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Alphabet shares have pulled back over 7% despite 24% revenue growth, creating an attractive valuation at 15 times earnings. Massive 82% Cloud revenue expansion and a $460 billion backlog reinforce st…
GOOGL stock down 19% from highs amid soaring AI capex, negative FCF, and rising debt. Cloud growth and backlog offer optimism, but valuation and execution risks keep rating at Hold.
Investor Steve Eisman warns AI trade is overcrowded and risky, citing Alphabet's stock drop despite strong Q2 results due to raised capex guidance ($190B to $205B). He exited his Alphabet stake, citi…
Alphabet shares fall as negative free cash flow raises red flags reminiscent of past tech-stock crashes, signaling broader risk to S&P 500 tech valuations.
AI capex fears hit tech stocks pre-bell; GOOGL fell 3.8% despite strong earnings on $205B AI spending plans. TSLA dropped 5.7% on earnings miss. Oil surged 4.2% on Gulf tensions while broader futures…
Alphabet raised 2026 CapEx guidance to $195-205B, boosting memory and chip suppliers like Micron and Nvidia, but GOOGL fell 2.3% overnight as negative free cash flow overshadowed strong Q2 sales and …
US stocks slipped as investors weighed Iran-related geopolitical tension alongside a busy earnings season, with GOOGL and TSLA results in focus.
Semiconductor stocks rebound after last week's 9% SOX drop, led by AMD (+4%) on bullish analyst price target hikes. Concerns persist over Chinese AI competition and rising capex costs, with GOOGL ear…
US futures fall ~1% as bond yields ease to 4.5% amid weak housing data (pending home sales -5.4%). Key earnings from GOOGL, TSLA, and financials this week will drive near-term market direction.