NASDAQ • USA
Major optical capex spender
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Annual Overview
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 257.64B | 282.84B▲ | 307.39B▲ | 350.02B▲ | 402.84B▲ |
| Net Income | 76.03B | 59.97B▼ | 73.8B▲ | 100.12B▲ | 132.17B▲ |
| EPS | $5.61 | $4.56▼ | $5.80▲ | $8.04▲ | $10.81▲ |
| Free Cash Flow | 67.01B | 60.01B▼ | 69.5B▲ | 72.76B▲ | 73.27B▲ |
| Capex | 24.64B | 31.49B▲ | 32.25B▲ | 52.54B▲ | 91.45B▲ |
| Diluted Shares | — | 13.16B | 12.72B▼ | 12.45B▼ | 12.23B▼ |
| Net Debt Issuance | — | -586M | -705M▼ | -405M▲ | -1.99B▼ |
| Net Equity Issuance | -50.27B | -59.3B▼ | -61.5B▼ | -62.22B▼ | -45.71B▲ |
| SBC | 15.38B | 19.36B▲ | 22.46B▲ | 22.79B▲ | 24.95B▲ |
Analyst Consensus
Estimate Revisions
Estimates stable
Earnings Track Record
Beat estimates 8 of last 8 quarters
Avg surprise: +50.4%
Growth
Ownership
Data from SEC 13F filings · Reported September 30, 2023
Earnings Calendar
Next earnings
October 28, 2026
Last earnings
July 22, 2026
AI Summary
Alphabet, trading as GOOGL on the NASDAQ, is crucially situated at the demand side of the photonics and AI infrastructure supply chain. As a hyperscaler, it finances extensive optical capital expenditures, shaping the architecture for Internet scale computing through its massive data centers. This enables both vast search operations and burgeoning cloud services tied to AI technologies.
Alphabet has been riding a compelling revenue growth trajectory, boasting an impressive 10% CAGR from FY2023 to FY2025. The significant capital poured into its optical infrastructure supports burgeoning AI endeavors, leveraging Google's Tensor Processing Units (TPUs) for more efficient AI computations—an edge in the fervent AI race. Its strong pricing power, combined with improved margins (gross margin climbing from 56.6% in FY2023 to 59.7% in FY2025), signals operational enhancements and robust demand scaling. The transition toward focusing more on AI and cloud innovations positions Alphabet to capture increasing enterprise spending on digital transformation, a potential multi-trillion-dollar market.
Despite the perks of scaling AI infrastructure, the hyperscaler market remains fiercely competitive. Alphabet must stave off cloud and infrastructure behemoths like Amazon and Microsoft, both of whom are equally invested in similar technological ventures. Another concern is the extraordinary current dependency on advertising, which, if eroded by economic downturns or shifts in consumer behavior, could impact financial performance adversely. Furthermore, high valuations with a Price-to-Earnings (P/E) of 28.4 show that a lot of growth is already priced in, necessitating continued outperformance just to sustain current levels.
Alphabet's top-line figures show robust growth with revenues jumping from $307.4 billion in FY2023 to $402.8 billion by FY2025. Net income has surged in tandem, climbing from $73.8 billion in FY2023 to $132.2 billion in FY2025, illustrating strong profitability amid expanding operations. Free Cash Flow (FCF) remains strong and stable around $73 billion, supporting continued investments in groundbreaking infrastructure without hampering liquidity. Gross margins have incrementally improved, and a low debt-to-equity ratio (0.16) reinforces a sound balance sheet.
At a current price of $307.69, Alphabet appears relatively expensive with a P/E ratio of 28.4 and a particularly high P/FCF of 97.7, suggesting an expectation for aggressive continued earnings growth. In comparison to its peers like Microsoft and Amazon, Alphabet trades at the upper end of typical tech sector valuations but reflects its integral role in both the search and evolving AI landscape. Although richly valued, the premium anticipates extraordinary growth driven by strong fundamentals and sector dominance.
