Alphabet Inc Class CGOOG
▼ ネガティブ資本関連度
Alphabet raised its 2026 capex guidance to $195-205 billion, up from $190 billion, to bolster AI capabilities.
銘柄への影響 8
Artificial Intelligence
Alphabet Inc Class CQuantum Computing
International Business MachinesIBM
▼ ネガティブ資本関連度
IBM reported Q2 profit and revenue below analyst expectations, following last week's preliminary results that triggered its biggest-ever sell-off.
Defense & Geopolitical Fragmentation
Lockheed Martin CorporationLMT
▲ ポジティブ資本関連度
Lockheed Martin beat Q2 expectations with EPS of $7.94 on revenue of $20.06B and hiked its full-year earnings outlook.
Electrification & Mobility
Tesla IncTSLA
▼ ネガティブ資本関連度
Tesla missed Q2 earnings, free cash flow turned negative, and margins came under pressure.
Biotech & Genomic Medicine
Eli Lilly and CompanyLLY
± 混在技術関連度
Eli Lilly said it will seek approval for a next-generation obesity drug in Q1 2027 after late-stage trials showed weight loss up to 22.6% at 80 weeks; shares dipped over 1%.
Semiconductors
Texas Instruments IncorporatedTXN
▼ ネガティブ資本関連度
Texas Instruments beat estimates but shares fell 3.2%, likely due to broader tech selloff or guidance concerns.
Cloud & Digital Infrastructure
Comcast CorpCMCSA
▲ ポジティブ資本関連度
Comcast edged higher after an earnings beat and strength at NBCUniversal ahead of its planned spinoff.
Financials
