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1. Tech is taking it on the chin. The reason? Alphabet shares are down more than 11% after a terrible earnings night. Microsoft’s evening was better. But shares up 3% not enough to dissuade sellers. Plus, Caterpillar and ServiceNow are disasters this morning. Tonight is another big one for Club earnings with Amazon and Intel out. Also this morning, bond yields are down as new inflation data, out before-the-bell, basically matched expectations but remained well above the Federal Reserve’s 2% targ

By Shashwat Chauhan and Utkarsh Hathi

Oct 29 (Reuters) - US stocks were on track to open lower on Thursday as Alphabet’s results rekindled worries about soaring AI costs, while investors assessed fresh inflation data following the Federal Reserve’s decision to keep interest rates unchanged.

Alphabet shares slid 11.5% in premarket trading, putting the company on track to lose more than $450 billion in market value if losses hold, after reporting disappointing search advertising results and a su

Investing.com -- Mizuho reiterated its Outperform rating and $460 price target on Alphabet and recommended buying the after-hours pullback following the tech giant’s mixed third-quarter results.

The stock is currently down around 11% premarket.

“We are buyers on the after-hours pullback in GOOGL shares, as we continue to see more aggregate EPS impact from upside to Cloud segment from TPUs than downside from lower search revenue,” analyst Lloyd Walmsley wrote.

Cloud revenue grew 103%, driven b

Investing.com -- Nebius stock slid 4.7% in morning trading as a disappointing capital expenditure report from Microsoft sent shockwaves through the AI infrastructure sector, pulling neocloud names sharply lower. Microsoft disclosed quarterly capex of $45.2 billion — up roughly 30% year-over-year but well short of the $50.7 billion analyst consensus — with the company attributing the gap partly to timing differences related to third-party capacity delivery and payment. Investors interpreted the m

Investing.com -- Nebius Group NV (NBIS) offers stronger growth and a cleaner balance sheet. CoreWeave Inc (CRWV) offers greater operating scale and a cheaper valuation, but carries substantially more leverage.

Financial metrics are as of Jun 30, 2026, unless otherwise stated. Prices and Fair Value Upside are as of Oct 29, 2026, 10:48 AM EDT.

CRWV has the operating lead. Its revenue rose from $229M in 2023 to $5.13B in 2025. EBITDA reached $2.44B in 2025.

NBIS has the acceleration lead. Revenu

Investing.com -- Situational Awareness, the hedge fund founded by Leopold Aschenbrenner, is seeking investor money to participate in a funding round for AI infrastructure startup Fluidstack that would value the company at $40 billion, Bloomberg News reported.

The proposed valuation is more than five times Fluidstack’s $7.5 billion valuation in a January round led by Situational Awareness, and roughly double its valuation just months ago.

The fundraising comes after Situational Awareness nearly

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Steve Eisman of “The Big Short” fame thinks the artificial intelligence trade is near a “tipping point,” but he’s not ready to outright bet against it yet.

“I’ve gotten much more conservative in my own portfolio. We have shorted against the box a whole bunch of our positions, so that our risk is much, much, much lower. But I’m not, like, net short any,” he told CNBC’s “Squawk Box” on Thursday.

Eisman’s primary concern pertains to the frontier algorithm models, which are exploi

By Shashwat Chauhan and Utkarsh Hathi

Oct 29 (Reuters) - US stocks were on track to open lower on Thursday as Alphabet’s results rekindled worries about soaring AI costs, while investors assessed fresh inflation data following the Federal Reserve’s decision to keep interest rates unchanged.

Alphabet shares slid 11.5% in premarket trading, putting the company on track to lose more than $450 billion in market value if losses hold, after reporting disappointing search advertising results and a su

1. Tech is taking it on the chin. The reason? Alphabet shares are down more than 11% after a terrible earnings night. Microsoft’s evening was better. But shares up 3% not enough to dissuade sellers. Plus, Caterpillar and ServiceNow are disasters this morning. Tonight is another big one for Club earnings with Amazon and Intel out. Also this morning, bond yields are down as new inflation data, out before-the-bell, basically matched expectations but remained well above the Federal Reserve’s 2% targ

A look at the day ahead in European and global markets from Wayne Cole.

The story so far in Asia has featured hyperscalers and Fed Chair Warsh, the former slugging tech shares and the latter boosting bonds.

Alphabet is the villain of the piece as its shares shed 10% after hours, or a cool $396 billion in market value. Revenues came in line but net income missed as did EPS, though that was in part due to paper losses on stock holdings (looking at you SpaceX). Investors seemed particularly spook

Investing.com-- Asian stocks were mixed on Thursday, as disappointing results from Alphabet and a sell-off in Samsung Electronics weighed on technology shares, while investors awaited earnings from Amazon and Intel for further clues on the outlook for artificial intelligence investment.

U.S. stock index futures also fell in Asian trading Thursday, with Nasdaq 100 Futures sliding 1.2%. Wall Street ended slightly higher overnight.

Alphabet (NASDAQ:GOOGL) shares slumped about 10% in after-hours U

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CNBC’s Jim Cramer said Wednesday that SK Hynix’s blockbuster earnings proved artificial intelligence stocks can still rally in a market that has grown increasingly skeptical of the massive data center build-out.

The South Korean memory giant’s New York-listed shares surged more than 13% after it delivered better-than-expected results and an upbeat outlook. The report lifted other chipmakers, with Micron jumping almost 6%, Arm advancing 4% and AMD rising 3%. The rally stood out

FormFactor topped Wall Street’s expectations in the third quarter of 2026, reporting non-GAAP earnings of $1.04 a share on revenue of $280.5 million. Analysts had expected $0.86 a share on revenue of $270.52 million. The company also said revenue rose about 40% from a year earlier and marked its fourth straight quarter of record sales. Shares rose 3.24% in regular trading to $110.31, then slipped 1.59% after hours to $108.56 as investors weighed the beat against questions about how long margin g

Investing.com - Alphabet A (NASDAQ: GOOGL) reported third quarter EPS of $2.12, $0.90 worse than the analyst estimate of $3.02. Revenue for the quarter came in at $127.6B versus the consensus estimate of $127.22B.

Alphabet A’s stock price closed at $324.89. It is down -8.77% in the last 3 months and up 18.33% in the last 12 months.

Alphabet A saw 9 positive EPS revisions and 6 negative EPS revisions in the last 90 days. See Alphabet A’s stock price’s past reactions to earnings here.

According

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Options traders took contrasting views on Alphabet as the hyperscaler gets set to report earnings after the close.

Current options prices are implying a nearly 6% move, well about its eight quarter median move of 2.6%. Traders were decidedly bullish heading into the first. Just before noon, a trader bought 2271 contracts of the 350/365 call spread for about $4.4. The trade target a move higher to $365, a 13% jump from its current price. The trade is a bet the in the near term,