Alphabet flops, Intel shocks, and Tesla tanks: AlphaSpace weekly recap

Earnings play kicked into warp overdrive this past week. And it won't beryllium immoderate easier to navigate the marketplace adjacent week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT). 

Here are a fewer observations astir past week's banal moves from Yahoo Finance AlphaSpace that whitethorn get your caput close heading into different frenzied week for investing. 

Alphabet banal gets drop-kicked 

So overmuch for the galore positives connected the AI beforehand from Alphabet's (GOOG, GOOGL) 2nd 4th net report.

The marketplace couldn't person cared less. 

Alphabet's 2nd 4th superior expenditures came successful astatine $44.9 billion, somewhat supra Wall Street forecasts of $44.7 billion. Full-year capex guidance was raised to $195 cardinal to $205 cardinal from $180 cardinal to $190 billion, with a "significant" summation seen for 2027, executives said connected the net call. 

Alphabet banal blew up connected Thursday, falling 7.13% and erasing astir $293 cardinal successful marketplace worth connected that day. The net rout sent shares beneath the cardinal 200-day moving average, according to AlphaSpace data. 

Time to get Sundar Pichai, the often-quiet Alphabet CEO, connected the media circuit, Google comms team!

Intel shocks

Intel (INTC) has officially reawakened from the grave. 

The institution notched its strongest gross maturation complaint successful 15 years successful the 2nd quarter. Revenue successful each concern segments bushed Wall Street forecasts. Importantly, Intel's erstwhile floundering chipmaking concern continues to improve: Sales successful the foundry conception roseate 30.5% twelvemonth implicit year.

It has been overmuch discussed, but the 4th returns the spotlight connected the savvy determination the US authorities made successful taking an equity involvement successful Intel connected Aug. 22, 2025.

Under the agreement, the Trump medication converted antecedently awarded — but not yet disbursed — CHIPS Act and Secure Enclave backing into an $8.9 cardinal concern successful Intel communal stock, giving the national authorities a 9.9% nonvoting ownership stake. Including earlier CHIPS Act payments, the full national committedness to Intel reached $11.1 billion.

Since then, Intel banal has skyrocketed 320% — oregon has gone up and to the right, arsenic seen connected the AlphaSpace illustration below.

Tesla gets tally implicit

The market's concerns astir the gait of tech companies' AI spending recovered its mode to Elon Musk's Tesla (TSLA), which makes sense. 

The institution said it volition perpetrate $25 cardinal successful superior expenditures for 2026, astir 3 times its humanities spending. A important summation is besides expected successful 2027 arsenic Musk ramps up Optimus and robotaxi production.