Recent volatility in the technology sector is driven by worries over AI infrastructure spending, financing costs, and investment returns. Alphabet's earnings revealed strong AI cloud demand but raised concerns due to disappointing profits and high capital expenditures. Despite justified selling pressure, some companies with solid valuations and growth prospects are undervalued. Notably, three leading memory and storage stocks stand out with exceptional projected earnings growth and attractive valuations, offering promising exposure to expanding AI infrastructure demand.
Micron Technology trades at USD 911.00 with a 7.35% drop on Pluang as of Oct 30, 2026 03:12 WIB. Google shares are priced at USD 280.32, down 12.91%, with strong buy interest at 78%. These figures highlight current investor caution despite AI sector growth potential.
Alphabet's introduction of AI features in Google Search has led to a surge in query growth but with lower monetization compared to traditional ad-supported searches. This shift worries analysts as Google's dominant search ad revenue, which has driven...
Amazon's earnings highlight strong AWS growth and retail strength driven by successful Prime Days, with cash flow as a key focus. Microsoft impresses with robust Azure growth and resilient software business, supporting a positive long-term outlook de...
Alphabet Inc. remains a Buy despite recent stock selloff and worries over negative free cash flow, thanks to strong growth in its Cloud business. The Cloud segment's operating profit has tripled year-over-year, with margins rising from 23.7% to 36.2%...
Alphabet Inc. shares fell 11% after its Q3 earnings report, losing over $400 billion in market value. The decline was driven by concerns that AI technology is cannibalizing revenue and disappointing search ad sales. Despite negative free cash flow an...
The Federal Reserve kept interest rates unchanged, with minimal impact on inflation expectations as fuel prices continue to drive inflation beyond the Fed's control. Two officials dissented, favoring a rate hike, but the overall stance suggests no im...
