Key Points Hyperscalers are doubling down on artificial intelligence (AI) infrastructure investments. On the surface, this is terrific news for data center and chip stocks. Palihapitiya thinks the hidden winner of AI infrastructure will be a particular raw material. 10 stocks we like better than United States Commodity Index Funds Trust - United States Copper Index Fund › One investor who has burst onto the scene in recent years is Chamath Palihapitiya. The venture capitalist is largely consider ...

Key Points Alphabet was able to change investors' perceptions about the impact of AI on its business in 2025. The company looks well positioned to continue to drive growth in 2026. 10 stocks we like better than Alphabet › Heading into 2025, I predicted that the best performer among the so-called "Magnificent Seven" stocks for the year would be Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). That proved to be the correct call, as the stock climbed more than 65%, finishing well ahead of second-place perform ...

Group 1 - Alphabet (GOOGL) has reached a market cap of $4 trillion, joining Nvidia (NVDA) in this elite category, and has initiated a multi-year partnership with Apple (AAPL) to enhance iPhone AI technology [1] - GOOGL's stock experienced a slight gain of 0.4% after three consecutive losses, closing below $340 and testing its 30-day moving average [3] - Other megacap companies like Apple and Nvidia have also seen declines after reaching significant market cap milestones, indicating a trend among large-cap stocks [5] Group 2 - Historical data shows that stocks crossing a trillion-dollar market cap have an average return of 24.86% one year later, with positive returns 75% of the time [7] - For stocks that have crossed the $4 trillion threshold, Alphabet, Apple, and Nvidia are included, with Microsoft (MSFT) showing a significant pullback of 10.4% within a month of reaching its peak [8] - Despite short-term volatility, long-term returns for Big Tech remain attractive for buy-and-hold investors, with other companies like Eli Lilly (LLY) and Walmart (WMT) also aiming for significant market cap milestones [9]

In early 2026, the Magnificent 7 are no longer moving together. And they’re not moving the market. While smaller companies try to make a dent in their historic lagging trend versus tech stocks, the biggest of the big have become a drag on the broader market rather than its leading group. Based on Friday’s close, there’s a notable performance gap between Alphabet (GOOG) (GOOGL) and Amazon (AMZN) and the rest of the pack. Especially when we consider that this is over just two weeks’ time. More News from B ...

Market Overview - Stocks experienced a sharp decline on Tuesday due to rising tensions over President Trump's efforts to acquire Greenland, with a pledge to impose 10% tariffs on eight NATO members by February 1, increasing to 25% by June 1 if no deal is reached [1] - The 10-year Treasury yield reached 4.299%, the highest level since September 3, indicating increased market volatility [1] - The S&P Short Range Oscillator remains slightly overbought at 5.11%, leading to a cash position for potential buying opportunities [1] Company Insights - Alphabet shares fell 1.6% amid market volatility, with the company being highlighted for potential buying opportunities [1] - Meta is noted as "no longer expensive" after a nearly 17% drop over the last three months, with ongoing investments in AI contributing to its current challenges [1] - Texas Roadhouse stock rose nearly 1% following a buy rating from TD Cowen, which anticipates strong comparable sales growth through 2027 and a peak in beef prices, citing a 10% drop in USDA Choice prices from September highs [1] - TJX Companies is viewed positively as it is expected to benefit from the bankruptcy of luxury retailer Saks Global, with predictions of significant inventory influx into the off-price channel [1] Additional Stocks Mentioned - Other stocks discussed include 3M, KeyCorp, DR Horton, Tapestry, and ServiceNow, indicating a broad interest in various sectors [1]

