Reaction to Alphabet’s earnings is delivering an important message from investors: strong revenue growth is no longer enough if it comes with an even bigger AI bill. Tesla and Alphabet both posted impressive results, but their shares fell as investors focused on soaring AI spending, negative free cash flow at Alphabet and the prospect of funding future investments through debt and equity issuance. With oil prices climbing and bond yields rising, financing the AI race is becoming increasingly expensive.
Watch the full episode to find out more!
Intro1:10 Big Tech delivers growth but investors don’t like spending plans
4:12 Chipmakers rise post Alphabet results
5:45 Energy prices rise amid rising Middle East tensions
7:32 ECB to maintain policy unchanged amid geopolitical uncertainty









