GuruFocus.com15d agoneutral
Alphabet Options Price 5.4% Earnings MoveAI spending and cloud growth will drive the reaction
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24/7 Wall St.16d agobullish
Alphabet vs Apple: The Better Buy Before EarningsAlphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.
Yahoo Finance Video16d agoneutralVIDEO
Alphabet's Q2 earnings are a likely pacesetter for the market, Big TechWinthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.
GuruFocus.com16d agoneutral
Alphabet Q2 Earnings Preview: What To Expect From Upcoming ReportAlphabet Q2 Earnings Loom: Can AI and Google Cloud Deliver Another Beat?
Reuters16d agoneutral
Alphabet's Gemini delay, spending worries loom over earningsAlphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center spending, months after raising expectations with a blockbuster quarter for cloud sales. The Google parent — set to report second-quarter results on Wednesday — has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks. "While Google is missing the boat on AI coding and that's a very real growing concern ... Google's strategy is all about the ecosystem," said Dave Wagner, portfolio manager at Aptus Capital Advisors.
Barrons.com16d agobullish
Why Micron Stock Is Jumping Ahead of Google EarningsMicron stock and SK Hynix were rising ahead of Big Tech earnings but there is a risk that big customers will look to sidestep soaring memory costs.
Yahoo Finance16d agoneutral
Google parent Alphabet to report Q2 earnings in latest test of AI tradeGoogle will report its second quarter earnings after the bell on Wednesday.
Stocktwits16d agobullish
MU, SNDK, STX, WDC: Beaten-Down Memory Stocks Extend AI Rebound Ahead Of Tech EarningsThe rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.
Reuters Videos16d agoneutralVIDEO
US stocks edge down with Iran and earnings season in focus<body><p>STORY: Stocks started the week on a down note, with the Dow falling about six tenths of one percent, while the S&P 500 dropped two tenths and the Nasdaq ended basically flat.</p><p>:: Archive</p><p>Investors looked for moves toward de-escalation in the Middle East while they waited for earnings reports due from major technology companies later in the week.</p><p>Melissa Brown, managing director of investment decision research at SimCorp, says the technology firms will have to post significant earnings growth to maintain their lofty trading levels. </p><p>“Every company, whether it's Google or Tesla, obviously they have very different business models and different drivers of their business. But overall, I think to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well. So, we want the businesses to be profitable and growing.”</p><p>:: Archive</p><p>Meanwhile, Yemen's Iran-aligned Houthis said on Monday that they were imposing a naval blockade on Saudi Arabia, opening a new front in the U.S.-Iran war and widening the threat to global energy supplies and trade beyond the Gulf. </p><p>But a senior Iranian official told Reuters that mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month.</p><p>Stocks on the move included Paramount Skydance which lost two percent and Warner Brothers Discovery which slipped almost four percent after a judge halted their $110 billion merger temporarily as a coalition of states argued it would irreparably harm competition.</p><p>And shares of Domino’s Pizza gained two percent after the chain’s quarterly revenue edged past Wall Street estimates.</p></body>
Reuters Videos16d agoneutralVIDEO
Strong earnings growth needed to justify tech valuations, says expert<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>
Yahoo Finance16d agobearish
Google falls more than 6% on capex growth expectations despite earnings beatGoogle stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Yahoo Finance16d agobearish
Google tumbles more than 6% on capex growth expectations, despite earnings beatGoogle stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.
Yahoo Finance16d agobearish
Google Q2 earnings top expectations, cloud revenue grows 82%, but stock falls on capex growthGoogle reported its Q2 earnings after the bell on Wednesday.
Yahoo Finance16d agoneutral
Google Q2 earnings top expectations, cloud revenue grows 82%Google reported its Q2 earnings after the bell on Wednesday.
24/7 Wall St.16d agoneutral
Tesla Is Still Down 17% in 2026. Can Wednesday’s Earnings Event Get TSLA Stock Back on Track?Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism depends on a few critical numbers Wall Street is watching closely.
Insider Monkey16d agobullish
Is Intel (INTC) Stock a Buy Before Q2 Earnings?The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
Investor's Business Daily17d agoneutral
Wall Street Eager For Robotaxi, Optimus News During Tesla EarningsEarnings may take a back seat again. Investors want updates about Tesla's robotaxis and Optimus robots.
Yahoo Finance17d agobullish
Tech stocks live: Tech-heavy Nasdaq climbs ahead of Big Tech earnings kickoffTech stock news live.
24/7 Wall St.17d agoneutral
Will Anthropic Boost Alphabet’s Earnings to the Stratosphere?Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing which ones to watch.
Proactive17d agoneutral
Week ahead: Wall Street gears up for volatility as Big Tech earnings kick into high gearWall Street heads into a pivotal week with investors preparing for a flood of corporate earnings, major artificial intelligence announcements and lingering geopolitical tensions that have pushed oil prices above $90 a barrel. The spotlight will be on Wednesday's earnings from Alphabet Inc...
Yahoo Finance Video17d agoneutralVIDEO
Alphabet, Tesla kick off Big Tech earningsBig Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings.
Yahoo Finance Video17d agoneutralVIDEO
What it will take for Big Tech to wow investors this earnings seasonUS stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.
Barrons.com17d agoneutral
Stocks Bounce Back to Kick Off a Big Tech Earnings-Heavy WeekThe Dow opened up 0.3% or 145 points. Chip stocks led the declines, with the same names leading the market year-to-date seeing the most dramatic losses. The Big Tech results could further catalyze the rotation out of tech or jump start a rebound from a rout that’s run too far.
Proactive17d agobullish
Futures point higher as Wall Street eyes Big Tech earnings and oil retreats from $90US stock futures pointed higher on Monday as attention turned to a bumper week of Big Tech earnings, even with the US-Iran conflict grinding into its tenth day. Dow futures edged up 0.2%, S&P 500 contracts added 0.3%, and the Nasdaq-100 popped 0.7%, a welcome bounce after a bruising week...