| Alphabet just printed 82% cloud growth and raised 2026 capex to as much as $205 billion. Tesla beat revenue at $28.24 billion, missed EPS at $0.33, and flipped free cash flow negative. Apple still leads year to date. Here is the full scoreboard.
| Stock |
Price |
This Week |
| GOOGL |
$342.09 |
-7.8% - Cloud +82%; capex guide to $205B |
| META |
$627.17 |
-8.0% - Gave back last week's +13% rip |
| TSLA |
$374.01 |
-5.2% - EPS miss $0.33; FCF -$1.1B |
| AMZN |
$244.85 |
-4.0% - AWS quiet; tape soft into peers' prints |
| MSFT |
$390.34 |
-1.3% - Still -17.5% YTD into late-July print |
| AAPL |
$325.89 |
-0.5% - YTD leader +20.3%; almost flat week |
| NVDA |
$212.06 |
-0.2% - Flat; AI hardware demand still spine |
This week's individual takes: GOOGL: Cloud $24.8B (+82%). Revenue beat $119.8B. Capex guide lifted to $195B–$205B. AH selloff. TSLA: Rev $28.24B beat. EPS $0.33 miss. Op margin 1.4%. Free cash flow -$1.1B. Capex +142%. META: $627.17, -8.0% week after last week's hero run. Month still +11.2%. AAPL: $325.89, flat-ish week, still Mag 7 YTD leader at +20.2%. MSFT: $390.34, -1.3% week, still deepest hole at -17.5% YTD. AMZN: -4.0% week to $244.85. AWS still funding the arms race without the drama. NVDA: Basically flat at $212.06, +12.3% YTD. Customers' capex is still the thesis.
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