Amazon (AMZN) Q1 2026 Earnings: Why a 95% Free Cash Flow Drop is Actually Bullish
Why the cash collapse is not the story, the backlog is — and what investors are really being asked to underwrite. TL;DR Trailing twelve-month free cash flow fell 95% to $1.2 billion while Amazon spent $43.2 billion on capex in a single quarter. AWS revenue grew 28% to $37.6 billion — its fastest pace in […]
Alphabet (GOOGL) Q1 2026 Earnings: 5 Surprising Truths Behind the $500B AI Pivot
How Q1 FY2026 turned Google from a search-ad cash machine into the world’s most capital-hungry AI infrastructure builder — and why the headline net income hides the real story. By David Berkowitz · Berk on Value · Published April 30, 2026 TL;DR Alphabet reported Q1 FY2026 revenue of $109.9 billion, up 22% year-over-year — a […]
