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BIZARRE: 8 - You Need To See This

Magnificent 7 Selloff Is a Buying Opportunity as AI Spending Boom Continues, Strategist Says

The Magnificent 7, which consists of Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet and Tesla, remains the dominant force in U.S. equities. A strategist said the recent selloff is a new opportunity to buy them.

International Business Times

AI stock slump raises the question if investors are just taking profits or getting very nervous

Tech companies are spending big on AI, but investors are getting nervous

The Independent UK

Liquid Gold: The AI Cooling Retrofit Trade

The mandatory transition to liquid cooling systems in enterprise data centers creates extraordinary growth opportunities for infrastructure investors.

MarketBeat

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US AI stock sell-off shakes markets from Wall Street to Asia

Losses spread globally as investors questioned soaring valuations and spending on AI infrastructure

The Guardian - US

Google Loses Top AI Talent to Rivals as Alphabet Suffers Worst Stock Drop in Over a Year

Alphabet's shares plummet by 5% as key AI figures Noam Shazeer and John Jumper depart for rivals, sparking investor concerns over Google's AI strategy and $264 billion market value loss.

International Business Times UK

UK considers forcing social media firms to prioritise trusted news

The culture department said on Monday it was considering requiring platforms such as Meta's Facebook, Alphabet-owned YouTube and TikTok to make content from public ‌service media - including ⁠the ⁠BBC, ITV and Channel 4 - and other trusted news providers easier to find in users' feeds and searches.

The Economic Times

US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff

Wall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate sufficient returns. While hyperscalers such as Alphabet, Amazon, Meta and Microsoft declined sharply, semiconductor and data storage firms including Micron continued gaining on strong AI hardware demand expectations.

The Economic Times

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Stocks Mostly Lower on Weakness in Megacap Tech and Software Stocks

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.19%. September E-mini S&P futures (ESU26 ) fell -0.34%, and September E-mini Nasdaq futures...

Barchart

Google Stock Dips as Alphabet Loses Top AI Talents and Faces Fresh Regulatory Storm Despite A24 Tie-up

Alphabet's stock fell over 5% amid AI talent departures and regulatory pressures, overshadowing a $75 million AI partnership with film studio A24.

International Business Times UK

US stocks: S&P 500, Nasdaq close lower, dragged by Alphabet and megacap tech; focus on Iran

US market saw a mixed close as the S&P 500 and Nasdaq dipped, primarily due to tech giants like Alphabet facing investor scrutiny over AI spending. The Dow, however, edged higher, supported by healthcare and industrial gains. Falling oil prices offered some relief, but a hawkish Federal Reserve stance and…

The Economic Times

Stocks Erase Early Gains as Alphabet and Software Companies Fall

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.27%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.30%. September E-mini S&P futures (ESU26 ) are down -0.38%, and September E-mini Nasdaq futures...

Barchart

How to Hunt for Mega-Cap Value After the SpaceX IPO

I'm not buying into SpaceX following the record-setting IPO. But I am looking for big value elsewhere. Here's how I start my search.

Barchart

Dow Falls 507 Points as Fed Chair Warsh Speaks of Price Stability: Stock Market Today

Stocks slide as interest rates remain the same and Fed Chair Kevin Warsh starts writing a shorter song for the biggest central bank in the world.

Kiplinger

Meta and Cloud Computing: Real Potential, or a Shot in the Dark?

Mark Zuckerberg recently said Meta could enter the massive cloud computing market. However, even with caveats, doing so likely would not be a walk in the park.

MarketBeat

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The Economic Times

Business quote of the day by Google CEO Sundar Pichai: “As a leader, it is important to not just see your own success, but focus on the success of others” What business owners can learn from Sundar Pichai's mindset

Google CEO Sundar Pichai emphasizes that leaders must focus on others' success. True leadership means helping teams grow and reach their potential. This approach builds stronger organizations and fosters loyalty. Business owners should create opportunities for employees and partners. This collaborative mindset drives long-term success. The most respected leaders inspire…

Euronews

Investors look beyond the 'Magnificent 7' as Wall Street embraces the 'FAB 10'

SpaceX's record-breaking market debut has pushed Wall Street to widen its favourite shorthand of the so-called 'Magnificent 7', with strategists folding Elon Musk's firm, OpenAI and Anthropic into a new 'FAB 10' label that captures the next phase of the AI trade.

Euronews

Nvidia raises over €21.5bn in first bond sale since 2021 as AI growth race continues

Nvidia has returned to the corporate debt market for the first time in five years, pricing a $25 billion (€21.5bn) bond sale that drew roughly $85 billion (€73.2bn) in orders, a sign of investors' strong appetite for exposure to AI.

Barchart

Why GOOGL Stock May Have More Room to Run Even After a 100% Rally

Google Cloud's expanding backlog and growing enterprise adoption of Gemini-powered AI solutions position Alphabet to deliver significant growth.

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International Business Times

Nvidia Plans Massive $20 Billion Debt Offering to Fuel AI Expansion

Nvidia is returning to the U.S. investment-grade bond market for the first time since June 2021, when it raised $5 billion through a debt offering.

Barchart

Supermicro Stock Is Down 30% in Days. Investor Skepticism Is Justified.

Supermicro's bid to raise $7 billion has tanked the stock.

MarketBeat

Meta to Follow Alphabet's Footsteps? What an Equity Raise Could Mean

After Alphabet's large equity funding round, see what an equity raise could mean for Meta Platforms as both firms rabidly pursue AI growth.

TechRadar

'People thought it would be really difficult for me': Alphabet CEO Sundar Pichai dodges AI at Stanford graduation speech — but hundreds of students walk out in protest at Google's Palestine policies

Sundar Pichai swerves AI in Stanford speech, but still faces protests at Google policies.

MarketBeat

What to Expect From Q2 Earnings as Tech Strength Broadens

S&P 500 companies posted nearly 29% earnings growth in Q1 2026, and Q2 estimates of 22% EPS growth are expected to top 30%, with energy and tech leading gains.

MarketBeat

Alphabet's Most Overlooked Division Just Had a Big Week

Wing expanded drone delivery to seven U.S. cities via Walmart, while Waymo launched a $29.99 monthly membership program, drawing fresh attention to Alphabet's Other Bets segment.

Fortune

The hottest debate on Wall Street right now: Does the flood of mega-IPOs and new shares signal a downturn ahead? That depends

"The reason is that companies tend to issue when equity demand is strong, earnings momentum is healthy and investor risk appetite is elevated."

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