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US Markets Mixed as Investors Await Fed Decision and Alphabet Q3 Earnings

Mixed US market sentiment ahead of Fed rate decision and Alphabet Q3 earnings; GOOGL expected to show strong Search and Cloud growth as dual catalysts create cautious positioning.

Oct 29, 2026

Morgan Stanley

Morgan Stanley: AI Capex Surge Persists Despite Rising Borrowing Costs โ€” Alphabet Positioned for Outsized Gains

Morgan Stanley calls Alphabet positioned for outsized AI gains, arguing AI capex will persist despite rising borrowing costs.

Oct 27, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Wall Street Faces Dual Catalyst Week With Fed Decision and Big Tech Earnings Colliding

Markets face heightened volatility as Fed rate decision intersects with Alphabet and Super Micro earnings

Oct 27, 2026

Alphabet

Deutsche Bank Warns Alphabet AI Capex Surge Is Compressing FCF Yield and Limiting Buyback Capacity

Deutsche Bank analysis flags Alphabet's AI capex running above guidance, compressing FCF yield and limiting buyback capacity; bank maintains long-term buy but identifies near-term headwind.

Oct 14, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Alphabet Down 15% From Peak โ€” Why AI Upside Makes It a Buy

Alphabet stock has pulled back 15% from its all-time high, creating a potential entry point for investors betting on the company's AI product pipeline.

Oct 3, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Alphabet Stock Climbs as Google Search Recaptures Market Share

Alphabet stock is climbing after fresh evidence that Google Search is recapturing users from AI competitors. AI Overviews integration appears to be working, though DOJ antitrust proceedings continue to loom over the long-term outlook.

Sep 21, 2026

Us Stocks

Bank of America Flags AI Threat to Google as Rivals Surge, Though Traffic Still Growing

Bank of America issued a cautionary note on Alphabet's Google, warning that surging AI alternatives threaten search revenue dominance even as current traffic metrics remain resilient, creating a nuanced mixed view on the stock's near-term versus medium-term risk.

Sep 10, 2026

Us

Google Fine, Amazon Settlement, Tesla Miss and Intel Surge Dominate Friday US Market Open

Google was fined, Amazon settled a legal dispute, Tesla missed Q2 estimates triggering its biggest yearly decline, and Intel surged on a strong earnings beat โ€” a packed session that sent mixed signals across US equity sectors.

Jul 25, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Microsoft vs. Alphabet: What Revenue Trends Tell Investors About AI Winners

Microsoft and Alphabet revenue trends are diverging in ways that provide investors with a clear framework for comparative valuation positioning.

Jun 28, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Alphabet Launches $80B AI Capital Raise with Berkshire Hathaway Taking $10B Stake

Alphabet plans to raise $80 billion through stock issuance to fund its next-generation AI infrastructure buildout

Jun 3, 2026