CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

Group 1: Alphabet's Financial 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 [2] Group 2: Market Sentiment and Related Stocks - The sentiment around AI stocks has been negatively impacted, with Advanced Micro Devices shares dropping 17.3% due to a disappointing first-quarter forecast, affecting other AI-related companies like Broadcom and Oracle [3] - The tech-heavy Nasdaq Composite index fell by 1.51%, while the S&P 500 retreated by 0.51%, marking its fifth negative session in six [3] Group 3: Oil Market Developments - Oil prices decreased by approximately 1% following reports of upcoming talks between the U.S. and Iran in Oman [4] - Venezuela reassured China that its oil pricing will not be influenced by the U.S., while Russia stated that India has not indicated a halt in oil purchases from Moscow [5]