Jul 23 Google cloud rockets primarily on Anthropic spend and utilization

$GOOGL $TSLA

Author

Mukund Mohan
July 23, 2026

Market

“Double blow from escalating energy costs and massive capital expenditure projections out of Big Tech $GOOGL ( ▼ 0.08% ) and $TSLA ( ▲ 0.47% ) had real capex moments” 😮 🫤 

Wall Street Slides as Mega-Cap AI Spending Surge and Crude's Breach of $98 Heighten Stagflation Anxieties

While second-quarter revenue prints for tech giants like Alphabet $GOOGL ( ▼ 0.08% ) and Tesla $TSLA ( ▲ 0.47% )  broadly matched or topped top-line targets, both companies confirmed significant increases in full-year capital expenditure programs.

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Questions People Ask Too Late

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Insights from the portfolio

Google $GOOGL delivered top- and bottom-line beats led by 82% growth in its Cloud segment

Shares dropped over 4% in post-market trading as investors digested a massive increase in capital expenditure

Mukund Mohan

Video of the day

Today’s video is on Google $GOOGL ( ▼ 0.08% ) The ad and cloud company.

Deep dive of the day

TSLA Margin Compression Meets Record Volume: The Uncomfortable Truth Beneath Tesla's Q2 Numbers - Investment Literacy Coach

Here's the hook: Tesla just printed record deliveries and still missed badly on earnings. That is not a contradiction — that is a margin story, and it's one

Investment Literacy Coach