Markets
Stock bull market nears 4-year anniversary driven by AI spending - but there are looming risks
As bull markets go, the current one could be classified as middle-aged.
Phrase
Ai spending
2 stories in the last 7 days, reading strong bullish overall. The last day ran at 6.0× its usual pace.
- 7-day mood
- +41.7Strong bullish +42
- Stories, 7 days
- 2
- Last 24 hours
- 16.0× usual
- Sources
- 10in the latest 30
Mood and coverage · last 7 days
Market chart- Ai spending · 6-hour average
- Hourly reading
- Stories per hour
View as table
| Day | Mood | Stories |
|---|---|---|
| Fri, Oct 9 | +50.2 | 1 |
| Thu, Oct 8 | — | 0 |
| Wed, Oct 7 | 0.0 | 1 |
| Tue, Oct 6 | — | 0 |
| Mon, Oct 5 | — | 0 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | — | 0 |
| Fri, Oct 2 | — | 0 |
Latest on Ai spending
Newest firstTechnology
Longtime tech bull Dan Ives says these are his top tech plays going into 2027
Investors are "underestimating the scale and scope" of the AI spending wave, said Dan Ives as he laid out five stocks to own.
AI
Broadcom to lend Anthropic up to $42B: Who's left holding the bag on AI spending?
Broadcom to lend Anthropic up to $42B: Who's left holding the bag on AI spending?
AI
Jamie Dimon says hyperscaler AI spending could hit $1 trillion next year
JPMorgan CEO Jamie Dimon says AI spending across the hyperscaler ecosystem could reach $1 trillion next year as investment continues to surge.
Technology
Micron, Intel and other chip stocks are furthering their strong comebacks
Investor fears about an AI spending slowdown and the impact of interest-rate hikes are subsiding.
Geopolitics
Faisal Islam: Why bond market wildfire is keeping world leaders up at night
Huge AI spending plans and the ongoing war in Iran are driving up borrowing costs around the world.
AI
Alibaba shares tumble as investors question whether AI spending splurge is justified
The market's negative reaction to Alibaba's announcement of a major share issue illustrates a broader skepticism among global investors about the eventual payb…
AI
Alibaba launches $10B Hong Kong share placement to fund AI spending
A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.
AI
OpenAI is gaining on Anthropic with business users, new data indicates
Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies' investors pause about how "sticky" e…
AI
Alibaba shares fall as AI spending drives 75% drop in net income
Alibaba's U.S. listed shares were volatile in premarket trading after posting a 75% drop in net income in the June quarter.
Macro
Analysis: Bond market pressure is squeezing Main Street as Wall Street waits on Warsh
A sell-off in long-term Treasurys is raising borrowing costs, exposing how debt, AI spending and energy are turning the bond market into a political problem.
Technology
Micron, Sandisk and other chip stocks climb as investors get more confident about AI spending
AI companies are seeing improved financial performance, according to reports, and memory-chip companies may be able to better fend off Chinese competition with…
AI
EY is creating a 'value realization' office to make sure its AI spending pays off
EY is creating a 'value realization' office to make sure its AI spending pays off
AI
Oracle's stock has taken a hit as AI spending concerns resurface
A lack of clarity around Oracle's future AI spending plans is keeping investors on the sidelines, one analyst believes.
Finance
JPMorgan CEO Jamie Dimon says the AI spending boom is likely to pay off
JPMorgan CEO Jamie Dimon says the AI spending boom is likely to pay off
AI
SpaceX's stock falls as Wall Street gets spooked by the extent of AI spending
Morgan Stanley expects $64 billion in capital spending from SpaceX this year. The company is dramatically ramping up AI investments.
Markets
SpaceX shares tank 10% as jaw-dropping AI spending jump spooks investors
The stock fell to roughly $113.27 Wednesday morning - below its $135 IPO price and its roughly $200 all-time high that was hit shortly after its record-breakin…
AI
SpaceX dives 10% after AI spending surge rattles investors
CEO Elon Musk said SpaceX would hit $1 trillion in annual revenue in 2030 versus a previous forecast of 2031 as he looked to strike an bullish tone.
AI
SpaceX, in First Earnings After IPO, Reports Soaring AI Spending
Elon Musk's rocket company said its capital expenditures jumped nearly seven times from a year ago. Revenue also rose.
AI
Elon Musk's SpaceX aims to shake off AI spending fears, stock slump in first-ever earnings report
SpaceX, which has lost more than $500 billion in market value since its debut in June, will announce its second-quarter results after the bell alongside chipma…
AI
Meta shares tumble 10% as Mark Zuckerberg's AI spending spree stuns Wall Street
Meta currently has 32 data centers across the globe in operation or under construction, with 28 of them in the US.
Technology
Microsoft's Earnings Could Decide the Fate of a $700 Billion AI Spending Boom
A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finall…
AI
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
"Capex trends are going to be the number one focus," Club portfolio director Jeff Marks said Friday ahead of next week's Big Tech earnings.
Autos
Alphabet and Tesla shares plunge as runaway AI spending spooks investors
Shares of Alphabet and Tesla took a beating Thursday after the tech giants said they would ramp up their already breakneck pace of artificial intelligence spen…
Autos
Tesla falls 13%, Alphabet sinks 7% as AI spending concerns spook investors
Both Tesla and Alphabet signaled higher spending as they invest in artificial intelligence.
Autos
Alphabet and Tesla test Wall Street's patience as AI spending overshadows growth
Shares of Alphabet and Tesla dipped after the companies reported massive spending increases in their quarterly earnings reports.
AI
The 3 biggest takeaways from Google's Q2 earnings, from AI spending to a milestone for Gemini
The 3 biggest takeaways from Google's Q2 earnings, from AI spending to a milestone for Gemini
Autos
Tesla profit disappoints as Elon Musk's AI spending surge leads to cash burn
Analysts warned it could become difficult for Tesla to keep up with its recent capital-spending pace.
AI
Jamie Dimon says businesses are already getting smarter about AI spending
Jamie Dimon says businesses are already getting smarter about AI spending
Technology
Cybersecurity stocks rally on AI spending change comments from IBM's Krishna
IBM CEO Arvind Krishna told CNBC's Sara Eisen that some major deals were put on hold toward the end of the quarter as businesses rethink spending.
