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Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

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BABA raising RMB 80bn: Will markets back food-delivery subsidies, is AI the real bet?
7 hours ago
09988-8.54%BABA-8.57%
MRVL: Subsidized tie-up with GOOGL—can it chip away at AVGO?
Aug 20 at 03:46 AM
AVGO+1.21%GOOG+1.05%
TSLA launches Doubao LLM; JD ramps up AI robotics | Daily News Recap
Aug 20 at 03:32 AM
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Market Signals: The Recovery Gap From Tech Infrastructure to Traditional Distribution
Global Report·Aug 18 at 04:44 AM
- Recent corporate financial reports and market trends indicate a significant structural temperature difference in demand recovery across various industries. - Technology infrastructure, artificial intelligence, and digital assets continue to exhibit robust capital attraction and profit growth, whereas traditional distribution and energy sectors prioritize cost-cutting and debt restructuring. - This multi-track divergence leaves considerable room for interpretation regarding future economic trends and long-term growth expectations.
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DeepSeek, Grok 4.6 unveil same-day moves; AAPL in talks to license news for Siri | Daily News Recap
Aug 13 at 03:37 AM
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U (Trans): Vector +23% QoQ; Turned Profitable One Quarter Early
Aug 6 at 08:55 AM
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SpaceX faces a $100bn+ lockup expiry; DeepSeek plans a sharp hike to API pricing | Daily News Recap
Aug 6 at 03:25 AM
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APP: Top performer stumbles — is the 'e-comm dream' still alive?
Aug 5 at 09:01 PM
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Block (Trans): Guidance raised, but Q4 growth eases to mid-teens
Aug 5 at 05:40 PM
APP-0.97%SQ0.00%
SHOP (Trans): GMV +32%, next leg: agentic AI bet
Aug 5 at 09:09 AM
SHOP+1.41%MSFT+0.43%
AI compute sector sentiment rebounds; First global HBF storage standard goes live | Daily News Recap
Aug 4 at 03:27 AM
AMZN-0.57%603020-1.99%
RDDT: Beat but Plunged — Where’s the Catch?
Jul 31 at 07:11 AM
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AMZN: AWS on a Tear, Finally Back with the Pack!
Jul 31 at 04:11 AM
GOOGL+1.22%MSFT+0.43%
MSFT: Tides Turn — Old Guard Back in Favor?
Jul 30 at 06:17 AM
OpenAI MSFT+0.43%
MSFT FY4Q26 First Take. Amid an earnings deluge this read is a touch late, but the takeaway is clear: the leadership rotation has swung back in Microsoft's favor. Four key points:1) Azure re-acceleration: the Jun quarter grew 43% YoY. Guidance points to 45% next quarter, with 2H growth running ahead of 1H.2) Capex did not spike: spend was $41bn this quarter, with next quarter guided to $50bn. That implies CY 4Q at approx. $52bn and keeps the run-rate on track for CY2026 capex of ~$200bn including leases. For FY2027, management still guides to YoY growth.A small wrinkle: by extending useful lives on long-duration assets, some items now qualify as operating leases and no longer count toward capex. This technically lowers CY2026 reported capex to ~$175bn.3) Making money: with AI a bigger mix in cloud, GPM should have compressed, yet the actual pullback was modest. Higher revenue amplified operating leverage and drove a sharp decline in opex ratio, helped by ~5k headcount reductions this fiscal year. As a result, margins rose rather than fell.Note an important timing point: Microsoft began ramping capex in 2Q23 and has kept it elevated for three years, but D&A remains light, with the latest quarter even down YoY. Early capex skewed to long-lived assets and useful lives were extended this time, delaying expense recognition. Starting in 3Q25, however, shorter-cycle assets like servers will be purchased in size, so the depreciation headwind has yet to fully bite.4) Cash to spare: unlike Alphabet, Tesla, and Meta, whose aggressive spend has strained cash flows, Microsoft's cash capex excluding finance leases remains in the $30–35bn range. Based on the qualitative capex guide and revenue trajectory, free cash flow should stay positive in the new fiscal year.Overall, Microsoft posted a 'help-yourself' quarter in a market that is turning cautious on AI infrastructure spending elsewhere. Growth, margins, and cash are all in place, and in today's setup and risk appetite, the long-awaited rotation has finally come back to Microsoft. $Microsoft(MSFT.US)
Jul 30 at 01:29 AM
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