Exhibit 99.1 Alphabet Announces Fourth Quarter and Fiscal Year 2025 Results MOUNTAIN VIEW, Calif. – February 4, 2026 – Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025. Sundar Pichai, CEO of Alphabet and Google, said: "It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time. The launch of Gemini 3 was a major milestone and we have great momentum. Our first party models, like Gemini, now process over 10 ...

Market Overview - US stocks mostly fell as Wall Street assessed earnings and awaited Alphabet's results, with the S&P 500 down about 0.5% and the Nasdaq Composite down over 1.5% [1] - The Dow Jones Industrial Average rose 0.4% as investors shifted from tech stocks to blue-chip names [1] AI Impact on Tech Stocks - Wall Street is struggling due to fears of AI disruption, leading to a sell-off in software stocks that affected global markets [2] - Major tech stocks like Nvidia fell over 3%, Google dropped nearly 2%, Amazon slid over 2%, and Tesla sank more than 3% [2] Earnings and Market Sentiment - Even better-than-expected earnings are insufficient to convince the market unless companies can demonstrate that AI will be beneficial [3] - Advanced Micro Devices saw its shares plummet due to a weak sales outlook, raising concerns about its competitiveness against Nvidia [3] Labor Market Insights - An ADP report indicated that employers added only 22,000 jobs in January, significantly below the expected 45,000 [4] - The delay in federal jobs data has made private data increasingly important, with the official jobs report rescheduled for next Wednesday [4] Commodity Movements - Gold gained amid US-Iran tensions but fell back below $5,000 an ounce after a significant slump [5] - Bitcoin losses accumulated, trading near $72,000 at one point [5] Pharmaceutical Sector Performance - Eli Lilly's stock surged after a positive 2026 profit forecast driven by high demand for weight-loss drugs [6] - In contrast, Novo Nordisk's shares tumbled after it forecasted a steep drop in sales, shocking investors [6]

Group 1 - The article provides a market analysis focusing on key companies such as S&P 500, FedEx Corporation, JPMorgan Chase & Co, and Xcel Energy Inc [1] Group 2 - The analysis includes insights into the performance and trends of the S&P 500 index, indicating its overall market health and investor sentiment [1] - FedEx Corporation's operational efficiency and recent financial results are highlighted, showcasing its impact on logistics and supply chain sectors [1] - JPMorgan Chase & Co's financial performance is discussed, emphasizing its role in the banking industry and broader economic implications [1] - Xcel Energy Inc's developments in the energy sector are examined, particularly in relation to renewable energy initiatives and regulatory changes [1]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer shared his opinion on. Cramer highlighted that he expects very good numbers from the company, as he said: But the only other stock in the Mag Seven that’s beating the market over the last 12 months and is fantastic is Alphabet. It’s up over 68%. That makes sense. When Alphabet reports on Wednesday, I think it can blow away the numbers. They’ve become synonymous with two words, beat and then raise. Something good seems to happen every single minu ...

Core Viewpoint - The introduction of a new AI automation tool by Anthropic has triggered a significant sell-off in software stocks, leading to a substantial decline in the Goldman Sachs software index, with approximately $2 trillion wiped off since its peak [1]. Group 1: Market Reaction - The sell-off in software stocks has been extensive and is now affecting hardware stocks as well, with notable declines in companies like NVIDIA and Google, while Microsoft has shown a slight rebound [3]. - The negative sentiment surrounding software stocks has become a global phenomenon, indicating a broad market reaction to the current state of the software industry [2]. Group 2: Investor Sentiment - Some investors are beginning to consider this sell-off as a potential buying opportunity, suggesting that a rally could occur if software stocks decline too much, as many are currently in oversold territory [4]. - There is a growing discussion among investors about whether it is wise to attempt to "catch a falling knife" in the current market environment [4].

