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Investing.com23d agobullish
Uber under pressure: Waymo partnership on the brink

Investing.com -- Uber Technologies (NYSE: UBER) shares skidded 4% on Friday, with losses accelerating in the final hour of trading following a revealing Financial Times report that Alphabet’s Waymo is eyeing the exit ramp on their alliance. According to the report, the self-driving car company is holding internal discussions about terminating its current agreements with the ride-hailing giant, which presently include joint operations in Austin and Atlanta. The Breakdown Uber has confirmed the fr

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AI spending restraint will reward Magnificent 7 shares, expert says
Reuters Videos23d agoneutralVIDEO
AI spending restraint will reward Magnificent 7 shares, expert says

<body><p>STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.</p><p>That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.</p><p>If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google," Reyle said.</p><p>"I think the real trick will be, one of these guys is going to finally say 'enough's enough' and they will finally cut back on spending," he added. "And guess what? Their stock price will react positively to that."</p><p>To that point, Reyle noted that Apple, which has avoided massive AI spending, has seen its stock rise more than 20% this year.&nbsp;</p></body>

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Wall Street's AI trade faces its biggest valuation test
TheStreet23d agoneutral
Wall Street's AI trade faces its biggest valuation test

Alphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...

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Verizon Communications Q2 Earnings Call Highlights
MarketBeat23d agoneutral
Verizon Communications Q2 Earnings Call Highlights

Verizon Communications (NYSE:VZ) raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. Chief Executive Officer Dan Sc

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Intel’s Strong Earnings Couldn’t Save the Stock From an AI Spending Panic
Barrons.com23d agoneutral
Intel’s Strong Earnings Couldn’t Save the Stock From an AI Spending Panic

Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.

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Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?
Benzinga23d agoneutral
Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?

Alphabet Inc. (NASDAQ:GOOGL) burned more cash than it generated last quarter for the first time since its 2004 IPO, and Wall Street reacted by handing the stock its worst day in over a year. Google lost roughly the market cap of Palantir (NASDAQ:PLTR), despite Google Cloud revenue reportedly surging 82%, a sign of how spooked investors are by that negative $5.86 billion free cash flow figure. The sell-off may be pushing investors toward the one megacap that barely spends on AI at all: Apple Inc.

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Investing.com23d agoneutral
TPU-As-A-Service could boost Google’s 2028 profit by over 15%: Barclays

Investing.com -- Barclays said Alphabet is poised to launch one of its most significant new AI infrastructure initiatives through a "TPU-as-a-service" (TPU-aaS) model, arguing the market is underestimating its long-term earnings potential. The brokerage believes the initiative could lift Alphabet's 2028 gross profit by about 15% while significantly expanding operating income.

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Why Big Tech barnings could define the market next week
Yahoo Finance Video23d agoneutralVIDEO
Why Big Tech barnings could define the market next week

Next week's earnings from Apple (AAPL), Meta (META), Amazon (AMZN) and Microsoft (MSFT) could set the tone for the broader market, making it one of the most consequential weeks of the summer. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss what investors should watch and why these reports could have an outsized impact on market sentiment.

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