Stock Movers Alphabet Rises, Las Vegas Sands Climbs, UnitedHealth Falls on DOJ Medicare Probe News
4 snips
Jul 24, 2025 Shares of Alphabet soar as the company capitalizes on booming AI demand, increasing pressure for significant investment. Meanwhile, Las Vegas Sands shines with strong earnings in Singapore, balancing out challenges in Macau. On the flip side, UnitedHealth's stock takes a hit due to ongoing investigations by the DOJ regarding its Medicare practices, despite the company's confidence in its operations. The discussions reveal how investor sentiment is shaped by corporate earnings and regulatory news.
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Alphabet's AI-Driven Growth
- Alphabet's earnings beat expectations due to strong AI product demand.
- However, it now faces pressure to justify increased capital spending on AI.
Big Tech's AI Spending Pays Off
- Alphabet raising its CapEx signals confidence in AI investment despite uncertain payoff.
- Experts expect returns on AI investments by big tech to scale over time.
Las Vegas Sands' Mixed Performance
- Vildana recently visited a Las Vegas Sands property and found some floors emptier than expected.
- Despite Macau's weakness, strong Singapore results helped LVS beat earnings estimates, lifting the stock.