investors digest elevated spending, Alphabet remains well positioned to benefit from the accelerating AI investment cycle.
The Guardian - US · Jul 23 Tesla stock suffers double-digit drop on carmaker’s worst day in years Elon Musk’s EV company lost a quarter of its value this year amid weak profits and high spending on AI and robotics
Fortune · Jul 23 AI is forcing Big Tech to do something it's never done: Spend more than it earns, and Wall Street hates it The Mag7 had its worst day Thursday since the tariff-driven selloff last April.
Benzinga · Jul 23 New Senator Makes 700+ Stock Trades, Ditches Old Oil Company for Magnificent Seven One of the newest members of the U.S. Senate has taken congressional stock trading to new heights, with more than 700 trades disclosed. Here’s what the senator was buying and selling and why the trades are drawing attention.
Benzinga · Jul 23 4 Reasons to Buy Alphabet Stock After the CAPEX Shock: Bank of America Shares of Alphabet Inc. (NASDAQ:GOOGL) suffered their biggest one-day decline since May 2025 after the company surprised investors with another massive increase in artificial intelligence spending.
Kiplinger · Jul 23 Dow Dives 506 Points as Alphabet Stock Sinks: Stock Market Today Rising bond yields and worries over increased spending from mega caps Alphabet and Tesla put pressure on the broader stock market on Thursday.
The Economic Times · Jul 23 US stocks today: Nasdaq plunges 2% as tech earnings spark AI spending worries Wall Street closed sharply lower with Nasdaq down over 2% as weak Big Tech earnings and rising AI spending concerns hit sentiment. Surging oil prices above $100, driven by Middle East tensions, reignited inflation fears and pushed bond yields higher, overshadowing gains in defense stocks like Lockheed Martin.
Barchart · Jul 23 Google Stock: Blowout Q2 But AI Spending Spree Spooked Wall Street The one number that overshadowed Google's blowout quarter.
Barchart · Jul 23 Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock Although Microsoft stock looks historically cheap, concerns about massive AI spending could overshadow strong earnings and send shares lower.
Benzinga · Jul 23 NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.