Q3 earnings disappointments from Amazon, Intel, and Alphabet have the AI trade on edge as capex spending swells
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This report is about AI and big tech.
Directly affected
- AMZN Amazon Com-3.6% 30d
Named in this report.
- INTC Intel-51.6% 30d
Named in this report.
- GOOGL Alphabet-20.6% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-3.3% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.0% 18d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- MSFT Microsoft+1.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- NVDA Nvidia-11.7% 30d
Nvidia (semiconductors and related devices): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms-17.6% 30d
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMZN | +1.73% | +3.85% | base | -1.40% | +0.81% | +1.38% | after close |
| INTC | -5.56% | +1.81% | base | -28.56% | -35.22% | -32.59% | after close |
| GOOGL | +12.93% | +13.06% | base | -1.29% | -1.59% | -1.62% | after close |
| QQQ | -1.57% | +0.81% | base | -3.48% | -4.74% | -4.32% | after close |
| AIQ | -1.03% | +1.19% | base | -4.53% | -6.12% | -5.91% | after close |
| MSFT | -1.13% | +0.22% | base | -1.27% | -3.38% | -3.93% | after close |
| NVDA | -1.25% | +1.95% | base | -4.18% | -5.38% | -2.53% | after close |
| META | +2.84% | -0.70% | base | -1.54% | -2.86% | -2.14% | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Q3 earnings disappointments from Amazon, Intel, and Alphabet have the AI trade on edge as capex spending swells Business Insider
Source: Business Insider
This story
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | that day | -4.53% | final price |
| AIQ | the next day | -6.12% | final price |
| AIQ | two days later | -5.91% | still updating |
| AIQ | three days earlier | +1.19% | final price |
| AIQ | five days earlier | -1.03% | final price |
| AMZN | that day | -1.40% | final price |
| AMZN | the next day | +0.81% | final price |
| AMZN | two days later | +1.38% | still updating |
| AMZN | three days earlier | +3.85% | final price |
| AMZN | five days earlier | +1.73% | final price |
| GOOGL | that day | -1.29% | final price |
| GOOGL | the next day | -1.59% | final price |
| GOOGL | two days later | -1.62% | still updating |
| GOOGL | three days earlier | +13.06% | final price |
| GOOGL | five days earlier | +12.93% | final price |
| INTC | that day | -28.56% | final price |
| INTC | the next day | -35.22% | final price |
| INTC | two days later | -32.59% | still updating |
| INTC | three days earlier | +1.81% | final price |
| INTC | five days earlier | -5.56% | final price |
| META | that day | -1.54% | final price |
| META | the next day | -2.86% | final price |
| META | two days later | -2.14% | still updating |
| META | three days earlier | -0.70% | final price |
| META | five days earlier | +2.84% | final price |
| MSFT | that day | -1.27% | final price |
| MSFT | the next day | -3.38% | final price |
| MSFT | two days later | -3.93% | still updating |
| MSFT | three days earlier | +0.22% | final price |
| MSFT | five days earlier | -1.13% | final price |
| NVDA | that day | -4.18% | final price |
| NVDA | the next day | -5.38% | final price |
| NVDA | two days later | -2.53% | still updating |
| NVDA | three days earlier | +1.95% | final price |
| NVDA | five days earlier | -1.25% | final price |
| QQQ | that day | -3.48% | final price |
| QQQ | the next day | -4.74% | final price |
| QQQ | two days later | -4.32% | still updating |
| QQQ | three days earlier | +0.81% | final price |
| QQQ | five days earlier | -1.57% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 3 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN) (held by a spouse), worth $100,001 - $250,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 88 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 46 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 64 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 30 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 32 days before publication. Filed 2 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Q3 earnings disappointments from Amazon, Intel, and Alphabet have the AI trade on edge as capex spending swells” scores 12 out of 100. The score uses 1 sources. The price is not final yet.