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목요일 미국 주요 지수가 부진한 가운데 알파벳은 실적 발표 후 12.5% 급락해 시가총액 5천억 달러가 증발했다. 아마존도 이익과 매출이 전망치에 못 미쳐 9% 하락했으며, 설비투자 유지에 따른 AI 관련 우려가 커졌다. 웰스파고는 AI 요약 검색 확산으로 클릭과 광고 입찰이 줄고 있다고 분석했다. 인텔과 캐터필러도 부진했다.
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CNBC Business News, Market Closing Review . This is Jessica Edinger. Wall Street opens Friday morning after a disappointing Thursday for the major indexes . Shares of Alphabet, Google's parent company, plunged after quarterly results, as did disappointing performances from Amazon, Intel and Starbucks after the close of trading on Thursday.
Let's look at the main indices. The Dow fell 132 points. Shares of Alphabet , Google's parent company, dragged the Dow down. On Thursday, they fell by 12.5 %. The S&P 500 index fell 23 points . The Nasdaq fell 365 points. This amounted to 1.3%. The main indices still remain in the "green zone" following the results of the week.
Amazon shares fell 9% in the first reaction after the close of trading on Thursday following Google's decline. Speaking of Mike Santoli from CNBC. I must say that this quarter, the drop in shares before the report did not mean a lowering of expectations for these giants. In fact, this meant that the market was worried and suspected something, because Google was clearly showing weak results even before the report.
Amazon missed forecasts for both profit and revenue. The company is keeping capital expenditures at a level without cutting them, which fuels fears about AI: money is flowing out and may never return in the form of profits. Full coverage on CNBC , cnbc.com and the CNBC app on your phone. Shares of Alphabet, the parent company of Google and YouTube, plunged on Thursday, losing a staggering $500 billion in market capitalization after disappointing quarterly results and a focus on its own AI that is hurting its search business.
With you is Brian Sullivan from CNBC and Ken Harecki from Wells Fargo. I truly believe it was their fault. This is a move towards AI-based search. Do you mean that Google now shows AI results at the top of the page? You get a sort of summary from Google at the top, and I would assume that for a huge number of people that's enough.
That's right. That's right. You type in a search query, and now AI-powered reviews appear . Many users don't feel the need to follow links. For a company that bids on keywords, this means they will bid lower amounts. Why should I pay more if many of my links are not clicked because no one is clicking through, getting all the information they need from the AI results at the top of the page?
Here's a look at the AI market from Newberger's Steven Eisman in conversation with CNBC's Becky Quick. You said that the entire market depends on trading around AI. Why aren't you ready to take the next step and say the market is going to fall significantly? That's a good question. Hmm, I think it's a risky bet, because a significant portion of the market on the other side is still betting on coffee grounds.
I think we're getting closer. I think the numbers from Google scared people. Everything points to this, but it is not entirely clear when the turning point will come. Intel released disappointing quarterly results after the close of trading on Thursday. Its shares fell 20% during additional trading.
Starbucks reported mixed quarterly results after the market closed on Thursday. The company missed revenue expectations but beat profit forecasts. The company is working to improve the situation . Polymarket reported an international outage on Thursday and suspended trading. Caterpillar shares fell nearly 10% on Thursday amid results and concerns about AI.
On Friday's watch list are earnings reports from oil giants Chevron and Exxon Mobil. The most expensive yachts in the world are on display at the Fort Lauderdale International Boat Show . Jessica Ediger
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