is alphabet a buy – Learning Investment With Jason Cai

Why “Flawless” Earnings Couldn’t Save Alphabet: The AI Arms Race Trap

July 28, 2026July 27, 2026 by Jason Cai

On paper, Alphabet's latest quarter looked like an absolute masterclass in execution. A complete "triple beat"—topping revenue, net income, and forward guidance across the board. Yet, within hours of the release, Alphabet’s stock plunged ~7%, wiping out tens of billions in market value overnight. How does the world's most lucrative cash-printing engine deliver record-breaking numbers … Continue reading Why “Flawless” Earnings Couldn’t Save Alphabet: The AI Arms Race Trap

The Big 4 (Alphabet, Amazon, Meta, Microsoft) Just Reported Earnings: Who Are The Winners?

April 30, 2026April 30, 2026 by Jason Cai

The first-quarter earnings season for 2026 has been a tale of two AI strategies: those reaping immediate rewards and those asking for more patience (and a lot more cash). While almost every major tech giant beat headline estimates, the market's reaction was sharply divided based on capital expenditure (Capex) forecasts. Here is the breakdown of … Continue reading The Big 4 (Alphabet, Amazon, Meta, Microsoft) Just Reported Earnings: Who Are The Winners?

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