: Wall Street saw a dramatic shakeup over the past two days, with large-cap technology companies losing $1.5 trillion in market value, as per a report. The sudden drop comes as investors dial back expectations for a Federal Reserve interest rate cut in December, pushing the next fully priced reduction into March, as reported by Crypto Briefing.Tech Giants Lose $1.5 Trillion In 2 Days as Rate Cut Hopes FadeThe selloff hit some of the top names in tech, including Nvidia, Microsoft, and Palantir, all of which ...

Core Insights - The article discusses the growing concerns regarding the accounting practices of major tech companies, particularly in relation to their depreciation schedules for computing equipment, which may artificially inflate earnings growth [1][14][15] - Notable investors, including Michael Burry, have raised alarms about the sustainability of profits amid significant capital expenditures on AI infrastructure [1][14] - The four largest spenders on AI infrastructure—Meta, Alphabet, Amazon, and Microsoft—are projected to increase their combined capital expenditures by approximately 40% to $460 billion over the next year [10] Company-Specific Summaries - **Meta**: The company has extended its useful life estimates for equipment from four to five years to five and a half years, which is expected to reduce its 2025 depreciation expense by $2.9 billion. However, its stock performance has been lackluster, with only a 3% increase in 2025, significantly underperforming the Nasdaq 100 Index [1][6][11] - **Alphabet**: In contrast to Meta, Alphabet's stock has surged by 46% this year. The company has also adjusted its depreciation schedules, similar to other tech giants [1][11] - **Amazon**: Amazon has shortened the useful life of its server equipment from six years to five, reflecting a more conservative approach to depreciation amid rapid advancements in chip technology [7][15] - **Microsoft**: The company emphasizes the importance of continually upgrading its equipment to maximize efficiency and returns on investment. Microsoft has also extended the useful life of its assets, contributing to the ongoing debate about appropriate depreciation timelines [8][9][15] Industry Trends - The tech industry is experiencing a shift from "AI hype" to a demand for tangible results, as highlighted by market strategists [2][14] - Despite rising depreciation costs, which have increased from about $10 billion in Q4 2023 to nearly $22 billion in the most recent quarter, the overall profitability of these companies remains strong, with projected earnings growth of 27% for the "Magnificent Seven" [11][13][14] - The debate surrounding depreciation practices is intensifying as companies invest heavily in computing infrastructure, raising questions about the accuracy of reported earnings [10][15]

I could never imagine a world where Google lost market share.But I havnt used Google a single time in over a year.I Grok absolutely everything. ...

Market Overview - The U.S. stock market opened significantly lower, with the Dow Jones down 0.94%, Nasdaq down 1.40%, and S&P 500 down 1.02% [1] - The current values for the indices are as follows: Dow Jones Industrial Average at 47011.72 (-445.50), Nasdaq at 22549.33 (-321.03), and S&P 500 at 6668.69 (-68.80) [2] Sector Performance - Technology stocks experienced a broad decline, with Tesla dropping over 4%, and Nvidia, Google, and Broadcom each falling more than 2% [2] - Cryptocurrency-related stocks and gold mining stocks mostly weakened, with Coinbase down nearly 5% and Harmony Gold down over 4% [3] Chinese Concept Stocks - Most Chinese concept stocks declined, with Xiaoma Zhixing down over 6%, Canadian Solar down more than 5%, and JinkoSolar down over 3%. However, Bilibili saw an increase of over 2% [4]

Pixel 10 Pro Fold review: Google’s bet to make foldables sturdy https://t.co/lLwezisiwf ...

减持英伟达等多只科技股 批量减持美股大型科技股，是桥水第三季度持仓变动的一大特点。 北京时间11月14日，全球最大对冲基金桥水披露截至今年三季度末的美股持仓报告（13F），英伟达、谷歌、微软、META、亚马逊等多只美国大型科技 股在第三季度遭桥水大幅减持。 截至今年三季度末，桥水的持仓市值约为255亿美元，二季度末的持仓市值约为248亿美元。据第三方网站WhaleWisdom显示，截至今年三季度末，桥水的 前五大重仓股分别为：IVV（标普500ETF-iShares）、SPY（标普500ETF-SPDR）、谷歌-A、微软、赛富时，英伟达位列第6位。 桥水持仓变动（截至2025年三季度末） | 2025-09-30 | | 2025-09-30 | | 2025-09-30 | | | --- | --- | --- | --- | --- | --- | | Top Buys (13F) | | Top Sells (13F) | | 13F Holdings Summary | | | | | | | | % of | | BY CHANGE IN % PORTFOLIO | | BY CHANGE IN ...

智通财经APP获悉，周五，大型科技股普跌，纳指跌超1.7%，标普500指数跌超1.2%。截至发稿，特斯 拉(TSLA.US)跌超4%，亚马逊(AMZN.US)跌超1.8%，Meta(META.US)跌超2%，谷歌 (GOOG.US,GOOGL.US)跌超2%，微软(MSFT.US)跌近1%，英伟达(NVDA.US)跌超2.8%， AMD(AMD.US)跌超4.6%，甲骨文(ORCL.US)跌超2.4%。 ...

道指跌0.49%，标普500指数跌1.05%，纳指跌1.45%。科技股飘绿，特斯拉跌超3%，英伟达跌超2%，谷 歌跌近3%。 (本文来自第一财经) ...

We Are/DigitalVision via Getty Images Dear Baron Fifth Avenue Growth Fund Shareholder, Baron Fifth Avenue Growth Fund® (the Fund) gained 5.7% (Institutional Shares) during the third quarter, lagging the 10.5% gain for the Russell 1000 Growth Index (R1KG) and the 8.1% gain for the S&P 500 Index (SPX), the Fund’s benchmarks. Year to date, the Fund is up 14.4% compared to gains of 17.2% and 14.8% for the Fund’s benchmarks, respectively. Annualized performance (%) for period ended September 30, 2025 Fun ...

【应用材料发布财报后跌超6%】 周五盘前，美国半导体设备巨头应用材料公司发布财报后跌超6%。尽管这份财报本身数据表现好于预 期，但是公司称，由于美国对半导体出口管制的收紧，导致公司的对华收入受到严重冲击，这使得投资 人们愈发担忧公司的业绩前景。 凤凰网财经讯 11月14日，美股三大股指大幅低开，道指跌0.78%，纳指跌1.42%，标普500指数跌 1.07%。 随着美联储官员对通胀持续高于目标表示担忧，市场对美联储12月降息的预期概率周四首度跌破50%。 应用材料跌超7%，公司Q4业绩及Q1指引双超预期，但对华出口限制或致2026年营收减少6亿美元。 Cidara Therapeutics美股盘前一度涨105%。消息面上，默克公司将以每股221.5美元现金收购公司，预计 交易将于2026年第一季度完成。谷歌跌近3%，公司周五发布公告称，将针对欧盟委员会的反垄断诉讼 裁决提出上诉，并拒绝拆分业务。 中概股方面，罗科仕涨超3%，途牛涨超2%，闪送涨超1%；开心汽车跌超17%，小马智行跌超5%，小 鹏汽车跌超4%。 【其他市场消息】 【谷歌拒绝欧委会业务拆分要求】 谷歌周五发布公告称，将针对欧盟委员会的反垄断诉讼裁 ...