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Signs of an AI bubble burst emerged in Q3 as Alphabet and Microsoft missed AI capital expenditure expectations, while Caterpillar reported a 22% inventory increase, signaling overproduction and confirming a slowdown in A

Bank of America strategist Michael Hartnett sees a rare opportunity in beaten-down U.S. investment-grade tech bonds, which have fallen about 9% year to date and hit roughly 30-year lows relative to the broader bond marke

Alphabet shares plunged 12% on October 29 after reporting third-quarter 2026 results that revealed negative free cash flow of $9.07 billion, far worse than the expected $3.5 billion deficit, as capital expenditure of $51

Alphabet shares plunged nearly 12% on Thursday, on track for their worst post-earnings drop on record, erasing roughly $465 billion in market value—more than three times the company's $127.6 billion quarterly revenue. Th

Microsoft reported a quarterly profit of $36.6bn for the three months ending September, a 19% revenue increase to $92.3bn driven by 30% growth in its cloud business. The results came days after the company announced volu

Alphabet and Microsoft reported surging AI demand in their quarterly earnings on Wednesday, with both tech giants ramping up infrastructure spending. Alphabet posted Q3 revenue of $127.6 billion, up 25%, and expects capi

Tech giants including Microsoft, Google, Amazon, Meta, and Oracle are investing in nuclear energy, particularly small modular reactors (SMRs), to power AI data centers requiring hundreds of megawatts. Key projects includ

The Nasdaq Composite plunged 3.3% on Friday, its worst day since June, capping a brutal week as AI spending concerns deepened. The S&P 500 fell 2.2% and the Dow dropped over 600 points (1.2%). The sell-off was triggered