🔴Alphabet’s buyback engine is GONE:
Alphabet has not repurchased any shares since Q4 2025, going nearly 2 quarters without buybacks as it directs cash toward AI CapEx instead.
This comes on top of Alphabet posting its first-ever negative quarterly free cash flow of -$5.9 billion in Q2 2026, as capital expenditures surged to $44.9 billion for the quarter.
To help fund the AI buildout, Alphabet has also increasingly turned to debt markets, raising more than $85 billion of debt over the past year and bringing its total debt balance above $100 billion.
Together, suspended buybacks, negative free cash flow, and rising debt issuance mark a major shift for a company long viewed as one of Big Tech’s most reliable cash generators.
The AI race is creating a new question for investors: how much spending is too much?
Alphabet has not repurchased any shares since Q4 2025, going nearly 2 quarters without buybacks as it directs cash toward AI CapEx instead.
This comes on top of Alphabet posting its first-ever negative quarterly free cash flow of -$5.9 billion in Q2 2026, as capital expenditures surged to $44.9 billion for the quarter.
To help fund the AI buildout, Alphabet has also increasingly turned to debt markets, raising more than $85 billion of debt over the past year and bringing its total debt balance above $100 billion.
Together, suspended buybacks, negative free cash flow, and rising debt issuance mark a major shift for a company long viewed as one of Big Tech’s most reliable cash generators.
The AI race is creating a new question for investors: how much spending is too much?
🇨🇭 Global One SI - Prompt
Tesla $TSLA short sellers just made $4.3 Billion from today's plunge 🤑💰
BREAKING 🚨: Tesla
$TSLA has now plunged 38% since its December 2025 all-time high, a total market cap loss of almost $500 Billion 📉 📉
$TSLA has now plunged 38% since its December 2025 all-time high, a total market cap loss of almost $500 Billion 📉 📉
🇸🇦💥🇾🇪 The Royal Saudi Air Force has launched airstrikes against Hodeidah Port in western Yemen.
The strategic Red Sea port is controlled by Ansarallah, also known as the Houthis, and serves as a critical maritime and logistics hub for the group.
🔥 The strikes mark a significant escalation in the confrontation between Saudi Arabia and Ansarallah, with Hodeidah once again emerging as a key target in the battle for control of Yemen’s Red Sea coastline.
The strategic Red Sea port is controlled by Ansarallah, also known as the Houthis, and serves as a critical maritime and logistics hub for the group.
🔥 The strikes mark a significant escalation in the confrontation between Saudi Arabia and Ansarallah, with Hodeidah once again emerging as a key target in the battle for control of Yemen’s Red Sea coastline.
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Trading rules i know, i wish i knew at 20:
- Protect capital before chasing profits
- One good setup > ten random trades
- Losses are tuition, not failure
- Risk management matters more than strategy
- Size down when emotions show up
- If it's not in the plan, it's a no
- Consistency beats big days
- Patience is a position
- Stop trading when conditions change
- The goal is survival, not excitement
- Protect capital before chasing profits
- One good setup > ten random trades
- Losses are tuition, not failure
- Risk management matters more than strategy
- Size down when emotions show up
- If it's not in the plan, it's a no
- Consistency beats big days
- Patience is a position
- Stop trading when conditions change
- The goal is survival, not excitement
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🇨🇭 Global One SI - Prompt
Diamond Top (Bearish Reversal) in the Nasdaq 100 $QQQ will CONFIRM tomorrow with a close below 693 and higher than normal volume 🚨🚨 After confirmation, Diamond Tops have an 80% success rate ✅ Stay safe friends 🫂
JUST IN 🚨: Diamond Top (Bearish Reversal) CONFIRMED in the Nasdaq 100 $QQQ ✅ Hug your families tonight 🫂
🇨🇭 Global One SI - Prompt
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Looks like Andrew Tate may be on the menu...😂
The Federal Reserve is currently in a "quiet period" (the chairpersons are not making public statements) – the meeting will be held on July 29th.
▪️Reuters:
- Most economists expect the interest rate to remain at 3.50-3.75%.
- The probability of a rate hike by the end of the year has increased significantly.
- Rising oil prices and persistent inflation make a rate cut in 2026 almost impossible.
▪️WSJ:
- The Federal Reserve's decision has become less predictable – the probability of a rate hike at the upcoming meeting has increased to approximately one-third.
▪️Barclays:
- Barclays expects the Federal Reserve to keep the interest rate unchanged.
- However, the bank does not rule out the continuation of a hawkish stance due to energy risks.
▪️JPMorgan:
- The bank expects the interest rate to remain unchanged until the end of 2026.
- The first rate change is forecast only in September 2027, and it could be a 25 basis point increase.
▪️Morgan Stanley:
- The Federal Reserve will continue to hold the interest rate at its current level.
- Despite the market pricing in at least one rate hike in 2026, Morgan Stanley believes that slowing inflation will prevent further tightening.
❗️Market expectations (interest rate #FederalReserve):
- July 29th: PAUSE.
- September 16th: Increase by 25 basis points to 3.75-4.00%.
