Part of The AI Chip Bubble · 12 stories · since Oct 14 · newest 8d ago
Alphabet's AI-search stumble triggers record stock rout, drags Amazon and IntelAnalysts dissect the $475bn wipeout and split on what it means
5 Oct 29 12:39 PM · 13d ago · 69 articles · 1 video · 20 posts · 194 comments · 8 sources · development 5 of 7
Yahoo Finance detailed the loss as the second-biggest one-day market-cap drop ever for a US stock behind Nvidia's 2025 DeepSeek-driven fall, with free cash flow swinging to about a $9 billion loss as AI spending climbed; analysts disagreed on whether the selloff was justified.
“The bears will argue this is the first quarter that AI is starting to seriously hurt their search business”
Jeffrey Wlodarczak, Pivotal Research CEOAlphabet / Google Company at center of the selloffJeffrey Wlodarczak Pivotal Research CEO, analystAngelo Zino CFRA analystAmazon Cloud/AI competitor also hit by the selloffIntel Chipmaker caught in the broader tech selloff
The whole story articlesvideospostscomments the bright band is this development · numbered dots are the others · click one to jump
What was reported 2 claims about this development
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first by NBC10 Philadelphia, 13d ago · also Times of India, Ventureburn, Yahoo Finance, Business Standard, The Motley Fool, Yahoo +2
8 more headlines
- Google parent Alphabet loses $500 billion in market value as AI spending spooks investors Times of India · 13d ago
- Alphabet Loses $500 Billion in Market Value as AI Threatens Google Search PYMNTS.com · 13d ago
- Alphabet Stock Drops 13%, Loses $500 Billion in Historic Wipeout: How It Affects the AI Market Ventureburn · 13d ago
- Alphabet heads for a $500 billion drop in market value, the biggest in its history Mastodon · 13d ago
- Alphabet loses over $500 billion in market value as AI hits Google search Business Standard · 13d ago
- Alphabet Just Lost $500 Billion in Market Value. A Once-in-a-Generation Artificial Intelligence (AI) Opportunity Could Be Hiding in Plain Sight. Yahoo Finance · 13d ago
- Alphabet Loses Over $500 Billion as AI Concerns Hit Tech Stocks Yahoo · 13d ago
- Alphabet loses $500 billion in market value Semafor · 13d ago
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first by Investing.com India, 14d ago · also Storyboard18
1 more headline
- Alphabet loses $511 billion in market value as Google ad growth slows and AI spending weighs Storyboard18 · 13d ago
What people said 24 voices · best of 201 · verbatim
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Upper management wanted everyone to hit that AI spend target, and they succeeded.
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This is a tumble, but as someone with a 2008 cost basis who watched Google flatline from 2018–2019, the current valuation compression looks pretty reminiscent. Just price-wise it’s similar to what was going on just in February-March of this year too, after which it suddenly shot sky high. I’m still up nearly 2000% and nowhere near retirement age…
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# ICYMI google's MarketCap dropped $500 BILLYUN today... its worst single-day drop on record after releasing earnings that were lower than expected... That 13% # Alphabet slide was seen driven by fears that the costs of the global AI revolution are likely just a buncha # BS if the economy sucks & # MidEast oil stays locked in endless quagmire…
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$GOOGL is getting CRUSHED today and I think the market is waking up to the biggest risk facing Google. Shares opened down roughly 13% and are trading near $280, wiping out around $500 BILLION in market value. Alphabet missed on revenue and earnings for the first time in nearly four years. Revenue...
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Is this mid air turbulence or the engine flaming out prior to a crash?Maybe they should have released Gemini Carbon for real rather than teasing it.
