Nvidia, AMD, Broadcom, Meta Slide as Bond Yields Surge: Why Tech Stocks Are Getting Hit
benzinga_article·- Major technology and artificial intelligence stocks declined on Tuesday as long-term U.S. Treasury yields surged to their highest levels since 2007. - The sell-off was driven by rising bond yields that increase borrowing costs and reduce the present value of future earnings, particularly impacting capital-intensive AI infrastructure investments. - Rising global real interest rates, driven by heavy government borrowing and massive corporate investments in data centers and AI, are intensifying financial pressures on the technology sector.Greg Abel broke Warren Buffett’s 14-quarter selling streak. Here’s where the money went
MSN·- Berkshire Hathaway ended a 14-quarter selling streak in Q2 2026 by deploying 23.5 billion dollars under Greg Abel. - The capital deployment featured a 10 billion dollar private placement in Alphabet shares at preferential terms alongside the outright acquisition of Taylor Morrison Home Corporation at 72.50 dollars per share. - This strategic shift occurred as broader housing market conditions showed buyer incentives narrowing for the first time in 3 years.OWLS: Global stablecoin payments platform accelerates growth with regulatory and liquidity strengths
Quartr·- OWLS is a global payments platform leveraging stablecoins that highlighted rapid transaction growth and strategic partnerships with Circle and Visa. - The company targets emerging markets to drive scalable revenue as transaction volumes increase. - The platform emphasized its regulatory advantages and liquidity strengths during a recent industry summit.Meta’s AI Spending Math Is 'Astonishing,' Steve Eisman Says: Why Are Expenses Up 55%?
benzinga_article·- Meta reported a 28% increase in quarterly revenue alongside a 55% surge in costs and expenses, driven heavily by aggressive AI investments and legal and severance charges. - Investor Steve Eisman noted that surging infrastructure depreciation and soaring capital expenditures, projected at 130 billion to 145 billion dollars for the full year, raise concerns about whether the AI spending will generate adequate profits. - While CEO Mark Zuckerberg defended the strategy by stating that AI is boosting core advertising business growth, analysts remain cautious about shareholder returns, favoring semiconductor suppliers as a more reliable trade.Meta Platforms Inc Stock (META) Moved Down by 3.56% on Aug 18: Facts Behind the Movement
TradingKey·- Meta Platforms Inc stock fell by 3.56 % on Aug 18 due to a landmark federal trial regarding youth addiction allegations and investor concerns over massive AI capital expenditures. - The company faces heightened legal risks from state attorneys general and potential financial penalties alongside continuous operating losses in its Reality Labs division. - Despite strong core advertising growth and high analyst price targets, the stock is expected to experience persistent volatility amid ongoing regulatory and legal uncertainties.Why Is Walmart Stock Trading Higher on Tuesday?
benzinga_article·- Walmart Inc. stock traded higher as investors positioned themselves ahead of the company's second-quarter 2027 earnings report. - Analysts expected 74 cents in earnings per share on $186.82 billion in revenue, compared to 68 cents per share on $177.40 billion in the prior-year period. - The movement occurred amid a broader retail sales environment where U.S. July retail sales fell 0.6% monthly to $763.6 billion.Billionaire David Tepper is short Apple and even bet against Buffett’s Berkshire Hathaway. What does he see?
MSN·- Billionaire investor David Tepper established short positions against Apple and Berkshire Hathaway using put options. - The trades use Berkshire as a proxy short due to its massive Apple stake, while Tepper simultaneously increased holdings in Nvidia and Meta. - The strategy serves as a targeted hedge rather than a broader bearish market outlook, amid Apple reporting a Q3 EPS of $ 2.02 including a non-recurring tariff refund.Which AI IPO Is Better: OpenAI or Anthropic?
Baystreet·- The AI market has evolved significantly as tech giants integrate multiple AI models like Gemini and Anthropic into their products to compete with OpenAI. - OpenAI faces mounting losses and relies on hardware lending and indirect borrowing, while Anthropic reported a 14-fold year-over-year revenue surge to over $11.5 billion with positive adjusted operating income. - Strong growth positions Anthropic for a potentially massive IPO valuation, contrasted with the risks facing OpenAI's prominent backers such as Amazon and NVIDIA.Live updates: Florida, Alaska voters head to polls; federal trial opens in addiction suit against Meta
Thehill·- Florida and Alaska voters are heading to the polls on Tuesday for primary elections determining key gubernatorial, Senate, and House candidates. - A federal trial begins Tuesday involving 29 states suing Meta over allegations that the social media company harmed the mental health of young users. - President Trump posted online about the Strait of Hormuz as a U.S. territory while holding closed policy meetings at the White House.Dow Jones Top Company Headlines at 9 AM ET: Disney's ABC Sues FCC Over Challenge to Its Broadcast Licenses | Goldman ...
MorningStar·- Disney's ABC sued the FCC over broadcast license challenges, while Goldman Sachs agreed to acquire LCN Capital Partners for up to $ 410 million. - Home Depot posted higher quarterly sales to back its full-year outlook, and BHP reported a 9 % annual profit rise driven by record copper prices. - Reddit is set to join the S&P 500 index, and XTI Aerospace announced the resignation of its Chairman and CEO amid an internal review.