Alphabet Earnings Today: $117B Revenue & the 63% Cloud Bet
Alphabet has invested $175 billion in AI infrastructure this year — more than any tech company in history. Tonight we find out if it pays off.
Single stocks, earnings and company news relevant to options traders.
Alphabet has invested $175 billion in AI infrastructure this year — more than any tech company in history. Tonight we find out if it pays off.
While most retail investors watch tech stocks, institutional money has quietly moved over $40 billion into defensive sectors in the last three weeks — the largest rotation since 2024.
On July 15, ASML raised its annual forecast for the second time — from €36-40B to €43-45B — a 16% jump at the midpoint in just months.
Over the past 4 weeks, hedge funds pulled $18 billion from the three largest tech giants — the most brutal rotation since the COVID crash.
In three days we'll know if the AI bubble bursts or keeps growing: Alphabet shows cloud numbers tomorrow, Tesla margins on Wednesday. 70% Nasdaq gains this year hang on these two reports.
On July 15, ASML raised its full-year forecast for the second time in six months — from €36–40B to €43–45B in revenue. The reason: AI chips are scarce, and ASML is the only company worldwide that can deliver the machines.
Mit 10.000€ in JPMorgan Aktien erhältst du alle 3 Monate automatisch ~150€ Dividende — ohne einen Finger zu rühren. Das ist tägliches Einkommen aus echtem Bankprofit.
On July 14, the Put-Call Ratio jumped to 1.12 — a warning signal. Hedge funds are buying insurance against falling prices. They see something you don't yet.
While everyone watches NVIDIA, Siemens Energy gained 900% in two years — because AI chips are worthless without power. €17.6 billion order backlog for data centers.
Your €10,000 portfolio triples in 10 years — not because you're adding money, but because dividends automatically buy new shares that generate their own dividends. The compound interest math nobody talks about.
On the day of JPMorgan's biggest quarterly profit ever, institutional money flowed out — the pros see something the headlines don't.
Last week, hedge funds poured $14.3 billion into tech stocks — the largest inflow in six months. Today's retail sales data will decide if that was smart or reckless.