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Microsoft reported record FY2026 results but its stock fell 4.5% due to massive AI-related capital spending, which caused free cash flow to shrink despite strong revenue and Azure growth. The market …
Alphabet shares tumbled 7% after Q2 earnings despite beating revenue estimates. The market reacted negatively to a significant increase in capital expenditure guidance and the first negative free cas…
Investor Steve Eisman warns against a potential SpaceX merger with Tesla, citing Tesla’s four-year earnings decline and heavy capital expenditure. He argues that Tesla faces intense competition from …
Microsoft reported strong Q3 fiscal 2026 results with 18% revenue growth and massive Azure expansion. However, concerns regarding ballooning capital expenditures ($190B in 2026), margin compression i…
Microsoft shares fell sharply following a sector-wide selloff driven by AI disruption fears, while other tech stocks showed mixed performance amid rising market volatility and increasing short intere…
Alphabet’s stock surged 5% after unveiling its upgraded Gemini 3 AI model and Berkshire Hathaway’s $4.3B share purchase, boosting optimism despite concerns over heavy AI investment costs.