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🇨🇭 Global One SI - Prompt
This is the most underrated Hermes use case that 99% of people haven't set up yet. In just 3 minutes, you can set up Hermes to run as your personal assistant. This setup genuinely feels like having a real employee who never sleeps and remembers everything.…
Robinhood recently launched its new agentic trading MCP.
In 5 minutes, you can connect a real Claude agent to Robinhood.
It can manage your entire portfolio and execute live trades.
This guide walks you through the entire process (from zero)
In 5 minutes, you can connect a real Claude agent to Robinhood.
It can manage your entire portfolio and execute live trades.
This guide walks you through the entire process (from zero)
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🇨🇭 Global One SI - Prompt
Nasdaq $NDX is bouncing along the parabolic. If the previous trendline is still valid it should provide resistance instead of support beginning tomorrow. All volatility options expire on VIXpiration 9:00 am ET tomorrow.
The Nasdaq $NDX has broken the parabolic and has now begun the process of rolling over.
Right on schedule (July 20th).
Right on schedule (July 20th).
🇨🇭 Global One SI - Prompt
The Nasdaq $NDX has broken the parabolic and has now begun the process of rolling over. Right on schedule (July 20th).
S&P 500 $SPX stocks above the 150 day moving average is still on target to the trendline that has provided resistance since 2024.
🇨🇭 Global One SI - Prompt
#WTI Everyone still doesn't understand... The real reason oil is falling is the economic destruction unleashed on the global economy during the oil spike to $120. Jan 2020, oil began collapsing after a spike. 60 days later the market crashed. July 2008,…
#WTI Well, we just finished the 2nd week of the oil rebound.
If history is repeating it should begin rolling over next week, as the economic destruction and slowing growth begins to become apparent.
Not long to find out... 🤫
If history is repeating it should begin rolling over next week, as the economic destruction and slowing growth begins to become apparent.
Not long to find out... 🤫
🇨🇭 Global One SI - Prompt
What now Kevin Warsh? 😜 The 1 year yield has risen from 3.5% to 4.1% with no signs of stopping. This comes despite the Federal Reserve purchasing $511B worth of these T-Bills since Dec 2025. The last time we saw something like this was the 1970s with the…
Huge earnings week next week + Kevin Warsh's rate decision on July 29th
The Fed Funds range is 3.5-3.75% with the 3 month yield at 3.9% and rising.
This implies Kevin Warsh will be forced to raise interest rates by 25 basis points to 4.0%
The Fed Funds range is 3.5-3.75% with the 3 month yield at 3.9% and rising.
This implies Kevin Warsh will be forced to raise interest rates by 25 basis points to 4.0%
🇨🇭 Global One SI - Prompt
S&P 500 $SPX stocks above the 150 day moving average is still on target to the trendline that has provided resistance since 2024.
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Listen to this... #jam_croissant is warning that some type of volatility shock potentially hits at the end of the month.
He is also warning that volatility begins expanding due to flows into the fall.
Keep in mind, there was a volatility shock precisely 1 month before the Feb 2020 crash. Historically markets also like to become unstable in September.
He is also warning that volatility begins expanding due to flows into the fall.
Keep in mind, there was a volatility shock precisely 1 month before the Feb 2020 crash. Historically markets also like to become unstable in September.
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🇨🇭 Global One SI - Prompt
Robinhood recently launched its new agentic trading MCP. In 5 minutes, you can connect a real Claude agent to Robinhood. It can manage your entire portfolio and execute live trades. This guide walks you through the entire process (from zero)
The new skill: writing loops that handle the entire prompting process for you.
If you're not already doing this, don't worry, I got you.
I cut through the noise and built the only /loop guide you'll ever need:
If you're not already doing this, don't worry, I got you.
I cut through the noise and built the only /loop guide you'll ever need:
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨🇷🇺🇺🇦 BREAKING: An oil refinery in Tyumen, Russia, is reportedly burning after a drone attack.
Tyumen is located more than 2,000 km from Ukraine.
The distance is the real story.
Ukraine’s strike capability is no longer limited to Russia’s border regions. Energy infrastructure deep inside the country is increasingly within reach.
Tyumen is located more than 2,000 km from Ukraine.
The distance is the real story.
Ukraine’s strike capability is no longer limited to Russia’s border regions. Energy infrastructure deep inside the country is increasingly within reach.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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JUST IN: 🇸🇦🇾🇪 Saudi Arabia is preparing to launch a MASSIVE retaliatory attack against the Houthis.
The move follows reports that multiple Houthi ballistic missiles struck Saudi Aramco facilities, prompting Riyadh to close its airspace as military preparations intensify.
A large scale wave of airstrikes is now widely anticipated, with the latest developments raising fears of one of the biggest escalations between Saudi Arabia and the Houthis in years.
The move follows reports that multiple Houthi ballistic missiles struck Saudi Aramco facilities, prompting Riyadh to close its airspace as military preparations intensify.
A large scale wave of airstrikes is now widely anticipated, with the latest developments raising fears of one of the biggest escalations between Saudi Arabia and the Houthis in years.
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