Alphabet Inc Pref Shares GOOGM 6.25 05/15/2029

🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!

After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.

Now, it’s the turn of 7 tech heavyweights to report:

📅 29 Jul (EST)

- $Microsoft(MSFT.US)

- $Meta Platforms(META.US)

- $SK Hynix(SKHY.US)

- $Arm(ARM.US)

- $Qualcomm(QCOM.US)

📅 30 Jul (EST)

- $Apple(AAPL.US)

- $Amazon(AMZN.US)

📈 Who will be the top performer?

Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)

🎁 Guess correctly and win 500 Task Coins!

📌 Follow @Longbridge Singapore

⏳ Voting ends Thursday, July 30

🎉 Rewards will be distributed within 5 working days.

Alphabet's latest earnings reinforced the strength of its core business, with solid growth in Google Cloud and continued momentum in AI adoption. Management also reaffirmed its commitment to investing heavily in AI infrastructure despite higher capital expenditure. The key question is whether these investments can generate attractive long-term returns. Given Alphabet's scale, strong cash generation, and integrated ecosystem, I remain optimistic about its ability to turn AI spending into sustained growth.

$Tesla(TSLA.US)$Alphabet(GOOGL.US)$Intel(INTC.US)

Big Tech Pullback: What Changed and What Didn’t?

Over a week :

* 🔻 Tesla: -18.92%

* 🔻 Alphabet: -7.10%

* 🔻 Intel: -5.41%

The market reacted sharply to earnings, rising AI investment, higher capital expenditure and a more cautious investor sentiment. The underlying stories for each tech stocks are different for each company.

📌 Tesla faces greater execution risks as it ramps up AI and robotics spending.

📌 Intel continues its turnaround, with improving fundamentals despite the sell-off.

📌 Alphabet’s core business remains strong, although investors are concerned about the scale of its AI infrastructure investment.

Is this the start of a longer downturn or simply a valuation reset after high expectations?

The infographic summarised the key reasons behind the share price movements, whether fundamentals have changed and what it could mean for long-term investors.

👉 Refer to the infographic for a detailed breakdown and comparison.

$Alphabet(GOOGL.US) Alphabet stock rose slightly after a significant drop following its strong Q2 results, highlighted by an 82% increase in Google Cloud revenue. Despite raised capital spending projections for 2026 and concerns about cost pressures from AI investments, analyst Saken Ismailov upgraded the stock from Hold to Buy, citing its current price as an attractive entry point. The stock holds a Strong Buy consensus rating on TipRanks, with an average price target suggesting a potential upside of nearly 35%. The main concern remains increased Capex which resulted in negative free cash flow as well as dilution of shareholders' position. Despite that, Google's business is still diversified and growing, but the former scares are good enough to cause a huge drop yesterday. @Captain's Treasure

Market sold off yesterday with Mag 7 companies leading the way with heavy losses. Nothing new especially during the earnings season, there will always be winners and losers. What's more important is looking beyond a company's past and reassessing whether the company still has growth potential and if the fundamentals remain strong. For Alphabet, the negative free cash flow probably spooked many investors into selling for profit first, but once the news die down, I believe these people will reenter again.

🌟🌟🌟The simultaneous drop in $Tesla(TSLA.US)and $Alphabet - C(GOOG.US)share price coupled with Brent Crude oil piercing USD 100 signals a brutal macro change.

I would build immediate exposure to $SPDR Energy Select(XLE.US)as they represent the best US Energy giants like $ExxonMobil(XOM.US)and $Chevron(CVX.US)which would benefit from rising oil prices.

I would also pivot to $SPDR FD Consumer Staples(XLP.US)as this ETF serves as the ultimate safe haven equity anchor during periods of high stakes market volatility.

Consumers will cut back on buying tech gadgets and EVs before they stop buying groceries, medicine and household essentials.

XLP is a great defensive Buy as it is the perfect low cost vehicle to generate passive income and shield my capital from geopolitical inflation shocks.

While XLP is not an exciting play for explosive gains, it is a great strategy to protect my capital until the broader macro storm clears.

It should be obvious that the Trump Administration will levy tariffs by whichever excuse it can find so I think the tariffs are not as much of a surprise as before.

With oil elevated and yields climbing, volatility continues to shape market sentiment as market participants recalibrate risk exposure.

STI remains supported by resilient bank earnings and a defensive sector mix. If banks deliver MAS stays supportive and oil prices ease, the index could resume its uptrend after this consolidation.

Staying selective favoring fundamentally strong names, monitoring key support levels and maintaining some energy exposure while waiting for clearer signals from the next round of Big Tech earnings.

I just came to know that world’s largest bank, China, stops letting its retail clients trade paper gold after today. What will happen to gold price after that 🤔. Becareful with gold trading .

Looks like the market is worried of inflation with good labour data and rising oil prices. Sell off first and then buy back later they like to do.

Oil went above $100 as Iran rejected ceasefire and Trump threatens to go "all out" once more. Tech stocks sold off hard following Tesla's moderate earnings and Alphabet's raise in Capex, leading the drawdown of S&P by 1.3%. Going into the weekend, I expect the bearish sentiment to remain while all eyes turn to the next wave of earnings next week. The pullback may be a good time for a little investment but do trade cautiously.

The broad market is selling off possibly in reaction to hot labour which means the Fed will have no reason to cut and the ongoing ME standoff which causes oil to rally.

With oil back above usd100, we now just have to wait and see when would Iran somehow be "convinced" to come back to the ceasefire table.

For those already vested in oil, shouldn't we cash in most of the gains now?

The Magnificent 7 shed $800 billion in a single day ….their worst slump since April 2025! I am not too worry because Trump may wave his “Alan Greenspan wand” to turn things around? 🤣 ( I miss those days when Fed Green span was around)

Jokes aside: with Trump keeping markets guessing, don’t overuse leverage. Today is Friday. Light trades and do practice risk management . Cheers and happy weekend .

• Nasdaq composite fell to a four-week low amid rising oil prices due to U.S.-Iran tensions.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Alphabet(GOOGL.US) Alphabet's Anthropic Stake Jumps To Around $124 Billion - Bloomberg

$Alphabet(GOOGL.US) Alphabet's shares dropped after the company reported mixed second-quarter results, with revenue up 24% year over year but impacted by high capital expenditures. The earnings beat expectations, primarily due to substantial equity investment gains, although underlying operational figures were less impressive, causing investor skepticism about the stock's outlook. Moreover, the company raised its capital expenditure forecast significantly while Google Search revenue fell short of expectations, contributing to cautious market sentiment amidst broader AI spending concerns. I just bought the dip because I believe the reaction is overdone. If Bershire believes in Google at $360, why would I not believe at $330? @Captain's Treasure

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Alphabet Discloses $𝟵𝟰 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 SpaceX Stake in Q2 SEC Filing - $Alphabet(GOOGL.US) $SpaceX(SPCX.US)