
Big Tech's $800 Billion AI Bet Meets a Market in Retreat
Five hyperscalers have committed $800.6 billion to AI spending in 2027. After Friday's $1 trillion tech wipeout, investors want to know who pays for it.
9 results for “Alphabet”

Five hyperscalers have committed $800.6 billion to AI spending in 2027. After Friday's $1 trillion tech wipeout, investors want to know who pays for it.

Apple reports fiscal Q4 today at 5 p.m. ET. The revenue bar sits at $113.4 billion — above Apple's own guidance — with iPhone 18 Pro demand in the spotlight.

The S&P 500 starts election week at 7,580.07. Three catalysts in five days — the vote, the Fed, payrolls — decide if the 14.5% post-midterm pattern pays out.

Meta is in talks to spend billions on Google TPUs — the report that knocked Nvidia down 2.2% and cracked open the question of AI chip pricing power.

Amazon's Q3 2026 earnings: AWS growth was the fastest in five years, yet the AI capital spending reaction sank the stock. Capex is now the market's metric.

The Nasdaq fell about 3% on October 30, 2026 — its worst day since June — as Amazon and Intel results deepened doubts about AI spending on Wall Street.

Amazon's commitment to heavy AI investments and Intel's cash burn warning trigger a broad market selloff, highlighting the growing tension between tech giants' capital expenditures and shareholder returns.

Alphabet's stock formation signals caution, but the AI growth story remains central to its long-term prospects.

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.