Alphabet (GOOG) fell 12.29% to $288.32 in trading, after quarterly revenue reached $127.58 billion but diluted EPS dropped to $2.12. Quarterly investing outflows rose to $71.35 billion against $42.29 billion in operating cash flow, and management raised full-year capex guidance to $195–205 billion. Google Cloud backlog stands at $514 billion and the Gemini app has over 950 million active users, but rising hardware depreciation, power commitments including a 3.6-gigawatt nuclear supply deal with Constellation Energy, and an antitrust monitor for its ad-tech business are pressuring margins. Oracle (ORCL) rose 10.7% to $144.54 on record quarterly revenue of $19.35 billion, up 30%, with OCI revenue up 121% to $7.4 billion. The article says Oracle delivered 850 megawatts of capacity and over 300,000 GPUs at 97.9% utilization, and closed over $30 billion in new AI contracts, but its $90–95 billion capex guidance led to negative first-quarter free cash flow of $5 billion, and credit default swap spreads briefly neared 300 basis points.
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Keywords
GOOGLQQQOracleartificial intelligencedata centerscloud computing
Open a keyword to see other news on the same topic.
Related tickers and likely impact
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/29/2026 | 283.75 |
| Change that session | -12.66% |
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/29/2026 | 715.33 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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