Rivian stock: Jefferies upgrades to Buy, sees recent sell-off as an entry point

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• Big Tech's AI spending spree puts over $2 trillion in Nasdaq market value at risk

  Surging capital expenditures on artificial intelligence infrastructure are testing Wall Street's patience, sparking steep market sell-offs amid rising borrowing costs. With projected sector spending expected to surpass $1 trillion next year, investors are reassessing long-term payoff timelines and demanding tangible near-term returns. This mounting skepticism threatens to derail tech valuations unless upcoming corporate earnings prove these aggressive outlays are generating sustainable profits.

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• Why is Kia stock plunging today?

  Market participants are closely watching the automaker as sudden selling pressure impacts equity valuations. While a significant drop is actively taking place during today's trading session, the underlying causes behind the movement are still developing. Investors face uncertainty as clarity regarding the specific catalysts behind the negative performance remains limited.

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• Big Tech returns smallest share of cash to shareholders in 15 years, given AI spending

  Major technology firms face an aggressive reallocation of capital as infrastructure demands outpace traditional shareholder returns. To finance massive technological buildouts, industry leaders are tapping cash reserves and public debt markets rather than recycling capital into equity repurchases. This operational pivot removes a foundational pillar of earnings support, shifting the investment thesis entirely onto future returns from new developments.

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