Alphabet shares plunge as Q3 revenue miss and rising AI cash burn revive capex jitters
Alphabet's weaker search revenue and worsening cash burn drove a broad tech selloff, with the Nasdaq closing more than 1% lower as investors questioned AI spend
The Straits Times · +14 outlets
ServiceNow stock posts worst S&P 500 day, plunging 27% after key revenue measure misses
ServiceNow's subscription revenue shortfall fanned fears that AI is disrupting enterprise software, even as the company's CFO disputed that narrative.
Barron's · +14 outlets
Microsoft Q1 FY2027: Azure accelerates to 48% growth, free cash flow beats estimates
Azure's faster growth and stronger-than-expected free cash flow contrasted with the capex concerns weighing on other hyperscalers.
Tech Times · +8 outlets
Amazon Q3: AWS revenue rises 39% to $46B but profit miss and negative free cash flow sink shares
AWS growth accelerated on AI demand, but Amazon's overall earnings miss and $2.4B negative free cash flow raised questions about its spending pace.
TechCrunch · +10 outlets
Software and cloud stocks sell off as AI spending concerns spread; Cloudflare, Datadog, Reddit sink
A broad software pullback hit cloud and AI application names, with Datadog and Cloudflare down double digits on the week.
TIKR.com · +8 outlets
Cracks emerge in the AI spending boom as debt and negative cash flow mount
Big Tech's billions in AI infrastructure spending are drawing scrutiny over sustainability as borrowing rises and investor skepticism grows.
TechCrunch · +14 outlets
Oracle shares slide on funding cap excluding debt refinancing and soft AI infrastructure outlook
Oracle's disclosure that new funding will not cover debt refinancing added to investor doubts about the scale of its AI data center expansion.
TradingView · +7 outlets
US stock market sheds about $2 trillion as AI capex worries and Alphabet miss hit megacaps
A sharp one-day decline in major indexes followed Alphabet's revenue miss and renewed concern about AI spending levels.
BeInCrypto · +8 outlets
Salesforce to acquire defense tech startup Rune in reported $375M deal
The AI logistics acquisition would bolster Salesforce's Missionforce defense platform, extending its recent M&A spree.
TechCrunch · +6 outlets
Intel stock falls, cutting about $12B from the US government's stake
Rising PC prices and memory demand from AI are pressuring Intel's core business and the value of the government's equity holding.
TechCrunch · +10 outlets
Amazon to sell Trainium AI chips outside AWS, targeting late 2027
Amazon's move to offer its custom AI silicon to external customers would put it in more direct competition with Nvidia.
Tech Times · +14 outlets
Datadog, CrowdStrike slide as $6.3B Binance hack spotlights cyber defense stocks
The Binance breach drew investor attention to cybersecurity names, though several sector stocks fell amid the wider software pullback.
24/7 Wall St. · +4 outlets
AWS will be a $1 trillion revenue business, Jassy says, but spending stays high
Amazon's CEO framed AWS as a future $1T business while acknowledging continued heavy capital expenditure.
TechCrunch · +14 outlets
Oracle shares jump 10% on ambitious new targets as analysts weigh valuation
Oracle's new growth targets lifted the stock sharply, prompting debate over whether the guidance is achievable.
Barchart.com · +11 outlets
Adobe faces scrutiny after 29% YTD drop, now trading 64% below 2021 record
Investors are debating whether Adobe's cash generation justifies buying the stock after a steep multi-year decline.
The Motley Fool · +4 outlets
Cloud market share update: AWS, Azure and Google split on AI capex
Q3 cloud rankings show AI capital spending diverging across the three hyperscalers as Azure and AWS growth outpace Google.
https://tech-insider.org/ · +8 outlets
SAP stock drops as ServiceNow and Fortinet results weigh on enterprise software sentiment
SAP fell in sympathy with weaker enterprise software results, despite its own new AI automation tools.
Investing.com
Tyler Technologies Q3 2026 earnings call highlights cloud migration and AI push
Tyler reported SaaS growth and continued cloud migration progress alongside AI initiatives.
TipRanks · +1 outlets