{"question":"Who raised or cut guidance in AI infrastructure?","domain":"AI infrastructure","key":"guidance_changes","url":"https://www.frontiertechintelligence.com/questions/ai-infra/guidance-changes","days":90,"count_recent":447,"count_total":1066,"since":"2022-01-31","latest":"2026-11-02","companies_named_most":[{"name":"Advantest","mentions":20,"url":"https://www.frontiertechintelligence.com/companies/advantest"},{"name":"OpenAI","mentions":20,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Alphabet","mentions":15,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"NVIDIA","mentions":12,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Google DeepMind","mentions":10,"url":"https://www.frontiertechintelligence.com/companies/google-deepmind"},{"name":"Anthropic","mentions":8,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"Intel","mentions":8,"url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"Meta","mentions":8,"url":"https://www.frontiertechintelligence.com/companies/meta"}],"findings":[{"date":"2026-11-02","finding":"Intel shares fell 29% in one day, pulling down other semiconductor stocks","detail":"Intel dropped 29% in a single session after the weaker outlook, its largest one-day decline since the 1970s. Qualcomm, AMD, Marvell Technology, and Arm each fell about 10%, NVIDIA fell 4.22%, and the Philadelphia Semiconductor Index dropped 7.2%.","outlet":"Caixin","companies":[{"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Arm","url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"Marvell","url":"https://www.frontiertechintelligence.com/companies/marvell"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Qualcomm","url":"https://www.frontiertechintelligence.com/companies/qualcomm"}]},{"date":"2026-11-02","finding":"Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.","detail":"The third-quarter outlook was weaker than expected after a steep rise in the prior quarter.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","finding":"Kioxia shares fall as outlook raises concerns over AI demand","detail":"Kioxia shares declined after its outlook raised concerns about AI-related demand.","outlet":"Tech in Asia","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-01","finding":"Reddit shares sink 29% on Q4 outlook as Google AI cuts traffic","detail":"Reddit stock fell 29% after the company issued its Q4 outlook, with the decline tied to Google AI reducing referral traffic.","outlet":"Tech in Asia","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Reddit","url":"https://www.frontiertechintelligence.com/companies/reddit"}]},{"date":"2026-11-01","finding":"Naviu launches AI-powered AR travel companion for Japan on iOS and Android","detail":"Naviu, a business under TANGLE Inc., launched its AI-powered augmented-reality travel companion on iOS and Android on November 1, 2026, using patent-pending geospatial technology for 29-language guidance and city-scale AR navigation.","outlet":"PR Newswire, all releases","companies":[]},{"date":"2026-10-31","finding":"Alphabet burned $9 billion of free cash flow while holding full-year capex at $195–205 billion.","detail":"Alphabet burned $9 billion of free cash flow in the quarter, worse than expected, while keeping capital expenditure guidance at $195 to $205 billion for the year.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","finding":"Qualcomm, AMD, Marvell Technology and ARM shares each fell about 10% while Nvidia dropped 4.22% and the Philadelphia Semiconductor Index fell 7.2%.","detail":"Chip stocks sold off on October 30, 2026 after Intel's guidance miss, with the Philadelphia Semiconductor Index down 7.2% on the day.","outlet":"Caixin","companies":[{"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Arm","url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"Marvell","url":"https://www.frontiertechintelligence.com/companies/marvell"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Qualcomm","url":"https://www.frontiertechintelligence.com/companies/qualcomm"}]},{"date":"2026-10-31","finding":"Intel beat estimates but issued a weaker outlook as PC sales fell on expensive memory.","detail":"Intel’s results beat estimates while its outlook for the quarter came in below expectations. The CFO said PC sales were down, driven by expensive memory chips.","outlet":"Peter H. Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-31","finding":"Intel beat earnings estimates but issued a quarterly outlook below expectations.","detail":"Intel's results beat estimates while its outlook for the quarter came in below expectations.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-30","finding":"Microsoft’s Azure revenue rose 48% in its fiscal first quarter.","detail":"Microsoft reported a 48% increase in Azure revenue for the fiscal first quarter, contributing to better-than-expected quarterly results and a stronger-than-forecast outlook.","outlet":"The Elec","companies":[{"name":"Microsoft","url":"https://www.frontiertechintelligence.com/companies/microsoft"}]},{"date":"2026-10-30","finding":"Intel reported Q3 revenue of $16.5 billion, up 21% year over year, while forecasting Q4 revenue of $15 billion to $16 billion.","detail":"Intel’s Q3 revenue reached $16.5 billion, a 21% year-over-year increase. The company forecast Q4 revenue between $15 billion and $16 billion.","outlet":"Electronics Weekly","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-30","finding":"The U.S. Federal Reserve proposed revising its third-party risk guidance to require continuous monitoring of high-risk AI, cloud, and core-system vendors.","detail":"The Federal Reserve’s revised SR 23-4 guidance would move banks away from uniform written checklists and require risk-proportionate, real-time monitoring of high-risk third parties, including cloud providers, AI vendors, and core-system outsourcers.","outlet":"ZDNet Korea","companies":[]}]}