Big Tech earnings are sending a clear message: beating estimates doesn't automatically mean investors will be happy.
🔵 $GOOGL
Revenue came in at $127.58B, above the estimate shown in the screenshot. But net income was $26.47B, well below the $36.98B estimate. Google Cloud was a standout, growing 103% yoy, but weaker earnings and concerns over massive AI spending weighed on sentiment.
🔵 $INTC
Revenue reached $16.51B, while net income came in at $3.32B both above the estimates in the screenshot. However, Intel's weaker Q4 outlook disappointed investors, and the stock suffered a brutal sell-off.
My takeaway: The market isn't just rewarding revenue growth anymore. Investors want profitability, strong guidance, and proof that AI investments can deliver real returns.
Which matters more to you when judging a company: quarterly earnings or future guidance?
#Market_Update $SPCX #stockmarket #AIStocks #TechStocks
🔵 $GOOGL
Revenue came in at $127.58B, above the estimate shown in the screenshot. But net income was $26.47B, well below the $36.98B estimate. Google Cloud was a standout, growing 103% yoy, but weaker earnings and concerns over massive AI spending weighed on sentiment.
🔵 $INTC
Revenue reached $16.51B, while net income came in at $3.32B both above the estimates in the screenshot. However, Intel's weaker Q4 outlook disappointed investors, and the stock suffered a brutal sell-off.
My takeaway: The market isn't just rewarding revenue growth anymore. Investors want profitability, strong guidance, and proof that AI investments can deliver real returns.
Which matters more to you when judging a company: quarterly earnings or future guidance?
#Market_Update $SPCX #stockmarket #AIStocks #TechStocks