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Nvidia stock slides below an early entry at 213.99 on Thursday. The move comes after Alphabet's earnings report late Wednesday.
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?
Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.
US stocks (^DJI, ^IXIC, ^GSPC) are selling off on Thursday as shares of Alphabet (GOOG, GOOGL) and Tesla (TSLA) sink lower after reporting negative cash flow on top of massive AI investments. Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance Senior Reporter Brooke DiPalma comment on these post-earnings moves by both companies' stock.
Second-quarter earnings results from Alphabet and Tesla kicked off a crucial test for the AI trade yesterday. The initial verdict? Oof. Both companies reported soaring revenue, but investors these days care much more about the AI spending bill.
By Ragini Mathur and Avinash P July 23 (Reuters) - U.S. stock indexes were on track to open lower on Thursday as concerns over heavy AI spending resurfaced after the first batch of Big Tech earnings,
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Alphabet Inc (NASDAQ:GOOG) shares fell almost 3% after hours, wiping almost $125 billion from its valuation, despite second-quarter results that beat Wall Street forecasts on both revenue and earnings. The Google parent reported revenue of $119.8 billion and earnings per share of $9.11,...
Investors were positioning their trades ahead of Intel’s second-quarter earnings report, due after the market closes on Thursday.
Alphabet Inc (GOOG) reports a 24% revenue surge, driven by robust cloud growth and new AI model launches, despite challenges in free cash flow and operating expenses.
Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.
<body><p>STORY: U.S. stocks ended lower on Wednesday, with Dow virtually flat, the S&P 500 dipping fractionally, while the Nasdaq lost more than half a percent.</p><p>Investors eagerly awaited earnings results after the closing bell from Alphabet and Tesla, the first of the Magnificent Seven megacaps to report.</p><p>Shares of Alphabet, down more than 1% at the close, dipped further in extended trading despite the Google parent topping Wall Street estimates for cloud revenue growth thanks to the AI boom.</p><p>And shares of Tesla, which also closed lower, tumbled another 2.5% in extended trading after Elon Musk's EV maker reported negative free cash flow for the first time in more than two years due to accelerated spending on AI infrastructure, battery capacity, robotaxis and next-generation manufacturing.</p><p>Bob Lang, founder and chief options analyst of Explosive Options, said that strong earnings are needed to keep the market moving higher.</p><p>“The one thing that has been pretty constant here for the past 4 or 5 months for the stock market has been strong earnings and certainly a first quarter brought us about 26, 27% earnings growth. So far in the second quarter, we're seeing it at about 16 to 17%. And that's without some of the big names that have reported for the second quarter yet. We're going to have big names like, Nvidia. We're going to have big names like Micron reporting in September. That's a couple of months away, of course. But you know, we're going to have some of these companies out there that are probably going to report some stellar earnings. And, it's really been the linchpin for keeping the stock market afloat right now.”</p><p>Shares of IBM rose in extended trading after the company cut its annual revenue growth forecast, days after shocking Wall Street with a warning that corporate spending was shifting toward AI-focused data-center gear at the expense of its software and mainframe computers.</p><p>:: ServiceNow Handout</p><p>And shares of ServiceNow, down about 6.5% at the close, rose more than 3% after hours as the company raised its forecast for annual subscription revenue for the second time after beating second-quarter revenue and profit estimates, driven by growing demand for its AI-powered software.</p><p>Among other tech names, shares of Super Micro Computer rallied almost 20%, making it the S&P 500's biggest percentage gainer, a day after the server maker said it had secured more than $60 billion in new orders in its fiscal fourth quarter. </p></body>
S&P 500 member United Rentals soared on stronger-than-forecast Q2 results after Wednesday's close as Google got a late-day haircut. AI data center construction has helped supercharge earnings for URI, which provides a one-stop shop for large construction projects. Google's plan to keep boosting capital spending suggests the demand environment for heavy machinery will keep shining, even as it may slow the pay-off for AI hyperscalers.
Yahoo Finance brings you inside Alphabet (GOOGL, GOOG) earnings call, led by Google CEO Sundar Pichai. Key takeaways include a 24% year-over-year increase in Alphabet's revenue, 17% growth in Search revenue, and a 13% rise in YouTube advertising revenue.
The Nasdaq slowly sold off throughout the day as the market awaited new information from Alphabet and Tesla after hours, today, July 22, 2026.
Alphabet (NASDAQ:GOOG) executives said the company’s second-quarter 2026 results were driven by broad demand for artificial intelligence across Search, YouTube and Google Cloud, while also signaling that heavy infrastructure spending will continue as capacity remains constrained. Chief Executive Su
Google's cloud business grew by more than 80 percent, the company said on Wednesday, which exceeded investor expectations who are looking for signs that the company's AI investments are paying off. "Our AI investments are redefining what’s possible across every part of our business," Pichai said.
Google reported Q2 earnings and revenue that topped estimates, driven by stellar cloud computing growth.
Market Domination Overtime Host Josh Lipton welcomes Senior Business Reporter Brooke DiPalma and Markets and Data Editor Jared Blikre to share breaking news of Alphabet's (GOOGL, GOOG) latest earnings results, highlighting the key numbers and what the report means for the tech giant's outlook.
Alphabet topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, as the Google parent benefited from strong demand for its cloud computing services from enterprises worldwide thanks to the AI boom. Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, accelerating from the 63% jump reported in the preceding three months. The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.
All-Star Charts chief options strategist Sean McLaughlin joins Josh Lipton on Market Domination to share how he's looking at the earnings, specifically Alphabet (GOOGL), with options in mind.
IBM (IBM) is set to report quarterly earnings on Wednesday after the closing bell. Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, shares her thoughts on the upcoming results.
US stock futures (ES=F, NQ=F, YM=F) are sliding in Wednesday's pre-market trading as investors eagerly await second quarter earnings from Alphabet (GOOG, GOOGL) and Tesla (TSLA) after today's closing bell, officially kicking off earnings season for the Magnificent Seven. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Fundstrat economic strategist Hardika Singh to discuss the outlook around this earnings season and which segments of Alphabet's business that investors will be watching more closely.
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