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Chipmakers and Meta kept the index steady while financials, real estate and materials sank, and Stocktwits chatter jumped most on the hardest-hit names.
MU, NVDA and GOOGL remain key Tech growth drivers as S&P 500 Q3 earnings are projected to rise 24.1% on 11.6% higher revenue.
Market research platform Bull Theory said on Wednesday that a Republican loss in the November midterms could be the “trigger” that bursts the AI bubble. AI Becoming More Dependent on External Financing? In an X post, Bull Theory argued that...
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Zacks expects profits to rise 24.1% year over year, with 14 of 16 sectors forecast to post gains.

Oppenheimer sees a major revenue opportunity as Google starts selling AI chips beyond its own cloud and builds capacity with Blackstone.

A Democratic sweep may raise the risk of new costs and rules for data center operators, but a short bet faces significant limits.

A Motley Fool model points to $1,790 by end-2027, but relies on analyst sales forecasts and a hypothetical 30% operating margin.

Berkshire’s latest filings show two major technology bets as leadership passes to Howard Buffett and Greg Abel.

A bullish valuation model sees room for a sharp rerating, but Alphabet’s costly infrastructure build leaves little margin for execution slips.

HSBC sees YouTube gaining living-room viewers as Netflix’s original-content draw weakens, adding pressure to a stock already down sharply this year.

Generic reach is losing ground to neighborhood-level search, trust networks and faster paths from discovery to booked business.

The Alphabet unit is starting with a limited Vegas rollout, testing its newest vehicles in one of the world’s busiest tourist markets.