Tag
q2-2026
3 posts tagged q2-2026
- US Investing·
Google just posted its first-ever negative free cash flow quarter. Here's what actually happened.
Alphabet reported -$5.85 billion in free cash flow in Q2 2026 — the first negative FCF quarter since its 2004 IPO. This is not a sign of distress. It is a sign of a $44.9 billion bet on AI infrastructure. Here's what the numbers mean.
- US Investing·
What NVIDIA's Q2 FY27 report means for your Indian portfolio
NVIDIA reports August 20-22. The 4 things that move the stock, why guidance beats actuals, and the LTCG clock mistake Indian investors make.
- US Investing·
Q2 2026 earnings preview: the 5 things Indian retail must watch in the most consequential reporting season since AI began
Q2 2026 earnings preview for Indian retail investors. Reporting calendar for Mag-7 + key names. The 5 narratives that will move stocks (AI capex FY27 guidance, China revenue cliff, tariff margin pass-through, sovereign AI demand, hyperscaler efficiency). Per-name preview + positioning framework.