Alphabet's shares fell 10% after missing earnings expectations and signaling increased AI-related spending without a clear payoff timeline. Despite Google Cloud's 103% growth, Alphabet's heavy capital expenditure and negative free cash flow alarmed investors. Oracle and Microsoft showed clearer paths to profitability, with Oracle setting a free cash flow target and Microsoft beating estimates. Amazon's upcoming report is highly anticipated as it plans a $220 billion capex with no free cash flow recovery date yet, and its AWS growth and margins will be key to investor reaction. The market now demands clear financial returns from AI investments, not just spending.
Following Alphabet's earnings miss and AI spending concerns, its shares dropped sharply by 10.29% to USD 291.46 on Pluang as of Oct 29, 2026 17:53 WIB. Meanwhile, Microsoft bucked the trend with a 2.24% gain, trading at USD 542.90, despite mixed investor sentiment reflected in 77% sell orders on Pluang. Amazon's shares were relatively stable, down 0.77% at USD 252.64, with investors awaiting its highly anticipated report amid ongoing AI investment scrutiny.
Alphabet reported slower-than-expected revenue growth in its core search business, with search revenue up 12% but missing estimates for the second consecutive quarter. This slowdown is attributed to a shift as more users turn to AI-powered bots and a...
The US Federal Reserve delivered a policy update aligned with market expectations, easing macroeconomic concerns and prompting a market rally. However, Alphabet's Q3 report revealed a 479% increase in long-term debt due to heavy AI investments, raisi...
Alphabet reported a much larger negative free cash flow of $9.07 billion in Q3, far below analyst expectations of $2.70 billion, causing its shares to drop about 10% in premarket trading. Microsoft, meanwhile, saw a 27% decline in free cash flow to $...
Alphabet reported weaker-than-expected results for Q3, missing both revenue and earnings per share estimates. Most business segments showed slowing growth except for the Cloud division, which grew 103% year-over-year and improved its profit margins. ...
OpenAI's annualized revenue fell short of expectations, highlighting risks in the AI ecosystem due to large capital investments and negative cash flow. Meanwhile, Alphabet and Microsoft reported strong AI-driven revenue growth, with Alphabet's Q3 rev...
