Big Tech
Wall Street ends down as AI worries slam tech stocks
AMD, Palantir, and software names get hit as investors price disruption fears.
Reuters
Some of the sharpest market reactions to AI aren’t about model labs — they’re about what happens to existing software margins if core workflows change.
What to know
- Investors are re-evaluating which software moats are durable.
- “AI features” are now expected, not optional.
- Valuations can compress fast when growth narratives wobble.
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S&P 500 notches back-to-back losses as chips and software sell off
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Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
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Morning Bid: Skittish investors haunted by tech sell-off
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Walmart hits $1 trillion market value, joins club dominated by Big Tech giants
First retailer ever to reach the milestone.
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