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Alphabet's Cloud Grew 82%. Its Free Cash Flow Went to -$5.9B. Both Are the Same Story.

Alphabet's Cloud Grew 82%. Its Free Cash Flow Went to -$5.9B. Both Are the Same Story.

Alphabet's Cloud Grew 82%. Its Free Cash Flow Went to -$5.9B. Both Are the Same Story. Alphabet's Q2 2026 showed Google Cloud revenue up 82% and a record $514B backlog, but a record $44.9B in quarterly capital spending pushed free cash flow to -$5.
Carus Cha 28 Jul 2026
Oil at $100 Meets a Tech Selloff: Why the Dow Fell 507 Points on Two Different Fears

Oil at $100 Meets a Tech Selloff: Why the Dow Fell 507 Points on Two Different Fears

Oil at $100 Meets a Tech Selloff: Why the Dow Fell 507 Points on Two Different Fears On July 23, 2026, U.S. stocks fell as two unrelated pressures hit at once: Brent crude crossed $100 a barrel for the first time since May on Middle East supply fears, and
Carus Cha 25 Jul 2026
Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x The Information reported on July 20, 2026 that Google is developing a server chip codenamed "Frozen v2" that could be six to ten times more power-efficient than its latest
Carus Cha 22 Jul 2026
Big Tech Will Spend $725 Billion on AI in 2026 — Up 77%. Is the Revenue Actually Showing Up?

Big Tech Will Spend $725 Billion on AI in 2026 — Up 77%. Is the Revenue Actually Showing Up?

Big Tech Will Spend $725 Billion on AI in 2026 — Up 77%. Is the Revenue Actually Showing Up? Amazon, Microsoft, Alphabet, and Meta are on track to spend roughly $725 billion on capital expenditure in 2026 — about 77% more than 2025's ~$410 billion, most of it AI data
Carus Cha 21 Jul 2026

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