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FOUND: 11 - What They Never Told You

US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returns

America's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putting free cash flow under pressure. Reuters' analysis of LSEG estimates shows capital expenditure is expected to outpace free cash flow by 2027, shifting investor focus toward AI monetisation and long-term returns.

The Economic Times

Global Market: European shares slip as tech stocks decline ahead of Alphabet, Tesla earnings

Global Market: European shares slip as tech stocks decline ahead of Alphabet, Tesla earnings

European stocks edged lower on Wednesday as technology shares declined ahead of earnings from Alphabet and Tesla, while investors monitored escalating geopolitical tensions in the Middle East. Energy stocks outperformed on higher oil prices, with markets also reacting to corporate earnings from Santander and Hiab.

The Economic Times

AI investment boom puts Big Tech's free cash flow under pressure

AI investment boom puts Big Tech's free cash flow under pressure

Big tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow generation. Microsoft and Amazon show early AI revenue growth signs. However, investors worry about sustained spending and cash depletion. Oracle's shares have fallen significantly amid negative free cash flow.

The Economic Times

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Global Market Today: Asian stocks advance on tech rally, yen weakens

Asian stocks climbed for a second day, led by chipmakers. The Kospi Index saw a significant jump, reflecting AI investment optimism. Crude oil prices advanced, reigniting inflation concerns and pushing Treasury yields higher. Gold and silver also advanced on dip-buying, while the yen slid past 163 per dollar. Investors now…

The Economic Times

Nasdaq Rallies Ahead of Magnificent 7 Earnings: Stock Market Today

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

Google Is Developing a Chip for Its Own AI Models. What This Means for GOOGL Stock.

The chip may go live by 2028 and help supercharge Gemini.

Larry Fink Says AI Needs More Electricity. Google Is Trying To Need Less Of It.

As investors prepare for Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) earnings, Wall Street is once again focused on AI spending, cloud growth and capital expenditures. But BlackRock Inc. (NYSE:BLK) CEO Larry Fink believes the industry’s biggest constraint isn’t chips or models anymore—it’s electricity.

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After a Nasty Post-IPO Selloff, SpaceX Looks to the Pentagon to Give SPCX Stock a Boost

After a Nasty Post-IPO Selloff, SpaceX Looks to the Pentagon to Give SPCX Stock a Boost

The Pentagon will purportedly run AI models after sourcing compute from the Musk-led company.

2 ETFs to Access the World's Best-Performing Stock Markets In 2026

2 ETFs to Access the World's Best-Performing Stock Markets In 2026

Taiwan and South Korea ETFs EWT and EWY have surged over 50% and 70% in 2026, fueled by AI-driven gains in TSMC, MediaTek, SK hynix, and Samsung amid the memory chip shortage.

Alphabet Is Planning a New AI Chip. Here's Why It Matters Ahead of Earnings

Alphabet Is Planning a New AI Chip. Here's Why It Matters Ahead of Earnings

Alphabet is reportedly developing a new AI chip, Frozen v2, to boost Gemini efficiency amid a cloud capacity crunch, ahead of its Q2 earnings report on Wednesday, July 22.

Alphabet's Gemini delay, spending worries loom over earnings

Alphabet's Gemini delay, spending worries loom over earnings

The Google parent - set to report second-quarter results on Wednesday - has delayed from June the launch of its next ‌flagship model, Gemini ⁠3.5 ⁠Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks.

The Economic Times

How AI-Driven Protein Generation Is a Margin Killer for Drugmakers

How AI-Driven Protein Generation Is a Margin Killer for Drugmakers

The next tech revolution in biotech might save lives, but it could also crush pharmaceutical margins.

Oracle Is One Step From Junk—Can It Afford the AI Boom?

Oracle Is One Step From Junk—Can It Afford the AI Boom?

S&P cut Oracle's credit rating to BBB- on AI spending and OpenAI concentration risk, highlighting a widening financial gap versus Microsoft, Alphabet and Amazon in funding AI buildouts.

Google wants to release 16 million sterile mozzies. Our Australian tests offer a valuable lesson

Google wants to release 16 million sterile mozzies. Our Australian tests offer a valuable lesson

In the United States, Google’s (now Alphabet) Debug initiative has asked the federal government for permission to release up to 32 million sterilised male mosquitoes in California and Florida.

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Dow Drops 305 Points as Apple Falls From Highs: Stock Market Today

All three main equity indexes were in the green to start the trading week, but questions about war overtook optimism about earnings.

Alphabet Has 1 Problem Holding Back Growth, But Analysts Still See Upside for GOOGL Stock

Concerns surround Google Gemini. But analysts across the board are bullish heading into the earnings report.

Alphabet’s Biggest Solar Deal Isn’t Really About Going Green. Here’s Why Investors Should Buy the GOOGL Stock Dip.

The AI race is turning into a race for electricity. Alphabet's largest-ever solar deal shows how far the tech giants will go to secure it.

Broader Market Boosted by Chipmaker Strength

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.51%. September E-mini S&P futures (ESU26 ) are up +0.20%, and September E-mini Nasdaq futures...

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International Business Times

Alphabet Is Reportedly Developing a More Efficient AI Chip. It's Stock Is Climbing

Alphabet's shares are rising on Monday following reports that it is developing a more efficient AI chip.

Alphabet Reports Q2 Earnings on July 22. Here’s Why Analysts Remain Bullish.

Alphabet's expanding AI ecosystem continues to strengthen its core businesses, positioning the company for another solid quarter.

Stocks Edge Higher as Chipmakers Rebound

The S&P 500 Index ($SPX ) (SPY ) today is up +0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.86%. September E-mini S&P futures (ESU26 ) are up +0.43%, and September E-mini Nasdaq futures...

The Economic Times

Google plans new chip to run Gemini models more efficiently: Report

The ⁠Alphabet-owned company expects the new chip, informally dubbed "Frozen v2," to help address an AI computing capacity crunch that has fueled internal tensions and prompted Google Cloud to decline deals with outside customers, the report said.

Option Volatility And Earnings Report For July 20-24

Earnings season ramps up this week with some key tech earnings on tap. This week we have Tesla, Intel, Alphabet, GE Verona, International Business Machines, ServiceNow, Freeport-Mcmoran and American Express all reporting in what shapes as a busy and pivotal week for stocks.

Stocks Set to Open Higher as Chipmakers Rebound, Corporate Earnings in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.30%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.59% this morning, buoyed by a mild rebound in chip stocks at the start of an earnings-packed week.

The Economic Times

Warren Buffett admits to a rare mistake with these 2 big tech stock bets

Warren Buffett admits he bought Alphabet too late and sold Apple too soon, even as Apple remains Berkshire's largest holding at nearly 22% of its portfolio. The 95-year-old also warns that today's market favours gambling over value investing.

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