24/7 Wall Street
28 Jul 2026, 15:54 UTC · 1h ago
Here's Why I Refuse To Stop Buying Alphabet After Its Earnings ‘Correction'
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
28 Jul 2026, 15:54 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Alphabet's Google Cloud revenue grew 82% to $24.768 billion with a 35.6% operating margin. — Massive acceleration in cloud growth and margin expansion proves AI monetization is scaling commercially.
+0.80Alphabet increased its 2026 CapEx guidance to a range of $195 billion to $205 billion. — Aggressive spending on infrastructure increases financial risk and creates potential for heavy depreciation if demand softens.
-0.60Alphabet reported a 199% EPS beat ($9.11 vs $3.04 consensus) and revenue growth of 24% to $120B. — Strong fundamental performance and significant earnings surprises typically drive long-term bullish sentiment.
+0.50Continue reading
6 related stories
Top 2 movers · tap to explore
AI integration is increasing Search query volume and the AI mode has surpassed 1 billion monthly active users. — Counters the market fear that generative AI will cannibalize core search advertising revenue.
Alphabet suspended share buybacks and increased long-term debt to $98.2 billion to fund CapEx. — Reduction in shareholder returns and increased leverage are negative signals for immediate stock price support.
-0.30Which stocks this story touches
Despite a recent price drop, the author highlights record quarterly results, massive cloud growth, and an attractive valuation as reasons to buy.
The author passes on Amazon, citing inferior cloud growth metrics and valuation compared to Alphabet.
The author passes on Microsoft, stating it lacks the combination of cloud growth and low P/E valuation seen in Alphabet.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
24/7 Wall Street
1h ago