Critical risks include potential regulatory hurdles given ongoing scrutiny around data privacy practices and monopolistic tendencies that could lead to significant fines or operational restructuring. Another risk is technological disruption—competitors may outpace Alphabet in next-generation photonics and AI technologies. The company is also vulnerable to geopolitical tensions, especially as it operates across global data markets.
In the upcoming quarters, keep a close eye on Alphabet's next earnings release for any deviation from its growth trajectory. Pay attention to developments around AI product launches and successful cloud customer acquisitions, as these will impact revenue streams significantly. Additionally, watch for regulatory announcements that may impact operational strategies or lead to unexpected expenditure.
Retail investors eyeing Alphabet should weigh the compelling growth prospects against the elevated market expectations and operational challenges, staying alert for shifts in both internal execution and external environments.
Last updated: March 26, 2026
Alphabet, trading as GOOGL on the NASDAQ, is crucially situated at the demand side of the photonics and AI infrastructure supply chain. As a hyperscaler, it finances extensive optical capital expenditures, shaping the architecture for Internet scale computing through its massive data centers. This enables both vast search operations and burgeoning cloud services tied to AI technologies.
Alphabet has been riding a compelling revenue growth trajectory, boasting an impressive 10% CAGR from FY2023 to FY2025. The significant capital poured into its optical infrastructure supports burgeoning AI endeavors, leveraging Google's Tensor Processing Units (TPUs) for more efficient AI computations—an edge in the fervent AI race. Its strong pricing power, combined with improved margins (gross margin climbing from 56.6% in FY2023 to 59.7% in FY2025), signals operational enhancements and robust demand scaling. The transition toward focusing more on AI and cloud innovations positions Alphabet to capture increasing enterprise spending on digital transformation, a potential multi-trillion-dollar market.
Despite the perks of scaling AI infrastructure, the hyperscaler market remains fiercely competitive. Alphabet must stave off cloud and infrastructure behemoths like Amazon and Microsoft, both of whom are equally invested in similar technological ventures. Another concern is the extraordinary current dependency on advertising, which, if eroded by economic downturns or shifts in consumer behavior, could impact financial performance adversely. Furthermore, high valuations with a Price-to-Earnings (P/E) of 28.4 show that a lot of growth is already priced in, necessitating continued outperformance just to sustain current levels.
Alphabet's top-line figures show robust growth with revenues jumping from $307.4 billion in FY2023 to $402.8 billion by FY2025. Net income has surged in tandem, climbing from $73.8 billion in FY2023 to $132.2 billion in FY2025, illustrating strong profitability amid expanding operations. Free Cash Flow (FCF) remains strong and stable around $73 billion, supporting continued investments in groundbreaking infrastructure without hampering liquidity. Gross margins have incrementally improved, and a low debt-to-equity ratio (0.16) reinforces a sound balance sheet.
At a current price of $307.69, Alphabet appears relatively expensive with a P/E ratio of 28.4 and a particularly high P/FCF of 97.7, suggesting an expectation for aggressive continued earnings growth. In comparison to its peers like Microsoft and Amazon, Alphabet trades at the upper end of typical tech sector valuations but reflects its integral role in both the search and evolving AI landscape. Although richly valued, the premium anticipates extraordinary growth driven by strong fundamentals and sector dominance.
Critical risks include potential regulatory hurdles given ongoing scrutiny around data privacy practices and monopolistic tendencies that could lead to significant fines or operational restructuring. Another risk is technological disruption—competitors may outpace Alphabet in next-generation photonics and AI technologies. The company is also vulnerable to geopolitical tensions, especially as it operates across global data markets.
In the upcoming quarters, keep a close eye on Alphabet's next earnings release for any deviation from its growth trajectory. Pay attention to developments around AI product launches and successful cloud customer acquisitions, as these will impact revenue streams significantly. Additionally, watch for regulatory announcements that may impact operational strategies or lead to unexpected expenditure.
Retail investors eyeing Alphabet should weigh the compelling growth prospects against the elevated market expectations and operational challenges, staying alert for shifts in both internal execution and external environments.
Alphabet, trading as GOOGL on the NASDAQ, is crucially situated at the demand side of the photonics and AI infrastructure supply chain. As a hyperscaler, it finances extensive optical capital expenditures, shaping the architecture for Internet scale computing through its massive data centers.
