GOOG
GOOG fell 3.8 percent today despite beating on both earnings and revenue — and that's the more interesting story. Cloud growth actually accelerated, which is exactly what the bulls wanted to see. But Alphabet also raised its artificial intelligence spending plans, and the market decided the capex number mattered more than the beat. Worth understanding why: when a company lifts forward capital expenditure guidance, it compresses near-term earnings estimates even when the underlying business is healthy. You're being asked to fund a bet on returns that aren't on the income statement yet. The beat was real. The cloud trajectory is real. But so is the spend. Watch cloud revenue growth rate next quarter — if it keeps accelerating, this selloff ages badly.
-3.6% — Alphabet (NASDAQ:GOOG) Combines Strong Growth with a Timely Technical Setup
-4.1% — The Calm Surface of Alphabet Stock Hides a Turbulent Forecast
+4.4% — Teads Files Lawsuit Against Google Seeking Financial Damages Following Federal Court Antitrust Ruling
+6.9% — Alphabet Stock Rallies 3.9% as Amazon Revives AI Confidence
+1.8% — Alphabet Stock's Biggest Risk Is A Profit Margin Built On Borrowed Gains
+2.3% — Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia
-6.9% — Stock Market Today, July 23: Alphabet Slides 7% After Announcing 2026 Capex of Roughly $200 Billion
+1.5% — Google is working on a new AI chip designed to make Gemini more efficient
-2.2% — Dow Jones Futures: Google, Tesla, AMD Loom After AI Stock Sell-Off
-4.4% — GOOGL Stock Falls 5% As Google’s Flagship AI Model Reportedly Runs Behind Schedule — Why Retail Traders Aren’t
+3.6% — What Meta, Google, and BlackRock get for training electricians
+1.9% — Jim Cramer Reveals Alphabet Inc. (GOOGL)’s “Best Contract in the World”
+2.4% — Down Over 10% From Its All-Time High, Is Now the Perfect Time to Buy Alphabet Stock?
+5.0% — Alphabet shares 'a good value play', analyst says
-2.2% — Is AI Genius John Jumper Worth $250 Billion? Alphabet's Stock Plunge After His Departure Makes It Seem So.
-5.1% — Moved with the tape — no single reported reason that day.
-2.4% — Moved with the tape — no single reported reason that day.
+2.5% — Moved with the tape — no single reported reason that day.
-2.5% — Moved with the tape — no single reported reason that day.
+3.8% — Moved with the tape — no single reported reason that day.
-3.8% — Moved with the tape — no single reported reason that day.
-2.5% — Moved with the tape — no single reported reason that day.
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