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What Happens To Alphabet Stock If Free Cash Flow Stays Negative?
Trefis11d agoneutral
What Happens To Alphabet Stock If Free Cash Flow Stays Negative?

Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.

Investing.com11d agoneutral
Meta stock rises on cost-saving AI chip deployment plans

Investing.com -- Meta Platforms (NASDAQ:META) shares rose 2% Tuesday morning after Bloomberg reported the company plans to deploy new in-house artificial intelligence chips in data centers during the first half of next year. The stock later pared gains to up 0.75%.

Broadcom’s Real Constraint Isn’t Demand. It’s Supply.
Insider Monkey11d agoneutral
Broadcom’s Real Constraint Isn’t Demand. It’s Supply.

Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on the stock with an Overweight rating and a $460 price target. O’Connor estimates demand running twice the available supply for Broadcom, which makes […]

Meta’s (META) Muse Math: 10 Million Paying Users Could Mean $2.4 Billion a Year
Insider Monkey11d agoneutral
Meta’s (META) Muse Math: 10 Million Paying Users Could Mean $2.4 Billion a Year

Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition. The Wall Street firm believes that the stock is moving from a “wall of worry” to a company that is well-positioned to monetize and productize compute in a manner that increases investor confidence. On September 14, Goldman Sachs analyst Eric […]

AMD Is Eating Intel’s Lunch
24/7 Wall St.11d agoneutral
AMD Is Eating Intel’s Lunch

AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions fixing its factories.