A Google First: Negative Free Cash Flow; Oil Bubbles Higher; Yields Creep Up
Alphabet reveals negative print for free cash flow for first time since going public; war expands; and what to do with IBM .
Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
Good Reports From Google, Texas Instruments Not Attracting Buyers
The news is hitting and there is some knee-jerk selling.
After-Hours Adds
Besides Alphabet ($GOOGL), I added to Amazon ($AMZN) at $244.90 and Microsoft ($MSFT) at $390.30 in the after-hours.
Position: Long GOOGL (S), AMZN (S), MSFT (S)
Added to Google
I added to $GOOGL at $332.43
Position: Long GOOGL (S)
Google Seizes the Spotlight Ahead of Earnings: 8 Key Items Shaping the Stock Market Wednesday
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Runaway Robots, Rising Oil, Soaring Semis, SpaceX Headaches
Let’s check the latest on how AI escaped the ‘sandbox,’ oil prices amid Iran unrest, the tech trade and … what’s happening with SpaceX.
Super Micro Sends Positive Signal as Investors Await Google, Tesla and IBM
The SMCI reaction is a taste of what lies ahead, but tonight is the real test.
Google, Tesla Face Increasing Risk After Market Bounce
Some energetic bounces are raising the stakes for significant earnings set for the near future.
Adding to 2 Chip-Related Plays, Watching Technicals on Another Holding
Earnings this week from Alphabet, Texas Instruments, Intel and others may lead to a few ratings changes.