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Tomasz Tunguz: AI stocks fall for third week as Alphabet and Amazon drop after earnings

Tomasz Tunguz: AI stocks fall for third week as Alphabet and Amazon drop after earnings
AI stocks drop as Alphabet, Amazon fall

AI stocks have declined for three consecutive weeks. Alphabet and Amazon each fell by 12–13% after reporting earnings. Tomasz Tunguz added that, despite these declines, both companies’ cloud businesses grew faster than ever and that AI consumption continues to reach record highs.

Tomasz Tunguz previously highlighted a record AI filing as Anthropic submitted its S-11, calling it the largest listing to date in the sector (read more). In another market development, he noted that Google offers task pricing at $2, far below Fable’s over $7, attributing the difference to higher token output from Google’s 2024 TPU research (more details). These earlier observations provide further context around recent AI stock movements and technology advances.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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