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Marley Kayden breaks down after-hours earnings for Alphabet, Tesla and IBM—key metrics show the AI trade stalled; what investors should watch next.
Editorial companion
On Schwab Network, Marley Kayden summed up after-hours action with a blunt line: the Artificial Intelligence (AI) trade is going nowhere, at least for now. The clip juxtaposes two common market puzzles, Alphabet showing healthy profit growth while its stock flags, and Tesla delivering modest revenue growth alongside a large drop in net income. That split matters because it separates narrative from economics: one company still earns the story, the other needs operational fixes, and headlines (including pieces debating whether Alphabet can overtake Nvidia) will keep both stocks volatile.
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