Google $GOOG Drops ~13% on Negative Free Cash Flow

What we know

Google's earnings dominated the stock trading digest. An account on X framed the -13% drop as evidence 'the AI bubble now appears to be destroying companies that were regarded as safe havens.' He noted it's the first time Google has gone FCF-negative since going public in 2004. Another account on X offered a more nuanced view: revenue is up 25%, operating income up 30%, margins expanding, and Cloud is becoming a major growth pillar — but capex is climbing into 2027 and search monetization faces AI headwinds. Broader tech earnings are also mixed: Another account on X warned of more pain from AMZN, INTC, and SNDK reporting the same day. $MRVL fell ~12% on the reported $83B Lumentum deal — another account on X.