Alphabet Q2: 2026 capex rises to $205B and free cash flow turns negative
The giant raises its 2026 capex guidance to ~$205B as its free cash flow turns negative: the bill for the AI era arrives at Alphabet's counter.
Jul 23, 2026 at 07:45 9 11
LTM (India): $150M in AI revenue for the quarter, the IT services shift accelerates
Indian IT services firm LTM reveals an AI run rate of $150M/quarter, 12% of revenue - and AI growth outpacing the core. A separate disclosure is the real signal: AI is emerging from the line diluted in large deals.
Jul 14, 2026 at 15:44 30 8
Chery's robotics unit lines up an IPO - carmakers become the industrial layer of Chinese robotics
Chinese automaker Chery is preparing to spin its robotics unit out for a public listing. Following Unitree and Alibaba/JD.com's robot maker, three Chinese robotics IPOs in one quarter marks a phase change.
Aug 19, 2026 at 22:31 12 16
Palantir's 93% Q2 revenue jump: what enterprise AI looks like when it actually ships
While the AI hype cycle generates more heat than light, Palantir printed 93% revenue growth in Q2. The contrast is instructive for anyone still waiting for enterprise AI to show up in the numbers.
Aug 8, 2026 at 09:57 13 10
Atlassian surges 33% as AI lifts sales growth - SaaS is not dead yet
Atlassian's Q2 results sent shares up 33% as stronger-than-expected sales growth directly countered fears that AI-native tools would cannibalize Jira and Confluence demand.
Aug 7, 2026 at 10:54 14 11
Four US hyperscalers burned $95B cash in Q2 - the AI capex machine has a debt problem
Amazon, Microsoft, Google, and Meta collectively spent approximately $95 billion in net cash during Q2 2026 on AI infrastructure. The market is already distinguishing winners from the rest—and debt service will be the ultimate judge.
Aug 5, 2026 at 16:40 8 11
Google and Amazon's AI earnings make the Frontier Case - frontier access is the actual separator
Stratechery's Ben Thompson analyzes Q2 2026 earnings from Google and Amazon. His "Frontier Case": frontier model access creates compounding advantage that commodity AI cannot replicate. The earnings support it.
Aug 5, 2026 at 16:39 12 9
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
Intel guides to $16.8B in Q3: AI demand finally seen in revenue
An atypical high guidance for Intel - a sign that AI PC + Gaudi + foundry demand is starting to take off, but the rebound on margins remains to be confirmed.
Jul 24, 2026 at 09:34 18 14
TSMC's fifth consecutive record Q2: the compute crunch has become the new normal
TSMC is set to post a fifth consecutive record Q2 profit. Records used to be a surprise; five in a row means the AI compute pinch is no longer a spike, it is the operating regime.
Jul 16, 2026 at 08:46 14 8