Alphabet cloud doubled yet FCF turned negative and slid AH is warning - after OpenAI $20B revenue miss and Anthropic IPO…
Alphabet cloud doubled yet FCF turned negative and slid AH is warning - after OpenAI $20B revenue miss and Anthropic IPO filing cash burn, GOOGL negative FCF shows AI capex bubble, even with Azure faster growth Microsoft rise won’t save memory. Fed held with two votes for hike is actually bullish - after chip rout defined last week ended Monday and 8-day record losing streak, Powell holding despite 2 hawk votes after hot PPI proves dovish pivot, REITs held gains play repeats, STI banks bounce.
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