Alphabet is in the Hyperscalers layer of the photonics supply chain. The demand side — who funds the buildout and sets the architecture
In FY2025, Alphabet reported net income of $132.17B.
Companies in the same supply chain layer as Alphabet include Alibaba Group Holding Limited, Alphabet Inc., Amazon, AMD, and CoreWeave, Inc..
Alphabet is expected to report around October 28, 2026.
Analysis updated March 2026
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Yahoo Finance Markets and Data Editor Jared Blikre and Breaking News Reporter Jake Conley break down Berkshire Hathaway (BRK-A, BRK-B)’s new approach under CEO Greg Abel. The company bought more stocks than it sold for the first time in three years, signaling a potential shift in its investment strategy.
Yahoo Finance Executive Editor Brian Sozzi and his Opening Bid panel break down JPMorgan's (JPM) outlook for the S&P 500 (^GSPC), including its 8,000 year-end target and what an elevated CAPE ratio could mean for stocks and the broader market.
Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.
A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter
Huang's stock advice could become even more valuable in 2027.
The tech mogul is the world's third-richest person.
Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.
This prediction addresses a major risk of the AI build-out.
NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in
Investing.com - Berkshire Hathaway Inc. drew down its record cash pile to $364.7 billion in the second quarter as Chief Executive Officer Greg Abel ramped up stock repurchases to $4.53 billion and oversaw a doubling in net profit. Moving aggressively into the equity market, Berkshire became a net buyer of stocks for the first time in 15 quarters, deploying billions into top holdings such as Alphabet Inc.. Simultaneously, the conglomerate repurchased $4.53 billion of its own shares in the three m
SanDisk’s groundbreaking High Bandwidth Flash technology could redefine AI memory infrastructure. Should you hop in to buy SNDK now?
S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.
Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is driving a steady stream of upward revisions for Q3 and future quarters.
After a sharp pullback, Meta Platforms is testing a price floor that has held strong on seven prior occasions. The business arriving this time is different, setting up a classic standoff between history and today's reality.
In a “shrinkflation” world, investors might want to stop and appreciate the stock market, which is giving them more for less. While the is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times, per Bloomberg data. Simply put, the “E” is rising faster than the “P.” Second-quarter earnings season has been one for the ages, with 86% of companies beating earnings estimates, above the average of 78%,
Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), Meta (META), and Microsoft (MSFT).
The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.
In early August 2026, Block reported second-quarter revenue of US$6,617.69 million with net income of US$88.52 million, while also completing a multi-year US$4.43 billion share repurchase program that retired 11.03% of its stock. A day later, Google announced an expanded collaboration with Square that plugs food and beverage sellers directly into Ask Maps and Order by Cash App, tying Block’s payments ecosystems more tightly into everyday AI-driven restaurant discovery and ordering. Next,...
Google has rebuilt Search around AI-generated answers — and for the first time, it has published official guidance on how to stay visible inside them. For businesses, the stakes have never been higher.
Google wants to raise $20-25 billion with its latest bond sale, and SpaceX is planning a 100 million sq/foot factory for robotics and chip fabrication in Texas.
The social media company sent a fortune back to its owners, but the stock went nowhere. Here’s what the cash really bought, and what has to happen next for the bet to pay off.
Owning these shares means signing up for significant price swings, with option pricing reflecting typical levels of market uncertainty.
Toast (TOST) is back in focus after Q2 2026 results exceeded analyst expectations on both revenue and earnings, alongside a higher full year outlook and new AI driven partnerships with Google and BWH Hotels. See our latest analysis for Toast. Toast’s recent rally has gathered pace, with a 30 day share price return of 17.3% and a 90 day share price return of 38.6%. However, the 1 year total shareholder return declined 23.9%, so recent momentum contrasts with a weaker longer term picture. If...
Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.
Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.
Wellington Management fixed income portfolio manager Brij Khurana weighs in on what the bond market (^TYX, ^TNX, ^FVX) could be signaling about SpaceX's (SPCX) debt sales plans, especially as shares of Elon Musk's space venture continue to slide lower.
Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund posted a 6.49% net return in June, bringing the quarterly returns to 5.12%, compared to 3.17% and 14.48% for the globally diverse MSCI ACWI in ($A), respectively. The outperformance in June […]
STORY: "A $15 billion investment that promised 188,000 jobs. That's the pitch behind Google's planned data center in India. But for environmentalists, it's a threat to wildlife and water supply." :: Munsif Vengattil, Reuters India Technology Correspondent :: Bengaluru, India / August 6, 2026 :: Google’s $15 billion India data center project battles water, wildlife concerns :: Visakhapatnam, India / August 3, 2026 "This dispute, it centers on where this is being built. The site in the port city o
Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.
Uber reported second-quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed analyst projections. Uber says its robotaxi push is still well underway, with investments set to grow.
PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.
(Bloomberg) -- Uber Technologies Inc. issued a bookings outlook that just met analyst estimates and said fierce competition in the key Brazil market weighed on trips volume, compounding concerns from investors about the company’s ability to evolve in the robotaxi era.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families
Shopify issued a rosy third-quarter forecast on Wednesday as the company's AI efforts draw more merchants to its suite of e-commerce services, assuaging fears over growing competition and sending its shares up more than 18%. The strong outlook and a market-beating June quarter show that AI is shaping up to be a major growth driver for Shopify, and no longer the threat it was once expected to be, with chatbots such as ChatGPT and Claude increasingly becoming better at handling routine tasks f
SpaceX's (SPCX) second-quarter loss narrowed as revenue surged past Wall Street's expectations, driv
Image-sharing platform Pinterest forecast slower revenue growth for the third quarter on Tuesday, a sign of tough competition for digital advertising from bigger players including Meta's Instagram, sending its shares down 9% in extended trading. Pinterest has been expanding Performance+, its AI-powered suite for advertisers, to attract more marketers by helping them optimize and scale their campaigns with less manual effort. As Meta continues to improve its Advantage+ ad automation tools, Red
All three major US stock indexes were up in late-morning trading Tuesday, as investors grew more opt
Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what the balance sheets and backlogs actually signal.
Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.
Meta just posted 28% revenue growth and investors sold the stock hard anyway, spooked by soaring infrastructure spend and a murky AI strategy. Before you join the panic, consider what Wall Street may be getting badly wrong about where Meta is actually headed.
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.
Wall Street closed sharply higher on Monday to start August trading.
SpaceX reports its inaugural quarterly numbers on Tuesday evening. A lot will be said about rocketry, AI, space, and even the future of human civilization. SpaceX is newly public and it just merged with Elon Musk’s AI company, xAI, in February.
Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.
Greg Abel has been a busy man since taking over from Warren Buffett.
With unmatched revenue in the lucrative commercial and defense sectors, soaring free cash flow, and sustained earnings beats, Palantir is one of Wall Street's most compelling growth stories.
STORY: U.S. stocks kicked off August with a rally on Monday, as the Dow added about one-and-a-third percent to close at a record high, the S&P 500 climbed one-and-a-half percent and the Nasdaq added more than two percent. Communication services was the best performing of the 11 major S&P sectors, boosted by a 6% jump for Meta and a nearly 5% gain by Alphabet. Jed Ellerbroek is portfolio manager at Argent Capital Management. “Obviously, an extension from last week, in terms of the big cloud compu
SpaceX stock sank to $104.83 before closing at $114.53, up 5.7% on the first trading day of August. July was a brutal for the shares.
Hyperscaler earnings flipped from a fade to a buy and now Amazon, Microsoft, Meta Platforms and Alphabet shares are surging.
Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.
SpaceX's first earnings report as a public firm lands tomorrow, with AI burning billions, Starlink margins slipping, and Starship costs climbing.
Treasury yields (^FVX, ^TNX, ^TYX) have been soaring, putting pressure on the Federal Reserve. Yahoo Finance Senior Business Reporter Ines Ferré and Zacks Investment Management chief market strategist Brian Mulberry discuss the implications of higher bond yields.
Microsoft, Amazon and Alphabet's have been highlighted in this Earnings Preview article.
