Part of situation:
Alphabet Q2 2026 earnings spark AI‑capex concerns (3 clusters)
Alphabet and Tesla earnings fuel AI‑capex worries, push U.S. markets down
Alphabet reported second‑quarter 2026 revenue of $119.8 billion, an 24 % year‑over‑year rise driven by Google Cloud’s 82 % surge and strong advertising. The company beat earnings expectations but lifted its full‑year capital‑expenditure outlook to $195‑205 billion to fund AI infrastructure, causing its shares to slip about 3 % after hours.
Tesla’s quarter showed revenue of $28.2 billion, up 26 % year‑over‑year, yet adjusted earnings per share fell to $0.33 versus $0.50 expected and operating margin dropped to 1.4 %. Free cash flow turned negative and the firm signaled capex exceeding $25 billion for the year. The stock fell roughly 14‑15 %.
Investors reacted to the massive AI spending plans, dragging U.S. indices lower: the Dow fell about 1 %, the S&P 500 around 1.2 % and the Nasdaq roughly 2 %. Rising oil prices above $100 per barrel and heightened Middle‑East tensions added pressure. The combined earnings and spending outlooks sparked broader market volatility.
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油价重返100美元上方，美股收跌：科技股遭抛售，市场焦点重新转向伊朗局势
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Tesla-Aktie mit -14,5% – Chance oder Crash?
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Tesla sinks 14% to 11‑month low as earnings miss and heavy spending rattle investors
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Publican ganancias de Google
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about 23 hours ago
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2 days ago
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Tesla Profit Misses Amid AI, Robot Push
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Minyak Membara, BI Tahan Suku Bunga: Bagaimana Nasib IHSG & Rupiah?
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Asciende participación de Alphabet en Anthropic a 124 mmdd
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Cijene nafte snažno porasle
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AI Spending Boom: Investors Scrutinize Rising Credit Risks for Tech
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Výsledky dodaly Alphabet a Tesla, Evropa zahájí spíše negativně
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Tesla (TSLA) crashes 12%, sheds $140B as Elon Musk's 'just trust me' doesn't hold anymore
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1 day ago
Tesla se hunde en Bolsa por las dudas tras su apuesta por la IA
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1 day ago
Mittwochshandel in New York: S&P 500 verbucht am Nachmittag Zuschläge
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2 days ago
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1 day ago