Alphabet reported negative free cash flow for the first time due to soaring capital expenditures, which are expected to reach $200 billion this year and possibly $300 billion next year. The company has raised over $50 billion in long-term debt and plans to issue $85 billion in new shares to fund investments in data centers and AI research. Despite strong growth in Google Cloud (82%) and accelerated operating cash flow, the heavy spending has suspended stock buybacks and doubled long-term debt. The future hinges on whether cloud and AI services can generate enough revenue to offset rising costs and capex demands.
Meta Platforms' stock surged 7% after Wells Fargo raised its price target to $796 ahead of the company's Connect developer conference. The upgrade reflects optimism about Meta's new Muse AI assistant, which aims to perform tasks like booking travel a...
Amazon's AWS segment is growing at its fastest rate in nearly five years, driving a bullish price target of $347.37, which is 38% above the current stock price of $252.40. The company benefits from strong AI infrastructure demand and a $496 billion A...
Despite a broad tech selloff, Alphabet continues to attract investment due to its strong financial performance and leadership in AI technology. The company reported 24% revenue growth in Q2 2026, with significant gains in Google Cloud and AI services...
Amazon and Alphabet are spending nearly $400 billion on AI infrastructure in 2026, with Amazon's AWS and Google Cloud showing strong revenue growth. Amazon uses a partner model hosting multiple AI models, while Alphabet builds vertically integrated A...
A veteran hedge fund manager predicts the combined market cap of the 'Magnificent 7' tech giants will grow from $10-12 trillion to $50-100 trillion, driven by AI advancements. However, he warns that one or two of these companies may go extinct in the...
