Nvidia stock falls: why can’t it benefit from increased AI capex
Nvidia (NVDA) shares fell in trading on Thursday even after Alphabet raised its capital expenditure guidance for 2026, as investors appeared to rotate
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Did Google Cloud CEO just silence AI overspending fears?
Alphabet Inc (GOOGL) is in focus on Thursday morning after Thomas Kurian, the chief executive of Google Cloud, said existing customer are pumping
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Deeper dive: why QuantumScape stock’s post-earnings decline makes sense
QuantumScape (QS) stock is under immense pressure on July 23 after the solid-state lithium metal batteries specialist posted earnings for its second financial
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Why analysts are backing optical networking stocks like Lumentum now
Alphabet’s latest earnings report has renewed optimism for companies like Lumentum supplying optical networking and data center components, even as investors scrutinize the
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Why is Amazon stock falling 4% today?
Amazon.com Inc. (AMZN) shares fell about 4% in trading on Thursday after a report said a US Senate panel is investigating whether the
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AMD stock falls 3% after signing AI inference deal with Cerebras
Advanced Micro Devices (AMD) and Cerebras Systems (CBRS) have announced a technical partnership to develop a disaggregated artificial intelligence inference solution, combining AMD’s
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Evening digest: Trump ramps Iran threat, Magnificent 7 tumbles
Escalating tensions between the US and Iran kept geopolitical risks in focus as President Donald Trump threatened further military action and warned of
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Dow falls 500 points as oil surge, AI spending fears hit Wall Street
US stocks ended sharply lower on Thursday as a surge in oil prices, escalating geopolitical tensions in the Middle East, and disappointing reactions
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Intel stock forecast after boosting its guidance: time to buy?
Intel stock jumped in the extended hours as the company published strong financial results and boosted its forward guidance. INTC soared to $110,
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Dow futures surge 275 points: 5 things to know before Wall Street opens
US stock futures edged higher on Friday as Intel’s upbeat outlook and easing oil prices offered investors some relief after Thursday’s technology-led sell-off.