Core Insights - Alphabet is making significant advancements in artificial intelligence, particularly with its Gemini model and the recent launch of Project Genie, which creates interactive 3D environments from text or image prompts, causing concern among software stocks [2][9] Alphabet's Investment in Figma - Alphabet's secret investment portfolio acquired over 215,000 shares of Figma valued at $11.18 million at the end of Q3, but Figma's stock has since dropped approximately 58%, making it one of Alphabet's worst-performing public investments [4][6] - The total value of Alphabet's secret portfolio was $2.41 billion at the end of Q3, with Figma's position being relatively modest compared to its larger stakes in AST SpaceMobile and Planet Labs, which have seen significant gains [6][5] Figma's Market Performance - Figma's stock has experienced a dramatic decline of about 85% from its post-IPO high of $142.92, currently trading around $21 per share, which is a steeper drop compared to other software stocks affected by AI advancements [3][9] - Figma's business model, which focuses on cloud-based design and collaboration, is under pressure from AI developments like Google's Project Genie that automate design tasks [8][9]

We came across a bullish thesis on Alphabet Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.'s share was trading at $336.01 as of January 28th. GOOGL’s trailing and forward P/E were 33.17 and 29.85 respectively according to Yahoo Finance. Pixabay/Public Domain Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. (GOOGL) has decisively emerged as the dom ...

Market Analysis by covering: S&P 500, Dow Jones Industrial Average, US Small Cap 2000, Microsoft Corporation. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Alphabet is expected to report strong earnings with an adjusted EPS of $264 and revenue exceeding $111 billion, reflecting a significant growth trajectory over the past year, with shares up over 65% [1][2]. Financial Performance Expectations - Analysts anticipate continued double-digit growth across Alphabet's core businesses, including search, YouTube, and cloud services, with cloud growth expected to exceed 30% [3][4]. - The company is expected to maintain mid-teen growth on the top line, driven by strong performance in the advertising market and investments in AI technology [3][4]. Investment and Market Position - Alphabet has demonstrated a capacity to find new growth markets, such as cloud services and AI investments, even when growth appears to be slowing [5]. - The company is perceived to have better spending discipline compared to competitors, which may enhance its market position [5][6]. Capital Expenditure Insights - There is an expectation that Alphabet's capital expenditures (capex) may come in higher than previous quarters, reflecting the need to invest aggressively in AI and technology to maintain competitive advantage [8][9]. - The market dynamics suggest that overspending may be more beneficial than underspending in the current environment, indicating Alphabet's commitment to aggressive investment strategies [8][9]. Market Reactions and Trading Strategies - The high expectations for Alphabet's earnings report may lead to volatility in stock performance, even if the company beats earnings estimates [11][12]. - Options trading strategies are being considered to capitalize on potential stock movements, with a focus on managing risk amid high implied volatility [16][17].

Market Overview - The U.S. stock market is experiencing mixed trading patterns with a notable rotation out of technology giants and into broader market sectors [1] - The S&P 500 has slipped around 0.2% to 0.3%, marking a modest decline for the fourth time in the last five days [2] - The Nasdaq Composite has traded approximately 1% lower, with the Nasdaq 100 specifically seeing a 1.4% loss [2] - The Dow Jones Industrial Average has risen by as much as 389 points, or 0.8%, indicating a shift away from tech stocks towards firms expected to benefit from improving growth prospects [2] Economic Indicators - The yield on 10-year Treasuries has remained steady at 4.28% [3] - Upcoming economic data includes the ADP Employment Change and ISM Services PMI for January, which are crucial for assessing the labor market and services sector [5] - The week will culminate with the U.S. Employment Report on February 6th, which includes non-farm payrolls and average hourly earnings [6] Company-Specific Highlights - Advanced Micro Devices (AMD) shares dropped by as much as 15.7% despite stronger-than-expected profits, indicating high expectations for AI-related companies [9] - Uber Technologies (UBER) fell 3% to 5% after its quarterly results and profit forecast fell short of expectations [10] - Super Micro Computer (SMCI) rallied by 12% to 14% after delivering stronger-than-expected profits [10] - Eli Lilly (LLY) surged by 9.2% after exceeding profit expectations and providing strong guidance, driven by its obesity drugs [11] - Silicon Laboratories (SLAB) shares soared by 51% following the announcement of its acquisition by Texas Instruments for approximately $7.5 billion [13] - Nvidia (NVDA) shares declined 2.8% due to a broad tech sell-off and uncertainty surrounding its OpenAI investment [14]