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Walmart (WMT) Updated 2 hours ago

The news primarily focuses on Walmart's second-quarter earnings season, where the company reassured investors about its market share and sales growth but highlighted challenges ahead due to tariff-related price increases impacting costs. Walmart's stock slipped after missing Wall Street estimates. Other companies like Zoom, Nvidia, Abercrombie & Fitch, Kohl's, Best Buy, and BJ's Wholesale Club also reported their earnings results. Alvarez & Marsal plans to triple its headcount in India to support core business areas. Walmart continues to outperform Target in various aspects amid uncertainties in the retail sector due to tariffs. Analysts remain optimistic about Walmart's future performance despite near-term uncertainties. Walmart is expected to report strong earnings for Q2 with total US same-store sales projected to grow by 4.2%. Investors are closely watching earnings reports for insights into consumer spending behavior amid concerns about tariffs and inflation.

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Earnings live: Zoom stock jumps as markets turn their focus to Nvidia earnings Yahoo Finance

Alvarez & Marsal to triple global capability centre headcount in India, top exec says Reuters Positive

Earnings live: Walmart, Workday, and Intuit fall after reporting results, Zoom stock pops Yahoo Finance

Walmart is still embarrassing Target: Opening Bid top takeaway Yahoo Finance

Earnings live: Target stock falls with Walmart earnings on deck Yahoo Finance

Meta (META) Updated 2 hours ago

Meta, formerly known as Facebook, has signed a cloud deal with Google worth over $10 billion to utilize Google Cloud's services. This agreement aligns with Meta's investment in AI data centers. The company is exploring partnerships to finance its infrastructure needs for AI and plans to offload $2 billion in data center assets. Despite this positive development, tech stocks, including Meta, experienced a recent sell-off amid concerns about the sustainability of the AI boom and market rotation away from top performers. Additionally, Meta has received regulatory approval for investments in its Louisiana data center to support its AI expansion goals. Amidst these developments, there are ongoing discussions within the tech industry about the future of AI technology and its impact on market growth.

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Apple Explores Using Google Gemini AI to Power Revamped Siri Bloomberg

Broadcom's AI Push Gains Speed With Microsoft, Meta, And Apple Pouring Billions Into Data... Benzinga Positive

Trump administration is not eyeing equity in TSMC, Micron, official says Reuters

Meta signs over $10 billion cloud deal with Google, source says Reuters Positive

Zoom Communications lifts annual forecasts on robust demand for AI tools Reuters Positive

Alphabet (GOOG) Updated 2 hours ago

Alphabet's latest news involves a new partnership in cloud AI with Radware and EPIC Cloud Company to enhance cloud application security using AI-powered solutions. This collaboration integrates Radware's advanced security services into EPIC Cloud's offerings, strengthening protection for cloud-based applications and data. The partnership reflects the trend of leveraging AI technologies to tackle growing challenges in cloud security. Alphabet's stock closed at $199.75, up 0.2%, near its 52-week high. Additionally, Alphabet recently unveiled the new Google Pixel lineup featuring advanced Gemini AI and satellite connectivity through T-Mobile. However, tech stocks, including Alphabet, fell for a second day due to concerns about the sustainability of the AI boom and a market rotation away from top performers this year. Despite challenges in the AI market, some analysts believe in the long-term potential of AI technology to drive market growth.

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Latest News In Cloud AI - AI-Powered Security Boosts Cloud Protection in New Partnership Simply Wall St. Positive

Tech, chip stock sell-off continues as AI bubble fears mount Yahoo Finance Negative

Intel (INTC) Updated 2 hours ago

Intel has received an $8.9 billion investment from the US government, leading to a 9.9% stake in the company. This move aims to bolster US chip manufacturing and national security. Despite facing competition from rivals like AMD and Qualcomm, Intel remains a key player in the semiconductor industry. The company's CEO expressed gratitude for the government's support and emphasized Intel's commitment to technology and manufacturing leadership in the US. On another note, Jeffrey Katzenberg and Kimbal Musk are collaborating on Nova Sky Stories, a drone entertainment startup that plans to deliver immersive aerial performances using choreographed drones, lights, and music. This initiative is backed by Katzenberg's tech firm WndrCo and is set to debut its first "Sky Story" in 2026. The broader tech sector, including Intel, has experienced declines amid concerns over high valuations of tech giants and potential government interference in corporate deals. Market participants are closely monitoring developments in AI technologies and their impact on stock valuations.