The artificial intelligence boom has powered some of Wall Street’s biggest winners this year. But Strategy Inc Executive Chairman Michael Saylor believes it is also creating an overlooked challenge for Bitcoin. Speaking on Strategy’s second-quarter earnings call, Saylor argued that...
Big Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund climbed 1.
SpaceX stock was lower in premarket trading on Monday. July was a brutal month for the company's shares.
The IPO stock was fast-tracked into the tech index on July 7.
IonQ's revenue has tripled in two years, yet Alphabet still generates 1,700 times more per quarter — a gap that defines the quantum computing bet.
Greg Abel is now directing cash and capital decisions at Berkshire Hathaway (NYSE:BRK.B) following Warren Buffett's retirement. The company is holding record cash levels under Abel's oversight. Berkshire has been executing large share buybacks and making sizable investments, including positions in Alphabet and Taylor Morrison. Berkshire Hathaway sits at the center of multiple sectors through its insurance, energy, transportation, and manufacturing businesses. Greg Abel's expanded role puts...
Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For the most part, investors were bracing for another quarter marred by fears of capital expenditure and questions about ...
This company is one of the leading players in the AI race.
Meta just got crushed on a quarter where ad revenue grew nearly 28% year over year, and the gap between that selloff and the stock's actual fundamentals is creating one of the more compelling setups in large-cap tech right now.
NVIDIA and Alphabet both rode the AI wave to blockbuster quarters, but their financials tell two stories so different they raise a harder question: which business model actually wins when the buildout slows?
Even if Alphabet is worth $4.1 trillion, Berkshire's investments indicate it sees it as undervalued.
Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...
There are several great bargains available in the AI investment sector.
Now could be the time for cloud computing stocks to shine.
Nvidia's revenue has nearly tripled in two years while Alphabet's has grown steadily; the gap between them is narrowing faster than many expect.
Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.
Reddit shares plunged the most on record on Friday after US daily users, lack of new AI deal announcements dissapointed investors.
The Dow was caught in the middle of a Magnificent Seven earnings divergence story. The Dow was up 0.3%, or 164 points, around noon after a turbulent morning. Amazon stock popped more than 13%, while Apple slid 9.
Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and future growth.
Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about what's driving the stock and guidance lower.
Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.
Apple is growing like an AI spender but isn't spending like one. Thursday's earnings show that route may be cheaper — but it's not free of obstacles.
Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.
For the first time in three quarters, the market appears willing to grant that the AI spending is buying something real.
Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.
Vertiv (VRT) stock is rebounding after the company reported quarterly earnings. Vertiv CEO Giordano "Gio" Albertazzi sits down with Yahoo Finance's Julie Hyman to discuss Vertiv's demand from AI hyperscalers, data center backlash, and more.
NVDA's 10% five-day slide reflects financing concerns, but surging AI capex, strong earnings growth and a discounted valuation keep its investment case strong.
SpaceX stock rose early Thursday as Elon Musk’s rocket and AI company tried to shake off recent losses with some help from the U.S. Space Force. Its shares added almost 16% after a strong earnings report. As for SpaceX, it was awarded a $1.6 billion contract for 18 Falcon 9 launches.
Meta Platforms (META) stock is down by over 9% on Thursday since the tech giant released quarterly results that missed adjusted earnings estimates while raising the lower end of its full-year capital expenditures. Jefferies senior analyst Brent Thill highlights Meta's various revenue segments and why the Big Tech name needs to look beyond just its core advertising business.
Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.
Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.
Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.
Microsoft surged on Thursday following a blowout quarter.
Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech
The generative AI figure that once made its progress checkable is gone from the latest earnings call.
SpaceX stock rose early Thursday as Elon Musk’s rocket and AI company tried to shake off recent losses with some help from the U.S. Space Force. The shares were up 1.6% at $114.29 in premarket trading, while and futures were up 0.4% and 0.2%, respectively. Its shares were up almost 9% after a strong earnings report.
