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Trading Firms Secure Faster Truth Social Feed for Up to $100,000 Monthly
Major quantitative trading firms and Bloomberg agreed to pay up to 100,000 USD per month for direct API feeds granting faster access to Donald Trump's posts on Truth Social, heightening debates over market fairness and data latency.
ServiceNow Drops 14% as Earnings Miss Overshadows Raised AI Forecast
ServiceNow shares dropped up to 16% in extended trading after third-quarter adjusted earnings missed expectations due to debt costs from its Armis acquisition, overshadowing an elevated $1.7 billion artificial intelligence contract target.
Alphabet Shares Drop 8% as AI Infrastructure Costs Worsen Cash Burn
Alphabet shares dropped 8% in extended trading after third-quarter revenue missed consensus expectations and free cash flow dropped to negative $9.07 billion amid heavy AI infrastructure spending.
Software Equities Face High Hurdle as Quarterly Earnings Accelerate
Enterprise software stocks face demanding valuation tests this earnings season after the software ETF outpaced semiconductors by 26 percentage points. Analysts focus on Datadog and usage-based monetization models as bellwethers for corporate cloud infrastructure spending.
Stellantis Shares Surge 12% as Cost Cuts and Turnaround Plan Gain Traction
Stellantis NV shares rose 12% as third-quarter revenue hit €37.6 billion and management advanced operational cost cuts toward a 2027 positive cash flow goal.
Robinhood Profit Misses Estimates on 55% Crypto Revenue Drop
Robinhood shares fell 8% in premarket trading after third-quarter earnings missed Wall Street expectations, driven by a 55% drop in cryptocurrency transaction revenue to $120 million.
Wall Street Rises as Anthropic IPO Filing Sharpens Focus on AI Trade
Wall Street indices advanced after Anthropic submitted an IPO filing, pivoting global investor attention toward physical AI hardware, energy infrastructure, and Asian semiconductor supply chains.
TS Lombard Warns AI Bubble Face Inevitable Reset as Revenue Lags Capital Outlays
TS Lombard warns that an artificial intelligence market correction is inevitable as enterprise spending outpaces monetization, urging institutional investors to rebalance into defensive, cash-generative equities.
Two Equity Picks Target Value Amid Wall Street AI Expenditure Concerns
Wall Street volatility surrounding artificial intelligence capital spending creates valuation opportunities in enterprise software and foundational infrastructure, as highlighted by Silvant Capital Management.
Morgan Stanley Forecasts 15% Support Dip for Semiconductor Equities
Morgan Stanley chief equity strategist Michael Wilson reaffirmed an 8,000 S&P 500 year-end target while cautioning that technical support for semiconductor equities could fall 15% below current ranges.