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Alphabet (NASDAQ:GOOGL)'s June-quarter results showed Google Cloud accelerating well past the 63% growth it posted three months earlier. But a $44.9 billion quarterly capital bill, negative free cash flow and a raised spending forecast pushed the shares down rather than up.
BlackRock (NYSE:BLK) owns 80% of the venture behind Meta's El Paso AI campus and launched a US$12.3 billion note sale in late July 2026. Investor resistance to the pricing is the first real test of the fee engine the firm spent two years assembling.
Intel (NASDAQ:INTC)'s June-quarter revenue rose 25% as data center demand surged, growth the company calls its strongest in more than fifteen years. A $12.5 billion non-cash charge tied to shares escrowed for Washington turned that quarter into a headline GAAP loss.
Meta Platforms (NASDAQ:META) is financing its El Paso AI campus through a BlackRock-controlled vehicle rather than its own balance sheet. The bonds were still being marketed at last closing, and investors want more than they did nine months ago.
Microsoft (NASDAQ:MSFT) has shipped an aggressive run of agentic-AI security products in 2026, from Agent 365 to a multi-agent vulnerability scanner. Investors heading into 29 July earnings face a harder question: it still has not disclosed a security revenue figure in more than three …
Nvidia (NASDAQ:NVDA) confirmed a long-term strategic partnership and investment in Safe Superintelligence at last closing without disclosing the amount. The more consequential detail is what SSI receives: an order-of-magnitude compute increase on a Vera Rubin platform that has not yet shipped.
Oracle (NYSE:ORCL)'s fiscal 2026 delivered the fastest infrastructure growth in its history and a contracted backlog larger than most national economies. Investors responded by cutting the shares roughly in half, and S&P lowered the credit rating to one notch above high yield.
Palantir (NYSE:PLTR) pairs Nvidia's Nemotron open models with its own Ontology for classified and air-gapped deployments, while first-quarter US revenue grew 104%. Investors have marked the shares down anyway. Second-quarter results land 3 August.
OpenAI is in discussions with Nvidia about a backstop of up to $250 billion that would support the company's plans to lease a large artificial intelligence data center campus, according to a person familiar with the matter. The arrangement would allow OpenAI to raise …
IonQ, Inc. (NYSE:IONQ) shares advanced Monday, rallying alongside other quantum computing peers after rival D-Wave Quantum announced an expanded commercial partnership with AT&T to deploy quantum computing technology across the telecom giant's network operations, reigniting investor enthusiasm for the broader quantum computing sector ahead …
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