Workflow
Yahoo Finance
icon
Search documents
Alphabet stock is falling on its CapEx guidance, but this analyst says "it's still a great story"
Yahoo Finance· 2026-02-05 16:44
Alphabet the Google parent falling after saying it plans to nearly double its spending this year. The company reporting capex spend in the range of 175 billion to 185 billion as CEO Sundar Pachai says AI investments are driving revenue and growth across the board. Joining me now John Blackedge TD Cow managing director and senior equity research analyst.So John, what is the difference between a company that announces huge huge spending plans and the stock rises and one that announces huge huge spending plans ...
Yahoo Finance: Market Coverage, Stocks, & Business News
Yahoo Finance· 2026-02-05 16:23
About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: ...
Layoff announcements ballooned in January.
Yahoo Finance· 2026-02-05 16:22
Low hire, low fire. That's been sort of the buzz phrase around the job market recently as we've seen it weakening. And we got some new data on that today that shows maybe firings are going up a little bit.Challenger grain Christmas says that US companies announced the highest number of job cuts in a January going back to the financial crisis to 2009. Plans to bring on new workers was also the lowest since a January going back to 2009. We're talking about about 108,000 job cuts announced.Three companies acco ...
Alphabet earnings and tech sell-off, plus e.l.f. Beauty CEO talks earnings and Hailey Bieber deal
Yahoo Finance· 2026-02-05 15:35
If it feels like your portfolio has been over uh run over this week by Mac Truck, well, I'm here to say two things. One, it may be Thursday, but the trading week is still young. So, hang in there.And two, if you own a lot of software stocks, ask yourself why. Because the selloff is getting darn ugly. I'm Yahoo Finance executive editor Brian Sazy and this is opening bid live from Yahoo Finance's New York City headquarters.Here's what else is on my mind right now. Qualcomm's guidance stunk and the sell-off is ...
Alphabet stock falls despite strong earnings, investing amid the tech sell-off
Yahoo Finance· 2026-02-05 15:13
Welcome to Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, Alphabet. Those shares are falling this morning after the Google parent announced massive spending plans. The company planning to dish out $185 billion to build out its AI infrastructure this year.2026 spending totals more than the last three years of spending combined, and investors will now look to Amazon results after the bell for its plans on AI expenditures. Plus, Bitcoin falling below $70,000 per ...
The amount of power AI needs is keeping Google's CEO up at night. 🌙
Yahoo Finance· 2026-02-05 14:30
Overall, we've been on this AI first trajectory for uh uh over a decade now, and it's it's what we've been methodically thinking our way through. It's the reason why we've been working on TPUs for over a decade as an example. But I think specifically at this moment maybe the top question you know is definitely around uh compute capacity all the constraints be it power land uh supply chain uh constraints uh how do you ramp up to meet this extraordinary demand uh for this moment uh get our investments right f ...
LIVE: White House Press Secretary Karoline Leavitt holds press briefing
Yahoo Finance· 2026-02-05 14:27
LIVE: White House Press Secretary Karoline Leavitt holds press briefing About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooF ...
What defensive stocks, energy & Bitcoin are quietly telling you
Yahoo Finance· 2026-02-05 02:47
Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Investors aren’t fleeing the market. They’re repositioning… In this episode of Stocks in Translation, Fundstrat Global Advisors Managing Director & Technical Strategy Global Head Mark Newton joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss defensive signals in the market and what investors should watch next. Newton explains why tech leadership is fading, ho ...
Trump administration's latest rare earths push, why one portfolio manager likes Ulta Beauty
Yahoo Finance· 2026-02-04 23:03
Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we're going to be diving into. The Trump administration is looking to take on China when it comes to critical minerals. We've got the details on the new partnership that was announced Wednesday.And another commodity we're watch ...
Alphabet earnings and analysis, why one strategist is underweight the Mag 7
Yahoo Finance· 2026-02-04 22:46
Hello and welcome to Market Domination Overtime. Stocks closing mixed here as AI worries fuel a tech selloff. Jared Blickery over at the Wi-Fi Interactive with today's moves.Jared, >> thank you Josh. Yes, a mixed market. We'll start with the Dow which closed in the green for a half a percent or uh 259 points.And let's take a look at the intraday price action. Mostly green right there. Brief spell in the red, but the NASDAQ was red the entire day.Down one and a half%. We're going to take a look inside the te ...