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Related tickers and likely impact
AAPL
▼ Likely negativeApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/23/2026 | 347.73 |
| Change that session | -0.14% |
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/23/2026 | 320.21 |
| Change that session | -1.24% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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Alphabet has lost about $860 billion in market value since its peak, nearly the value of Walmart ($937.1 billion), while Apple is roughly at its all-time high. Since ChatGPT launched, Apple is up 133.5% and Alphabet 232.5%, but year to date Apple is up 25.26% and Alphabet just 6.47%. The gap largely reflects capital spending: in the June quarter Alphabet spent $44.92 billion on data centers, chips and equipment versus Apple's $2.455 billion, and Alphabet guides to as much as $185 billion for the full year. Alphabet trades at 15 times trailing earnings versus Apple's 44 and is growing faster, but it has suspended buybacks and its long-term debt rose from $46.5 billion to $98.2 billion. The article concludes Apple is the better fit for a retirement-focused portfolio today due to steadier cash returns, though it could fall behind if AI pays off.
- Sector Update: Tech Stocks Fall Tuesday Afternoon
- Alphabet Inc. (GOOG) Stock Drops Despite Market Gains: Important Facts to Note
Alphabet Inc. (GOOG) closed at $336.40, down 1.11% from the prior session, while the S&P 500 gained 0.28%, the Dow rose 1.02%, and the Nasdaq slipped 0.02%. Before this session, the stock had lost 3.05%, falling more than the Computer and Technology sector's 2.28% decline and the S&P 500's 0.67% gain. The company is scheduled to report earnings on October 28, 2026, with consensus expecting EPS of $2.94 (up 2.44% year over year) and revenue of $111.64 billion (up 27.63%). For the full year, consensus projects EPS of $20.55 and revenue of $434.71 billion, up 90.1% and 26.77%. The stock currently carries a Zacks Rank #2 (Buy) and a Forward P/E of 16.56 versus the industry average of 14.91, with a PEG ratio of 0.99 compared with the industry's 1.61.
- Alphabet (GOOGL) Stock Declines While Market Improves: Some Information for Investors
Alphabet (GOOGL) closed at $339.57, down 1.34% from the prior session, lagging the S&P 500's 0.28% gain that day, while the Dow rose 1.02% and the Nasdaq fell 0.02%. Over the past month, the shares dropped 3.04%, underperforming the Computer and Technology sector's 2.28% loss and the S&P 500's 0.67% gain. Earnings are expected on October 28, 2026, with consensus EPS of $2.94 (up 2.44% year over year) and revenue of $111.64 billion (up 27.63%). For the full year, analysts project EPS of $20.55 and revenue of $434.71 billion, up 90.1% and 26.77%. The stock holds a Zacks Rank #2 (Buy) and a Forward P/E of 16.75 versus the industry's 14.91, with a PEG ratio of 1 against the industry's 1.61.
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Latest news
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The Nasdaq plunged nearly 700 points in a single trading session as concerns about artificial intelligence spending rattled technology investors. One major Wall Street firm believes the correction could end after the 2026 midterm elections.
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