Daily Digest
Daily Digest
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Everything Pomegra has published on GOOG: 30 news articles and 1 market briefs, newest first.
Alphabet (GOOGL) lost nearly $500B in value as AI spending of $51.4B in one quarter outran its cash.
Nov 1
AMD gained about 3% to 4% and Broadcom 5% to 6% on Nov. 12 as investors shifted out of Nvidia after CEO Jensen Huang resigned, and William Blair upgraded AMD to outperform.
Anthropic's IPO range of $70-$78 a share values it at up to $1.4 trillion, below the $2 trillion once eyed, with pricing Nov. 18 and Nasdaq trading Nov. 19.
Bloom Energy shares jumped 13.5% as investors revisited 1.6 GW of fuel-cell deals with NTT DATA and Google after last week's election-driven selloff.
Berkshire Hathaway's Q3 operating profit fell 6% to $12.7B, but CEO Greg Abel more than doubled its share repurchases to $9.6B as cash hit a record $377.4B.
Constellation Energy (CEG) reports Q3 earnings before Monday's open after a 9% midterm-driven slide, with options implying a 7.5% move and guidance in focus.
AI stocks sank Thursday as the Dow lost 1,833 points and the Nasdaq entered a correction, wiping $1 trillion off big tech. Friday's rebound was partial.
Trump Media, Tesla and SpaceX shares fell as Democrats won Congress, even as the Dow gained 3% in the stock market on reduced election uncertainty.
Alphabet fell 12.6% in its worst session since the 2004 IPO after missing Q3 2026 estimates, sharpening investor doubts about the payoff from AI spending.
Meta plans to raise up to $95B in equity for AI, with Nvidia, AMD and Broadcom as potential anchor buyers after its first negative free cash flow in a decade.
Reddit stock (RDDT) fell about 29% on Oct. 30, its worst day since the 2024 IPO, after weaker Google search referrals and a below-estimate Q4 revenue forecast.
Wall Street faces midterm elections, Apple and Palantir earnings and a 55K jobs forecast after Nasdaq's worst month since March 2025, with Democrats favored.
OpenAI trimmed its funding round target to as much as $20 billion from about $30 billion at a $1.25 trillion valuation as the AI selloff deepens spending doubts.
Alphabet shares fell 12.6% on Oct. 29, their worst day on record, after a search revenue miss, negative free cash flow and $51.4B in quarterly capex.
Reddit (RDDT) shares fell about 25% after a third-quarter beat, as the CEO warned that falling Google search referrals could cut daily visitors by a low double-digit percentage.
Alphabet (GOOGL) lost about $500 billion in value on its worst day ever as a revenue miss, negative free cash flow and $300 billion capex plan hit AI stocks.
Anthropic's S-1 shows $16.3B in first-half 2026 revenue and an $80.7B net loss, mostly non-cash, ahead of a Nasdaq listing as ANT and a mid-November roadshow.
Amazon and Intel report third-quarter results after the close on October 29, with options pricing moves of about 7% and 9% as investors test AI spending and returns.
Oracle shares rose about 11% after the company set a fiscal 2030 revenue target of at least $225 billion and capped new fundraising at $20 billion, easing concern over its AI spending.
Microsoft (MSFT) beat revenue and earnings forecasts, with Azure growth accelerating to 48% and the shares rising about 4% after hours.
Alphabet shares fell about 9% after hours as Q3 search revenue missed at $63.35B and free cash flow turned negative $9.07B, raising AI spending questions.
Verizon beat Q3 2026 earnings and raised its full-year profit outlook, but a $34.31 billion revenue miss pushed VZ shares lower in Monday premarket trading.
Microsoft, Alphabet and Amazon report earnings on Oct. 28-29 as investors look for proof that AI stocks' record capex is producing cloud revenue and profit growth.
Lumentum rose about 10%, Applied Optoelectronics 9% and Coherent 7% as bullish coverage and AI demand revived optical stocks ahead of November earnings.
Verizon beat Q3 2026 profit estimates, raised guidance a third time and signed a $2 billion-plus AWS AI deal, but a revenue miss left shares mixed premarket.
Anthropic's public S-1 shows $16.3B in first-half revenue and an $80.7B net loss, and Nvidia, Broadcom and Micron rallied as the ANT listing came into view.
Nasdaq Meta (META) fell about 7% after Q3 2026 results showed record AI spending and negative free cash flow. A new nonvoting share class also unsettled the market.
The Nasdaq fell 2.6% on Thursday, its worst day since June, as AI spending fears and an oil spike hit Amazon, Nvidia and Alphabet while Apple gained.
Anthropic's IPO is slipping to mid-November, with a public filing due Oct. 26, as some investors press for a $1.5 trillion valuation, not $2 trillion.
Nasdaq Amazon shares rose after Morgan Stanley named AMZN a top pick, citing faster AWS growth, the Bedrock AI platform and robotics efficiency gains.
Google's Willow chip cut quantum errors 40-fold in a Science paper, reviving Bitcoin Q-Day fears, though no machine can break Bitcoin's encryption today.
Pomegra