Tatton says Alphabet cashflow concerns weigh on US tech stocks
Bitget2026/11/02 10:56- Markets could struggle until US midterm election uncertainty clears, with investors prioritizing cash flow over AI spending.
- Alphabet shares fell 13% Thursday as third-quarter 2026 cash outflows reached $9.1 billion, triggering broader US technology selling.
- Anthropic's IPO, scheduled for mid-November, will test AI investment confidence at a reported $1.5 trillion-$2 trillion valuation despite billion-dollar losses.
- Markets price in a December US interest rate increase, with potentially two more in 2027 as inflation remains above 2%.
- Crude oil reached $113 per barrel amid rumors of a post-election Iran strike, threatening renewed pressure on government bond yields.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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