Major Tech Giants to Report Earnings This Week
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 7 hours ago
0mins
Should l Buy GOOG?
Source: Yahoo Finance
- Capex Expectations: Microsoft, Amazon, Meta, and Alphabet are projected to spend $670 billion on capital expenditures this year, reflecting their ambitious AI strategies, and investors will closely monitor any changes in this figure to gauge market confidence.
- Chip Procurement Trends: A significant portion of this investment is directed towards acquiring high-performance chips, particularly from Nvidia, indicating a strong focus on technological infrastructure; despite fluctuating market sentiment, there are no immediate signs of these companies pulling back on investments.
- Team Restructuring Dynamics: While capital expenditures continue to rise, companies like Meta and Microsoft are looking to downsize their teams, highlighting the challenges of balancing high investment with cost control, which could impact future operational efficiency.
- Debt Market Financing: As these tech giants begin tapping into debt markets to fund their investments, it reflects the financial pressures they face while pursuing growth, prompting investors to pay attention to their long-term financial health.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GOOG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 348.520
Low
255.00
Averages
336.08
High
400.00
Current: 348.520
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Alphabet Set to Report Q1 2026 Earnings Amid AI Investment Focus
- Cloud Business Surge: Alphabet's Google Cloud revenue soared from $43.2 billion in 2024 to $58.7 billion in 2025, marking a 48% year-over-year growth, driven by strong demand for enterprise AI products, although its operating income only accounts for 11% of total operating income.
- Capital Expenditure Surge: Alphabet anticipates capital expenditures between $175 billion and $185 billion in 2026, nearly doubling from $91.4 billion in 2025, a significant investment aimed at maintaining its competitive edge in AI, but it also raises the stock's risk profile.
- Increased Depreciation Pressure: Depreciation expenses rose 38% to $21.1 billion in 2025, with expectations for further acceleration in 2026, making the upcoming earnings per share data critical; if growth does not offset rising costs, it could negatively impact the stock price.
- Long-Term Investment Appeal: Despite short-term risks, Alphabet's dominance in search, YouTube, and its rapidly growing cloud business make its stock attractive for long-term investors, trading at about 32 times earnings, reflecting market confidence in its future growth potential.
See More
Investing in Alphabet's AI Potential
- Strong Financial Position: Alphabet generated $132.2 billion in net income last year despite AI investments, showcasing its robust financial foundation that minimizes the likelihood of dramatic price swings, thus providing a stable return outlook for long-term investors.
- Growth in Advertising and Cloud: Alphabet's ad network and cloud platform achieved a 15% sales growth in 2025, with Google Cloud's revenue growing 48% year-over-year in Q4, yielding $5.3 billion in operating income, further solidifying its market position in the AI sector.
- Diverse AI Investments: Alphabet's AI model, Gemini, boasts over 750 million monthly active users, enhancing user experience through integration with Google Search, while Waymo's self-driving vehicles operate in multiple cities, increasing its competitive edge in the market.
- Long-Term Strategic Vision: With ample cash and resources, Alphabet can afford to make long-term investments in AI, similar to the decade-long wait for Google Cloud to become profitable, indicating its patience and strategic foresight in emerging technologies.
See More
Apple's CEO Tim Cook to Retire Amid AI Challenges and Opportunities
- Cook's Leadership Legacy: Apple's CEO Tim Cook announced his retirement later this year, marking the end of nearly 15 years of leadership during which Apple's market cap soared from $600 billion to nearly $3 trillion, highlighting his contributions to stability and sustained growth.
- Opportunities in the AI Era: With the rise of artificial intelligence, Apple faces new challenges, particularly in hardware innovation, as Cook's successor Ternus will need to maintain the competitiveness of core products while exploring new AI-driven markets.
- Intel's Resurgence: Intel reported strong earnings in 2026, with stock hitting an all-time high due to surging demand for CPUs, underscoring the company's pivotal role in AI infrastructure development and its potential to benefit from the growing need for high-performance computing.
- SaaS Market Turmoil: ServiceNow's earnings triggered market panic, leading to a widespread decline in related stocks, despite its report showing solid growth potential, reflecting investors' heightened sensitivity to AI impacts, which may result in short-term market volatility.
