Las tecnológicas se desploman: la IA vende más, pero el dinero no alcanza
Google, Amazon, Intel, Reddit, ServiceNow y Fortinet caen tras presentar sus cuentas. La IA dispara las ventas de la nube, pero exige inversiones enormes y empieza a cambiar los negocios que las financian. Analizamos el flujo de caja, la publicidad, las previsiones y qué significan estas caídas para quienes invierten en el S&P 500.00:00 Seis tecnológicas caen tras sus resultados
02:04 Por qué la bolsa castiga a empresas que ganan dinero
02:40 Cómo afecta a los fondos del S&P 500
03:10 Amazon y Google: la nube vende más que nunca
05:07 Beneficios y efectivo: no son lo mismo
06:08 Amazon: el agujero del flujo de caja libre
06:45 Google paga hoy y cobra después
08:53 El buscador de Google pierde ritmo
09:37 AI Mode: más preguntas, menos dinero por búsqueda
11:30 Reddit pierde visitas desde Google
13:33 Los anuncios pesan más que los acuerdos de IA
14:39 Fortinet: ganar más no evita el desplome
17:34 Intel: la IA crece y los ordenadores frenan
19:35 ServiceNow: la rentabilidad de la IA se hace esperar
21:44 Qué señales vigilar en las próximas cuentas
Disclaimer: El presente vídeo no representa una recomendación de Compra o Venta. Cada inversor debe realizar su análisis antes de invertir.
Fuentes y referencias:
• CNBC — Caídas de Amazon e Intel: https://www.cnbc.com/2026/10/30/amazon-intel-earnings-big-tech-ai-spending-concerns.html
• CNBC — Intel en premercado: https://www.youtube.com/watch?v=LbdGqTa-6NQ
• Google Finance — ServiceNow, Alphabet y Fortinet: https://www.google.com/finance/quote/NOW:NYSE?window=6M&comparison=GOOGL:NASDAQ,FTNT:NASDAQ
• Google Finance — Reddit: https://www.google.com/finance/quote/RDDT:NYSE?window=6M
• CNBC — Resultados de Amazon: https://www.cnbc.com/2026/10/29/amazon-amzn-q3-earnings-report-2026.html
• Amazon — Resultados del tercer trimestre: https://s2.q4cdn.com/299287126/files/doc_earnings/2026/q3/presentation/Webslides_Q326.pdf
• Alphabet — Resultados del tercer trimestre: https://s206.q4cdn.com/479360582/files/doc_financials/2026/q3/2026q3-alphabet-earnings-slides.pdf
• Amazon — Infraestructura de IA: https://www.youtube.com/watch?v=0TnHSRNqDqM
• CNBC — Google, búsqueda e IA: https://www.cnbc.com/2026/10/29/alphabet-google-search-ai-earnings.html
• Google — Demostración de AI Mode: https://www.youtube.com/watch?v=0uVRHl9gAco
• Alphabet — Conferencia de resultados: https://s206.q4cdn.com/479360582/files/doc_events/2026/Oct/28/2026_Q3_Earnings_Transcript.pdf
• Reddit — Publicidad en la plataforma: https://www.youtube.com/watch?v=LMf3OkDi0kI
• CNBC — Resultados de Reddit: https://www.cnbc.com/2026/10/29/reddit-rddt-q3-2026.html
• Reddit — Carta a los accionistas: https://s203.q4cdn.com/380862485/files/doc_financials/2026/q3/v2/Q3-26-Shareholder-Letter.pdf
• Fortinet — FortiGate y sus licencias: https://www.youtube.com/watch?v=gxCn2KADdkY
• Yahoo Finance — Resultados de Fortinet: https://finance.yahoo.com/markets/stocks/articles/fortinet-tumbles-20-revenue-forecast-141017155.html
• Stock Titan — Previsiones de Fortinet: https://www.stocktitan.net/articles/fortinet-q3-2026-earnings-smallest-raise-service-forecast-cut
• Reuters / StreetInsider — Caídas del software: https://www.streetinsider.com/Reuters/Software%2Bstocks%2Bslide%2Bas%2BFortinet%2C%2BServiceNow%2Bfail%2Bto%2Bmeet%2Blofty%2Binvestor%2Bexpectations/27251929.html
• Intel — Presentación de Xeon: https://www.youtube.com/watch?v=9zOtnMV_fGk
• Intel — Resultados del tercer trimestre: https://d1io3yog0oux5.cloudfront.net/_47986fe477a6ac84fe34efbcbf38dd13/intel/db/887/9273/earnings_presentation/Q3_2026_Earnings_Deck.pdf
• CNBC — Resultados y previsiones de Intel: https://www.cnbc.com/2026/10/29/intel-intc-q3-earnings-report-2026-.html
• ServiceNow — Demostración del asistente de IA: https://www.youtube.com/watch?v=Hd8xgA92pkI
• CNBC — Resultados de ServiceNow: https://www.cnbc.com/2026/10/29/servicenow-now-earnings-q3-2026.html
• ServiceNow — Presentación a inversores: https://s205.q4cdn.com/916135447/files/content_files/ServiceNow-3Q26-Investor-Presentation.pdf Receive SMS online on sms24.me
TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.
Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.
Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.
TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.
Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.
@YouTubeReaderBot allows you to subscribe to Youtube channels.
By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.
Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.
Look for new videos or channels and share them with your friends.
You can start using our bot from this video, subscribe now to Las tecnológicas se desploman: la IA vende más, pero el dinero no alcanza
What is YouTube?
YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.
