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2026-10-27 01:00 • The Motley Fool Neutral Axe Cap view: Neutral

Alphabet's Oct. 28 earnings report will be critical for investors to assess whether Google Cloud's growing profits are translating into actual cash flow. The company posted negative free cash flow of $5.9 billion in Q2 despite strong cloud growth, and is now spending more on capex ($195-205B annually) than it generates in operating cash flow ($185.7B over trailing 12 months). Investors should focus on whether operating cash flow returns to the $45-50 billion range to confirm the AI investment is self-funding, or if the company continues relying on shareholder capital.

Axe note: Alphabet’s earnings on Oct. 28 must prove cloud profits turning into real cash flow or risk stalling stock gains.

2026-10-27 01:00 • The Motley Fool Mixed Axe Cap view: Selective

An analyst predicts that SpaceX, Nvidia, and Alphabet will each surpass Apple's market value by 2031. SpaceX is expected to grow through AI infrastructure and potential Tesla merger, Nvidia will benefit from AI chip demand and SpaceX's computing expansion, and Alphabet has advantages in custom AI chips (TPUs), distribution, and monetization.

Axe note: Three disruptors—SpaceX, Nvidia, and Alphabet—could eclipse Apple's market cap within five years.

2026-10-27 00:59 • The Motley Fool Positive Axe Cap view: Selective

eBay has been one of the author's better stock picks of 2026, suggesting positive performance and investment potential for the e-commerce platform.

Axe note: A positive outlook on eBay could have subtle but meaningful effects on South African tech-linked equities.