Alphabet's shares were down in premarket trading on Tuesday after the company beat Wall Street's expectations on earnings and revenue, with AI spending projected to increase hugely this year. The Google parent shed 2.6% in premarket as of 6:09 a.m. ET, after closing nearly 2% lower on Wednesday. After the bell, Alphabet reported $113.83 billion in revenue in the fourth quarter, above the estimated $111.43 billion from analysts polled by LSEG. Its Google Cloud division earned $17.66 billion in revenue versus ...

格隆汇2月5日｜伯恩斯坦公司将谷歌母公司Alphabet目标股价从335美元上调至345美元。 ...

Core Viewpoint - The recent surge in Alphabet's stock is justified by accelerated growth in advertising and cloud services, although the projected capital expenditures (capex) forecast is notably high [1] Group 1: Advertising Growth - Alphabet has experienced significant growth in its advertising segment, contributing to the overall positive market sentiment surrounding the stock [1] - The acceleration in ad revenue is a key driver behind the stock's recent performance, indicating strong demand and effective monetization strategies [1] Group 2: Cloud Services Expansion - The cloud services division has shown robust growth, further supporting the bullish outlook on Alphabet's stock [1] - This growth in cloud services is part of a broader trend within the industry, where companies are increasingly investing in cloud infrastructure [1] Group 3: Capital Expenditure Forecast - The forecast for capital expenditures is exceptionally high, raising eyebrows among analysts and investors [1] - This capex forecast reflects Alphabet's commitment to expanding its infrastructure and capabilities, particularly in cloud and data centers [1]

Market Overview - Major U.S. stock index futures are down, with Dow futures falling by 0.27%, S&P 500 futures down by 0.10%, and Nasdaq futures decreasing by 0.05% [1] Storage Sector - The storage sector saw a pre-market rebound, with Micron Technology rising over 2% after a previous drop of over 9%, SanDisk increasing nearly 3% following a nearly 16% decline, and Seagate Technology up by 1% after a nearly 6% drop [1] Semiconductor and Chip Equipment Stocks - Semiconductor and chip equipment stocks experienced a pre-market increase, with Broadcom rising nearly 6%, and both AMD and NVIDIA increasing by over 2%. Alphabet, Google's parent company, indicated that its capital expenditures could double by 2026 [1] AI Application Software Stocks - AI application software stocks collectively rebounded in pre-market trading, with Applovin rising over 3%, Unity increasing nearly 1%, Roblox up by over 1%, and SAP SE rising nearly 2% [1] Chinese Concept Stocks - Chinese concept stocks saw a general increase in pre-market trading, with Baidu rising by 4.6%, Alibaba up by 2.7%, Pinduoduo increasing by 0.7%, and NetEase rising by 0.9% [1] Software Industry Performance - The U.S. software industry has seen a market capitalization decline of $1 trillion since 2026, with hedge funds profiting $24 billion from short-selling activities [2] Qualcomm's Earnings Guidance - Qualcomm's stock fell over 11% after reporting better-than-expected earnings for Q1 of fiscal year 2026, but provided a revenue forecast for Q2 between $10.2 billion and $11 billion, which was below expectations [2] AMD's Market Guidance - Citigroup reported that AMD's Q1 guidance exceeded market expectations but did not meet buyer expectations, maintaining a "neutral" rating on the stock [2] Alphabet's Collaboration with Apple - Alphabet's CEO Sundar Pichai announced a collaboration with Apple to develop the next generation of Apple's foundational model based on Gemini technology, positioning Alphabet as Apple's preferred cloud service provider [3]

段永平持仓来了！二季度加仓苹果、拼多多、谷歌C和英伟达 谷歌C(GOOG.US)首次站上3000美元 市值 逼近2万亿 TD Cowen：将Alphabet(GOOG.US)目标价从355美元上调至365美元。 相关事件 ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in the context of investments in complex instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website includes information about cryptocurrencies, CFDs, and other financial instruments, highlighting their complexity and high risk of losing money [1]. - Users are encouraged to conduct their own research and fully understand the risks involved before investing in any financial instruments [1].

Group 1 - Shares of Volvo Cars fell by 19.5% on Thursday morning, marking the company's worst trading day ever [1] - The decline in stock price is attributed to a significant drop in fourth-quarter profit [1] - Contributing factors to the profit drop include tariffs, currency effects, and weak demand [1]

Group 1 - Morgan Stanley raised the target price for Google's parent company from $385 to $395 [1]

Group 1: Alphabet's Performance - Alphabet's fourth-quarter earnings and revenue exceeded Wall Street expectations, with its cloud unit achieving a nearly 48% increase in revenue year-over-year [1] - The company anticipates capital expenditure for 2026 to be between $175 billion and $185 billion, which would more than double from the previous year at the higher end [1] - Following the announcement, Alphabet shares fell as much as 3% before recovering to a loss of 0.39% in extended trading [1] Group 2: Market Reactions - Shares of Broadcom rose over 6% in extended trading, benefiting from Alphabet's news as the firm manufactures custom chips for the tech giant [2] - Broadcom's gains helped it recover some losses from the regular trading session, where it had lost 3.8% [2] - The tech-heavy Nasdaq Composite declined by 1.51%, while the S&P 500 retreated by 0.51%, marking its fifth negative session in six [3] Group 3: Broader Market Sentiment - Investor confidence in AI-related stocks has been affected, but optimism remains for South Korean chipmakers like Samsung Electronics and SK Hynix, as noted by CNBC's Jim Cramer [4] - In Europe, BNP Paribas reported fourth-quarter earnings that surpassed estimates and raised its net income target for 2025 to 2028, while Shell missed its fourth-quarter profit targets [5] - The European Central Bank and the Bank of England are expected to maintain their current monetary policy without any rate changes [5]

Roth MKM：将Alphabet(GOOG.US)目标价从365美元上调至395美元。 ...