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 ...

More than 800 employees delivered a petition to management, condemning the Trump administration's use of Google technology in immigration enforcement. ...

市场对人工智能资本回报的担忧正引发美股科技板块剧烈震荡。过去一周，微软、英伟达、亚马逊、Alphabet、Meta及甲骨文等科技巨头市值累 计蒸发约1.35万亿美元，核心原因在于投资者愈发质疑该领域动辄数千亿美元的资本支出能否转化为实际盈利。 2月6日，据FactSet数据，上述企业在近期财报中均显示出持续的资本扩张计划。据媒体报道，今年全球科技巨头计划向AI相关基础设施投入约 6600亿美元，这一规模已超越多个中等规模经济体GDP。投资者担忧，天量投入背后可能隐藏着投资效率低下与产能过剩风险。 GAM Investments投资总监Paul Markham指出，当前市场正被"情绪传染效应"笼罩，尤其在涉及AI硬件及基础设施的公司中，股价波动或将持续加 剧。他强调： "围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。" 尽管部分个股在周五盘前交易中略有反弹，但亚马逊在美股盘中仍录得9%的显著跌幅，反映出市场对AI商业化前景的判断正从乐观转向审慎。这 场由资本回报焦虑主导的抛售潮，标志着AI投资叙事已从规模崇拜阶段进入效率检验时期。 亚马逊激进押注 ...

1998年，奥尼尔100万买下谷歌原始股，如今出售值多少钱？ 别看"大鲨鱼"奥尼尔五大三粗，平日里总是嬉笑搞怪，其实他拥有着极其出色的商业头脑和投资眼光， 在房地产、餐饮、娱乐等领域均取得了不俗的成就。而其中最令人津津乐道的，便是他在当年对谷歌的 投资，这笔投资如今已为他带来了超乎想象的巨额回报。 在当时，100万美元对于奥尼尔而言，虽然算不上豪掷，但也是他经过深思熟虑后做出的投资决策。奥 尼尔在接受采访时也曾表示，他当时并未期望这笔投资能立刻带来丰厚回报，而是将其视为一次长期的 尝试，希望能在未来获得一定的收益。 20多年过去了，谷歌早已成长为全球科技巨头，市值高得令人咋舌。而奥尼尔的这笔100万美元投资， 按照当时的股权比例计算，如今的价值至少不会低于5亿美元。这样的回报实在是令人惊叹，也让无数 人为之羡慕。 时间来到1998年，此时的奥尼尔已经签下一份价值1.2亿美元的超级合同，是当时NBA薪资最高的球星 之一。一次偶然的机会，奥尼尔在洛杉矶的一家酒店结识了一位小男孩，由于奥尼尔性格幽默活泼，两 人很快就打成一片，甚至成为了忘年交。 事实上，这个孩子的父亲就是谷歌创始人之一。当时他正在酒店内谈事情，因为 ...

The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ind ...

U.S. stock futures are pointing higher this Friday, February 6th, 2026, signaling a potential rebound after a significant tech-led sell-off in the previous session. Investors are closely watching premarket activity and digesting a flurry of corporate earnings, particularly from major technology players, alongside a postponed key economic report. The market's sentiment appears to be a mix of cautious optimism and ongoing scrutiny over the hefty capital expenditures in the booming artificial intelligence (AI) ...

Core Insights - Pelican Bay Capital Management (PBCM) reported a strong performance in its fourth-quarter 2025 investor letter, with its Concentrated Value Strategy returning 8.5%, outperforming the Russell 1000 Value Index which returned 3.8% [1] - The strategy's full-year return was 20.6%, compared to 15.9% for the Index, driven by AI-related stocks and commodities exposure [1] Company Performance - Alphabet Inc. (NASDAQ:GOOG) was highlighted as a significant contributor to PBCM's strategy performance in the fourth quarter [2] - As of February 5, 2026, Alphabet's stock closed at $331.33 per share, with a market capitalization of $4.008 trillion, and a one-month return of 0.67% [2] - Over the last 52 weeks, Alphabet's shares gained 77.05% in value [2] AI Transition and Market Position - Alphabet Inc. has been recognized as one of the biggest beneficiaries of the AI transition, with its Gemini Large Language Model (LLM) being a leading model alongside Claude and ChatGPT [3] - The perception of Alphabet has improved significantly since the initial purchase in March 2023, when there were concerns about missing the AI boom and potential deterioration of its search monopoly [3] Hedge Fund Interest - Alphabet Inc. ranks 7th on the list of the 30 Most Popular Stocks Among Hedge Funds, with 186 hedge fund portfolios holding its stock at the end of the third quarter, up from 178 in the previous quarter [5] - In 2025, Alphabet achieved its first-ever $400 billion annual revenue [5]