Alphabet plunged more than 12% and dragged the Nasdaq lower as AI jitters returned, even as the average stock finished higher. After the bell, Amazon missed on revenue and earnings and Intel sank on a weak fourth-quarter forecast. Jake Conley breaks it down with Russell Investments’ Paul Eitelman on the Fed, AI financing and the midterms, CFRA’s Arun Sundaram on Amazon and AWS, and Moor Insights & Strategy’s Patrick Moorhead on Intel and the memory crunch. ServiceNow CFO Gina Mastantuono tells Julie Hyman why the stock sold off after a beat and raise, Claire Boston explains why falling mortgage rates aren’t bringing buyers back, and Menlo Ventures’ Matt Murphy weighs in on the AI IPO market. Plus, Hopper’s Hayley Berg on why holiday airfares are surging.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Alphabet’s selloff drags tech lower
00:24 Paul Eitelman on the Fed’s rock and a hard place
03:42 Is the AI boom rate sensitive?
05:44 Can debt keep funding AI?
07:06 What the midterms mean for markets
14:14 Mortgage rates fall for a second week
16:56 ServiceNow CFO Gina Mastantuono
19:51 Why ServiceNow’s growth is slowing
23:18 Is AI a threat to seat-based software?
30:01 Closing bell: Alphabet sinks 12%
32:43 Intel and Amazon earnings hit
37:34 Menlo Ventures’ Matt Murphy
52:39 Amazon earnings with Arun Sundaram
56:49 AWS margins and AI monetization
1:01:44 Intel earnings with Patrick Moorhead
1:03:03 Memory prices and the PC slump
1:05:26 Intel’s foundry deals
1:09:01 Earnings: Sandisk, Starbucks and Reddit
1:14:58 Holiday airfares surge
1:19:44 Tips for late bookers
1:23:18 What to watch Friday
#amazon #intel #stockmarket
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