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Falling South Korean stocks took shine off Samsung and SK Hynix’s billion-dollar run 0
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- July 30, 2026
South Korea’s stock market crash quickly took the shine off one of this year’s biggest AI success stories: the rise of Samsung Electronics and SK Hynix to the trillion-dollar club. Buoyed by the global artificial intelligence boom, both memory chip giants crossed the $1 trillion market capitalization threshold in May, as investors flocked to companies
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Meta is “throwing spaghetti at the wall” with its AI strategy, analyst warns 0
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- July 30, 2026
Meta’s AI strategy once again worries investors. Shares of the social media giant fell 10% on Wednesday after revealing that its capital spending growth far outpaced revenue growth. Meta has a central problem: much of this spending still has no financial return. About 98% of Meta’s revenue still comes from its traditional advertising business, according
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Meta’s second quarter results call is today. Investors want some proof that the big spending on AI is starting to pay off.0
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- July 29, 2026
A major test for the market’s AI trading is here in the form of Big Tech earnings, and Meta will be next. Along with Microsoft, the social media giant will report its second-quarter results after the closing bell on Wednesday. Meta is one of the “hyperscalers” spending huge sums of money on its AI projects,
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AI capex is top event for Wall Street ahead of Meta’s major Q2 earnings report 0
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- July 28, 2026
Meta Platforms is heading into an earnings report with strong implications for the market’s AI narrative. The social media giant, which will report its latest results after the closing bell on Wednesday, is among the AI ”hyperscalers” spending hundreds of billions on the technology, and such high spending isn’t being greeted with great enthusiasm by
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Apple dethrones Nvidia as the most valuable company in the world 0
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- July 27, 2026
Nvidia shares fell on Monday, costing the chipmaker its position as the world’s most valuable company, trading positions with Apple. Monday’s nearly 5% drop in Nvidia shares extends a volatile streak for the company and chipmakers generally. The stock is down about 3% in a week, and its recent troubles have caused it to lag
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OpenAI launch makes a bad week ugly for software stocks 0
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- July 23, 2026
OpenAI just gave software stocks a beating with its latest push into enterprise work. After the company on Wednesday unveiled a new product aimed at making AI agents more effective for customers, software stocks like Workday, Atlassian and HubSpot plunged. The product, called Presence, increases OpenAI’s competition with established software providers. As first reported by
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