
MSFT Falls 3% as Anthropic Launches Claude Sheets
Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.
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Microsoft (MSFT) fell 2.2% to $533.16 after Anthropic launched Claude Sheets, an Excel rival, as investors weigh the threat AI office tools pose to Office.
1d ago
Meta (META) and Amazon (AMZN) rise as JPMorgan drops Alphabet, which still gained 3%, from its focus list
2d ago
Microsoft (MSFT) hit a record near $556 with Azure up 48% and a midterm vote lifting big-tech cloud stocks.
Nov 5
Nasdaq 100 (NDX) ended at 27,989.82, its third correction of 2026, as Big Tech earnings stoked AI doubts
Nov 3
Amazon (AMZN) briefly gained 5% as Phillip Securities lifted its price target to $330 on cloud strength
Nov 3
Microsoft (MSFT) trimmed its 2026 capex forecast to about $170B while Amazon and Meta burned cash
Nov 2
Alphabet (GOOGL) lost nearly $500B in value as AI spending of $51.4B in one quarter outran its cash.
Nov 1
Samsung Electronics (005930.KS) fell over 6% and SK Hynix over 8% despite a record 107T won profit.
Oct 30
Amazon (AMZN) reports after the close as investors want AWS growth near 38–41% to back $220B capex.
Oct 29
Microsoft (MSFT) closed at $531 and Alphabet (GOOGL) at $321, with AI spending in focus tonight.
Oct 28
The S&P 500 (SPX) closed Friday at 7,623.68 as Alphabet, Microsoft and Amazon report with the Fed meeting.
Oct 25
Meta (META) closed at $648.85 as AI spending turned cash flow negative and Nvidia warned of tight funding
Oct 23
Amazon (AMZN) trades near $262 after Morgan Stanley lifted its target to $350 on faster AWS cloud growth
Oct 19
Apple (AAPL) closed at $342.96, worth $5.005 trillion, while the Nasdaq fell 1.9% on tech weakness.
Oct 15
Netflix (NFLX) is trimming 6% of its staff as viewing growth slows, with shares down about 25% this year.
Oct 14
Tesla (TSLA) closed at $375.23 as regulators weigh a petition over about 1,000 vehicles speeding near schools
Oct 14
Constellation Energy (CEG) will spend over $4.3B upgrading reactors under a 20-year Google power contract.
Oct 11
Apple (AAPL) closed Tuesday at $333.63 as LG is said to build seven home devices to rival Ring and Nest.
Oct 7
Meta (META) trades near $743 as Wells Fargo lifts its target to $1,000 and Muse reaches small businesses
Oct 7
Constellation (CEG) gained after Alphabet's Google agreed to fund 890 MW of reactor upgrades; Oklo rose 8%.
Oct 7
Alphabet (GOOGL) is fighting orders to open Android to AI rivals and share search data from January 2027
Sep 30
Anthropic (private) cut Opus 5.5 prices 40% first; OpenAI countered 90 min later with GPT-6 Sol and Luna.
Sep 23
Alphabet (GOOGL) stock falls as 68% of US searches now end without a click, squeezing search ad economics.
Sep 15
Google (GOOGL) will invest €13B in Finnish data centers, backed by a 22-year nuclear power deal.
Sep 9

Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.

Google's new TPU 8tx and TPU 8i Max chips, plus a customer base nearing 100 that includes Apple, Meta and Oracle, widen its push against Nvidia in AI hardware.

Amazon (AMZN) and Meta (META) gained 2.5% to 3% premarket after JPMorgan named them top AI stocks, citing AWS cloud growth and AI-driven advertising revenue.

Alphabet fell 12.6% in its worst session since the 2004 IPO after missing Q3 2026 estimates, sharpening investor doubts about the payoff from AI spending.

Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.

Alphabet shares fell 12.6% on Oct. 29, their worst day on record, after a search revenue miss, negative free cash flow and $51.4B in quarterly capex.

