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Tesla Reports Bumpy Quarter, Google Posts Mixed Earnings with AI in Focus

The Rundown

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Discussion on Alphabet's Earnings, AI Investments, and Stock Movements

This chapter delves into Alphabet's recent earnings report, emphasizing its search advertising revenue and cloud computing growth, while also discussing the impact of AI investments on revenue and a caution from the CFO about operating margins. It also touches on the stock market reactions to earnings reports of companies like AT&T, Rivian, and Lucid, and ends with an intriguing comparison between Apple TV Plus' viewership and Netflix despite differing spending on original content.

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