So even if he's talking against his own book, Ho is publicly standing on business. Like most in the industry, he believes that demand for inference will rise dramatically; that there will be a compute crunch soon; that the data center buildout is necessary. But what he's "paranoid" about is that competition from cheap models is forcing frontier labs onto a faster and faster treadmill of spending, and that revenue will never quite catch up. Ho doesn't buy the RSI dream What Ho describes is what analysts, wit ...

With help from its internal AI tools, Google says it has patched more security flaws in its Chrome browser in the last month than in the past two years combined. The tech giant announced on Thursday that it has fixed a whopping 1,072 security bugs in the last two versions of Chrome, both released in June. That is more than the number of bugs patched in the previous 23 versions released over the last two years, which totalled 1,036 fixes. Ever since the advent of LLMs, cybersecurity experts have warned that ...

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus tied to Anthropic, with Alphabet's Google offering financial guarantees and supplying chips, the... ...

Key Takeaways Everyone is a Genius in a Bull Market Margin Washouts are a Necessary Evil This week, it became clear that the massive destruction in AI-related stocks was likely a product of forced selling. According to Goldman Sachs ((GS) ), more than 1.2 million leveraged retail trading accounts in South Image Source: Zacks Investment Research Extreme leverage fueled the last part of the AI run. The Kimi K3 release sparked violent selling in tech stocks. The rapid decline triggered widespread forced liquid ...

Google's guarantees of power and lease obligations would help developer secure financing for the 1.6-gigawatt Texas project. ...

If the first half of 2026 were a horse race between chipmaker Nvidia (NASDAQ: NVDA) and Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), it would have been one of the most exciting six months in sports. Alphabet took an early lead, but its Q4 2025 earnings release sent shares down, ceding the lead to Nvidia. Then the same thing happened to Nvidia after its earnings release a month later. Then it was neck and neck until Alphabet's blowout Q1 earnings report boosted its stock price by 10%, allowing it t ...

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Jim Cramer's latest market call gives dip buyers a framework: when margin compression punishes a stock, that's often the moment to lean in. ...

Mark Zuckerberg's Wealth Plunges $25 Billion - 24/7 Wall St. Stock Market Live July 30, 2026: S&P 500 (SPY) Pivoting from Fed-Induced Drop Mark Zuckerberg's Wealth Plunges $25 Billion By Douglas A. McIntyre Published Jul 30, 10:49AM EDT Quick Read Zuckerberg's net worth dropped $25B to $209B as Meta's AI ambitions drove net income down 14% and nearly eliminated free cash flow. META commits $130-145B in 2026 capex chasing AI leaders it trails, with much of that spending cycling back to NVDA for chip purchase ...

Astrid Stawiarz/Getty Images "Big Short" investor Michael Burry's latest X post is once again predicting doom for the AI industry. "The market has voted and the results are clear," Burry said in his July 27 post. The post also includes two screenshots of charts showcasing Magnificent Seven companies' latest stock performances and valuation changes. Both charts are taken from a recent Bloomberg article. The first shows a negative correlation between each tech company's forward capex (or capital expenditure) ...