LONDON, July 30, 2026--Omdia has raised its 2026 semiconductor revenue forecast to 94.1% year-over-year (YoY), driven by exceptional growth in DRAM and NAND as AI demand continues to outpace global supply. Memory ICs are now expected to account for more than 50% of total semiconductor revenue in 2026. AI demand has exceeded the industry’s current ability to produce and package chips, with bottlenecks across high bandwidth memory (HBM), advanced packaging, and node capacity expected to persist un
D.A. Davidson head of technology research Gil Luria joins the Market Domination Overtime team in reacting to Meta Platforms' (META) second quarter earnings results.
Trader Talk host Kenny Polcari, Robinhood CIO Stephanie Guild, and Payne Capital Management President Ryan Payne break down the market's massive rotation out of big tech, the reality of AI infrastructure spending, and the bold case for an S&P 8,500 melt-up by year-end.
Apple's (AAPL) market cap topped $5 trillion, becoming only the second company ever to do so. Yahoo Finance Technology Editor Dan Howley outlines the details.
(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A
STORY: :: Lisa Bernhard, Reuters :: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure. "I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending." Speaking with Reuters' Lisa Bernhard
Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.
META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.
Tesla sells battery storage, but needs power to keep its own AI infrastructure running, as it develops self-driving cars and Optimus robots.
Investors have a short memory on Alphabet.
Phil Rosen joins Inside The ICE House to explain why Alphabet’s negative free cash flow quarter reflects aggressive AI investment rather than business weakness. He discusses how chipmakers continue to lead the AI trade while hyperscalers are building the infrastructure for longer-term gains. Rosen also argues that broader earnings strength beyond the Mag 7 is a healthy sign for the bull market. Looking ahead, he highlights financials as a sector poised to benefit from strong earnings, elevated r
Amazon (AMZN) and Meta (META) are both set to report quarterly earnings this week. Wedbush managing director of equity research, Ygal Arounian, shares his expectations for the earnings results.
GOOGL, MTZ and GS top a momentum screen built on Richard Driehaus' strategy, combining price strength with earnings growth and estimate beats.
Google's cloud revenue grew 82% YoY in Q2, and its revenue exceeded expectations. But its 2026 CAPEX guidance widened significantly, and its EPS fell shy of expectations when stripped of…
SpaceX faces a launch delay and stock dip as weather pushes Starship Flight 13 to Friday evening in Texas.
The 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%.
Investing.com -- Alphabet nearly doubled capital expenditure in the second quarter as the Google parent accelerated investments in artificial intelligence infrastructure, while reporting revenue and profit that comfortably beat Wall Street expectations.
One line item in this afternoon's report will tell investors more than the headline numbers will.
The Dow Jones Industrial Average added 0.7% while the S&P 500 rose 0.9% and the Nasdaq Composite gained 1.3%. Semiconductor stocks logged their best day in a month. Overall, traders “shrugged off the news from the War in favor of buying the chip makers again, presumably on the hope that the AI hyperscalers, when they report second-quarter earnings over the next few days, will also report large capital spending plans,” wrote Macquarie Strategist Thierry Wizman.
Concerns surround Google Gemini. But analysts across the board are bullish heading into the earnings report.
Google parent Alphabet has been a market-beating machine for ages.
Earnings may take a back seat again. Investors want updates about Tesla's robotaxis and Optimus robots.
Wall Street closed sharply lower on Friday, pulled down by tech and discretionary stocks.
U.S. stocks started off a key week of trading with a Monday morning rise. Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings. The heaviest slate of second-quarter earnings and big tech updates are on tap, as well as a Federal Reserve policy meeting, and continued attacks between the U.S. and Iran are putting the focus back on energy markets. Tech stocks
Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).
Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.
The biggest problems aren’t caused by what you don’t know, but what, as Mark Twain put it, “you know for sure that just ain’t so.” It’s there in the major indexes, where S&P 500 futures were down 0.9% in early Friday trading, while Nasdaq Composite futures were off 1.9%, and nearing correction territory. Chip stocks were supposed toe be unstoppable, driven by shortages and insatiable demand for artificial intelligence.
(Updates with closing levels throughout the story.) Wall Street's stock indexes fell Thursday aft
Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.
The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.
The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.
According to a report by The Information, Apple has held discussions with bankers about potential chip acquisitions in recent months.
