5 Things to Know Before the Stock Market Opens on Thursday

Impact · against what's priced in

Alphabet's disappointing earnings represent a direct hit to the minimal growth baselines the market was already discounting. Conversely, Microsoft's beat provides a floor for AI software, while the potential Marvell-Lumentum merger introduces a strategic catalyst not captured in current valuations.

GOOGL−0.70: Challenges what's priced in
The price assumes: Search advertising revenue growing near the current 13.4% pace

5 Things to Know Before the Stock Market Opens on Thursday

What matters in this story

The New Rules For Big Tech's AI Spending

5 Things to Know Before the Stock Market Opens on Thursday

What matters in this story

The New Rules For Big Tech's AI Spending

How each ticker is affected

Connected tickers

Track these names every morning.

BASF SE (BASFY) Q3 2026 Press Conference Call Transcript

Meta: Strong Quarter, Bright Outlook, But What About The Dividend?

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Alphabet Lost About $450 Billion After Hours Even as Google Cloud Doubled

5 Things to Know Before the Stock Market Opens on Thursday

What matters in this story

Next reads from the same story arc

The New Rules For Big Tech's AI Spending

5 Things to Know Before the Stock Market Opens on Thursday

What matters in this story

Next reads from the same story arc

The New Rules For Big Tech's AI Spending

How each ticker is affected

Connected tickers

Track these names every morning.

BASF SE (BASFY) Q3 2026 Press Conference Call Transcript

Meta: Strong Quarter, Bright Outlook, But What About The Dividend?

Is IonQ Stock a Buy for 2027?

Alphabet Lost About $450 Billion After Hours Even as Google Cloud Doubled