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Why Alphabet Is Defying the Tech Selloff
The Nasdaq dropped nearly 3% in the five days ending July 30, 2026, yet Alphabet (GOOGL) gained 6%. In this episode of Stock Picking with Fexingo, Lucas and Luna dig into the reasons behind that divergence. They examine how the Fed's latest meeting—with its explicit warning about AI capex excess—is reshaping the market's view of tech stocks. They contrast Alphabet's ad and cloud revenue streams against hardware plays like NVIDIA and Tesla, which got hammered. They discuss whether Google's AI monetization, its search dominance, and its cloud growth provide a durable moat…
The skinny
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