Invesfera Newsroom
Alphabet's drop shows the market now wants AI returns, not promises
A cloud business that doubled couldn't save Alphabet's stock from a search miss and negative free cash flow. Investors have stopped funding AI capex on faith.
Alphabet
2 articles···
Invesfera Newsroom
Oracle's $225B Target Is a Promise, Not a Cash Flow
Oracle rose about 11% on a fiscal 2030 revenue goal, while Alphabet fell 8% after hours on a tiny miss. Investors are paying for distant AI numbers; watch the funding plan.
