Big Tech
Asia shares extend global tech rout
Selloff spreads after Alphabet’s huge spending forecast.
Reuters
Big Tech
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Big Tech
Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
Alphabet surges past OpenAI in investor perception while doubling down on capex.
Reuters
Big Tech
Morning Bid: Skittish investors haunted by tech sell-off
A daily markets briefing on AI-spending panic and risk sentiment.
Reuters
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
Big Tech
Big Tech’s Pledges on US Power Bills Leave Unanswered Questions
Data-center electricity demand is rising fast — and it’s not always clear who pays.
Bloomberg
Big Tech
Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
Rotation narrative gains traction as software sells off.
CNBC
Big Tech
Google picks most spots on the AI roulette wheel
Alphabet’s $175–185B 2026 capex bet, explained.
Reuters Breakingviews
Big Tech
S&P 500 notches back-to-back losses as chips and software sell off
AMD’s weak guide drags the sector; Alphabet earnings stay in focus.
CNBC
Big Tech
Tech Giants Tumble Anew in Momentum-Trade Unwind
Rotation out of megacaps into value and small caps accelerates.
Bloomberg
Big Tech
Walmart hits $1 trillion market value, joins club dominated by Big Tech giants
First retailer ever to reach the milestone.
Reuters