AI stock market news, analyst ratings, company valuations, and investment trends in the AI sector.
SpaceX shares dropped after its first earnings report showed AI spending jumped sixfold, overshadowing higher revenue and a shrinking loss.
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Palantir stock surged 29% after second quarter revenue jumped 93%, driven by rising demand for AI sovereignty tools.
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Leopold Aschenbrenner's AI hedge fund lost most of its $45 billion in value after leveraged stock bets triggered margin calls and forced asset sales.
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China's chip breakthroughs triggered a global stock sell-off, but analysts say Nvidia's dominance faces no immediate commercial threat.
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Amazon's stock surged after second quarter earnings beat expectations, driven by AWS cloud growth and rising AI spending plans.
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Meta's free cash flow fell 91% as AI spending surged, sending shares down 10% despite strong revenue growth.
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Samsung's profit jumped 1,800% on AI chip demand, even as chip stocks swung sharply amid shortage warnings through 2028.
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Oracle cut 21,000 jobs in 2026, citing AI automation. Restructuring costs hit $1.8 billion as the company races to build AI and cloud infrastructure.
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OpenAI and Anthropic are both targeting $1 trillion IPO valuations, but Anthropic is closer to profitability with stronger enterprise revenue.
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Tech stocks fall globally as AI spending doubts grow. Nasdaq drops 2.2%, Micron falls 13%, and markets from Wall Street to Asia feel the pressure.
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