Tesla may beat Q2 earnings estimates as deliveries and energy storage surge, but rich valuation, heavy AI spending and execution risks cloud the stock's appeal.
AUSTIN, Texas, July 14, 2026--Polygraf AI, the company redefining AI security for critical operations, today announced Meeting Guard, a real-time AI fraud detection solution for enterprise meetings designed to address a growing reality facing organizations: your meetings are no longer secure.
Significant advancements in AI-ready centers and connectivity infrastructure, such as Google's Sol subsea cable, are underway. Sustainability is prioritized through renewable energy adoption. Spanish Data Center Market Spanish Data Center Market Dublin, July 14, 2026 (GLOBE NEWSWIRE) -- The "Spain Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" has been added to ResearchAndMarkets.com's offering.The Spain data center market is on track for significant expansion, projec
A New Jersey bill would ban self-driving cars that don't use radar and lidar. Tesla's stock is up 1% on Friday.
More robo-taxis would give Tesla stock a boost. Scaling the self-driving taxi business, however, has been harder than investors expect.
A technology giant is growing faster than it has in years, yet the market is pricing its stock as if that growth is worth nothing at all.
Visa Inc. (NYSE:V) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 3, Matthew O’Neill of Bank of America Securities reiterated a Buy rating on Visa Inc. (NYSE:V) and set a target price of $410. The firm’s assigned price target implies a further 13% upside from current levels. This […]
After a powerful run to near-record highs, the biggest threats to Apple are the very sources of its strength, which now face pressure from costs and regulators.
Self-improving models are reshaping the AI race as OpenAI, Anthropic, Google and others pursue superintelligence.
The purchase of $10 billion worth of Alphabet stock through a private placement was Berkshire Hathaway's biggest deal since Greg Abel took over as CEO.
Regulation meets AI driven growth at Alphabet The UK’s Competition and Markets Authority has imposed new conduct rules on Google Search, requiring fairer rankings and data portability, just as Alphabet (GOOGL) leans heavily into AI driven expansion. At the same time, Alphabet’s Gemini platform and Google Cloud business are drawing strong demand, backed by a US$80b equity raise and recent Q1 revenue of US$422.5b with net income of US$160.2b. See our latest analysis for Alphabet. Alphabet’s...
Amazon is returning to the bond market with a multitranche debt offering as strong investor demand keeps borrowing costs low while the company continues investing heavily in AI infrastructure.
The company's AI platform is driving rapid, triple-digit growth in its core U.S. market, but the stock's premium price and past volatility demand a clear-eyed look at the risks.
Meta stock is off to a strong start in July as investors are sizing up a potential Meta cloud business.
OUSD could represent an existential threat to USDC.
Excitement has cooled this year around some of the biggest names in tech.
Miami marks the latest city to offer Tesla's robotaxis. However, the service's rollout remains slow.
Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.
The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover
Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.
After eight years with Webush securities and 25 years as a top Wall Street technology analyst, Dan Ives announced Thursday plans to move on. Well known as a colorful commentator and a longtime Tesla bull, Ives aims to launch what he described as a "modern merchant bank," aimed at combining research, advisory, capital raising and investing under one roof, the analyst told CNBC. On Tuesday, Ives wrapped up his term at Wedbush by initiating coverage of SpaceX with an outperform rating and $190 pr
Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock fell more than 7% on Wednesday.
A Swedish market court on Wednesday ordered Google to pay some 14.3 billion kronor ($1.46 billion) in damages, plus interest, to price comparison site Pricerunner for promoting its own shopping comparisons in search results.The Patent and Market Court in Stockholm said "Pricerunner is deemed to have suffered damage as a result of Google having, for many years, unlawfully favoured its own price comparison service."
Uber stock could face more robotaxi fears after news that it is no longer partnering with Waymo in Phoenix, an analyst said.
ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.
Microsoft faces pressure as massive AI infrastructure spending weighs on margins, with investors watching when Azure and Copilot investments begin to pay off.
Wall Street bankers are predicting a busy second half after SpaceX's $86 billion listing and Alphabet's $85 billion share sale pushed issuance past the 2021 peak