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Business
Intel’s Turnaround Could Rewrite the Stock’s Story
Intel's stock selloff has shifted to range-bound consolidation as analysts debate whether the chipmaker's turnaround can rewrite its investment story.
Ai Spending
58 trends tracked about this subject — the full history, oldest to newest below.
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Neocloud stocks surge as CoreWeave's outlook eases AI spending concerns (CRWV:NASDAQ)
CoreWeave's outlook eased concerns about AI spending, sending shares higher and lifting a broader group of neocloud stocks.
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Business
Global Stocks Follow U.S. Sell-Off as A.I. Spending Fears Spread
AI spending doubts trigger a U.S. market plunge that pulls global stocks lower
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What Wall Street billionaires are saying about Democrats' midterm sweep
Wall Street is reacting to a Democratic midterm sweep with mixed stock movements, as investors weigh a potential AI spending slowdown against tech gains.
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Business
CoreWeave Bonds Hit New Lows as Texas Data Centers in Crosshairs
Financial markets face fresh pressures as CoreWeave bonds drop to new lows following recent electoral outcomes involving data centers.
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Business
Big Tech Stocks Soar as Traders Bet Democrats Will Slow AI Spend
Big Tech stocks are surging as investors react to a Democratic midterm sweep and shifting expectations regarding AI spending.
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AMD forecast eases AI spending fears as data-center sales surge
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Exclusive | Hedge Fund Elliott Warns of FOGO: Fear of Getting Obliterated in the Market
Hedge fund Elliott warns Wall Street that current market sentiment could transform from FOMO into FOGO.
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Business
Stock Market Today: Stocks Set for Lower Open After Apple Earnings Disappoint
US stock markets face pressure as disappointing Apple margin outlooks and concerns over AI spending trigger volatility across tech indexes.
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Anthropic reveals $900bn AI spending commitments ahead of IPO
Anthropic reveals enormous spending commitments and high employee compensation costs ahead of an initial public offering.
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Business
European stocks flat, oil drops as midterm caution prevails
European markets navigate shifting corporate earnings, oil price drops, and rating cuts amid widespread investor caution.
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Business
Bond investors sit out ‘most consequential’ US midterm elections in years
Financial markets face unusual risk as bond investors sit out the upcoming United States midterm elections.
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Business
Wall Street wipes $1 trillion from the stock market as tech’s $828 billion AI spending spree sparks market fears
Wall Street sheds one trillion dollars as tech giants drive an unprecedented artificial intelligence spending spree.
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US tech stocks see sharp falls as AI spending nears $1tn
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Asia stocks tumble as AI spending concerns deepen; BOJ holds rates
Global markets face intense downward pressure as artificial intelligence spending concerns trigger a broad technology selloff across multiple regions.
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Google shares drop 7% as search business falls short and AI spending surges
Google shares drop 7% as search business falls short and AI spending surges, triggering a market reaction.
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Business
Here's what options traders see before Alphabet, Microsoft report after the bell
Alphabet and Microsoft earnings reports place intense market focus on artificial intelligence cash flow and spending.
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Business
Alphabet Swaps Buybacks for Data Centers. Wall Street Is Getting Nervous.
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
World’s 6 Richest Lose $130 Billion On Thursday As AI Spending Fears Sink Tech Stocks
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Meta Reports $825 Billion in Future Spending Commitments
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Meta Will Create New Stock Class to Fund AI Spending
Meta launches a non‑voting share class to bankroll its AI push, sparking a fresh equity debate.
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Business
Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China
15 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Goldman Sachs spills the beans on what’s next for S&P 500
Wall Street analysts and major financial outlets report record corporate upbeatness and robust artificial intelligence spending ahead of the S&P 500 earnings season.
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Business
Meta hires MongoDB CEO CJ Desai, sending shares of data services company down
Meta taps MongoDB CEO CJ Desai to lead a new enterprise AI business, triggering a significant stock plunge for the data services firm.
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Business
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Watch the AI Boom’s Weakest Link
Oracle earnings approach as markets test their tolerance for AI spending risk and massive backlog figures.
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Business
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Leaked Microsoft pay data shows how much hundreds of employees report making in AI, cloud, and other teams
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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US Futures Edge Lower With AI Spending in Focus: Markets Wrap
US futures and global markets are slipping as investors grow anxious over AI spending and await high-stakes updates from Nvidia and the Federal Reserve.
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OpenAI is gaining on Anthropic with business users, new data indicates
New data from Ramp suggests OpenAI is narrowing the gap with Anthropic regarding expenditures from business AI users.
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Business
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Alphabet Set to Sell Long Aussie Bond at Record Near 7% Cost
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Micron, Sandisk and other chip stocks climb as investors get more confident about AI spending
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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SNDK, MU Rise Overnight: Analyst Target Hikes, KOSPI Rebound Power Surge
Chip stocks, including Micron and Sandisk, are surging as analyst target hikes and AI spending confidence fuel a potential new bull market.
