Intel, Alphabet (Google), Amazon, and Reddit have revealed challenges to the optimistic AI and large language model (LLM) growth narrative. Intel faces declining revenues, margin pressure, and high capital expenditure, trading at unsustainable valuations amid weak future guidance. Google and Amazon report slowing advertising revenue growth and increasing capital spending, with AI adoption threatening their core profitability and margins. Reddit struggles with rising data licensing costs and declining search traffic, highlighting risks as AI disrupts traditional internet business models. These developments suggest the AI investment bubble may be overinflated and unsustainable in the near term.
Intel shares plunged 30.29% to USD 64.18 on Pluang as of Oct 31, 2026 00:32 WIB, reflecting heavy selling pressure. Google and Amazon also saw declines, with GOOG down 1.82% at USD 277.18 and AMZN down 2.21% at USD 238.40. Reddit dropped sharply by 30.25% to USD 90.46, showing strong market reaction to the challenges faced by these tech giants.
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