Big Tech's Free Cash Flow Is Turning Negative - Who's Next?

Big Tech is gaining momentum when it comes to AI monetization, but capex continues to far outpace operating cash flow. The company spending the most on capex in 2026 just went free cash flow negative, and our estimates suggest it may not be alone by year-end.

Seeking Alpha • 17 hours ago

AI's Biggest Gainers

AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.

Seeking Alpha • Jul 21, 2026

Markets Rattled By New Chinese AI Model: What Investors Need To Know

New Chinese AI Model Kimi K3 is raising questions for established players. Investors are questioning whether AI industry still has pricing power.

Seeking Alpha • Jul 21, 2026

Amazing Chance To Double Down On The AI Market Panic

The AI and semiconductor trade remains in the early innings, with the recent market panic offering a compelling opportunity to double down. AI CapEx is set to accelerate into the multi-trillion dollar range, supported by robust guidance from ASML and TSMC and persistent compute shortages.

Seeking Alpha • Jul 18, 2026

An Emerging Black Swan That Could Crush Tech Stocks And Boost Real Assets

AI could crush many capital-light tech stocks. Real assets may become the safer hiding place.

Seeking Alpha • Jul 17, 2026

AI Is In A State Of Panic: Start Buying It

AI beneficiaries, especially semiconductor stocks, have sharply corrected, creating rare buy-the-dip opportunities as panic and leverage unwinding shake out euphoria. Despite fears over enterprise AI budgets and global margin calls, AI revenue growth now exceeds capex costs, signaling improved economics and sustainability.

Seeking Alpha • Jul 17, 2026

Think the AI Bull Market Is Just Getting Started? These 3 ETFs Are Positioned for the Next Leg

Artificial intelligence has been one of the predominant forces moving markets over the past several years.

24/7 Wall Street • Jul 16, 2026

AIQ Gained 25% While Everyone Was Busy Watching ANET

Your feed is full of Arista Networks screenshots. Green candles, giddy captions, someone's cousin bragging about a 40% run.

24/7 Wall Street • Jul 13, 2026

Best 3 AI ETF Picks for the Second Half of 2026

The VanEck Semiconductor ETF (SMH) provides exposure to a sector that's driving the infrastructure build-out. The Global X Artificial Intelligence & Technology ETF (AIQ) offers more diversified exposure beyond core chip stocks.

The Motley Fool • Jul 9, 2026

The Russell 2000 Just Did Something for the First Time Since 1991. Here's Why Investors Should Pay Attention.

The Russell 2000 has now lagged the broader market for many years. Small-cap stocks tend to perform well during periods of lower interest rates and economic expansion.

The Motley Fool • Jul 6, 2026