Samsung hikes AI capex over 60% as chip profit misses, shareholder return plan delayed; shares slide
Samsung sold out high-end chips for 2027 but its failure to outline new shareholder returns sent the stock down as much as 6.6%, reviving doubts about AI spendi
Bloomberg · +5 outlets
Alphabet Q3 revenue misses across core businesses; shares fall on AI spending concerns
Alphabet's search and ad sales disappointed investors, and YouTube ad growth slowed to 9% ($11.2 billion), deepening unease over billions in AI outlays.
Bloomberg · +14 outlets
Microsoft cloud sales beat estimates, showing AI spending payoff
Microsoft reported accelerating cloud growth and contained capital expenditures, giving investors reassurance amid broad AI payback skepticism.
Bloomberg · +14 outlets
Tech rally stalls as Alphabet and Samsung earnings revive AI return doubts
Disappointing results from two bellwethers cooled a global tech advance and refocused markets on whether AI borrowing and capex will pay off.
Bloomberg · +4 outlets
Anthropic's IPO plans come with warning it will need far more cash
Anthropic's filing signals heavy future funding needs, prompting Asian investors shut out of the offering to seek proxy bets on the AI sector.
Bloomberg · +14 outlets
Tesla and SpaceX directors weigh merger that would formalize decades-old partnership
Boards stacked with Musk allies are considering a combination of the automaker and rocket company, building on long-standing operational ties.
WSJ · +3 outlets
STMicroelectronics forecasts Q4 growth on chip demand recovery and satellite, AI demand
The SpaceX supplier guided to fourth-quarter revenue growth, citing a continued rebound in semiconductor demand after a prolonged slump.
Bloomberg · +7 outlets
Jio Platforms adds $36 billion in market value, making Ambani group India's most valuable
The telecom unit's record-setting IPO debut extended a blistering two-session run, underscoring investor appetite for direct Indian telecom and digital exposure
Bloomberg · +13 outlets
Marvell in advanced talks for megadeal to buy Lumentum in AI push
The acquisition of the data-center optics maker would expand Marvell's position in AI infrastructure supply.
Bloomberg · +10 outlets
Pimco offloaded billions in AI debt before losses deepened
The bond giant's timing highlights growing concern over credit risk from the AI borrowing that is increasingly financed through debt markets.
Bloomberg.com · +1 outlets
FuriosaAI quadruples valuation to $2.9 billion in Nvidia challenge
The South Korean AI chip startup raised $620 million in Series D funding to scale its challenge to Nvidia's accelerator dominance.
Bloomberg · +6 outlets
Intel to buy quantum startup Classiq for about $2.3 billion
The deal extends Intel's push into quantum computing as it seeks new growth beyond its core chip business.
Bloomberg.com · +14 outlets
Banks line up $21 billion of bonds for Broadcom chip-financing deal
The jumbo debt package shows how AI hardware expansion is being funded increasingly through leveraged capital markets.
Bloomberg.com · +14 outlets
Nscale seeks $30 billion valuation in neocloud IPO amid AI turmoil
The AI cloud startup's 32-year-old CEO must take the company public at a volatile moment for AI capital markets.
Bloomberg · +3 outlets
ASM International lifts guidance again amid AI spending frenzy
The chip-equipment supplier's raised outlook adds to evidence that AI capex is still feeding the semiconductor tool market.
WSJ · +6 outlets
DoorDash moves earnings date forward amid reports of Instacart takeover talks
The schedule change comes as the delivery provider negotiates a deal to acquire rival Instacart.
Bloomberg · +2 outlets
Google launches Gemini 4 Carbon with 'significant leap' in cybersecurity
The new frontier model claims gains in coding, agentic tasks, and cybersecurity, topping an intelligence ranking.
The Verge
Air Liquide sales hit near four-year high on sustained AI-related demand
Growth in the industrial gas maker's AI-exposed unit signals broadening demand from semiconductor and chipmaking supply chains.
Bloomberg