See the full story in the original article.
Read the original on nwaonline.com ↗
Keywords
tech stocksNVDAGOOGLartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/22/2026 | 212.21 |
| Change that session | -4.40% |
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/22/2026 | 704.47 |
| Change that session | -2.86% |
AAPL
▼ Likely negativeApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/22/2026 | 348.22 |
| Change that session | +1.23% |
AMZN
▼ Likely negativeAmazon
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/22/2026 | 250.38 |
| Change that session | -4.57% |
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/22/2026 | 324.22 |
| Change that session | -3.15% |
META
▼ Likely negativeMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/22/2026 | 648.85 |
| Change that session | -6.98% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Does the AI Selloff Put Alphabet's Breakout in Doubt?
Alphabet (GOOGL) was pressing toward a possible breakout after Google made its Gemini 4 Argon model broadly available on Oct. 13, scoring 53 on the Artificial Analysis Intelligence Index, matching OpenAI's flagship. A broad AI-led market sell-off on Oct. 14 pushed the stock back toward the bottom of its trading range. The article says the breakout setup stays valid only while the stock holds above its 200-day moving average, around $340. Analysts keep a Buy consensus with an average price target of $425.04, implying about 22% upside, though the near-term outlook has become less clear.
- Tech stocks tumble Friday , AI shares lead the way
- Don’t buy this dip: Several signs suggest there’s more pain ahead for tech stocks
- Tech Layoffs 2026 : Job cuts near 2 lakh globally as big tech like Microsoft , Google , Oracle , Meta & more pivot to AI
Tech job cuts continued through 2026 as major firms restructure around AI, with nearly 196,000 tech workers affected globally as of late October. May was a peak month, when nearly 29,000 tech jobs were eliminated. The cuts are concentrated at highly profitable companies and are often rewarded by investors, as they signal margin expansion. The main driver is shifting capital toward AI data centres, foundation models and specialised talent. Indian IT services firms have also reported muted headcount growth, slowed fresher hiring and emphasised upskilling and automation, with revenue per employee and AI readiness now key measures of corporate health.
- Sinking AI stocks undercut markets worldwide as oil climbs higher
AP reports that AI-related stocks dragged global markets lower on Thursday, with the S&P 500 down 1.3%, the Nasdaq down 2.4% and Asian indexes posting sharper losses, including South Korea's Kospi down 3.5%. Investors worried about the high cost of borrowing to fund data centers and AI chips, and about stock prices that had risen too far; Lam Research fell 11.1% despite stronger-than-expected results, while Nvidia dropped 4.3% and CoreWeave 9.6%. Brent crude rose 2.9% to $111.99 a barrel, its highest in five months, amid the war with Iran, and France's CAC 40 fell 1.4% as French bond yields climbed. The 10-year Treasury yield, however, fell to 4.98% from 5.13% as investors sought safer assets.
- Alphabet Has Lost About $860 Billion Since Its Peak, Nearly a Whole Walmart. Apple Has Avoided the AI Race and Is Near All-Time Highs.
Alphabet has lost about $860 billion in market value since its peak, nearly the value of Walmart ($937.1 billion), while Apple is roughly at its all-time high. Since ChatGPT launched, Apple is up 133.5% and Alphabet 232.5%, but year to date Apple is up 25.26% and Alphabet just 6.47%. The gap largely reflects capital spending: in the June quarter Alphabet spent $44.92 billion on data centers, chips and equipment versus Apple's $2.455 billion, and Alphabet guides to as much as $185 billion for the full year. Alphabet trades at 15 times trailing earnings versus Apple's 44 and is growing faster, but it has suspended buybacks and its long-term debt rose from $46.5 billion to $98.2 billion. The article concludes Apple is the better fit for a retirement-focused portfolio today due to steadier cash returns, though it could fall behind if AI pays off.
