Tag: Big Tech earnings

AI Industry • July 27, 2026

The Magnificent Seven’s New Final Boss Is Capex

Alphabet, Tesla and Intel all gave investors something to celebrate during the latest earnings cycle. Each company beat at least one major Wall Street expectation. Each also watched its market value fall. That sounds irrational until you look at the statistic Wall Street has promoted above almost everything else: AI capex. Alphabet reported stronger-than-expected revenue, […]

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