Verdict13d agobullish
Alphabet’s Q2 2026 net income surges 298% to $112bnAlphabet's revenue increased by 24% to $119.8bn, marking the 12th consecutive quarter of double-digit growth.
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Barrons.com13d agoneutral
Earnings Season Is Here. Will Euphoric Be Good Enough?At the end of last year, Wall Street analysts who ventured guesses on second-quarter earnings predicted 14% growth, on average. By the end of June, analysts were predicting 22% earnings growth. Stock market gains have lately lagged behind.
Proactive13d agoneutral
FTSE 100 Live: London stocks called lower as Big Tech burns cash and oil hits $100FTSE 100 Live pre-open London looks set to open in the red on Friday, with tech selling and oil topping $100 a barrel combining to darken the mood heading into the weekend. Futures traders have the FTSE 100 called 40 points lower, building on Thursday's 77-point decline to 10,639. The...
Motley Fool13d agoneutral
Alphabet-Owned YouTube Ad Sales Hit a Record $11.06 Billion. Is YouTube Dangerously Close to Surpassing Netflix in Revenue?Is YouTube about to become the biggest video entertainment platform?
Associated Press13d agobearish
Shares skid in Asia in sell-off of AI-related shares as Brent oil tops $100 per barrelShares skidded Friday in Asia after Brent crude shot to its highest price since May as heavy fighting in the Middle East again threatened to slow the global flow of oil and gas. U.S. futures were little changed after tumbles for two of Wall Street’s most influential companies, Alphabet and Tesla, yanked U.S. stocks to their worst loss in a month.
Motley Fool13d agobearish
Alphabet Just Revealed a $94 Billion Stake in SpaceX -- and It Can't Sell a Single Share YetA $1 billion bet from 2015 has turned into one of the biggest investment wins in corporate history. Selling is another matter.
BeInCrypto13d agobearish
Wall Street Analyst Says AI Spending Arms Race Is at 15% After Tesla and Google SelloffA leading Wall Street analyst says the AI spending arms race is still early, even as Tesla and Alphabet shares sink.
Motley Fool13d agoneutral
Amazon Fell 4.6% Today Because Other Companies Said They Would Spend More Money. It Reports July 30.The e-commerce and cloud giant didn't report a thing. Its neighbors' spending plans did the damage.
CryptoProwl13d agoneutral
Coinbase Calls AI Payments a High-Conviction Bet as Agent Checkout Goes LiveCoinbase Global Inc. (NASDAQ: $COIN) is letting businesses accept payments from AI agents, extending its stablecoin...
Reuters13d agobearish
Japan's Nikkei falls more than 2% on AI spending worriesBy Junko Fujita TOKYO, July 24 (Reuters) - Japan's Nikkei share average fell more than 2% on Friday, as a sharp decline in Google parent Alphabet shares spurred concerns about heavy AI spending.
Motley Fool13d agoneutral
Warren Buffett Just Said This About Berkshire Hathaway's Massive Google InvestmentThe legendary investor is still making investment decisions after retiring as CEO of the conglomerate he built.
Stocktwits13d agoneutral
Alphabet And Tesla's Blowout Capex Plans Are Shifting Investor Perceptions And Valuation MetricsA regime shift driven by higher interest rates and an elevated cost of capital is creating valuation and profitability challenges for tech giants as investors pay keen attention to profitability metrics.
Barrons.com13d agoneutral
Review & Preview: Big Tech’s $889 Billion Reality CheckThe market’s nonchalance over escalations in Iran came to an abrupt end on Thursday, as oil prices settled above $100 a barrel for the first time in two months. Ongoing jitters about hyperscalers spending too much on the AI buildout weren’t helping matters, and the combination of those factors wiped out hundreds of billions of dollars in market cap. The Nasdaq Composite sank 2.1%.
Stocktwits13d agoneutral
Two Mag-7 Giants Hold Stakes In SPCX As Alphabet Discloses $94B PositionAlphabet’s investment implies about 6% stake in SpaceX.
Zacks13d agoneutral
Intel Earnings: AI Driven Demand Leads to Decade High Sales GrowthIntel reported 25% YoY sales growth on the back of favorable AI compute demand trends, reflecting the highest growth rate we've seen from the company in more than a decade.
Reuters Videos13d agobearishVIDEO
Wall St falls as tech earnings spark AI spending worries<body><p>STORY: Wall Street stocks plummeted on Thursday, with the Dow dropping about 1%, the S&P 500 shedding 1.2% and the Nasdaq tumbling more than 2%.</p><p>The latest earnings results from large tech companies such as Alphabet and Tesla revived concerns about heavy AI spending, says Keith Buchanan, senior portfolio manager for Globalt Investments.</p><p>"We're at a point now where the hype has to kind of meet some level of realistic expectation, quantifiable expectation. And the markets are starting to digest just what this means to cash flow in some of the largest companies in the world going forward. And a lot of spending is eating into cash flow in a way that's making investors lose a bit of comfort and question a lot of valuations that have grown over the past couple of years. And that's what's really at the root of what's really hampering some of the market returns today and giving back some of the gains that we've gotten for the market over the past couple of weeks."</p><p>Shares of Alphabet sank 7% after the tech giant reported higher spending plans while it also burned cash.</p><p>And shares of Tesla tumbled 14.5% after Elon Musk's EV maker reported negative free cash flow in the second quarter for the first time in more than two years.</p><p>But shares of Intel rose 10% in extended trading after the company forecast quarterly profit and revenue above Wall Street estimates as an AI data center buildout increases demand for its central processing units, or CPUs.</p><p>Meanwhile, Brent crude oil futures settled above $100 a barrel for the first time since May, and U.S. oil futures settled above $92.</p><p>The surge in oil prices prompted worries about inflation ahead of next week's Federal Reserve policy meeting.</p></body>
MarketBeat13d agoneutral
VeriSign Q2 Earnings Call HighlightsVeriSign (NASDAQ:VRSN) reported stronger second-quarter 2026 results, citing record domain name registrations, continued solid renewal rates and a rising contribution from artificial intelligence-related tools that management said are making it easier for users to get online. Executive Chairman, Pr
Sourcing Journal13d agoneutral
Europe’s Tech Fine Could Trigger New Tariffs, Undermining US Trade DealThe trading partners may be taking several steps back from the hard-fought truce that was ratified in June.
Investor's Business Daily13d agoneutral
Dow Jones Futures: Market Sells Off On Oil Prices, Google, Tesla; Intel Jumps Late, SpaceX Starship Launch DueThe Nasdaq undercut key levels as Google and Tesla led titans lower while oil prices soared. A big SpaceX launch is due.
Reuters Videos13d agoneutralVIDEO
Alphabet's spending prompts investor payoff questions, expert says<body><p>STORY: Alphabet's first cash burn on record has jolted investors awaiting more Big Tech results next week as soaring AI spending strains one of the world's most profitable companies, and the pain is only expected to increase.</p><p>The Google parent burned $5.9 billion in the second quarter, even as the cloud unit that rents out AI computing power notched a record 82% growth. With Alphabet now expected to spend $15 billion more in 2026 and predicting another increase next year, the outlays behind the cash burn will only rise.</p><p>"The question surrounding Alphabet has been, just how does the investor get paid back from this astronomical spending that's eating up all of the operating cash flows coming into the corporation?" Buchanan wondered. </p><p>"Now the investors are trying to figure out if [Alphabet] is something that they want to continue to invest in going forward, considering the returns that they've gotten out of the name over the last couple of years, as well as the valuation you have to pay to continue to hold this name going forward," he said.</p></body>