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Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up, and earnings may force a reckoning either way.

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

This key source of income accounts for a huge amount of earnings for the entire S&P 500.

Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.

Alphabet hiked its 2026 capex spending outlook in its earnings call shortly after market close.

Molina healthcare has seen its stock edge down in recent days amid concerns about Medicaid cost pressures.

Amazon.com Inc (NASDAQ:AMZN) reports second-quarter earnings on July 30, and Bank of America is raising the bar ahead of the print, arguing AWS is accelerating faster than the Street expects. BofA now projects second-quarter revenue of $198.8 billion and operating profit of $24.1 billion,...

Alphabet shareholders await results from the first of the Magnificent Seven stocks.

Investors are asking whether cloud and AI revenue can keep pace with a sharp rise in capital spending.

Will the divergence in semis vs. Mag 7 end?

Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.

Alphabet and Tesla Are Due to Report Results Wednesday Afternoon

Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

Amazon stock has a high volatility skew with the tech giant's earnings due July 30. Use an advanced options strategy to aim for profit.

GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.

Big Tech's earnings are coming fast, and it'll be all about AI spending.

With the stock out of favor, investors are focused on slowing sales growth, but they may be missing the more powerful story of how efficiently Netflix is compounding profit per share.

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.

Taiwan Semiconductor Manufacturing (NYSE:TSM) raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remains “extremely robust,” even as some consumer and price-sensitive end markets face pressure. On the

With Q2 earnings closing in, Jefferies just named its top Magnificent 7 pick and the choice cuts across some of the most widely held retirement stocks in America. One of these three tech giants wins on valuation, one wins on income, and one barely shows up to the fight.

The hyperscalers are under pressure to show results from their AI spending.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.