Alphabet drags on Nasdaq futures as the stock faces a record post-earnings loss

Impact · against what's priced in

Alphabet faces a significant valuation hit as structural declines in Search revenue confirm the market's fears regarding AI agents. Microsoft receives a boost by exceeding growth expectations and expanding Azure's scale, while cybersecurity names face broad sector pressure without specific fundamental catalysts.

GOOGL−0.90: Challenges what's priced in
The price assumes: Search advertising revenue growing near the current 13.4% pace

Alphabet drags on Nasdaq futures as the stock faces a record post-earnings loss

What matters in this story

OpenAI Now Makes Up 11% of Microsoft's Revenue

Alphabet drags on Nasdaq futures as the stock faces a record post-earnings loss

What matters in this story

OpenAI Now Makes Up 11% of Microsoft's Revenue

How each ticker is affected

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Alphabet drags on Nasdaq futures as the stock faces a record post-earnings loss

What matters in this story

Next reads from the same story arc

OpenAI Now Makes Up 11% of Microsoft's Revenue

Alphabet drags on Nasdaq futures as the stock faces a record post-earnings loss

What matters in this story

Next reads from the same story arc

OpenAI Now Makes Up 11% of Microsoft's Revenue

How each ticker is affected

Connected tickers

Track these names every morning.

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

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

Coastal Financial Corporation (CCB) Q3 Earnings and Revenues Lag Estimates

AI Trade Shows New Cracks, Healey Defends UK Budget's Scale