Related markets
Latest news
- 2 Quantum Computing Stocks That Could Help Make You a Fortune
The author argues quantum computing could become a major growth market once two hurdles are cleared: building systems at scale and making them reliably accurate. The article names IonQ as the current pure-play leader, citing its world record on one accuracy measure and a planned 256-qubit system next year. Nvidia is presented as a supporting player rather than a direct rival, offering NVQLink, CUDA-Q and the Ising error-correction model. McKinsey estimates the quantum industry could generate up to $72 billion in annual revenue by 2035, versus $4 billion in 2024, while Nvidia's latest quarter revenue reached $96.2 billion, up 106% year over year.
- Why is the world eagerly anticipating a meeting among the leaders of Russia, the US and China?
Russian Foreign Ministry spokeswoman Maria Zakharova said the world is placing high hopes on an upcoming meeting between Russian President Vladimir Putin, US President Donald Trump and Chinese President Xi Jinping on the sidelines of the APEC summit. She stressed that, amid severe strains in international relations, the three powers would have a chance to exchange views in a multilateral setting, with many hoping it could lead toward stability after a period of chaos. Trump earlier said the three-way meeting could be held in China, while Putin discussed with US special envoy Steve Witkoff the possibility of meeting at the APEC summit in Shenzhen on November 18-19.
- What Is Meta Platforms (META) Telling Investors With Its Sundial Deal And New Stock?
Meta Platforms (META) agreed to acquire Sundial, an AI data analytics platform, to deepen its data-focused AI toolset. Sundial lets product teams query data through natural language and chat-style interfaces, which could tighten the loop between user behavior, model training and ad or product changes. Separately, Meta introduced new Class C nonvoting shares aimed at addressing potential liabilities from a proposed California wealth tax on Mark Zuckerberg, allowing him to meet tax obligations without reducing his voting control. The article says the key question is whether these tools help Meta get more from its planned 2026 AI capex of US$130b to US$145b.
- SpaceX Could Weather a Recession. But Its Stock Might Not. Here's Why.
SpaceX (SPCX) is well positioned in a downturn, with Starlink generating recurring subscription revenue and growing rapidly. In the third quarter, revenue rose 161% year over year to $14.6 billion and net income reached $4.4 billion. Connectivity revenue grew 69% to $5.2 billion and Starlink subscribers reached 13.6 million, but average monthly revenue per subscriber fell from $83 to $69. Capex was $19.6 billion in the quarter, including $16.4 billion on AI infrastructure, more than its connectivity revenue, and the company ended the quarter with $90 billion in cash and securities. The article warns the business could keep growing while the stock falls, given a price-to-sales ratio of 64.
- This Overlooked Pipeline Stock Could Be a Generational Wealth Builder for Patient Investors
Hess Midstream (HESM) has fallen about 20% over the past month after Chevron said it would sell its stake in the company. The drop followed an agreement to accept lower fees from Chevron in the Bakken Shale from 2027 through 2033, which led to lower 2026 EBITDA guidance and a tepid 2027 outlook. The article argues the decline may be too far, too fast, noting that integrated oil companies often divest midstream assets and that Chevron extended its use of Hess Midstream infrastructure to 2045. The transfer of Denver-Julesburg Basin energy storage assets also broadens the company's footprint. With shares yielding 10% and Chevron's stake transfer set to cut the share count by 40%, the author sees long-term positives and a possible near-term dividend increase.
- Audi defends plans for a $4 billion Georgia plant amid VW restructuring, tariffs
Audi CEO Gernot Dollner defended the carmaker's plan for a $4 billion plant in Georgia, its first in the U.S., which President Donald Trump announced at a Georgia rally on Saturday. Dollner said the move aims to grow sales and reduce exposure to U.S. tariffs, and that it does not take work away from Germany, which remains the backbone of the brand. The site followed more than 70 locations evaluated over many months and is expected to begin production of the Q7, Q8 and Q9 in the early 2030s, with capacity of up to 200,000 vehicles a year, roughly half to be exported. The announcement comes as parent Volkswagen plans to cut 50,000 jobs and close four German plants, including an Audi facility, between 2031 and 2034. U.S. tariffs cost Audi 1.2 billion euros ($1.4 billion) last year, and tariffs on German vehicles are now 15%, down from 25%.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.