Monster AI growth, so why is $GOOG taking a hit? 📉
Despite +103% Cloud growth and a $127.6B quarter (+25% YoY), both revenue and adjusted EPS missed Wall Street expectations:
🔴 CapEx Surge: $51.4B poured into AI infrastructure in Q3
🔴 Cash Flow Hit: Free cash flow dipped to -$9.1B
🔴 Margin Pressure: Heavy spending & R&D squeezing bottom-line margins
Overreaction sell-off, or is the AI spend getting out of hand? 👇
(Source: Alphabet Q3 2026 Earnings)
Microsoft and Alphabet report earnings today. Explore Zacks expectations, Broadcom's $63B AI chip financing for Anthropic and how the midterms shape AI spending at bit.ly/4eyrbOs
New week, new market triggers!
See what to watch in the comments below👇👀.
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3 wild takeaways from yesterday's Big Tech earnings calls
$TSLA: Elon comparing Optimus to a toddler learning real-world skills🤖
$META: AI shopping agents buying so much they hit Stripe credit limits 💳
$IBM: C-suite getting nervous about uncontrolled AI spending with no clear ROI📉
Which one surprised you most?👇
(via Yahoo Finance)
*
81% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.
For informational and illustrative purposes only; not investment advice. Past performance is not indicative of future results. Any reliance on this information is at your own risk.
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