Part of The AI Chip Bubble · 12 stories · since Oct 14 · newest 4d ago
Tech sell-off wipes out $1 trillion as Intel, Alphabet, Amazon miss on AI spendingNasdaq sheds nearly $1 trillion in a single session
5 Oct 30 5:00 PM · 8d ago · 29 articles · 10 posts · 20 comments · 6 sources · development 5 of 7
The Nasdaq 100 fell 3.4% and the S&P 500 dropped 1.8%, with tech the worst-performing sector, as Reddit (-29%) and Roblox (-18%) also tumbled on weak user metrics tied to AI search disruption; the Nasdaq 100 closed out its worst monthly slide since March 2025, erasing about $2 trillion for October.
Andy Jassy Amazon CEODavid Zinsner Intel CFOChris Low Investment strategist, FHN FinancialIntel Chipmaker, majority US government-backed shareholder stakeAlphabet Google parent company
The whole story articlesvideospostscomments the bright band is this development · numbered dots are the others · click one to jump
Reported in the same hours no headline names this development itself — these 17 claims were published in its stretch
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first by Guardian US, 9d ago · also The Times, Guardian
1 more headline
- Tech stocks suffer sell-off in AI reckoning The Times · 8d ago
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first by The Globe and Mail, 8d ago · also Yahoo Finance Australia
1 more headline
- Stock Market Today (Oct. 30, 2026): S&P 500 sinks as Amazon, Intel losses shake Wall Street Yahoo Finance Australia · 8d ago
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2 outlets Intel stock plunges about 30%, Amazon slips as Nasdaq 100 faces loss of over $1.5 trillion
first by Quartz, 8d ago · also Seeking Alpha
1 more headline
- Intel plunges 29% on weak Q4 guidance Seeking Alpha · 8d ago
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first by The Economic Times, 8d ago · also Yahoo Finance UK
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2 outlets Why Intel Is Down 25% Premarket
first by Wall Street Journal, 8d ago · also WSJ
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first by BBC Business, 8d ago · also BBC
What people said 24 voices · best of 25 · verbatim
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Intel shares plummeted 29% on Friday, their worst day since the 1970s, after the chipmaker issued weaker-than-expected guidance due to a plant shutdown in Israel and ongoing softness in the PC market. Read more:
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The big question is: who's going to get wiped, and what will that mean?In 2008 the USA managed to export the shit assets generated by the mortgage boom , mostly to Europe. The consequence for the European economy and political setting have been quite sharp. For example it's hard to imagine a Brexit vote if the economic conditions of 2006 had…
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Cobblers, yes things go up and down but as a home and work user of AI, unlike some of the genuine 'bubbles' of the past, I see real value and impact to be had. What is actually happening is a constant re-assessment of demand versus supply as the AI developers shift from simply saying 'bigger is better' to, it's good enough now but needs to be more…
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"Prime Video now has a revenue run rate in the 'tens of billions' of dollars, Amazon CEO Andy Jassy said on Thursday. He also reiterated that the streaming service is 'profitable in its own right.'" So it is time to give the people who make all those profitable show raises, right? Let's start the bidding at 20%. https://www…
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That's sort of a random heading put on reports of Q3 earnings.The big news is "Alphabet shares record their worst day ever, shedding $500 billion in value"[1] Google ad revenue has dropped. AI results from search engines don't generate the click-through revenue that search ads did. That's scary for Google management.Roblox reports user counts are…
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No, investment has been driving the US economy. Investment that would have been invested elsewhere within the economy had AI not been a thing. GDP growth was 3.4% annualized in Q3. Is that close to a recession? I don't think so.
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The US just lost $12 billion on Intel stock. "Friday's plunge was set to wipe more than $146 billion off Intel's market value, with the US government - its largest shareholder after taking a 10% stake in August last year - facing a nearly $12 billion hit to the value of its holdings." https://www. reuters.com/business/intel-war…
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There is a strange dynamic between data center build out and inference prices.If the data centers do get built and come on line, we will see an increase in compute supply and that should lower inference prices.If they don't, for whatever reason including financial ones, then we will not have enough compute to meet demand and inference prices will…
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Google was down 12% yesterday. Intel is currently down 30%. Concerns over AI spending, imagine that! H&R Block stock appears to be a contrary indicator. It goes up when tech goes down. Safe haven? https:// finance.yahoo.com/markets/live /stock-market-today-friday-october-30-dow-sp-500-nasdaq-amazon-intel-131609630.html
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Intel's finance chief David Zinsner said the firm did not expect to bring in more cash than it spent this year, and forecast lower-than-expected revenue for its fourth quarter. You could have manufactured enough ARC video cards to meet demand. Going forward, you could manufacture solutions to bring local LLM options closer to affordability.If…
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About the AI bubble u mean?Tech stocks wipe out more than $1 trillion amid AI boom fears https://www. nbcnews.com/business/markets/t ech-stocks-nasdaq-ai-boom-fears-deepen-rcna606512
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The market is going to react badly to even the slightest hint of a slowdown on AI. The whole AI space is so heavily leveraged up with debt and VC cash at the moment that even a slight slowdown will cause the whole thing to collapse in a financial $hitstorm the likes of which we’ve not seen in a while.Theres “big bets” and then there’s heavily…
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How much of this is the current uncertainty over politics in the US? With the incredibly frustrating aspect that we can't really directly discuss exactly how corrupt a few of the main actors have been, to date.And the oddest fear is precisely what will happen if we start trying to ramp up a bit of what used to be normal accountability?
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> Intel reports PC sales are down. That's likely related to RAM costs, which made price/performance of new PCs drop.How is this not related to "AI cost fears"?The amount of cash being dumped into AI datacenters has driven up the cost of a lot of other things in adjacent industries.
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How much of these falls are due to the AI buildout as a whole vs. AI disrupting certain business models?More agents browsing the web and people relying on AI summaries -> less revenue for Google Search and RedditAI drastically reducing the barrier to game dev -> less users on Roblox
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Aaah, finally the sell-off has begun. Anthropic's listing will probably disappoint and OpenAI has already decided not to go public at this time (probably due to lack of demand for their stock).Soon, we'll be able to buy DRAM and SSDs again cheaply.
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How come I never see these threads when Nasdaq has a banger of a day? Stocks fall faster than they rise - it's not useful discourse to panic every time there's a correction. Give it a few days and we'll be back where we were.
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Windows will soon lose the normie consumer market, and all that's left for them will be gamers (of which they will make zero dollars from) and enterprise (of which their successes will broadly match laptop job employment figures)
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Ignoring any technology narrative, just considering Alphabet went from $100 billion free cashflow to negative in months is extremely concerning. Whatever the reason is, the underlying capex has a hell of a catch up to deliver.
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Yet https://openrouter.ai/rankings still shows exponential growth at every scale. So demand isn't slowing down.
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> Reddit traffic is down and management blames AI search not referring users to Reddit.Couldn't have anything to do with management's decision to require logins to access the site.
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Google Ad revenue didn’t drop, but it also didn’t grow as much as the market anticipated (search grew 12% vs expectations of 16%)
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The main takeaway is investors are really spooked and any negative news is amplified in the stock sell off
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No hyperscalers are going to get knocked out. Mostly this is short term overreaction to lower profits
All 7 developments of Tech sell-off wipes out $1 trillion as Intel, Alphabet… →
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