Technology
Software, semiconductors, internet companies, and technology hardware. Tech sector earnings, product launches, and regulatory developments.
LIN Q2 2026: filings, holdings, and macro context
CRM Q1 2026 update — filings and holdings
ADBE Q2 2026 update — filings and holdings
INTC Q2 2026: filings, holdings, and macro context
ORCL 2026: filings, holdings, and macro context
AVGO Q3 2026: filings, holdings, and macro context
TSLA Q2 2026: filings, holdings, and macro context
AMZN Q2 2026 update — filings and holdings
Alphabet Q2 2026 beats estimates; $200bn capex guidance raised, Gemini Pro delayed
Alphabet reported Q2 2026 revenue growth exceeding analyst expectations for a 12th consecutive quarter and raised annual capital expenditure guidance to $200 billion, a 100% year-over-year increase in quarterly spending. A delay to the Gemini Pro release was also noted alongside the results.
Tesla fell 13.5% on 23 July; Magnificent Seven shed $767bn combined
Tesla shares fell approximately 13.5% on 23 July 2026, wiping around $200 billion in market capitalisation, after Q2 earnings disclosed weak profit guidance and elevated AI and robotics capex. The Magnificent Seven recorded their largest single-day combined loss since April 2025, shedding $767 billion.
Google fined €890m by EU under Digital Markets Act
The European Commission fined Alphabet's Google €890 million for self-preferencing in Search and blocking alternative payments on Google Play, drawing a tariff threat from the Trump administration.
TXN Q2 2026: filings, holdings, and macro context
NOW Q2 2026: filings, holdings, and macro context
ISRG Q2 2026: filings, holdings, and macro context
MMM Q2 2026: filings, holdings, and macro context
NVDA Q1 2026: filings, holdings, and macro context
AliExpress fined €550m by EU in record DSA penalty
The European Commission has fined AliExpress €550 million ($629 million) for failing to prevent the sale of illegal, unsafe and counterfeit products, the largest penalty issued under the Digital Services Act to date.