US tech shares fall as AI spending worries hit earnings
Intel fell as much as 30% and Reddit 26% after weaker outlooks, while Alphabet had already lost more than $500 billion.
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Vendor
Alphabet
- Mentions · 7d2
- Mentions · 30d2
- All mentions5
- First seenSep 6, 2026
- Last mentioned14h ago
Timeline
5 articles · newest firstGoogle Search drops below half of Alphabet revenue
Search brought in $63.4 billion of $128 billion, while Google Cloud reached 24.1% of revenue.
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Automakers routinely share personally identifiable connected-car data with third parties, report says
Researchers say most automakers share connected-car personal data with advertisers and brokers.
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Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates
Goldman Sachs expects five Big Tech firms to spend $1.2 trillion on AI infrastructure in 2027.
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There Gonna Be a Shortage of Everything
An essay argues AI capex ($1.0–1.3T in 2026) now rivals global human-benefit spending and predicts shortages spreading from DRAM/HBM to cars and appliances.
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Appears with
- Microsoftvendor · 3
- Amazonvendor · 3
- OpenAIorganization · 2
- Metavendor · 2
- Appleorganization · 1
- OpenAIvendor · 1
- Google Searchproduct · 1
- myGMCproduct · 1
- Intelvendor · 1
- Northeastern Universityorganization · 1
- myChevroletproduct · 1
- Alphabetorganization · 1
- Hondavendor · 1
- Anthropicorganization · 1
- General Motorsvendor · 1
- Google Cloudproduct · 1
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