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Hell, I don't even bother with Google Search anymore. I just switch it to Duck Duck Go and turn the AI features off. Eliminated a lot of hassle that way. 😀
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TLDR : Google crash is a buying Opportunity. AI or not, I think Google is that one company which genuinely competes in almost all tech domains - Cloud : Competes with AWS, Azure Phone: Competes with Apple Maps: Monopoly Search: Monopoly (even with AI onslaught, people still rely on basic search and probably your Home Page on "Chrome" is also…
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i am not an econ person, in fact i should note that i took a philosophy course for my undergraduate math credit with that said i’m reading the numbers in this article and just making the MOST horrified face https://www. ft.com/content/eb386156-5bf9-4 edd-80f2-803fdee1e33d?syn-25a6b1a6=1
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Google is a free ChatGPT for when you feel too lazy to select temporary chat with fast reasoning.
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Bold of you to assume any links are getting clicks anymore. Estimates say that Google clicks for 1st result dropped from 26% to 1% or less due to AI mode being default.
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Search rev is up, and why is anybody surprised by their spending? We all know exactly what they're doing and that they intend to burn some of their free cash up. They're also the only only tech giant that has such an absurd amount amount of free cash saved up to burn on this capex push instead of taking on debt to fund it. I'd be more concerned…
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Insert "We're all trying to find the guy who did this" meme here. The share price of Google parent company Alphabet sank today after it reported lacklustre ad revenue as its own “AI Mode” search feature cannibalizes traffic. Here's NBC. https:// flip.it/zns1Ul # Tech # Google # AI
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Imagine killing the profitability of the core of your business with a feature that is almost universally ridiculed and hated.
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Or it could be that a company wihch was printing money, found a way to squander all of that cash and had to go out to borrow money because they were going to squander even more cash on a business model that hasn't yet proven itself to be profitable. Sure Anthropic is close to profitable, but that's because all of the compute got pushed off to…
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Wait and see what the markets decide. Could be the first domino, might just be a hiccup. A $500B hiccup. https://www. cnbc.com/2026/10/29/alphabet-g oogle-microsoft-msft-shares-today-earnings.html # google # ai # alphabet # business
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I don't have any sympathy for them. I've deleted AI off my android several times and it keeps showing back up and defaulting to my searches. It's their fault for throwing it in everything (this goes for pretty much all consumer AI). Let us decide to use it and you'll see use drop way down.
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We don't know, that's the thing Only wall street knows. And wall street doesn't have to describe to you the actions or mechanisms. That's the thing you don't get They can decide what price they want a stock to go. If they want GOOG to be $100, they can just do that and put the price there. They don't need a reason bro. It's whatever they want to…
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Value of Google parent Alphabet plunges by $500bn as AI fears rattle Wall Street https://www. bbc.co.uk/news/articles/cm9qzd qpxy48o?utm_source=flipboard&utm_medium=activitypub Posted into Technology @ technology-thenewsdesk
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God bless if it kills marketing and advertising
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This is absolutely not "Lows are in!" type action by it, fwiw. Most likely going to have to 3 day rule it, which likely gets a sweep of the March lows, and then perhaps a short swing works, but for the longer term, you better pray they are completely silent in January pre-earnings as if they aren't, they're releasing another bomb.
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We're not long from Google "sneaking in" paid advertising into its AI responses, no matter how well the paid advertising fits into your query. You want the best family minivan for you? Well, the Google AI will spit out an answer that suspiciously reflects how much an advertiser has paid Google!
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Sure there were some soft spots in the earnings but Alphabet's Q3 revenue jumped 25%, its 13th straight double-digit quarter. Google Cloud revenue more than doubled, and Search query growth hit a five-year high. Operating income rose 30%, with a healthy 31% margin. This market is losing touch with reality.
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"We forced our crappy AI into everyone's face, and now, we're losing money! How did this happen?"
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Less than 6 months ago? GOOG is down 18% over the past 6 months. Excluding the dip today, it's still down. Not by much, but far from "over 100%". You have to go back 5 years to find a point that it's 100% above right now. Or if you exclude the dip today, go back a year and a half.
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