OpenAI recorta objetivo de recaudación mientras S&P advierte panorama negativo para Meta

OpenAI recorta objetivo de recaudación mientras S&P advierte panorama negativo para Meta

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Fortune informó el treinta y uno de octubre que OpenAI redujo su objetivo de recaudación a 20 mil millones de dólares, mientras S&P Global rebajó la perspectiva de Meta a negativa, citando presiones de flujo de efectivo e incertidumbre en la monetización de la IA. Según Reuters, el Nasdaq-100, con fuerte presencia tecnológica, podría perder más de 2 billones de dólares en valor de mercado este mes debido al escrutinio de los inversores sobre los rendimientos de la inversión en IA y al aumento de los costos de endeudamiento. Seeking Alpha señaló que Amazon, Microsoft, Alphabet y Meta registraron sólidos incrementos de ingresos en el tercer trimestre, pero el elevado gasto en IA y el flujo de caja libre negativo empujaron sus acciones a una fase de corrección. Fortune también reportó que las cinco compañías planean invertir hasta 828 mil millones de dólares en infraestructura de IA este año, lo que contribuyó a la caída de la valoración del Nasdaq-100.

The Globe and Mail indicó que los inversores prefirieron a Microsoft y Oracle sobre Alphabet por su disciplina de flujo de efectivo, mientras que los grandes desembolsos de capital de Alphabet y el menor crecimiento en la búsqueda afectaron negativamente sus acciones. Fox Business destacó el crecimiento de dos dígitos en los ingresos en la nube de Alphabet y Microsoft impulsado por la demanda de servicios de IA, y señaló que ambas empresas planean aumentar el gasto de capital para ampliar la infraestructura de IA. The Globe and Mail también informó un aumento del 48 % en los ingresos de Azure de Microsoft y una previsión de crecimiento de hasta el 50 % en la nube para el segundo trimestre. Gizmodo informó que Microsoft alcanzó un récord de ingresos de 92,3 mil millones de dólares y ofreció paquetes de salida voluntaria a aproximadamente el 27 % de su fuerza laboral.

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Alphabet Microsoft Sundar Pichai Anat Ashkenazi

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Artículos

31 de octubre de 2026
2 en total
AI outlook: OpenAI cuts fundraising goal while Meta gets a credit warning on cash flow and spending
AI outlook: OpenAI cuts fundraising goal while Meta gets a credit warning on cash flow and spending

Fortune • 31 de oct 17:41

OpenAI reduced its fundraising goal to $20 billion amid a tech sell-off, while S&P Global downgraded its outlook on Meta to negative, citing cash-flow pressures and uncertain AI monetisation.

Credibilidad 72% Manip. 30% Centro
Fears over $828 billion AI capex spending spree help wipe $1 trillion from Nasdaq 100
Fears over $828 billion AI capex spending spree help wipe $1 trillion from Nasdaq 100

Fortune • 31 de oct 11:44

Amazon, Alphabet, Microsoft, Meta and SpaceX aim to invest up to $828 billion in AI-related capital expenditures this year, prompting a sharp drop in Nasdaq-100 valuations.

Credibilidad 72% Manip. 32% Centro
30 de octubre de 2026
2 en total
AI Is Booming, But Hyperscaler Stocks Are Cracking: What's Next
AI Is Booming, But Hyperscaler Stocks Are Cracking: What's Next

Seeking Alpha • 30 de oct 21:32

Amazon, Microsoft, Alphabet and Meta posted solid third-quarter revenue gains, but heavy AI spending and negative free cash flow have pushed their stock prices into correction territory.

Credibilidad 58% Manip. 32% Centro
Nasdaq faces $2 trillion wipeout in October as AI spending fears deepen
Nasdaq faces $2 trillion wipeout in October as AI spending fears deepen

Reuters • 30 de oct 20:42

The tech-heavy Nasdaq 100 could lose more than $2 trillion in market value this month amid heightened scrutiny of AI investment returns and rising borrowing costs.

Credibilidad 78% Manip. 32% Centro
29 de octubre de 2026
6 en total
MSFT Stock Reverses to $530 as Investors Fear Lower Capex Might Signal the End of AI Bubble Despite Microsoft Beating Quarterly Earnings and Revenue Expectations
MSFT Stock Reverses to $530 as Investors Fear Lower Capex Might Signal the End of AI Bubble Despite Microsoft Beating Quarterly Earnings and Revenue Expectations

FXLeaders • 29 de oct 19:57

Microsoft reported earnings and revenue that beat expectations, but the stock fell after the company disclosed capital spending below analyst forecasts, raising concerns about future infrastructure demand.

Credibilidad 72% Manip. 32% Centro
AI Cloud Stocks Fall as Big Tech Capex Comes in Light: Fastly Sinks 6%, Oracle and Nebius Drop 3%
AI Cloud Stocks Fall as Big Tech Capex Comes in Light: Fastly Sinks 6%, Oracle and Nebius Drop 3%

24/7 Wall St. • 29 de oct 17:10

Shares of Fastly, Oracle and Nebius fell after Microsoft and Alphabet reported lower-than-expected capital expenditures for the quarter, raising concerns about demand for third-party AI-computing capacity.

Credibilidad 72% Manip. 9% Centro
AI Cloud Stocks Fall as Big Tech Capex Comes in Light: Fastly Sinks 6%, Oracle and Nebius Drop 3%
AI Cloud Stocks Fall as Big Tech Capex Comes in Light: Fastly Sinks 6%, Oracle and Nebius Drop 3%

Yahoo Finance • 29 de oct 16:10

Shares of Fastly, Oracle and Nebius fell after Microsoft and Alphabet reported capital expenditures below analysts' expectations, raising concerns about slower AI cloud revenue growth.

Credibilidad 72% Manip. 32% Centro
Cash is king as investors draw new battle lines in AI spending boom
Cash is king as investors draw new battle lines in AI spending boom

The Globe and Mail • 29 de oct 10:05

Wall Street lifted Microsoft and Oracle after they showed cash-flow discipline while Alphabet’s heavy capital outlays and slower search growth drove its shares sharply lower.

Credibilidad 78% Manip. 12% Centro
Microsoft Posts Record Revenue Despite Employee Buyout Offers
Microsoft Posts Record Revenue Despite Employee Buyout Offers

Gizmodo • 29 de oct 03:10

Microsoft posted a 19% year-over-year revenue increase to $92.3 billion and announced voluntary exit offers affecting about 27% of its workforce.

Credibilidad 72% Manip. 9% Centro
Alphabet, Microsoft earnings show surging AI demand and spending
Alphabet, Microsoft earnings show surging AI demand and spending

Fox Business • 29 de oct 00:45

Alphabet and Microsoft posted double-digit revenue gains as demand for AI services drives cloud growth, while both companies plan to increase capital spending to expand AI infrastructure.

Credibilidad 72% Manip. 9% Centro
28 de octubre de 2026
1 en total
Microsoft beats quarterly cloud estimates as Azure revenue grows 48%
Microsoft beats quarterly cloud estimates as Azure revenue grows 48%

The Globe and Mail • 28 de oct 20:16

Microsoft reported a 48% rise in Azure revenue and projected second-quarter cloud growth of up to 50%, beating analyst expectations and lifting its shares.

Credibilidad 78% Manip. 9% Centro

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