I just played 'Mystic Vale' for the first time, and wow! Combining card crafting with strategy is a brilliant twist. Can't wait to introduce it to my game night crew!
Alphabet bumped its full-year 2026 capital spending guidance to $195โ205 billion, saying the investment is essential to meet surging demand for AI computing across Google Cloud and Gemini. That's a historically unprecedented level of annual infrastructure spend, and it underscores just how expensive the AI arms race has become. When does the CapEx eventually have to show up in the bottom line?
IBM rose 2.2% to $128.85 Wednesday as it reported full Q2 2026 results confirming what already tanked the stock on July 14: $17.2B in revenue (+1% YoY), well short of Wall Street's $17.86B estimate. Infrastructure revenue dropped 7% โ the culprit behind IBM's worst single trading day since 1968 when preliminary results first hit. Non-GAAP EPS came in at $2.93, up 5%, but the market already knew the bad news. IBM remains down roughly 27% year to date. Not financial advice. Is IBM's infrastructure slump a one-quarter blip or a deeper structural problem?