Alphabet and Microsoft both fell short of their AI capital expenditure expectations for Q3, signaling a slowdown in AI infrastructure investment. Caterpillar's 22% inventory rise suggests overproduction, reinforcing the thesis of a cooling AI capex market. Meanwhile, ServiceNow showed strong AI contract growth but weak revenue forecasts, indicating AI adoption is outpacing monetization. These factors caused the stocks of these companies to drop sharply by 10-27%, marking a clear burst of the AI investment bubble.
Despite the sharp drops reported in the AI sector, GOOG shares on Pluang show a modest decline of 0.25% at USD 281.61. CAT is down 1.34% at USD 638.74, while NOW has a slight gain of 0.56% at USD 110.28. These figures reflect current market activity as of Oct 30, 2026 16:01 WIB.
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Alphabet Inc. reported a strong 25% revenue increase to $128 billion, driven by a 103% surge in its Cloud business and strategic sales of TPU systems positioning it as a future silicon leader. Despite this growth, the market reacted negatively to sho...
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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 ca...
