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BIZARRE: Alphabet - You Need To See This

Tech equity sales renew AI debt-binge worries

Tech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it also suggests increased borrowing and capital expenditure, particularly for AI infrastructure. Investors are wary, as recent bond performance indicates concerns about future debt burdens and the sustainability of these massive investments…

The Economic Times

Why Alphabet’s Pullback May Be an Opportunity in Disguise

GOOGL has pulled back 15% from its all-time high of $408.61, but strong Google Cloud growth, a forward P/E of 24, and Dow inclusion on June 29 support the bull case.

MarketBeat

Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the…

The Economic Times

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Alphabet Stock Falls Below Berkshire’s Buying Price, but GOOG Is Not a Screaming Buy Yet

Alphabet shares have fallen below the price levels at which Berkshire Hathaway bought them in the private placement earlier this month. The stock is not a screaming buy yet, though.

Barchart

Big Short legend Steve Eisman says everyone is buying the wrong AI stocks

Eisman famously called the housing bubble. Now he sees investors miscalculating the AI trade.

Fortune

Google Parent Alphabet Is Joining the Dow. Time to Buy?

The tech giant replaces Verizon — and increases the Mag 7's presence in the blue-chip barometer.

Kiplinger

Trump Administration Slammed For Letting Google and Meta CEOs Skip Senate Child Safety Hearing

The Trump administration is criticised for helping Meta and Google CEOs avoid a Senate hearing on child safety, allowing lower-ranking executives to testify instead, raising accountability concerns

International Business Times UK

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Mind Games: Talent wars heat up as AI startups take on Big Tech

A fierce talent war is raging in the AI sector, with tech giants like Google facing significant researcher departures to rivals OpenAI and Anthropic. This exodus has impacted Google's market value, highlighting the intense competition for top AI minds. Prominent figures, including co-authors of groundbreaking AI papers, are switching allegiances,…

The Economic Times

The great AI sell off - a pause for thought, or a panic?

Rockets and robots: the rise of financial fabulism

The Independent UK

Rebound in tech shares pushes Asian shares higher, while oil prices fall

Shares are mostly higher in Asia, led by tech-driven gains in Japan and South Korea

The Independent UK

Google poised to lose two more senior AI staffers to Anthropic

Their moves rattled investors and cast new doubt on Google’s ability to compete in the fierce race to build better models.Shares of Alphabet closed down slightly after falling as much as 1.2% during the trading day Wednesday.

The Economic Times

NVDA Stock Alert: The Prices of Nvidia’s Chips Could Drop for Some Time Amid Intensifying Competition

Indicators show that the price of the tech giant's chips are sinking.

Barchart

GOOGL Stock Alert: What to Know as Alphabet Joins the Dow Jones Industrial Average

Google shares are in focus ahead of their inclusion in the Dow Jones Industrial Average on June 29. Here’s what this index inclusion means for GOOGL stock.

Barchart

Apple’ s AI Upgrade Probably Won’t Be a Game Changer for AAPL Stock

Siri's rejuvenation is unlikely to boost the iPhone's market share.

Barchart

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Barchart

Fervo Energy Just Partnered With Nvidia and PNNL on a Geothermal Digital Twin. What This Means for FRVO Stock.

Fervo Energy partnered with Nvidia and the Pacific Northwest National Laboratory to develop EGS-Twin, a digital twin platform that uses real-time data and AI simulations to improve the performance and understanding of enhanced geothermal systems.

The Economic Times

U. S Stock Market today: Alphabet stock price up, Micron Technology, Sandisk, Cerebras Systems share prices jump, FedEx shares drop. Top stocks to follow on Wednesday at Wall Street

U.S. Stock Market indexes S&P 500, Nasdaq were set for a positive opening on Wednesday while Dow Jones may witness volatile trading today.

MyLifeXP

Why Google Lost $270 Billion in Just One Day

How does one of the world's most powerful companies lose nearly $270 billion in market value in a single day even when its business is growing? That's the question investors around the world were asking after Alphabet, Google's parent company, suffered one of its biggest stock market drops in years.…

Barchart

Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways

While Nvidia might have lost its position as the pre-eminent AI play, the stock looks like a buy on tepid valuations.

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International Business Times

Stocks Fall Again, Dragged By Chipmakers; Defensive Stocks Climb

Stocks again dropped on Tuesday, dragged by chip-related shares.

Fortune

As top talent leaves Google DeepMind, some question if the lab can remain at the forefront of AI development

With Google's AI models losing leaderboard places and its pace of model releases lagging, some are questioning if the internet giant can stay at AI's cutting edge.

International Business Times

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.

The Independent UK

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

MarketBeat

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.

The Guardian - US

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

International Business Times UK

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.

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