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US tech stocks fall as earnings misses deepen concerns over AI spending

US tech stocks fell sharply after disappointing earnings from Alphabet, Microsoft and other Big Tech firms raised doubts about soaring AI capital spending, with the sector shedding nearly $900bn. Concerns were compounded by reports Anthropic could receive a junk rating after IPO.

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Timeline · 7 reports

  1. 2026-10-31 11:43 · Bloomberg AI
    AI Spending Fears Hammer Big Tech Stocks
  2. 2026-10-30 21:13 · Financial Times AI
    US tech stocks tumble as concerns over AI spending intensify
  3. 2026-10-30 20:34 · BBC Technology
    US tech stocks see sharp falls as AI spending nears $1tn
  4. 2026-10-30 10:00 · Financial Times AI
    Big Tech sheds nearly $900bn in rout over soaring AI spending
  5. 2026-10-30 02:55 · Economic Times Tech
    Tech firms take fresh hit as earnings misses fan AI fears
  6. 2026-10-30 02:49 · Barron's
    Tech Firms Take Fresh Hit As Earnings Misses Fan AI Fears
  7. 2026-10-29 20:10 · Financial Times AI
    US tech stocks fall after earnings fuel AI spending concerns

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  1. Alphabet, Meta, Microsoft, Amazon, Oracle commit over $3 trillion to AI spending — Techmeme
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  3. Big Tech commits over $3 trillion to AI infrastructure build-out — The Next Web
  4. Microsoft to raise $25 billion in debt to fund AI buildout — CNBC Technology
  5. AI newsletter The Deep View highlights security gap as finance teams take on software development — The Deep View
  6. Forward Deployed Engineer: the job AI borrowed from Palantir — DEV Community — AI
  7. AI can replicate songs but not the human reasons behind singing, newsletter argues — The Deep View
  8. Google, Microsoft, OpenAI and Anthropic to back shared robots.txt AI training opt-out — OpenAI News

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