Cross-topic event
Alphabet aftershocks: Q2 revenue $119.8B, cloud +82%, but 2026 capex raised to $195–$205B
Jul 23, 2026
Financedesk view
Alphabet beats on revenue and cloud, but lifts 2026 capex to $195–205B; shares tumble
Alphabet reported Q2 after the July 22 close: consolidated revenue $119.8 billion (+24% YoY), operating income about $40.8 billion, and an operating margin near…
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Financedesk view
Tesla hits record revenue but misses profits badly; free cash flow turns negative, stock leads S&P losers
Tesla’s Q2 showed revenue of about $28.2 billion (+26% YoY, above ~$26.4 billion consensus) but non-GAAP EPS of about $0.33, well below the ~$0.53–$0.55 Street …
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Financedesk view
IBM posts slight revenue growth but cuts full-year growth guide as mainframes plunge
IBM’s July 22 Q2 print showed revenue of about $17.2 billion (+1% YoY), GAAP diluted EPS of $2.27, and operating (non-GAAP) EPS of $2.93. Software revenue was $…
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Financedesk view
Lockheed Martin and RTX both beat-and-raise with record backlogs; defense stocks surge vs. the tape
Before the July 23 open, Lockheed Martin (LMT) reported Q2 sales of $20.1 billion (+11% YoY), diluted EPS of $7.94, free cash flow of about $2.9 billion, roughl…
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AI/Techdesk view
Alphabet lifts full-year CapEx to about $195–205B as free cash flow turns negative (CapEx / US)
After Alphabet’s Q2 2026 results, BBC, CNBC, and others on July 22–23 focused on a raised full-year CapEx guide of about $195–205 billion (from about $180–190 b…
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Auto/Mobilitydesk view
Tesla Q2: Record Revenue, Sharp Profit Miss, Negative Free Cash Flow (Earnings / US)
After the close on Jul 22, Tesla reported Q2 2026 revenue of about $28.24 billion, up roughly 26% year over year and a quarterly record. Non-GAAP EPS was about …
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