Microsoft (MSFT) beat first-quarter fiscal 2027 estimates as Azure grew 48%, while $39 billion of capex undershot forecasts and kept AI returns in focus.

Alphabet (GOOGL) lost about $500 billion in value on its worst day ever as a revenue miss, negative free cash flow and $300 billion capex plan hit AI stocks.

Alphabet shares fell about 9% after hours as Q3 search revenue missed at $63.35B and free cash flow turned negative $9.07B, raising AI spending questions.

Coca-Cola and UPS raised 2026 guidance while Boeing posted a wider core loss, as Visa reports after the close ahead of Microsoft and Alphabet on Wednesday.

Microsoft, Alphabet and Amazon report earnings on Oct. 28-29 as investors look for proof that AI stocks' record capex is producing cloud revenue and profit growth.

Microsoft, Alphabet and Amazon report as the Fed decides on rates Wednesday, with PCE data due Thursday and midterms on Nov. 3 shaping the stock market today.

Nasdaq 100 futures rose about 1.3% Monday after a 5.5% weekly drop as investors bought the dip ahead of Meta, Tesla and Netflix earnings in a packed week.

Alphabet rose about 2% premarket on Oct. 1 as Google launched Gemini 4 Argon, an AI model for coding and cybersecurity priced from $2 per million tokens.

Alphabet rose about 2% in premarket trading as Google launched Gemini 4 Argon, a low-priced AI model that can find and fix software vulnerabilities on its own.

Anthropic's leaked IPO prospectus shows $11.5 billion in quarterly revenue, $518 billion in compute commitments and a warning of existential risk from AI.

Alphabet shares slipped 0.5% after Google appealed two EU Digital Markets Act orders to open Android and Search data to AI rivals, with deadlines in 2027.

Alphabet dropped 3.8% on September 23 as institutional investors rotated into Meta Platforms, widening a 30-day gap in which META gained 37% against GOOG's near-flat showing ahead of…
Bill Ackman exited Alphabet in Q2 2026, raised Pershing Square's Meta stake by 20%, and generated roughly 19 percentage points of outperformance so far.

Qualcomm opens Snapdragon Summit 2026 in Maui on September 22 as AI chip stocks rally on Arm Holdings' 17% surge and fresh 2nm platform reveals loom.

Anthropic targets a $2 trillion October 2026 Nasdaq debut, raising over $100 billion, even as CEO Dario Amodei's AI slowdown calls rattle the tech sector it is listing into.

Intel rose 4% and AMD gained 3% Tuesday as chip stocks bounced back from an AI-safety selloff, outperforming a falling broader market on intact hyperscaler capex signals.

Trump named Anthropic CEO Dario Amodei on Monday, calling AI safety warnings a hoax and vowing no White House brake on U.S. AI development.

Goldman Sachs warns an AI safety-driven pullback in Big Tech data center spending could erase 20% of S&P 500 valuations and collapse 2026's earnings thesis.

Adobe Q3 2026: $6.76B revenue and $6.13 non-GAAP EPS topped estimates, but a narrow Q4 guidance miss and CEO succession announcement sent ADBE shares down roughly 2.7%.

Caterpillar surged 2% Friday, topping the Dow Jones industrials average as Wall Street reclassified CAT as a data center stock on a 72% AI power demand surge.

The Ninth Circuit cleared 3,000-plus youth-addiction suits against Google, Meta, Snap and TikTok and refused to pause a 29-state attorney-general trial, driving Alphabet shares down 3.18%.

Meta Platforms shares surged 6% in Wednesday premarket trading after Muse, its persistent personal AI agent, launched Tuesday evening as the company's clearest answer yet to rivals in the consumer…

Federal regulators opened a formal investigation into Tesla's 1,000-unit Cybercab deployment in Austin hours after launch, sending TSLA shares down 6% and raising fears of a prolonged regulatory…

Snowflake's blowout quarter erases years of post-peak doubt as enterprise AI workloads convert to cloud data platform revenue at scale, lifting shares by nearly a quarter in a single session.