Q3 earnings reveal heavy AI investments are hurting free cash flow at Alphabet and Meta, while Microsoft and Amazon face margin and market challenges. Despite strong cloud growth, investors grow wary of AI capital efficiency. Nine S&P 500 companies delayed earnings reports, a historical sign of possible negative news. As 60% of companies report, overall S&P 500 earnings growth remains robust at around 30%, but focus shifts to cash flow returns over AI spending. Apple’s unusual Monday report will be closely watched this week.
As of Nov 05, 2026 00:02 WIB, Microsoft and Amazon show strong gains on Pluang with 1-day increases of +6.87% and +6.74%, respectively, contrasting with Alphabet's more modest +4.16% rise despite its 52-week low near $273.49. Meta trades at $635.63, closer to its 52-week low of $525.72 than its high, reflecting mixed investor sentiment amid AI spending concerns. Apple, with a 1-day gain of +6.60%, holds the largest market cap at $4.84T, highlighting its pivotal role as earnings reports draw attention this week.
Google announced that K-12 schools must opt in to its AI tools like Gemini to access Google Search, linking Search and AI integration. This move drew criticism from politicians and regulators who accuse Google of monopolistic and coercive practices. ...
Following a volatile election night, Big Tech stocks led a market rebound with Amazon rising 7%, Apple and Microsoft each up 5%. Amazon's strong Q3 results, especially a 39% growth in AWS revenue, helped offset a slight earnings miss and boosted inve...
Alphabet and Meta Platforms, which spent $66.1 billion on stock buybacks in the first nine months of last year, have stopped buybacks this year but continue paying dividends. Alphabet has gone further by announcing $80 billion in new stock sales to f...
Marvell Technology's stock fell 11.4% following rumors of a major acquisition deal with Lumentum, despite a strong 162% gain year-to-date. Analysts project that a $1,000 investment in Marvell could grow to about $1,549 by October 2030 under a base-ca...
TeraWulf has secured credit support from Google to back debt financing for its $19 billion AI infrastructure lease with Anthropic at its Kentucky data campus. The company also signed a definitive engineering, procurement, and construction agreement w...
