Oil futures have risen recently, but treasury yields have declined, breaking their usual strong correlation. This shift reflects the market's growing concern over risks from the artificial intelligence (AI) sector, especially after significant drops in major AI-related stocks like Google. The market now views AI risks as more critical than geopolitical tensions. This change suggests that any weakness in AI stocks could signal broader economic slowdown and disinflation, impacting bond market dynamics and investment strategies going forward.
As of Nov 01, 2026 23:11 WIB, Google (GOOG) trades at USD 278.22, close to its 52-week low of USD 273.14 and well below its 52-week high of USD 399.06, reflecting recent market concerns over AI risks. Despite a 1-day decline of 1.45%, Pluang users show strong interest with 81% buy orders versus 19% sell. This contrasts with the broader market's shift away from traditional correlations between oil and bond yields, highlighting AI's growing influence on investment sentiment.
Alphabet Inc. experienced a stock selloff after its fiscal Q3 2026 results due to paper losses in SPCX equity, a $5.2 billion fine, hardware inventory challenges, and heavy AI-related spending impacting free cash flow. Despite these near-term financi...
France's National Assembly passed an amendment to tax content providers like Netflix, Google, and Meta €0.055 per gigabyte of data sent to French internet users, potentially generating around €10 billion in revenue. The tax applies to all content pro...
In the first nine months of 2026, the top five tech giants—Microsoft, Alphabet, Amazon, Meta, and Oracle—spent $556.9 billion on AI infrastructure, exceeding their combined operating cash flow of $542.9 billion. This marks a shift from previous years...
Alphabet's stock fell 12% after missing non-operating EPS expectations and showing slower Search growth, causing its worst single-day drop. Despite this, the core business remains strong with Cloud revenue doubling and a $561 billion backlog supporti...
Alphabet's stock fell 12.3% after its Q3 results showed weaker-than-expected Search revenue and operating income. Despite this, the company's cloud revenue doubled with strong operating margins, and a large backlog supports future growth. The stock n...
