Google reported record quarterly results and burned cash for the first time in its history.

Alphabet $GOOG just released its Q2 2026 numbers, and one chart has been circulating across FinTwit. The company's free cash flow, which had grown steadily since 2015 (from a few billion to quarterly records around $24–25 billion), plunged into negative territory at -$5.9 billion. This…

Honestly, I don't get how Tesla can still hold up so high. Those results are a disaster. Not to mention that half of the entire official report is just illustrative or AI-generated photos of the future that Tesla is planning. And coincidentally, it's exactly at the halfway point, conveniently before the financial statements...

🛡️ Defense stocks didn't disappoint today. Results from Lockheed Martin $LMT and RTX $RTX beat analyst expectations and both companies also raised their full-year outlook.

A few days ago, my portfolio was worth around $92,000. Today, it's around $86,000.

Honestly? It didn't even faze me.

Not because I'm indifferent to money. But because I try to remind myself of one simple thing every day.…

📈 The London Stock Exchange wants to get closer to continuous trading.

In the first half of 2027, it plans to launch the LSE 24 platform, which will enable trading even outside regular opening hours. Initially, it is expected to offer mainly exchange-traded products, but individual stocks could be added later.

This could be an interesting change for more active investors. A lot…

By the way, I noticed an interesting statistic on Twitter.

The S&P500 index $^GSPC is heading for its first negative return for the month of July since 2024.

Currently, the index is -1.15% this month. The average return of a positive July between 2014 and this year is 3.41%.…

I'm rarely negative, but I'd like to comment on this and discuss it with you, because I'm interested in your opinion!

I wouldn't like to drag politics into this, although with yesterday's Babiš post I was pretty close. :D

But this really interests me, since it's also a big investment topic.…

☁️ European SAP $SAP showed that its cloud transition continues to gain strength. In the second quarter, cloud revenue grew 24% (in constant currencies) to 6.28 billion euros, slightly beating analyst expectations. Even more important in my view is that the cloud backlog rose 26% to 22.9 billion euros, indicating demand for cloud solutions remains very strong.

Intel $INTC is up 5.6% after earnings! The quarterly report features the fastest revenue growth in 15 years.

Remember when Intel was written off last year as a company that missed the AI revolution and whose foundry business was a bottomless money pit? Tonight came the answer. Shares of $INTC jumped more than 12% in after-hours to around $112 and were up more than 170% since…

Intel Q2 2026 – Quarterly Results 📊🔥$INTC

🔹 Revenue: 16.1 bn USD (est. 14.5 bn USD) 🟢 Beat expectations | +25% YoY

🔹 Adjusted Earnings Per Share (Adj. EPS): 0.42 USD (est. 0.22 USD) 🟢 Beat expectations…

Warren Buffett, who usually stays away from tech, has bought this tech stock in a big way.

It now holds a larger position in Berkshire's portfolio than Coca-Cola $KO. We break down Buffett's entire strategy in a new video.

Is anyone buying $GOOG at $320?

The ATH was on May 13 at $398.80, and since that price, the stock has dropped 20%.

🚨$GOOGL | The European Commission gave Google quite a slap today🤒