#capex-and-free-cash-flow

#capex-and-free-cash-flow

NVIDIA and Alphabet report rapid AI growth, with NVIDIA driven by networking demand and Alphabet by cloud and Gemini scaling, while capex and geopolitics shape outlooks.

Meta’s Q1 results were boosted by a one-time tax benefit, while rising capex and ongoing losses from Reality Labs reduced free cash flow.

Alphabet shows strong AI-driven revenue and margin growth, but rising capex, falling free cash flow, and higher debt pressure cash flow durability.

Tesla’s valuation implies major future earnings growth, and the stock’s defense depends on AI-driven autonomy, robotics, and energy scaling delivering margins and cash flow.