37 results for “earnings”
Despite AWS growth accelerating to a five-year high, investors punished Amazon for its massive capital expenditures on AI infrastructure, revealing a market tension between growth ambitions and returns.
The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.
Alphabet's stock formation signals caution, but the AI growth story remains central to its long-term prospects.
BYD's earnings missed estimates, per OilPrice, as China's EV price war compresses margins across the sector. What the miss reveals about margin math, export pressure and the battery supply chain's ripple effects.
Nvidia chief executive Jensen Huang has been caught up in a reported Chinese spy probe, per Investing.com, and AI stocks slid on the news — a jolt that pushes the chip war from commerce into personal and legal territory.
The FTC and multiple US states are suing Toast, the restaurant software maker, over fees and deceptive subscription practices, per Investing.com — a case that could redraw pricing transparency rules for the entire B2B software economy.
Marvell investors are freaking out as Lumentum deal rumors swirl, per MarketWatch — driven by two fears: a big takeover premium and a long wait for China's approval. The episode exposes how fragile semiconductor M&A confidence has become.
The Iran war is adding $11 billion a month to Europe's oil import bill, per OilPrice, as tanker flows reroute and Europe readies a release of 42 million barrels. Inside the eurozone's growing terms-of-trade problem.
The debate over the Federal Reserve's October rate pause is intensifying as market focus shifts to Treasury funding plans, where reduced long-term bond supply could boost demand and pull yields lower ahead of a projected December hike.
Alphabet shares are on track for their worst trading day ever after cloud revenue doubled but failed to calm investor fears that AI is undermining search monetization, sending the stock into bearish territory and a death cross.