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Alphabet shares dropped 7% after the company raised its 2026 capex forecast to $205 billion, indicating increased investment in AI infrastructure. While the market reacted negatively due to free-cash…
Alphabet and Meta face dual regulatory pressure: voluntary US AI safety testing talks and mandatory EU AI Act fines up to 3% of revenue. Alphabet's earnings quality is questioned as SpaceX stake gain…
Alphabet posted its first-ever negative free cash flow quarter, burning $5.9B as AI infrastructure spending hit $44.9B. Despite 24% revenue growth beating estimates, shares fell 4.24% after-hours on …
Stocks fall sharply as Nasdaq drops over 2.5% amid Middle East tensions spiking oil prices and concerns over Google's high AI-related spending following its earnings report.
US equity futures fell as Mideast conflict risks escalate to Red Sea shipping attacks, pushing oil near $100. Google shares dropped 4.7% despite beating earnings due to raised $205B capex forecast, s…
Futures dropped as oil surged to $90 and Google and Tesla fell on earnings and heavy capex concerns, while AI hardware stocks gained on continued demand optimism.
Google and Tesla shares fell after earnings due to heavy capital spending concerns, while AI hardware stocks rose. Dow futures edged higher overall.
Markets brace for volatile week as AI bubble fears meet critical tech earnings (TSLA, GOOGL, Intel, IBM) and Iran attack on U.S. troops raises Strait of Hormuz escalation risk, threatening energy pri…
Iran-linked attacks killed three U.S. servicemembers, raising geopolitical risk ahead of a heavy earnings week featuring Google, Tesla, Intel and GE Vernova reports.
Iran attacks killed three U.S. servicemembers, raising geopolitical risk. Markets await key earnings from Google, Tesla, Intel and GE Vernova this week, with Google's capex guidance closely watched.
An Iran attack killed two U.S. servicemembers, raising geopolitical risk and pressuring equities while boosting safe-haven and oil assets. Meanwhile, Google, Tesla, Intel and GE Vernova earnings this…
Iran attack kills two U.S. service members, raising geopolitical risk ahead of a heavy earnings week featuring Google, Tesla, Intel and GE Vernova. Capex guidance from Google will be closely watched.
Google's upcoming earnings and capex guidance seen as pivotal for AI stock sentiment after recent selloff. Tesla, Intel, GE Vernova also reporting, adding to broader tech earnings focus.
Buffett revealed he personally initiated Berkshire's Alphabet position, citing strong ROIC and durable competitive advantages, while cautioning about massive AI capex risks across the sector.