Core Viewpoint - Scotiabank maintains an "Outperform" rating for Alphabet Inc. and raises its price target from $375 to $400, despite recent stock price declines due to high capital expenditure forecasts [1][5]. Group 1: Stock Performance - Alphabet's shares have declined by 6.1%, currently trading at $312.64, following a capital expenditure forecast significantly above investor expectations [2][5]. - The stock price on NASDAQ is $320.47, reflecting a decrease of approximately 3.86%, with a daily drop of $12.88 [3]. - The stock has fluctuated between a low of $306.92 and a high of $326.55 during the trading day, indicating investor uncertainty [3][5]. Group 2: Financial Metrics - Over the past year, Alphabet's stock reached a high of $350.15 and a low of $142.66, with a current market capitalization of approximately $3.87 trillion [4]. - The trading volume stands at 26.57 million shares, suggesting active investor interest despite recent fluctuations [4].

Core Viewpoint - Shares in Google parent Alphabet Inc. traded lower following its Q4 earnings release, reflecting a broader market trend of declines [1]. Group 1: Company Performance - Alphabet Inc. experienced a drop in share price after announcing its Q4 earnings, indicating potential investor concerns or market reactions to the results [1].

Alphabet ( GOOG ) reported better-than-expected earnings for the last fiscal quarter, with all of its core businesses – Search and Cloud – posting double-digit top line growth compared to the year-earlier period. Google’s Cloud operation has been crushing it in 2025, andAnalyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, META, AMZN, AMD, NVDA, PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am ...

Danone is recalling more than 120 batches of infant formula in Austria due to possible contamination with toxin cereulide, Bloomberg News reported on Thursday. ...

The Alphabet AnalystsBank of America on GOOGLStrength of Gemini is driving Google Search and Cloud acceleration, Post said in a new investor note."We think more to come with model improvements and capacity growth," Post said.The analyst said the "Gemini halo effect" is shining bright for Alphabet."We continue to see opportunity for better monetization of zero-click searches that are being converted to AI Overviews as a key upside driver from here."Post said the monetization of the Gemini app, with 750 milli ...

北京时间2月6日凌晨，美股周四尾盘继续走低，道指下跌480点，标普500指数连续第三个交易日下跌。 随着投资者采取避险立场，Alphabet、比特币与白银齐跌。投资者关注劳动力市场降温迹象。 道指跌481.77点，跌幅为0.97%，报49019.53点；纳指跌317.27点，跌幅为1.39%，报22587.31点；标普 500指数跌73.58点，跌幅为1.07%，报6809.14点。 与此同时，加密货币市场的抛售持续加剧，比特币跌破被视为关键支撑位的7万美元关口。在贵金属领 域，白银价格再度承压，结束两日反弹并重挫达16%。上周五白银价格曾暴跌近30%。 职业介绍公司Challenger， Gray & Christmas的报告加剧了市场悲观情绪，数据显示美国雇主1月宣布裁 员108435人，创下2008年全球金融危机以来1月份最高裁员纪录。 华尔街刚经历动荡的交易时段，芯片与软件股抛售导致标普500指数连续第二日收跌。随着科技股跌势 加剧，标普500指数与纳斯达克综合指数分别下跌0.5%和1.5%。 软件股普遍大跌的原因是Anthropic推出新型AI助手"Cowork"，引发数据与法律软件类股急剧抛售。受 ...

Alphabet ((GOOGL) recently delivered a quarterly report that underscored why the company remains firmly positioned among the market’s most dominant businesses. While broader equities have experienced a spike in volatility this week, it shouldn’t distract you from Alphabet’s latest results highlighting durable growth, expanding competitive advantages and continued leadership across multiple high-value business segments.Alphabet reported fourth-quarter and full year results that exceeded expectations, with re ...

Key Takeaways Alphabet posted Q4 EPS of $2.82, beating estimates, with total revenue up 18% year over year. GOOGL's Cloud revenue surged 47.8% Y/Y as AI-driven demand lifted run rate above $70 billion. Alphabet's Search and YouTube ads grew, helping Google Services deliver 14% Y/Y revenue growth. Alphabet’s (GOOGL) fourth-quarter 2025 earnings of $2.82 per share beat the Zacks Consensus Estimate by 9.73% and jumped 31.2% year over year. Revenues of $113.8 billion increased 18% year over year (17% at constan ...

Core Viewpoint - Microsoft's stock has faced a significant decline of 23.5% over the past six months, influenced by Alphabet's strong cloud growth, leading to a downgrade by an analyst from Stifel [1]. Group 1: Stock Performance - Microsoft's stock price has dropped 23.5% over the last six months [1]. Group 2: Analyst Insights - Following Alphabet's earnings report, Stifel analyst Brad Reback downgraded Microsoft's stock from buy to hold, citing a lack of near-term catalysts for growth [1].

And it's time now for our 360 round. Our panel will be joining us to discuss Alphabet. The company slipping this morning despite an earnings beat.Investors keying in on this massive jump in AI spending. The company says it plans to spend more than double its capback spending to as much as $185 billion this year. That's largely due to build out this AI data center capacity.It's an aggressive investment. It's overshadowing some strong fundamentals, including record annual sales that were above $400 billion fo ...