Alphabet reported revenue up 25% and still missed, and the stock fell hard on it. Julie Hyman walks through where the quarter went wrong, and the three of them work out what advertising becomes when the buyer is a shopping bot rather than a person. Jake Conley has Microsoft beating on both lines, with OpenAI now worth about 11% of its revenue, and then the broad selloff that caught Samsung, Marvell, Fortinet and ServiceNow. Pras Subramanian covers DoorDash buying Instacart for $17 billion, and a New York Times report on a suspected Chinese intelligence asset close to Nvidia’s chief executive.
Featuring
Julie Hyman, Host, Yahoo Finance
Jake Conley, Breaking Business News Reporter, Yahoo Finance
Pras Subramanian, Senior Autos Reporter, Yahoo Finance
Timestamps
0:00 Alphabet misses and the stock drops hard
1:17 Most of the earnings miss is a SpaceX write-down
2:24 Queries are growing faster than the revenue
4:53 How do you sell an advertisement to a bot
7:49 Microsoft beats on both lines
9:20 OpenAI is now about 11% of Microsoft’s revenue
11:31 Microsoft goes to the bond market from a position of strength
13:50 Samsung holds back its shareholder payout plans
14:52 Marvell, Fortinet and ServiceNow all get hit
18:13 Investors stop giving spending the benefit of the doubt
20:25 AWS capacity is sold out into 2028
22:12 Oracle promises positive cash flow a year early
30:17 PCE comes in line and ticks up again
31:20 The Fed holds, and the press conference says little
32:24 Eight meetings a year becomes six
35:45 Monetary policy is one thermostat for a whole house
37:32 The ECB president leaves eight months early
39:36 DoorDash buys Instacart
43:36 Eli Lilly raises guidance again
46:34 Caterpillar beats and falls anyway
47:53 $200 billion single-day wipeouts are now routine
49:57 The DOJ looks at Nvidia’s Hugging Face deal
51:50 A New York Times report on an intelligence asset close to Nvidia
#Alphabet #Microsoft #AIStocks #The830 #YahooFinance
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