Alphabet is showing the downside of being an AI stock

Alphabet shares fall more than 7% on revenue miss, AI investment boost

Alphabet shares dropped more than 7% after the search giant fell short of Wall Street's fourth-quarter revenue expectations and announced big spending plans

CNBC - 53m

Alphabet's big AI spending plan is more good news for 2 chip stocks shaken by DeepSeek

Amazon, which is set to report its quarter after Thursday's closing bell, remains an unknown. But three for three so far is not too bad.

CNBC - 2h

Big Tech stocks struggle after quarterly earnings as Alphabet sees steep drop

Alphabet has seen ‘one of the more negative reactions to earnings reports this earnings season,’ says Bespoke Investment Group

MarketWatch - 3h

Alphabet is showing the downside of being an AI stock

Alphabet has been talking nonstop about AI. Now investors are looking for proof that the company’s efforts are working.

MarketWatch - 6h

Lightning AI’s AI Hub shows AI app marketplaces are the next enterprise game-changer

AI app marketplaces, like Lightning's new AI Hub, bring app access closer to enterprises and makes deployment faster.

VentureBeat - 6h

Alphabet shares drop as much as 9% on revenue miss, soaring AI investments

Alphabet reported fourth-quarter earnings on Tuesday after the close of regular trading.

CNBC - 9h

Why central banks’ hunger for gold shows ‘no sign of being quelled’ this year

Central banks stretched their gold-buying streak to a 15th consecutive year in 2024, contributing to rise in total demand for the precious metal to its highest annual level on record — with no sign ...

MarketWatch - 12h

Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

We're debating whether this management team can do better or whether we're looking at a value trap.

CNBC - 20h

Google parent Alphabet’s earnings disappoint Wall Street amid stiff AI competition

Revenue slowdown reflects ‘challenging year’ firm has had and 2025 may be year it loses competitive edge, say analysts. Shares of Google’s parent company Alphabet fell more than 6% after the ...

The Guardian - 23h

AI to revolutionise fundamental physics and ‘could show how universe will end’

Exclusive: Cern’s next director general Mark Thomson says AI is paving the way for huge advances in particle physics. Advanced artificial intelligence is to revolutionise fundamental physics and ...

The Guardian - 2d

How an AI-written book shows why the tech 'terrifies' creatives

The BBC's technology editor Zoe Kleinman is given an AI-made book that claims it was written by her.

BBC News - 5d

7 software stocks that could benefit as AI gets cheaper to run

Microsoft and Salesforce could see greater adoption of their AI offerings if they pass cost savings on to customers. And Snowflake could benefit from a rise in database queries as AI proliferates.

MarketWatch - Jan. 28

DeepSeek shows AI's centre of power could shift away from US

The app's strong debut has shaken beliefs that the US would remain the unchallenged global AI superpower, writes the BBC's Marc Cieslak.

BBC News - Jan. 28

Tech stocks slump as China’s DeepSeek stokes fears over AI spending

Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’

Financial Times - Jan. 27

Chinese AI startup DeepSeek sends U.S. stocks tumbling

Chinese artificial intelligence company DeepSeek is sending shockwaves through Wall Street. CBS News MoneyWatch correspondent Kelly O'Grady has the details on that and the latest on TikTok.

CBS News - Jan. 27

Tech stocks fall as China's DeepSeek sparks U.S. worries about the AI race

Tech stocks plunged Monday morning, as fears mounted that Chinese artificial intelligence firm DeepSeek leapfrogged U.S. dominance in AI development.

NBC News - Jan. 27

Tech stocks drop amid rise of China's DeepSeek AI model

Shares in major technology companies leading the artificial intelligence (AI) race took a tumble Monday morning amid investor concern about a new Chinese AI model with growing popularity. Nvidia, ...

The Hill - Jan. 27

DeepSeek sell-off shows the risks of a concentrated US stock market

Should investors turn to equally weighted index products?

Financial Times - Jan. 27

Beyond Big Tech: 20 stocks to ride the AI trend

Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”

MarketWatch - Jan. 25

Oscars host Conan O'Brien, still displaced by wildfires, says the show is being planned sensitively

Oscars host Conan O’Brien says he’s still unable to live in his home due to the devastating wildfires in Los Angeles and that the show’s organizers “want to be sensitive to what’s happened” to ...

ABC News - Jan. 24

How Visa and other fintech stocks can get a boost from AI

Fraud losses represent a huge expense for payment-technology companies, but one analyst thinks AI will help them better respond to incidents

MarketWatch - Jan. 24

Nvidia’s toughest competition might just be Alphabet — but there’s a catch

One analyst says Alphabet has great chips, but doesn’t seem to be doing enough to pursue the massive market opportunity in AI hardware.

MarketWatch - Jan. 24

Beyond Oracle and Nvidia, these stocks and sectors can benefit from the Stargate AI venture

Here’s a roadmap to the next stages of the buildout of AI in the U.S.

MarketWatch - Jan. 24

Ozempic maker’s stock surges. A trial of a new Novo Nordisk drug shows promise.

Novo Nordisk shares jumped on Friday as the Danish drugmaker said an experimental drug was able to reduce weight by as much as 22%.

MarketWatch - Jan. 24

As Nvidia’s stock gains, one analyst shows why Stargate could be so significant

Will Nvidia become part of the “Trump trade?” Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help the company’s long-term growth.

MarketWatch - Jan. 22

Technology and the AI trade drive stocks higher as the S&P 500 hits a new high

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC - Jan. 22

Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.

MarketWatch - Jan. 21

Tech is now betting on AI ‘agents.’ Will they boost stocks or take your job?

Software companies like Salesforce are marketing their newest generative artificial-intelligence products as “agents” and “digital labor” — but analysts doubt agentic AI’s ability to take jobs or ...

MarketWatch - Jan. 21

From tariffs to energy to AI: What Trump's busy return to the White House means for our stocks

The batch of executive orders and commentary have implications for Coterra Energy, Meta Platforms and more Club stocks.

CNBC - Jan. 21

Lululemon’s stock jumps as strong holiday sales show demand is improving

Lululemon’s stock rallies toward a 10-month high after guidance for profit, revenue and gross margin were raised.

MarketWatch - Jan. 13

‘I don’t like being revered’: Brian Eno on art, AI, and why he hates talking about David Bowie

He’s worked with some of the biggest names in music, but his latest book claims there’s an artist in all of us. Brian Eno and co-author Bette Adriaanse discuss the myth of genius, and how to really ...

The Guardian - Jan. 11

Stock market gain that followed Trump's election win is close to being wiped out

The S&P 500's gain since Election Day now sits at just around 0.5%.

CNBC - Jan. 10

Constellation’s stock soared on AI hopes. Now the energy company is using those gains to buy Calpine in $16 billion deal.

Constellation Energy Corp., an electricity provider whose stock has doubled over the last year on hopes it will help meet the voracious energy demand created by artificial-intelligence ...

MarketWatch - Jan. 10

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