Part of The AI Chip Bubble · 12 stories · since Oct 14 · newest 4d ago
Alphabet's AI-search stumble triggers record stock rout, drags Amazon and IntelAlphabet shares crash 13%, worst day in company history
3 Oct 29 9:39 AM · 10d ago · 11 articles · 1 video · 11 posts · 9 comments · 8 sources · development 3 of 7
At the open, Alphabet stock fell as much as 13%, erasing roughly $400-475 billion in market value in the steepest one-day drop since the company went public in 2004, after it revealed AI search modes were pressuring core advertising profit.
“Google stock plunges 13% in LARGEST LOSS in Alphabet's history after Q3 earnings miss... The crash wiped out over $400 BILLION in market value”
@RT_comAlphabet / 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 10 claims about this development
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first by AP News, 10d ago · also Philadelphia Inquirer, The Economic Times, Yahoo Finance, The National UAE, WSJ, WSJ Markets +3
6 more headlines
- A historic drop for Alphabet's stock drags the US market lower Philadelphia Inquirer · 9d ago
- US Markets Today: US stocks end lower as Alphabet revenue miss revives AI capex jitters The Economic Times · 9d ago
- US Equity Markets End Lower After Unexpected Drop in Alphabet's Earnings Leads Decline in Major Tech Stocks Yahoo Finance · 9d ago
- What Sent Alphabet Stock Lower? Yahoo Finance · 9d ago
- Tech stocks slide as Alphabet’s record plunge revives AI fears The National UAE · 9d ago
- U.S. Stocks Fall as Alphabet Slide Weighs on AI Optimism WSJ · 9d ago
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3 outlets Stock Market Says Alphabet Is AI Loser
first by 24/7 Wall St., 12d ago · also MarketWatch, CNBC
2 more headlines
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first by WSJ Tech, 9d ago · also WSJ Markets
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first by O'Dwyers PR, 10d ago · also The Crypto Basic
1 more headline
- Alphabet Stock Plunges 10% as Search Ad Growth Slows Despite Rising AI Demand The Crypto Basic · 10d ago
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first by Dow Jones Newswires, 10d ago · also MarketWatch
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first by The National UAE, 10d ago · also Investing.com News
1 more headline
- U.S. stock futures drop as Alphabet slides on soft earnings, Microsoft firms Investing.com News · 10d ago
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first by CBS News, 9d ago
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first by Yahoo Finance, 9d ago
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first by Financial Times, 10d ago
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first by Fortune, 10d ago
What people said 12 voices · best of 13 · verbatim
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Breaking news: Alphabet shares tumbled 13% on Thursday after the Google owner revealed that 'AI mode' searches were threatening profits at its core advertising business. ft.
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Google stock plunges 13% in LARGEST LOSS in Alphabet's history after Q3 earnings miss The crash wiped out over $400 BILLION in market value Aggressive AI hardware spending and lower ad monetization on AI-generated search results triggered a $9.1B negative cash flow panic
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If you're going to take out the big boost in earnings from equity holdings, then you need to take out the giant drop this quarter as well. Without the $8B hit to net income driven by those same equity holdings, their EPS was more like $2.87. That said, it all counts. In the past six months, their equity holdings have only contributed $89B to…
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The parent company of Google is suddenly worth a half trillion dollars less. https://www.cnbc.com/2026/10/29/alphabet-google-microsoft-msft-shares-today-earnings.html #AI Threads
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It’s not because Finland opened criminal investigation into their illegal logging for data centers? And saying AI isn’t profitable but we are using it anyway is admitting AI isn’t profitable. Burst that bubble. Divest and decentralize.
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Compute costs are going to tank over time and if you think that Chinese models will ever be used for anything relevant in the west then I have a bridge to sell you. Despite the narrative and some bench optimized "competitors", nobody is close to anthropic in practice. Big tech has and will continue to subsidize the industry until it stands in its…
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Seriously , has it only now dawned on the Harvard Graduate idiots . That people will just ask AI , who sels this product cheapest in my vicinity.
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The demand from all kinds of institutions is overwheling, bubble or not, people want to use AI in all kinds of knowledge work that will forever be true. We are NOT going back to a pre AI world. If demand slows capex simply slows and the remaining datacenters will be cash generating machines.
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C
There's a reason why the fella put "destruction" into "creative destruction."
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I chat with argon all day on the 100 plan and I’ve never hit a rate limit. I use Gemini all day and I never hit a rate limit except when I was on the 20/mo plan months ago
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The 16 is artificially low from space x and anthropic holdings. The true PE at around $290/share is around 27 right now for the core business
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I bought some shares at 98€ and I don't want to buy more because I just like that number to stay the same :D Maybe I buy some C shares...
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