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Intel announces $8.9 billion investment from US government, which will own 9.9% of chipmaker Yahoo Finance Positive

Jeffrey Katzenberg and Kimbal Musk are bringing sky-high storytelling to life Yahoo Finance Positive

Nasdaq slides again as AI jitters rattle tech investors Reuters Negative

Intel in talks with large investors for equity boost at discount, CNBC reports Reuters Negative

Morning Bid: Tech wrecks the party Reuters Negative

AMD (AMD) Updated 2 hours ago

The news surrounding AMD focuses on various aspects impacting the company and the broader tech sector: **Financial Performance**: AMD reported a significant increase in net income and sales in Q2 2025, leading to a 49% price increase over the last quarter. The positive financial results have boosted investor sentiment. **Strategic Alliances**: Despite challenges in the tech sector, AMD's strategic alliances and collaborations, such as enhancing AI capabilities with USC ISI, have showcased its growing prominence. **Market Volatility**: The recent market volatility has led to concerns about momentum trades and ETFs tied to high-growth stocks like AMD. The outcome of Nvidia's earnings is seen as crucial in determining the fate of these ETFs. **Talent Recruitment**: Unlike Meta Platforms' aggressive spending on AI talent, AMD is not offering large packages to recruit talent. CEO Lisa Su emphasizes the importance of aligning employees with the company's mission rather than just offering high salaries.

Stories

Nvidia's Earnings Could Make Or Break Momentum ETFs Benzinga

Advanced Micro Devices (AMD) Reports Net Income Increase To US$872 Million In Q2 2025 Simply Wall St. Positive

AMD Isn't Keeping Up With Meta Platforms' $100 Million Salaries For AI Talent, And The Reason Is... Benzinga Positive

Tech, chip stock sell-off continues as AI bubble fears mount Yahoo Finance Negative

Nasdaq slides again as AI jitters rattle tech investors Reuters Negative

Palantir (PLTR) Updated 2 hours ago

Palantir (PLTR) experienced a nearly 2% drop in its shares amidst a broader sell-off in tech stocks, reflecting the market sentiment towards AI turning negative due to concerns about the sustainability of the AI bubble. A report from MIT's Project NANDA highlighted that 95% of companies studied are not seeing returns on their AI investments, contributing to investor worries. OpenAI CEO Sam Altman also expressed concerns about an AI bubble, impacting investor sentiment. Despite these challenges, analysts like Dan Ives from Wedbush remain optimistic about the long-term potential of AI technology. The Nasdaq Composite has declined by 2.4% over the last two days, with tech stocks leading the downturn, including Palantir Technologies, Nvidia, and AMD. The selloff is attributed to factors such as worries about government interference and concerns about the pace of AI capital spending. However, some experts view this pullback as a healthy rotation in the market and anticipate money flowing back into tech in the future.

Stories

Tech, chip stock sell-off continues as AI bubble fears mount Yahoo Finance Negative

Nasdaq slides again as AI jitters rattle tech investors Reuters Negative

Nvidia (NVDA) Updated 2 hours ago

Nvidia is set to announce its earnings next week, drawing investor interest in its AI chip market position and China chip development. The company faces challenges in China due to security concerns, with recent reports indicating a halt in H20 chip production. Nvidia's stock has seen fluctuations amid these developments, impacting market sentiment. Analysts anticipate strong revenue growth for Nvidia, with high expectations surrounding its upcoming earnings report. The company's importance in the AI industry and S&P 500 Index has led to increased price targets from Wall Street firms. However, there is a risk of market selloff if Nvidia disappoints on earnings. The tech sector experienced a pause ahead of Nvidia's report, with concerns about AI boom sustainability and market rotation away from top performers. Despite recent stock price slips, analysts remain optimistic about Nvidia's potential in driving AI innovation.

