本文源自：金融界AI电报 Roth MKM：将Alphabet(GOOG.O)目标价从365美元上调至395美元。 ...

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]

JOUMANNA: GOOD MORNING. THIS IS HORIZONS MIDDLE EAST & AFRICA. A GLOBAL TECH ROUT SNOWBALLS INTO ASIA, MELTING ANXIETY OVER FROTHY VALUATIONS AND MASSIVE AI SPENDING DRIVES INVESTORS TO TRIM EXPOSURE.PRECIOUS METALS PLUMMET WITH SILVER FALLING SHARPLY AND GOLD SLIDING AS THEY STRUGGLE TO FIND A PRICE FLOOR AFTER THE RECENT MARKET ROUTS. PLUS, OIL SLUMPS ON EASING GEOPOLITICAL RISK AS THE U.S. AND IRAN CAN FROM TALKS. PRESIDENT TRUMP SAYS THE SUPREME LEADER SHOULD BE WORRIED.IT HAS JUST GONE 9:00 A. M. ACROS ...

With U.S. stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage hereWorkday Inc. (NASDAQ:WDAY) announced it will eliminate 2% in its workforce and expects $135 million in restructuring charges. Workday shares fell 2.4% to $166.00 in the after-hours trading session.Analysts expect Amazon.com Inc. (NASDAQ:AMZN) to post quarterly earnings at $1.97 per share on revenue of $211.32 billion after the closing bell. ...

本文源自：金融界AI电报 花旗发表报告指，Alphabet第四财季业绩胜预期，受惠于搜索业务与云端服务营收增长胜市场预期。总 营收达1140亿美元，剔除汇率影响后按年增17%，较市场预期高出约2%。营业利润达360亿美元(利润率 31.6%)，较市场预期低约2.5%，因其他业务亏损扩大，这可能与Waymo相关支出有关。每股盈利2.82美 元，高于市场预测的2.63美元。另外，Alphabet预期2026年资本支出将介于1750亿至1850亿美元区间， 高于该行预估的1290亿美元。花旗维持该股"买入"评级，目标价为350美元。 ...

Group 1 - The article provides a market analysis covering key financial instruments including the US Dollar, Japanese Yen, Nasdaq 100, Gold Spot US Dollar, and Silver Spot US Dollar [1] Group 2 - The analysis highlights the performance trends of the US Dollar against the Japanese Yen, indicating fluctuations that may impact investment strategies [1] - The Nasdaq 100 is analyzed for its recent movements, reflecting broader market sentiments and potential investment opportunities [1] - Gold and Silver Spot prices are discussed, with insights into their market dynamics and implications for investors [1]

Evercore ISI将Alphabet目标价从325美元上调至400美元。 来源：滚动播报 ...

Asian markets trading lower for a second day amid a global selloff tied to growing concerns about air disruption across industries. Software stocks have been at the center of the selling and erasing almost trillion from members of an iShares ETF, which tracks the sector. And concerns around AI are also having a big impact on tech earnings.Shares of both Qualcomm and ARM Holdings plunged in extended York trading after signaling a memory chip shortage fueled by air hardware. Demand will squeeze growth in the ...

2026.02. 05 本文字数：1562，阅读时长大约3分钟 Anthropic发布的面向企业法务的Claude Cowork 插件，可自动化完成合同审查、NDA 分类、合规追踪、法律简报生成等核心法务工作，直接冲击法律 信息服务与专业SaaS板块，二级市场情绪从"AI赋能软件"迅速转向"AI取代软件"，担忧AI从工具直接升级为替代者，淘汰中间环节SaaS产品。 Palantir Technologies（PLTR.O）是近期该轮回调主要"受害者"，即使官方在本周早些时候发布了一份高于华尔街预期的财报，股价却最终收跌 11.62%。 面对该轮踩踏，多位企业高层对外否认担忧。谷歌母公司Alphabet财报电话会上，CEO桑达尔·皮查伊并不认可"AI工具可能会损害大型软件SaaS公司定 价权"这一观点。他表示，当前最关键的问题是计算能力相关的限制——包括电力、土地、供应链等方面的约束，以及如何扩大产能以满足当前激增的需 求、确保长期投资的合理性，同时在这一过程中提升效率、保持行业领先水平。 英伟达创始人CEO黄仁勋近日在与思科CEO对谈中表示，AI不会做工具，而是会用工具。就像人不会重新发明螺丝刀，AI 也会直 ...

Group 1 - Alphabet's Q4 performance shows strong growth in both cloud and search advertising, indicating successful returns on its AI investments [1][2] - Google Cloud's annualized revenue reached $71 billion in Q4, a significant increase from under $20 billion in 2021, with a 30% operating margin [1][2] - Search revenue growth accelerated from 15% in Q3 to nearly 17% in Q4, alleviating concerns about AI chatbots impacting Google's search business [1][2] Group 2 - Alphabet plans to double its capital expenditures to $175 billion to $185 billion this year for building more computing capacity, exceeding its projected cash flow of $164.7 billion in 2025 [3] - The costs associated with AI, particularly from the DeepMind AI research department, have risen significantly, with expenses exceeding $5.9 billion in Q4 [3] - Despite a positive overall outlook, investor concerns about the costs of AI technology and its potential impact on existing software businesses have led to market volatility [3]