Market Overview - The Dow Jones Industrial Average closed above 50,000 for the first time, rising about 2.5% to 50,115.66, while the S&P 500 and Nasdaq Composite also saw significant gains of 1.97% and 2.18% respectively [1][3] Key Market Movers - Semiconductor companies, particularly Nvidia, led a strong rebound in AI hardware, with Nvidia's stock increasing by 8.01% [2] - MicroStrategy, which is heavily exposed to cryptocurrency, surged approximately 26.11% as Bitcoin rebounded to over $70,000 [2][5] - In contrast, Amazon's stock fell by 5.49% due to a substantial capital expenditure plan for 2026, and Micron Technology's stock decreased by 3.08% due to lowered expectations for HBM4 memory chips [2][4] Investor Sentiment - The overall market rally has reinforced confidence in the ongoing bull market, suggesting that it may not be nearing an end [3] - Despite the positive momentum, a prior sell-off earlier in the week resulted in a loss of $1.5 trillion from high-performing tech stocks, indicating mixed sentiment among investors [4]

Artificial intelligence remains the defining investment theme of this cycle, and few developments reinforce that view more clearly than the latest spending plans from Amazon ((AMZN) and Alphabet ((GOOGL). Both companies recently updated investors on their capital expenditure outlooks, signaling an aggressive push to expand data center capacity and AI infrastructure. Combined, the two technology leaders are expected to invest close to $400 billion this year to support the next phase of data center expansion. ...

Group 1 - The Dow Jones Industrial Average surpassed 50,000 points for the first time, gaining over 1,000 points in a single day, which is an increase of more than 2.2% [1] Group 2 - Chip stocks experienced a surge due to expectations of increased spending on AI data centers by Amazon and Alphabet, with shares of Nvidia, Advanced Micro Devices, and Broadcom rising by more than 7% [2] - Amazon's stock fell nearly 7% after announcing a plan to increase capital expenditures by over 50% this year in response to the AI race, following a similar announcement from Alphabet [2]

Bet_Noire/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. Brian Stewart: Great to be here. Rena Sherbill: It's great to have you talk to us. We've got Bitcoin, we've ...

Core Insights - The Q4 earnings season for 2025 is progressing rapidly, with many S&P 500 companies, including Microsoft and Alphabet, reporting results amid the AI trend [1] Microsoft Earnings - Microsoft reported adjusted EPS of $4.14, a 24% year-over-year increase, and sales of $81.3 billion, growing 17% from the previous year [3] - Concerns have arisen regarding high capital expenditures (CapEx) totaling $37.5 billion, with $29.9 billion allocated for property and equipment to support Azure demand [5] - The Intelligent Cloud segment, which includes Azure, saw sales grow 28% year-over-year to $32.9 billion, but gross margins were impacted by ongoing AI investments [5] Alphabet Earnings - Alphabet achieved adjusted EPS of $2.82, a 31% increase year-over-year, with sales rising 18% [12] - Google Cloud revenues surged by 48% to $17.7 billion, driven by increased adoption of enterprise AI solutions [12] - CapEx guidance for 2026 is projected to be between $175 billion and $185 billion, indicating a significant investment in future growth [13] Market Reactions and Valuation - Both Microsoft and Alphabet have faced negative market reactions post-earnings, with Microsoft experiencing more pressure [17] - Microsoft shares have underperformed the S&P 500 over the last five years, with a 62% increase compared to the S&P 500's 82% gain [11] - Despite the negative sentiment, both companies are seeing positive earnings estimate revisions, indicating bullish trends for their current fiscal years [10][16]

微软、字母表、亚马逊、元宇宙这四家科技巨头 "超大规模云服务商"，2026 年计划在人工智能领域的 投资总额将突破 6500 亿美元。 亚马逊于本周四宣布，2026 年资本支出规模将达约 2000 亿美元；而在前一日，字母表也向投资者透 露，公司今年的资本支出将在 1750 亿至 1850 亿美元之间。 上月末，元宇宙已向投资者披露，2026 年的资本支出将在 1150 亿至 1350 亿美元区间；微软 2026 财年 （始于去年 7 月）的年度资本支出运行速率显示，该公司今年的资本支出将达 1450 亿美元。 按各家披露的最低支出规模计算，四家企业 2026 年的总投入约为 6350 亿美元，较 2025 年 3810 亿美元 的支出规模大幅增长约 67%；若按最高支出规模测算，四家企业总投入将达 6650 亿美元，较去年同比 激增 74%。 上述企业均表示，这笔巨额投入的绝大部分将用于人工智能芯片、服务器以及数据中心基础设施的建 设。 投资者对这些新增资计划表达了些许担忧。 亚马逊公布增资计划后，股价在本周五下跌逾 8%；字母表宣布相关计划后，股价下跌 3%；微软发布 季度业绩后股价重挫超 11%，其旗下 ...

Gather round while we look at the reality of markets. They correct, and sometimes, corrections are brutal. Feb. 5 proved to be a really brutal day, especially for the Magnificent 7 stocks. The Mag 7 group, which includes Apple, Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla, has mostly struggled so far this year. That's because investors worry that the group is spending billions on data labs that may take years to become profitable. And there's no sign the contagion is easing. Among th ...

Press contact:Antara Nandy Tel.:+ 91 9674515119E-mail: antara.nandy@capgemini.com Capgemini and Google Cloud expand strategic partnership to accelerate AI adoption at scale by providing trusted and secure sovereign solutions Paris, February 06, 2026 – Capgemini today announced the expansion of its strategic partnership with Google Cloud to deliver end-to-end secure sovereign cloud solutions. As part of this, Capgemini will help clients adopt Google Cloud’s leading AI technologies, including Vertex AI and Ge ...

Core Insights - The four major tech companies, Microsoft, Alphabet, Amazon, and Meta, are projected to invest over $650 billion in artificial intelligence in 2026, with significant capital expenditures planned [1][2][3] Investment Plans - Amazon plans to invest approximately $200 billion in capital expenditures by 2026 [1] - Alphabet's capital expenditures are expected to range between $175 billion and $185 billion for the current year [1] - Meta's spending is projected to be between $115 billion and $135 billion in 2026 [2] - Microsoft's annual run rate for capital expenditures is estimated at $145 billion for its 2026 fiscal year [2] Expenditure Growth - The total spending from these four companies is expected to increase by about 67% to 74% compared to their $381 billion expenditures in 2025, with a low-end estimate of $635 billion and a high-end estimate of $665 billion [3] Focus Areas - The majority of the investments will be directed towards AI chips, servers, and data center infrastructure [3] Market Reactions - Following the announcements, Amazon's stock fell over 8%, Alphabet's shares dropped 3%, and Microsoft experienced an 11% decline after reporting slower growth in its Azure cloud unit [5] - In contrast, Meta's stock rallied due to positive quarterly results and the impact of AI on its ad revenue [6] Investor Sentiment - Investors are exhibiting caution regarding the spending plans of tech companies, reflecting a more scrutinizing approach towards returns on AI investments [6][7] - There is a growing belief in the transformative potential of AI for enterprises, influenced by advancements from companies like Anthropic and Google's Gemini 3 [8]

I swore I would stop covering mega-cap technology stocks because they are so well covered on Seeking Alpha, so it's pretty hard for me to stand out from the crowd. Yet, once again I am motivated toMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, wh ...