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Earnings live: Zoom stock jumps as markets turn their focus to Nvidia earnings Yahoo Finance Positive

Nvidia talking to Trump admin. about new China chip Yahoo Finance

Nvidia's China Trouble Could Slash Billions From Revenue, Analysts Warn Benzinga Negative

Investors zero in on Nvidia results as US tech stocks waver Reuters Positive

Nvidia Asks Suppliers to Halt H20 Work, Information Says Bloomberg Negative

Tesla (TSLA) Updated 9 hours ago

Tesla CEO Elon Musk is facing a lawsuit over an alleged illegal $1 million-a-day election giveaway during the 2024 presidential campaign. The lawsuit accuses Musk and his political action committee of misleading voters into believing they were entering a legitimate lottery. Plaintiff Jacqueline McAferty claimed that Musk induced people in seven battleground states to sign a petition with promises of million-dollar prizes, while requiring personal information without a real chance of winning. Musk argued that the payouts were not prizes but payments to individuals selected as PAC spokespeople, but the court rejected his claims citing concerns over voter data harvesting. In other news, Tesla may face challenges as former President Trump rolls back federal electric vehicle tax credits and eases fuel economy standards. However, Trump's executive order to loosen space industry regulations could benefit Musk's aerospace venture, SpaceX.

Stories

Jeffrey Katzenberg and Kimbal Musk are bringing sky-high storytelling to life Yahoo Finance Positive

Elon Musk Must Face Lawsuit Over Alleged $1 Million Election Lottery As Judge Cites Voter Fraud... Benzinga Negative

UnitedHealth Group (UNH) Updated 13 hours ago

UnitedHealth Group's stock has recently rebounded, with shares up approximately 1% in the past day and 12% for the week. This increase has led to discussions about investor sentiment and expectations for the company and the managed healthcare sector. Despite these gains, the stock is still down nearly 40% year-to-date and more than 46% lower than a year ago.

Stories

UnitedHealth Group (UNH): Assessing Valuation Following Recent Rebound in Share Price Simply Wall St.

NIO (NIO) Updated 15 hours ago

The news focuses on the anticipation surrounding Nvidia's upcoming financial results and its impact on the tech sector, particularly on NIO. Nvidia's significant share price gains, driven by its AI products, have been boosting the tech sector and overall market performance. Investors are closely watching Nvidia's results as a barometer for the broader AI industry. Analysts expect Nvidia to report strong earnings growth in its second fiscal quarter, supported by increased capital spending estimates from other tech companies focusing on AI. While tech stocks have experienced declines recently, investors remain optimistic about Nvidia's future performance. The company's shares have remained up about 30% since its last earnings release in May. Analysts are interested in Nvidia's potential progress in selling products in China, with several firms raising their price targets for the company. However, there is caution that any disappointment from Nvidia could lead to a significant market selloff.

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Investors zero in on Nvidia results as US tech stocks waver Reuters

Pulte Says Cook Allegation Part of Wide Mortgage-Fraud Crackdown Bloomberg Negative

Wall Street Races to Lift Nvidia Price Targets Ahead of Earnings Bloomberg Positive

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Rank	Name	News Sentiment
1	Nvidia	Neutral
2	Palantir	Negative
3	AMD	Neutral
4	Intel	Negative
5	UnitedHealth Group	Neutral
6	Tesla	Neutral
7	Alphabet	Neutral
8	Meta	Positive
9	Walmart	Neutral
10	NIO	Neutral