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.
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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>
Yahoo Finance Video14d agoneutralVIDEO
2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil LuriaD.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.
TheStreet14d agobullish
Alphabet cloud surge overshadowed by negative cash flow shockEvery business eventually reaches the moment when growth stops being free. For most of the past decade, the biggest American technology companies looked like they had found a way around that rule. They generated cash faster than they could spend it, bought back their own stock, and pushed into new ...
MT Newswires14d agobearish
Alphabet, Tesla Shares Drop as Analysts Warn of Pressures to Free Cash Flow Amid Ballooning CapExAlphabet (GOOG, GOOGL) and Tesla (TSLA) shares were slumping Thursday after the technology giants in
StockStory14d agoneutral
Why Alphabet (GOOGL) Shares Are Getting Obliterated TodayShares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 6.5% in the afternoon session after its second-quarter earnings report revealed a sharp downturn in cash flow, overshadowing strong revenue growth. The company beat Wall Street's revenue estimates, with sales growing over 24% year on year to $119.8 billion. However, investors focused on the rising costs of the artificial intelligence race, which drove the company's free cash flow negative for the quarter. Alphabet reported a negativ
TechCrunch14d agoneutral
AegisAI, founded by former Google security execs, lands $36M to stop AI-driven spear phishingThe Series A was led by Battery Ventures, bringing AegisAI total funding to $49 million.
Motley Fool14d agoneutral
Why Micron Stock Popped TodayGoogle just gave investors another reason to love Micron stock.
MarketBeat14d agoneutral
Blackstone Q2 Earnings Call HighlightsBlackstone (NYSE:BX) reported sharply higher second-quarter 2026 earnings as executives said the firm’s early and aggressive positioning around artificial intelligence infrastructure is driving investment performance, fundraising and new business formation across the platform. Weston Tucker, Blacks
Investor's Business Daily14d agobullish
Nvidia Tests Key Level After Alphabet's Earnings Beat; Is Nvidia A Buy Or Sell Now?Nvidia stock slides below an early entry at 213.99 on Thursday. The move comes after Alphabet's earnings report late Wednesday.
GuruFocus.com14d agoneutral
Alphabet Keeps Quarterly Dividend UnchangedGoogle parent declares another $0.22-per-share shareholder payout
24/7 Wall St.14d agobearish
Two Blowout Quarters, Two Selloffs: What Tesla and Alphabet Reveal About our Price TargetTesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be telling the wrong story entirely.
Yahoo Finance Video14d agoneutralVIDEO
Google, Amazon, Meta, & Microsoft will spend 'unprecedented' $1T on AI capex in 2027: AnalystEvercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Yahoo Finance Video14d agoneutralVIDEO
Google, Amazon, Meta, & Microsoft will spend 'unprecedent' $1T on AI capex in 2027: AnalystEvercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
24/7 Wall St.14d agoneutral
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive OverbuildJimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
24/7 Wall St.14d agoneutral
Cash Squeeze at Tesla and Alphabet: Same Issue But Not The Same at AllTesla and Alphabet both burned cash in Q2, but one company is spending from strength while the other is spending while its margins collapse. Which is which depends entirely on what you think happens next.
MT Newswires14d agoneutral
Alphabet's Capex Increase Steals Spotlight From Solid Cloud Acceleration, BofA Securities SaysAlphabet (GOOGL, GOOG) delivered a Q2 revenue and earnings per share beat backed by big upside from