Core Insights - The "Magnificent Seven" tech stocks, including Nvidia, Apple, Alphabet, Amazon, Meta Platforms, Microsoft, and Tesla, experienced a decline of 1% to 2% at the start of the trading week due to rising geopolitical concerns leading to a broad market sell-off [1][8] - President Trump's threat of higher tariffs on several European countries unless the U.S. is allowed to acquire Greenland has contributed to market volatility [2][8] - Other tech and AI companies, such as Broadcom, Advanced Micro Devices, Oracle, and Palantir, also saw stock declines, impacting major indexes [4] Market Reactions - Investors are shifting from riskier assets like tech stocks to traditional safe havens such as gold amid heightened market volatility [5] - Analysts from Wedbush view the current sell-off as a buying opportunity, anticipating that tariff threats will subside as negotiations occur at the World Economic Forum [6] - UBS analysts expect the recent volatility to follow a familiar pattern, suggesting that tensions over Greenland should not alter the overall positive outlook on global equities [7]

We're buying 25 shares of Alphabet at roughly $327. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 120 shares of GOOGL, increasing its weighting to 1% from about 0.8%. We're nibbling on Alphabet shares as new tariff threats from President Donald Trump targeting the European Union bring volatility back to markets. While there are still plenty of unknowns out there on how Europe will respond, we're buying the Google-parent small here in case there is some form of de-escalation over the next ...

15 January 2026, Bavaria, Munich: The Google logo and lettering can be seen on the façade of the company's Munich headquarters building in Munich (Bavaria). The company's development center is located in Arnulfpark. More than 2500 employees work for the US company at various locations in Germany. The parent company of Google LLC is Alphabet Inc. (symbol image, symbol photo, illustration, symbolic photo, illustrative photo, theme image, general image, theme photo) Photo: Matthias Balk/dpa (Photo by Matthias ...

有分析指出，美国总统特朗普强硬推动收购格陵兰岛，重新点燃市场对美欧可能爆发"贸易战"的担忧。 另外，日本政坛也飞出"黑天鹅"，投资者对日本首相高市早苗在选战中提出的"下调食品税"主张投下反 对票，日债遭遇史诗级崩盘。有分析认为，日本央行或被迫启动紧急购债干预并加快加息进程，进一步 加剧了全球金融市场的不确定性。 全线大跌，丹麦一养老基金拟清仓美国国债 1月20日，美股开盘后，三大指数大幅走低，道指低开1.28%，标普500指数低开1.33%，纳指低开 1.59%。美股大型科技股普跌，英伟达、谷歌、亚马逊、博通、特斯拉、Meta均大跌超2%。 正在交易的欧洲股市亦全线走低，主要指数跌幅持续扩大，截至北京时间22:30，欧洲斯托克50指数、 德国DAX30指数、英国富时100指数、法国CAC 40指数、意大利富时MIB指数、西班牙IBEX35指数均 大跌超1%。 有分析指出，特朗普计划对部分欧洲国家征收关税以推进收购格陵兰岛的计划，重新引发市场对其政府 政策不可预测性的担忧，目前几乎看不到任何一方准备让步的迹象。 外围市场突然掀起"大风暴"。 受特朗普政府最新的关税威胁影响，1月20日，美股三大指数期货全线大跌， ...

智通财经APP获悉，周二，美股三大指数大幅低开，纳指大跌1.5%，明星科技股走弱，英伟达 (NVDA.US)、特斯拉(TSLA.US)、亚马逊(AMZN.US)、Meta(META.US)均跌超2%，谷歌 A(GOOGL.US)、微软(MSFT.US)跌近2%，苹果(AAPL.US)跌近1%。 消息面上，丹麦经济事务大臣斯蒂芬妮·洛斯表示，在美国总统特朗普威胁要吞并格陵兰岛之后，欧盟 必须保留所有可能的应对手段。洛斯说，"目前，我们不应排除任何可能性。我们不想让事态升级，但 我们必须保留所有可能的手段" 。 她指出，欧盟已准备好对价值930亿欧元的美国商品加征反制关税，约合6900亿丹麦克朗。洛斯呼吁与 美国展开对话，以避免贸易战升级，以免对大西洋两岸都造成负面影响。 ...