Election Day on Wall Street: S&P 500 Faces the Midterm Test
The S&P 500 closed at 7,541.40 on election eve as a 1.1% rally evaporated. The year after midterms has averaged a 13.7% gain — but reaction day often stings.
James Whitfield8 min read
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11 results for “Intel”
TechnologyAnalysis
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.
James Whitfield9 min read
Apple Q4 Earnings Preview: iPhone 18 Sales in the Spotlight
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.
Amara Okafor8 min read
Meta's TPU Talks Rattle Nvidia's Chip Dominance
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.
James Whitfield7 min read
Amazon's Record Cloud Growth Can't Calm AI Capex Fears
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.
Amara Okafor7 min read
Wall Street Ends October With Worst Day Since June
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.
James Whitfield7 min read
Nasdaq Futures Slide as Amazon's AI Spending Spooks 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.
James Whitfield7 min read
Chip Selloff Widens as AI Leaders Call for a Pause
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.
James Whitfield8 min read
Intel's Cash-Burn Warning Deepens the Foundry Dilemma
Intel's latest warning of significant cash burn this year intensifies pressure on its foundry strategy, raising questions about its turnaround timeline and customer prospects.
Amara Okafor8 min read
CompaniesAnalysis
Corporate AI Budgets: Where the Money Actually Goes
A detailed analysis of how enterprises are allocating their artificial intelligence investments across software, talent, infrastructure, and change management initiatives.
Amara Okafor8 min read