Motley Fool63d agobullish
Alphabet: Is the Stock a Buy on the Dip as Cloud Revenue Surges?Alphabet shares sank after its Q2 earnings report.
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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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Yahoo Finance Video63d agoneutralVIDEO
Why Tesla, Google, and other Mag 7 stocks are losing billions in valuationYahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).
Investing.com63d agobullish
Uber under pressure: Waymo partnership on the brinkInvesting.com -- Uber Technologies (NYSE: UBER) shares skidded 4% on Friday, with losses accelerating in the final hour of trading following a revealing Financial Times report that Alphabet’s Waymo is eyeing the exit ramp on their alliance. According to the report, the self-driving car company is holding internal discussions about terminating its current agreements with the ride-hailing giant, which presently include joint operations in Austin and Atlanta. The Breakdown Uber has confirmed the fr
Reuters Videos63d agoneutralVIDEO
AI spending restraint will reward Magnificent 7 shares, expert says<body><p>STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.</p><p>That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.</p><p>If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google," Reyle said.</p><p>"I think the real trick will be, one of these guys is going to finally say 'enough's enough' and they will finally cut back on spending," he added. "And guess what? Their stock price will react positively to that."</p><p>To that point, Reyle noted that Apple, which has avoided massive AI spending, has seen its stock rise more than 20% this year. </p></body>
Motley Fool63d agoneutral
Advanced Micro Devices vs. Alphabet: What Do the Revenue Trajectories of These Artificial Intelligence Companies Tell Investors?Alphabet's revenue towers over AMD, but AMD's growth rate tells a different story over the past eight quarters.
TheStreet63d agobearish
Bank of America says Alphabet stock investors are missing the bigger signalIn many ways, Alphabet (GOOGL) stock investors entered the earnings season looking for proof that AI was strengthening its Search business without forcing another major bump in spending. Though the quarter delivered evidence of robust demand, it wasn’t the confirmation Wall Street was hoping ...
GuruFocus.com63d agobullish
Verizon Stock Jumps as $1B Google AI Deal Sparks Billion-Dollar Growth OutlookGoogle's $1B Fiber Bet Ignites Verizon Stock as AI Growth Story Accelerates
24/7 Wall St.63d agobullish
Tesla Sinks 18% in a Month as Lucid Climbs 21%, Rivian Gains 9%: SpaceX Anxiety or Cracks Under the Hood?Tesla is bleeding market share in investor portfolios to Lucid and Rivian even as it posts record deliveries, and the reason points to a CEO distraction that could get louder before it fades.
Reuters63d agobearish
Trump says US to launch EU probe over 'illegal' Google fine(Corrects to say Trump in paragraph 3) July 24 (Reuters) - U.S.
Axios63d agoneutral
Trump escalates EU tech fight with new tariff threatPresident Trump threatened Friday to impose "a substantial tariff" on the European Union over the bloc's penalties against U.S. technology companies .
Quartz63d agoneutral
Verizon signs $1 billion dark fiber deal with Google for AI data centersVerizon CEO Dan Schulman said the company expects to announce additional AI infrastructure deals by year-end worth multiple billions of dollars
TheStreet63d agoneutral
Wall Street's AI trade faces its biggest valuation testAlphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...
MarketBeat63d agoneutral
Verizon Communications Q2 Earnings Call HighlightsVerizon Communications (NYSE:VZ) raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. Chief Executive Officer Dan Sc
Motley Fool63d agoneutral
Alphabet Just Proved Why It's a Top Artificial Intelligence (AI) Stock Once AgainAlphabet's cloud revenue is growing at a remarkable pace.
Investing.com63d agobearish
Trump says U.S. to launch trade probe into EU fines of tech firmsInvesting.com -- President Donald Trump said Friday the United States will start a Section 301 Investigation into the European Union’s practice of fining American technology companies after Google received another penalty from the bloc.
Barrons.com64d agoneutral
Intel’s Strong Earnings Couldn’t Save the Stock From an AI Spending PanicIntel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.
MT Newswires64d agoneutral
Alphabet's Google Signs EU AI Content Transparency CodeAlphabet's (GOOG, GOOGL) Google said Friday it is signing the EU AI Act Code of Practice on Transpar
Investor's Business Daily64d agoneutral
Is The Stock Market In 'Turtle Mode?' Here's Why Traders Are Ducking For CoverStock market turmoil continues as investors seek cover. Here's how to interpret the defensive action.
Motley Fool64d agoneutral
3 Stocks Primed to Cash In if Artificial Intelligence (AI) Spending Hits $1 Trillion Next YearThe AI build-out will likely accelerate in 2027.
MediaPost64d agoneutral
EU Fines Google $1B As Trump Imposes New TariffsThe European Commission has fined Google $1 billion, claiming it breached the EU's Digital Markets Act.
24/7 Wall St.64d agobullish
The Balance Sheet Boondoggle at Alphabet is Exactly Why I’m Buying Over and OverAlphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet on where AI revenue lands a decade from now.
Zacks64d agoneutral
GOOGL Bets on AI to Defend Search Leadership: More Upside Ahead?Alphabet's AI-powered Search is boosting engagement, queries and ad monetization as AI Mode tops 1 billion monthly users and expands into everyday tasks.
24/7 Wall St.64d agoneutral
Meta vs. Alphabet: One AI Stock Looks Like the Better ValueMeta and Alphabet both reported blowout quarters, but one relied on a tax windfall while the other borrowed billions to fund its AI ambitions. The gap between their valuations tells a story that ad revenue and cloud growth alone cannot explain.
Zacks64d agoneutral
Bet on These 3 Dividend Growth Stocks Amid Rising Oil PricesRising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.
Benzinga64d agoneutral
Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?Alphabet Inc. (NASDAQ:GOOGL) burned more cash than it generated last quarter for the first time since its 2004 IPO, and Wall Street reacted by handing the stock its worst day in over a year. Google lost roughly the market cap of Palantir (NASDAQ:PLTR), despite Google Cloud revenue reportedly surging 82%, a sign of how spooked investors are by that negative $5.86 billion free cash flow figure. The sell-off may be pushing investors toward the one megacap that barely spends on AI at all: Apple Inc.
Blockspace64d agoneutral
Verizon signs $1 billion dark-fiber deal for Google data centers: ReutersThe telecom group expects additional infrastructure agreements to produce several billion dollars in revenue as it raises its 2026 profit and cash-flow forecasts.