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Escalating tensions between the US and Iran kept geopolitical risks in focus as President Donald Trump threatened further military action and warned of consequences for Houthi attacks on shipping. Meanwhile, technology stocks suffered steep losses after Alphabet and Tesla earnings heightened concerns over AI spending. Gold prices retreated as rising oil prices and Treasury yields… Continue reading Evening digest: Trump ramps Iran threat, Magnificent 7 tumbles

Advanced Micro Devices (AMD) and Cerebras Systems (CBRS) have announced a technical partnership to develop a disaggregated artificial intelligence inference solution, combining AMD’s Helios rackscale AI infrastructure with Cerebras’ Wafer-Scale Engine technology. The companies unveiled the offering at Advancing AI 2026, saying the joint solution is designed to meet the growing demand for AI infrastructure… Continue reading AMD stock falls 3% after signing AI inference deal with Cerebras

Amazon.com Inc. (AMZN) shares fell about 4% in trading on Thursday after a report said a US Senate panel is investigating whether the company allowed China to exert undue influence over its online marketplace. According to Bloomberg, Republican staff members on the Senate Small Business Committee have been examining potential “Amazon negligence related to Chinese… Continue reading Why is Amazon stock falling 4% today?

Alphabet’s latest earnings report has renewed optimism for companies like Lumentum supplying optical networking and data center components, even as investors scrutinize the rising cost of artificial intelligence infrastructure. While some investors focused on Alphabet’s higher capital expenditure plans, Stifel analysts said the company’s results reinforced expectations that AI infrastructure spending remains robust. “The first… Continue reading Why analysts are backing optical networking stocks like Lumentum now

QuantumScape (QS) stock is under immense pressure on July 23 after the solid-state lithium metal batteries specialist posted earnings for its second financial quarter. While the company technically beat bottomline estimates on paper, a deeper dive into the quarterly release reveals a few major negatives that are leading to bearish sentiment this morning. The Q2… Continue reading Deeper dive: why QuantumScape stock’s post-earnings decline makes sense

Alphabet Inc (GOOGL) is in focus on Thursday morning after Thomas Kurian, the chief executive of Google Cloud, said existing customer are pumping in about 50% more than their initial spending commitments.   Kurian’s remarks in an interview with the Mad Money host Jim Cramer follow GOOGL’s blowout second-quarter (Q2) earnings, featuring a whopping 82%… Continue reading Did Google Cloud CEO just silence AI overspending fears?

Nvidia (NVDA) shares fell in trading on Thursday even after Alphabet raised its capital expenditure guidance for 2026, as investors appeared to rotate toward memory and semiconductor specialists instead of the largest technology stocks. Nvidia stock declined 2.18% in trading, snapping a 3-day winning streak, while Micron Technology and SK Hynix rose 2.5% and 2.8%,… Continue reading Nvidia stock falls: why can’t it benefit from increased AI capex

American Airlines (AAL) stock opened in the red this morning as lowered profit estimates, volatile jet fuel prices, and lingering margins concerns tempered an otherwise market-beating Q2 release. Investors are bailing on AAL also because its net income came in down sharply (88%) on a year-over-year basis even though revenue popped more than 16% versus… Continue reading American Airlines CEO says ‘well set for 2027’ as stock sinks on Q2 earnings

SpaceX (SPCX) shares fell more than 3% on Thursday as investors awaited the company’s delayed Starship test flight, a mission widely viewed as a key catalyst for the newly public space and artificial intelligence company. The stock traded around $111.35 in early trading after tumbling 6.7% on Wednesday, extending a volatile stretch following its record-setting… Continue reading Why SpaceX stock is down over 3% on Thursday