See More
Apple CEO Tim Cook to Retire Amid AI Era Transition
- Cook's Leadership Legacy: Apple CEO Tim Cook announced his retirement later this year, and while his tenure has seen immense success for the company, investor concerns about future leadership and innovation direction may impact stock price stability.
- Rise of AI Technology: With the rapid advancement of artificial intelligence, companies like Intel are seizing new market opportunities in 2026, as evidenced by Intel's stock hitting an all-time high, reflecting strong demand for AI infrastructure that could reshape market competition.
- Challenges in Product Innovation: Under Cook's leadership, Apple has been relatively conservative in innovation, failing to launch new products like the
See More
OpenAI User Losses Impact AMD Stock Price
- Stock Price Decline: AMD's stock fell 4.8% by 10:45 a.m. ET today, reflecting market concerns over OpenAI's latest report, although OpenAI dismissed the report as 'ridiculous.'
- User Loss Impact: OpenAI failed to meet its new user and revenue targets for 2025, causing investor anxiety over its slowing growth; however, OpenAI continues to purchase AI chips in large quantities, which could be beneficial for AMD.
- Increased Competition: With users defecting to Anthropic and Alphabet's Gemini, OpenAI's market share is threatened, yet these competitors are still buying AI chips, potentially opening new market opportunities for AMD.
- Market Outlook: Despite OpenAI facing challenges, the AI revolution continues unabated, and AMD's potential in the AI chip market remains intact, suggesting long-term growth opportunities for investors.
See More
Nvidia Stock Rebounds to Record Highs Amid AI Optimism
- Stock Rebound: Nvidia's stock has rebounded in April after months of stagnation, hitting record highs on two consecutive days and achieving a market capitalization exceeding $5.2 trillion, reflecting renewed investor confidence in its long-term AI growth potential.
- Increased Competition: While Nvidia leads the AI chip market, it faces competitive pressures from established players like AMD and emerging companies, particularly as Amazon develops its own chips, which could impact Nvidia's market share.
- Investor Confidence Restored: As negotiations between the U.S. and Iran progressed, investors reconsidered AI stocks, with Nvidia's valuation dropping from over 40 times earnings earlier this year to 25 times, presenting an attractive opportunity that reflects sustained confidence in AI demand.
- Long-Term Growth Prospects: Nvidia is not only focused on chips but also designs complete systems for industries like healthcare, autonomous vehicles, and telecom, and is building tools that combine AI with quantum computing, indicating strong revenue opportunities that support a long-term investment strategy.
See More
Alphabet Set to Report Q1 2026 Earnings Amid AI Investment Focus
- Cloud Business Surge: Alphabet's Google Cloud revenue soared from $43.2 billion in 2024 to $58.7 billion in 2025, marking a 48% year-over-year growth, driven by strong demand for enterprise AI products, although its operating income only accounts for 11% of total operating income.
- Capital Expenditure Surge: Alphabet anticipates capital expenditures between $175 billion and $185 billion in 2026, nearly doubling from $91.4 billion in 2025, a significant investment aimed at maintaining its competitive edge in AI, but it also raises the stock's risk profile.
- Increased Depreciation Pressure: Depreciation expenses rose 38% to $21.1 billion in 2025, with expectations for further acceleration in 2026, making the upcoming earnings per share data critical; if growth does not offset rising costs, it could negatively impact the stock price.
- Long-Term Investment Appeal: Despite short-term risks, Alphabet's dominance in search, YouTube, and its rapidly growing cloud business make its stock attractive for long-term investors, trading at about 32 times earnings, reflecting market confidence in its future growth potential.
See More
Investing in Alphabet's AI Potential
- Strong Financial Position: Alphabet generated $132.2 billion in net income last year despite AI investments, showcasing its robust financial foundation that minimizes the likelihood of dramatic price swings, thus providing a stable return outlook for long-term investors.
- Growth in Advertising and Cloud: Alphabet's ad network and cloud platform achieved a 15% sales growth in 2025, with Google Cloud's revenue growing 48% year-over-year in Q4, yielding $5.3 billion in operating income, further solidifying its market position in the AI sector.
