The Motley Fool
24 Jul 2026, 02:23 UTC · 1h ago
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Alphabet raised its 2026 capital spending guidance to as high as $205 billion, contributing to a broad sell-off in 'Magnificent Seven' stocks. — High capital expenditures combined with negative free cash flow signal increased costs and potential margin pressure for big tech.
-0.70Amazon's trailing 12-month free cash flow dropped significantly from $25.9 billion in the prior year to $1.2 billion as of the first quarter. — A drastic reduction in free cash flow suggests heavy spending is weighing on the company's immediate liquidity and returns.
-0.60Amazon Web Services (AWS) revenue grew 28% year-over-year in the first quarter, marking its fastest growth in 15 quarters. — Acceleration in the core cloud business demonstrates that high AI spending is successfully translating into revenue growth.
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A new Senate inquiry into Amazon's marketplace has added downward pressure on the company's stock price. — Regulatory scrutiny introduces legal risks and potential operational constraints that typically weigh on share price.
-0.30Tesla announced that its capital spending will exceed $25 billion this year. — Increased CapEx contributes to the overall trend of rising costs across the megacap tech sector.
-0.20Which stocks this story touches
The stock fell due to a Senate inquiry and investor fears regarding high capital expenditures and declining free cash flow.
Investors reacted negatively to an increase in capital spending plans and negative free cash flow.
The stock traded lower as investors reacted to high capital spending guidance exceeding $25 billion.
[mutual] Both are categorized as 'Magnificent Seven' megacap stocks facing similar market pressures and AI spending trends.
[mutual] Both are categorized as 'Magnificent Seven' megacap stocks competing in AI capital expenditures and cloud services.
[mutual] Both are categorized as 'Magnificent Seven' megacap stocks with significant capital spending plans.
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