Core Insights - Alphabet Inc. (Google) reported Q4 '25 results, leading to a stock decline of over 6% at market open, with the stock briefly touching $312 before rebounding to $318, ultimately down 4.4% for the day [1] Company Performance - The stock performance indicates a significant market reaction to the earnings report, reflecting investor sentiment and potential concerns regarding the company's financial health [1] Market Context - The article highlights the author's extensive experience in the technology sector, particularly in navigating market challenges such as the dot-com bubble and the AI boom, emphasizing the importance of momentum in investment strategies [1]

谷歌母公司Alphabet股价盘后下跌1.5%。 来源：滚动播报 ...

Group 1 - The fourth quarter earnings season is ongoing, with significant results from major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with analysts estimating an 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts initially expected an 8.3% increase in earnings per share heading into the reporting period, which was revised from a previous growth rate of 13.6% in the third quarter [4] Group 2 - The capital expenditures of major tech companies are influencing the AI trade, with ongoing themes from 2025 such as artificial intelligence and economic policies continuing to impact investor sentiment [5] - Updates from various companies including Disney, Chipotle, PepsiCo, Uber, and Snap were also highlighted during this earnings season [5]

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 - The stock market experienced a significant decline, with the Dow Jones Industrial Average falling nearly 600 points, indicating a broader selloff beyond just the technology sector [1] Market Performance - The Dow Jones Industrial Average decreased by 593 points, or 1.2% [1] - The S&P 500 also fell by 1.2% for the third consecutive day [1] - The Nasdaq Composite saw a larger decline, sliding 1.6% [1] Sector Analysis - Selling pressure in technology stocks persisted, particularly after Alphabet's earnings report failed to boost confidence in the sector [1] - The decline in the broader market was exacerbated by labor market data that did not reassure investors [1]

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 ...

Core Viewpoint - Danone is recalling over 120 batches of infant formula in Austria due to potential contamination with the toxin cereulide [1] Company Summary - The recall involves more than 120 batches of infant formula [1] - The reason for the recall is the possible contamination with the toxin cereulide [1] Industry Summary - The incident highlights potential safety concerns in the infant formula sector [1] - Such recalls can impact consumer trust and regulatory scrutiny within the food industry [1]

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 ...