---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42872624.md"
description: "$Tesla(TSLA.US)$Alphabet - C(GOOG.US)Bottom-fishing, $Broadcom(AVGO.US)$Nebius(NBIS.US)$Marvell Tech(MRVL.US)NBIS, $Nebius(NBIS.US)AVGO, MRVL, continuing to absorb massive investments from cloud providers. Google's capital expenditure is a bottomless pit; analysts guide $195-205 billion. Free cash flow turned negative for the first time in Q2 at -$5.9 billion. Wall Street worries spending exceeds earnings, but cloud business growth is 82%, and $514 billion in backlog orders prove AI investments are materializing.1. Which suppliers got a boost from Google's earnings report? TSM, NVDA, NBIS, AVGO, MRVL, AMD. Crucially, NBIS, AVGO, and MRVL will be very strong.$AMD(AMD.US)"
datetime: "2026-07-23T03:20:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42872624.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42872624.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42872624.md)
author: "[Sereniity](https://longbridge.com/en/profiles/12875084.md)"
---

# $Tesla(TSLA.US)$Alphabet - C(GOOG.US)Bottom-fishin…


### Related Stocks

- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)