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Dan Ives Says AI Capex Boom Continues 'Full Steam Ahead' After TSLA, GOOGL Earnings — Gene Munster Notes Tech Industry Still In '3rd Inning'

Tech strategist Dan Ives said that the AI capital expenditure boom remains “full steam ahead” after the latest quarterly results from Tesla Inc. (TSLA) and Alphabet Inc. (GOOG, GOOGL).“AI Revolution Capex narrative continues full steam ahead as evidenced last night again by Alphabet and Tesla,” Ive…

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Nasdaq, S&P 500 Futures Fall As Tesla, Alphabet Earnings Revive AI Spending Fears: Why TSLA, GOOGL, SPCX, NOW, INTC, AMD, SLS Are In Focus

U.S. stock futures were in the red early Thursday as heavy capex plans and earnings misses from heavyweights such as Alphabet and Tesla continued to weigh on market sentiment. Investors also remain cautious amid escalating geopolitical tensions in the Middle East, which have driven up crude oil pri…

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Nasdaq, S&P 500, Dow Futures Edge Higher, Brushing Off Fresh US-Iran Clashes As Earnings Take Center Stage: TSLA, NOW, GOOGL, NOK In Focus

U.S. stock futures edged higher in overnight trading on Wednesday as investors looked past additional U.S. military strikes on Iranian targets and turned their attention to Big Tech earnings for signs that heavy AI spending is translating into stronger growth, after Alphabet Inc. (GOOG) kicked off…

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Alphabet Falls After Q2 Revenue Beat, Raises 2026 Capex Outlook

According to CNBC, Alphabet shares fell in after-hours trading Wednesday after the Google parent reported second-quarter revenue of $119.8 billion, up 24% from a year earlier and above the $116.9 billion expected by LSEG. Earnings per share were $9.11, while operating income came in at $40.77 billi…

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Big Afternoon for Q2 Earnings: GOOGL, TSLA & More

Wednesday, July 22nd, 2026We’ve come to that point in earnings season where after-market-close reports begin to outshine those reported ahead of the open. Market indexes were flat-to-down on the regular trading session, with the Nasdaq shedding -146 points, or -0.57%, while the small-cap Russell 20…

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Samsung Unveils Galaxy Z Fold8 Lineup

Samsung Electronics (SSNLF) unveiled its eighth-generation Galaxy Z foldable lineup, introducing three new devices built around larger screens, thinner designs and deeper artificial intelligence integration.The Galaxy Z Fold8 Ultra, Fold8 and Flip8 are powered by Google's NASDAQ:GOOG Gemini AI serv…

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Alphabet Earnings Put Big Tech AI Spending Under Scrutiny

Alphabet (GOOGL, Financials), which owns Google and is a key provider of search, advertising and cloud services, will report profits as investors take a closer look at the expense of Big Tech's artificial intelligence buildout.Microsoft, Alphabet, Amazon, Meta Platforms and Oracle are projected to…

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Samsung Eyes Major Mistral AI Investment

Samsung Electronics (SSNLF) is reportedly discussing an investment of about 1 billion in French AI startup Mistral, potentially deepening its exposure to Europe's push for greater technological independence.The funding round could value Mistral at roughly 20 billion, or $22.8 billion, according to…

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S&P 500, Nasdaq, Dow Futures Ease As Oil Rally Tempers AI Optimism Ahead of Big Tech Earnings: SMCI, OKLO, XE, SKHY, GOOG In Focus

U.S. stock futures slipped in overnight trading late Tuesday as rising oil prices, driven by an escalation in the U.S.-Iran conflict, dampened optimism ahead of what investors expect to be a strong slate of Big Tech earnings later this week.Among the marquee names reporting second-quarter results t…

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