- Diverse AI Investments: Alphabet's AI model, Gemini, boasts over 750 million monthly active users, enhancing user experience through integration with Google Search, while Waymo's self-driving vehicles operate in multiple cities, increasing its competitive edge in the market.
- Long-Term Strategic Vision: With ample cash and resources, Alphabet can afford to make long-term investments in AI, similar to the decade-long wait for Google Cloud to become profitable, indicating its patience and strategic foresight in emerging technologies.
See More
Apple's CEO Tim Cook to Retire Amid AI Challenges and Opportunities
- Cook's Leadership Legacy: Apple's CEO Tim Cook announced his retirement later this year, marking the end of nearly 15 years of leadership during which Apple's market cap soared from $600 billion to nearly $3 trillion, highlighting his contributions to stability and sustained growth.
- Opportunities in the AI Era: With the rise of artificial intelligence, Apple faces new challenges, particularly in hardware innovation, as Cook's successor Ternus will need to maintain the competitiveness of core products while exploring new AI-driven markets.
- Intel's Resurgence: Intel reported strong earnings in 2026, with stock hitting an all-time high due to surging demand for CPUs, underscoring the company's pivotal role in AI infrastructure development and its potential to benefit from the growing need for high-performance computing.
- SaaS Market Turmoil: ServiceNow's earnings triggered market panic, leading to a widespread decline in related stocks, despite its report showing solid growth potential, reflecting investors' heightened sensitivity to AI impacts, which may result in short-term market volatility.
See More
Apple CEO Tim Cook to Retire Amid AI Era Transition
- Cook's Leadership Legacy: Apple CEO Tim Cook announced his retirement later this year, and while his tenure has seen immense success for the company, investor concerns about future leadership and innovation direction may impact stock price stability.
- Rise of AI Technology: With the rapid advancement of artificial intelligence, companies like Intel are seizing new market opportunities in 2026, as evidenced by Intel's stock hitting an all-time high, reflecting strong demand for AI infrastructure that could reshape market competition.
- Challenges in Product Innovation: Under Cook's leadership, Apple has been relatively conservative in innovation, failing to launch new products like the
See More
OpenAI User Losses Impact AMD Stock Price
- Stock Price Decline: AMD's stock fell 4.8% by 10:45 a.m. ET today, reflecting market concerns over OpenAI's latest report, although OpenAI dismissed the report as 'ridiculous.'
- User Loss Impact: OpenAI failed to meet its new user and revenue targets for 2025, causing investor anxiety over its slowing growth; however, OpenAI continues to purchase AI chips in large quantities, which could be beneficial for AMD.
- Increased Competition: With users defecting to Anthropic and Alphabet's Gemini, OpenAI's market share is threatened, yet these competitors are still buying AI chips, potentially opening new market opportunities for AMD.
- Market Outlook: Despite OpenAI facing challenges, the AI revolution continues unabated, and AMD's potential in the AI chip market remains intact, suggesting long-term growth opportunities for investors.
See More
Nvidia Stock Rebounds to Record Highs Amid AI Optimism
- Stock Rebound: Nvidia's stock has rebounded in April after months of stagnation, hitting record highs on two consecutive days and achieving a market capitalization exceeding $5.2 trillion, reflecting renewed investor confidence in its long-term AI growth potential.
- Increased Competition: While Nvidia leads the AI chip market, it faces competitive pressures from established players like AMD and emerging companies, particularly as Amazon develops its own chips, which could impact Nvidia's market share.
- Investor Confidence Restored: As negotiations between the U.S. and Iran progressed, investors reconsidered AI stocks, with Nvidia's valuation dropping from over 40 times earnings earlier this year to 25 times, presenting an attractive opportunity that reflects sustained confidence in AI demand.
- Long-Term Growth Prospects: Nvidia is not only focused on chips but also designs complete systems for industries like healthcare, autonomous vehicles, and telecom, and is building tools that combine AI with quantum computing, indicating strong revenue opportunities that support a long-term investment strategy.
See More
