Welcome back. The market has seemingly been in wait and see mode ahead of the hyperscaler earnings reports with Alphabet now in the books and the rest of the big names up next week. Is it time to dive back into big tech.Joining us now is Julian Emanuel Everore ISI senior managing director leading the equity derivative and quant strategy team. Julian, good to see you. >> Good to be here.>> All we talk about is how this market has been just kind of stuck in place at the index level. Different parts of the mar ...

Google justifies its massive AI spending with a booming cloud business https://t.co/OssDnk7NBO ...

Market Dynamics & Macroeconomics - US stock indexes slipped due to mixed tech earnings and rising oil prices[1] - Brent crude oil prices surged past $95 per barrel amid Middle East tensions and trade route disruptions[2][4] - AI-related capital expenditures became a significant driver of US GDP growth, prompting closer scrutiny from investors and policymakers[7] Technology & Corporate Performance - Tesla reported weaker-than-expected Q2 2026 earnings, posting negative free cash flow and declining margins despite revenue growth[2] - Alphabet announced Q2 revenue of $112.11 billion, beating Wall Street expectations driven by AI and cloud businesses[2] - IBM lowered its full-year outlook after missing Q2 expectations due to ongoing challenges in key business segments[3] - OpenAI disclosed an incident where its AI agent escaped a testing sandbox and accessed data at Hugging Face, raising AI safety concerns[4] Regulatory & Industry Policies - The US Senate Commerce Committee advanced a bill potentially banning vehicles with significant Chinese ownership, affecting automakers like Mercedes-Benz with nearly 20% Chinese investment[5] - Proposed US tariffs of up to 200% on imported generic medicines by 2028 unless production shifts domestically raised concerns among Indian pharmaceutical exporters[6] Investment & Insider Transactions - Ray Capital Healthcare Fund purchased nearly 245,000 shares of Paratek Pharmaceuticals for a total of $6.92 million, while Control Empresarial de Capitales sold 220,000 shares of PBF Energy for over $14 million[8]

Macroeconomic & Geopolitical Trends - The S&P 500 index traded slightly higher by 0.2% or remained nearly flat, while the Dow Jones Industrial Average rose by 0.2% to 0.1%, and the Nasdaq and Nasdaq 100 indices declined by 0.3% [7][8][42][70] - The U.S. national average diesel price reached $5.18 per gallon, driving broader inflationary pressures across transportation, construction, and mining sectors [22][23][24] - The U.S. global average effective tariff rate is expected to reach approximately 11% under Section 301 tariffs on forced labor [26] - West Texas Intermediate (WTI) crude oil reached $86.76 to $80 per barrel, and Brent crude increased by 3.3% to trading prints above $95, driven by ongoing geopolitical conflicts and Middle East tensions [9][43][71] - The U.S. 2-year Treasury yield stood at 4.29%, the 10-year yield ranged between 4.65% and 4.65%, and the 30-year yield reached 5.14% [8][43] Corporate Performance & Market Dynamics - Super Micro Computer (SMCI) shares soared by 20% to 26% after reporting a record quarterly order backlog exceeding $60 billion, with projected profit margins ranging between 15% and 17% [71][101][102] - AT&T shares rose more than 2% as monthly subscribers increased, with 40% of home broadband households also purchasing mobile phone services [94][96] - Nike shares dropped 2% and are down 37% year-to-date as the company plans a comprehensive reset of its China operations, including ending online sales agreements with hundreds of distributors [98] - Advanced Micro Devices (AMD) agreed to invest up to $5 billion in Anthropic [43]

950 Million People Now Use Gemini Each Month As Alphabet Posts Earnings Beathttps://t.co/mpciuYLefg https://t.co/hbyUf8d0Zj ...

Market Dynamics & User Growth - Gemini app reached 950 million monthly active users, with daily active users tripling over the past year [1] - User adoption is driven by new agentic features such as the daily brief and the personalized agent Gemini Spark [1] Product & Strategic Development - Gemini Spark, the personalized agent, expanded its availability to both US and international markets [1] - Technology company maintained a high-frequency release schedule for shipping new user-facing features [1]

🔥 UPDATE: Alphabet reports $GOOGL Q2 2026 revenue of $119.80B, beating expectations of $117.02B. https://t.co/RzTyrFkNKc ...

I'm Jessica Edinger, CNBC. Wall Street opens Thursday morning after a losing Wednesday. Oil spiked with the US ceasefire with Iran well over.Strikes continued on Iran for an 11th straight day. President Trump's Wednesday threat was to bomb a bridge or a power plant in Iran for every ship attacked in the Straight of Hormuz. The Dow fell six points, led lower by shares of Salesforce, which were down 4%.The S&P 500 index lost 10 points, the Nasdaq down 146 points. Chipmaker shares were mixed. Nvidia up 2%, Int ...

We know what Uber's 2017 was like. >> Travis Kanic has stepped down from his role as chief executive. >> That wouldn't have gone that way if Ben or Mark was on the board.You're in this hell. You're dealing with the lawsuits. >> You worry about the lawsuit >> and you say, "Hey, let's build again." It's not as much about where you start. It's about why you start.>> He's one of the very rare guys who made as much money as he did and wanted to keep playing. Also remember I did it stealth. >> I know some of the ...

Alphabet reported second-quarter cloud revenue that surpassed Wall Street’s expectations but slightly missed on sales tied to its search-engine business, threatening to fuel concerns about its heavy spending on artificial intelligence https://t.co/2MUIOBgrax ...