@tik.stocks: $GOOGL is having its worst day since going public in 2004, falling as much as 15% and wiping out more than $500 billion in market value after earnings reignited concerns around Search monetization, AI spending, and negative free cash flow. Yet this is also one of the few stocks Elon Musk has said he’d consider owning outside his own companies. When asked what he would buy purely to make money, Musk pointed to Google and Nvidia. His reasoning on Google was simple: the company has already laid the groundwork for enormous value creation from AI. That doesn’t make today’s concerns irrelevant. But as an investor, you need to separate a temporarily broken stock from long-term issues with the underlying business. If Search deterioration accelerates or AI spending fails to produce adequate returns, the thesis changes. If the long-term earnings power remains intact, a historic one-day selloff may eventually look more like an opportunity than a warning.

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Thursday 29 October 2026 17:09:16 GMT