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Goldman Sachs Takes On Nvidia's Biggest AI Challenge
Goldman Sachs is engaging with Nvidia as the chipmaker mobilizes $500 billion to finance AI infrastructure through private credit.
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Business
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Argus sends strong SpaceX signal that goes against the market
Argus issues a bullish signal for SpaceX stock (NASDAQ: SPCX) despite recent volatility and a significant drop from its post-IPO peak.
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Business
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Turbulent Month Leaves Stock Funds Up 10.6% So Far in 2026
Stock funds remain up 10.6% for 2026 despite new market turbulence driven by concerns over Big Tech's artificial intelligence spending.
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Jim Cramer highlights 5 investing themes
Financial commentator Jim Cramer has identified five core investing themes and thirteen specific stocks for the 2026 market landscape.
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Business
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All But 2 "Magnificent Seven" Stocks Are Underperforming the Market This Year. Here's 1 Company I'd Load Up On and 1 I'd Avoid
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Tech stocks today: Investors eye SpaceX's first earnings report
SpaceX prepares to release its inaugural earnings report as a public company amid heavy scrutiny over artificial intelligence spending.
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What Are Companies Getting for All That A.I. Spending?
Corporate AI strategies are shifting from aggressive spending and 'tokenmaxxing' toward cost-efficiency and waste reduction.
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Business
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Tech stock investors have a $1 trillion problem that won't improve until at least 2028
Tech stock investors face a $1 trillion financial challenge that is projected to persist until at least 2028.
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Business
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SpaceX’s Blockbuster Earnings Report Is Coming. What to Watch.
SpaceX is preparing to release its first-ever earnings report, placing Elon Musk's AI expenditures and company valuation under intense scrutiny.
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Inside Nadella's hardest year: Is Microsoft's North Star also a noose?
Microsoft confronts record artificial intelligence spending and negative stock performance during a difficult period for leadership.
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Business
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4 Big Tech earnings reports, a Fed meeting, and $100 oil: It's the busiest week of the quarter
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Morgan Stanley resets Microsoft stock forecast ahead of earnings
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Wild Markets Week Settles Down
Global financial markets navigate a turbulent stretch defined by earnings, inflation, and AI-driven spending concerns.
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Alphabet flops, Intel shocks, and Tesla tanks: AlphaSpace weekly recap
Market volatility spikes as Alphabet, Intel, and Tesla see stock drops following their latest earnings reports amid AI spending concerns.
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Intel’s Strong Earnings Couldn’t Save the Stock From an AI Spending Panic
Intel shares reversed gains despite a second-quarter sales surge as market anxieties surrounding AI spending and foundry operations took hold.
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Google Earnings Could be a Bad Omen for Big Tech Stocks
Alphabet's massive surge in AI capital expenditure and a rare shift to negative free cash flow are triggering volatility across Big Tech stocks.
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Business
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Intel Stock Jumps On Chipmaker's Big Q2 Earnings Beat
Intel stock is reacting to a substantial Q2 earnings beat driven by AI revenue and an improved outlook, despite conflicting market volatility.
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Wall St falls as tech earnings spark AI spending worries; oil hits $100
Wall Street falls sharply as soaring oil prices and intensifying artificial intelligence spending anxieties rattle global markets.
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Alphabet's cash burn raises alarm for Big Tech as AI spending climbs
Alphabet shares slide following a massive profit report and record capital expenditure announcements driven by artificial intelligence.
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Stock market today: Dow, S&P 500, Nasdaq diverge with Alphabet, Tesla earnings on deck
14 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Stock futures fall as investors gear up for more earnings: Live updates
Stock futures are declining as investors weigh Big Tech earnings against rising AI expenditures and inflation concerns sparked by oil prices.
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Stock market today: Stocks fall after Netflix whiff while with chip stocks sell-off hammers Nasdaq
Chip selloff and a Netflix earnings miss push Nasdaq lower as AI spending worries bite
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Apple Stock Hits Record Territory as Traders Sour on AI Spending
Apple stock is reaching record territory as investors pivot away from AI spending concerns toward the tech giant's stability.
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Technology
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Microsoft to cut 2.5% of its workforce in yet another round of layoffs
Microsoft has initiated its third major round of workforce reductions for 2026, impacting 2.5% of its total staff.
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Business
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Here Are My Top "Magnificent Seven" Stocks to Buy Now
The Magnificent Seven shed $2.3 trillion in June as AI spending scrutiny triggers a market test.
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Business
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Veteran Bank Cuts Microsoft Stock Price Target on AI Spending Concerns
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Why These 3 Analysts Say Oracle’s Post-Earnings Stock Slump Is a Buying Opportunity
Oracle’s stock plunge after earnings reveals a clash between AI ambition and investor caution over debt and cloud costs.