Resultados Tesla, Google e Intel: por qué cayó todo

Tesla, Alphabet, and Intel reported earnings this week, and all three beat expectations. All three saw declines. This is no coincidence: the market has shifted its focus from profit to the capital expenditures needed to sustain it. In this weekly market summary, we review what really happened behind each number. Tesla's stock fell 19%, with an operating margin of 1.4% compared to the expected 5.4%, while Michael Burry maintained his short position since June 30th, and Cathie Wood bought $51 million worth of shares in a single session. Alphabet's Cloud stock surged 82% year-over-year while simultaneously reporting negative free cash flow for the first time in its history. Intel doubled its profit estimates, rose 10% in after-hours trading, and ended Friday down 5%. Before looking at individual companies, let's review the big picture: the Houthi attack on Saudi Aramco's Jazan refinery, the decoupling of the VIX from oil, the 72% probability of a September rate hike, and the relationship between WTI crude and the 10-year US Treasury bond. We close with HIMS, which is down 14% this week as the FDA reviews seven peptides and searches for "peptides" surge by 250%. As always, we also analyze each company from an options perspective: implied volatility, put/call ratio, and gamma exposure. Because those who invest in the stock market without considering the options market are increasingly missing out. This is financial analysis and information for educational purposes. It is not investment advice. Two things you should know: 1 - Every day we send an email with an idea, strategy, or personal reflection to help you accelerate your journey as an investor. You missed today's video. If you'd like to receive tomorrow's, sign up here: https://locosdewallstreet.com/7-errores/ 2 - By signing up, you'll receive a video titled "7 Fatal (and Very Common) Mistakes in Stock Market Opportunity Selection." It doesn't matter what you invest in, your years of experience, or the size of your portfolio. If you invest, you should watch it (before making a decision you might regret). You'll receive it when you sign up for our newsletter here: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER The content of this YouTube channel is for educational purposes only and does not constitute financial advice or investment recommendations. All topics covered are designed to help viewers better understand the world of finance, but investment decisions should be made personally and under the responsibility of each individual. Investing in financial markets carries significant risks due to their complexity and volatility. It is possible to lose some or all of your invested capital. Therefore, it is essential that you conduct your own analysis before making any decisions and, if you deem it necessary, consult with a qualified financial professional. We recommend: Having an emergency fund equivalent to at least three months of your basic expenses before investing. Analyzing any investment very carefully and accurately. If you have any doubts, consult a financial advisor certified by the CNMV (Spanish National Securities Market Commission). Staying away from promises of astronomical returns, quick money, or other deceptive schemes. At Locos de Wall Street (Crazy About Wall Street), our mission is to promote sound, ethical, and accessible financial education for everyone, helping our followers make informed and responsible decisions. ══════════════ #Tesla #StockMarket #Investment #BusinessResults #Alphabet #Intel #MichaelBurry #Nasdaq