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美股异动丨谷歌A跌近3%,启动大规模融资支撑AI野心,推出罕见的百年期英镑债
Ge Long Hui· 2026-02-10 15:09
谷歌A(GOOGL.US)一度跌近3%,最低触及314.61美元。消息面上,谷歌母公司Alphabet在完成200亿美 元创纪录美元债发行后,迅速转向欧洲市场。Alphabet周二开始出售瑞士法郎计价债券,提供3年、6 年、10年、15年和25年五个期限的债券,预计当日完成定价。公司同时计划发行首笔英镑债券,期限分 别为3年、6年、15年、32年和100年。彭博汇编的数据,这将是1997年摩托罗拉以来科技公司首次发行 如此极端期限的债券。在此之前,Alphabet宣布今年资本支出将达到最高1850亿美元,是去年支出的两 倍,超过其过去三年总和,主要投向人工智能基础设施建设。(格隆汇) ...
Jim Cramer on Alphabet (GOOGL): “They’re the Best at Everything They Do”
Yahoo Finance· 2026-02-10 14:53
Core Viewpoint - Alphabet Inc. is experiencing significant attention due to its substantial capital expenditure (CapEx) forecast, which is projected to be between $175 billion and $185 billion, far exceeding analysts' expectations of $116.5 billion. This forecast comes as the company continues to excel in the AI sector, particularly on the consumer side [1]. Group 1: Company Overview - Alphabet Inc. provides a range of tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play [2]. Group 2: Investment Perspective - While Alphabet is recognized for its potential as an investment, there are other AI stocks that may offer greater upside potential and lower downside risk. The company is noted for its strong performance, but investors are encouraged to explore undervalued AI stocks that could benefit from current market trends [3].
SGA U.S. Large Cap Growth Strategy’s Top Performer: Alphabet (GOOG)
Yahoo Finance· 2026-02-10 14:19
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here.  In Q4 2025, the Portfolio returned 0.3% (Gross) and 0.2% (Net) compared to 1.1% return for the Russell 1000 Growth Index and 2.7% gain for the S&P 500 Index. Rising volatility, coupled with broadening market leadership, improved the portfolio’s relative performance in the second half of the quarter. In 2025, t ...
Alphabet AI Spending Plans Highlight Opportunity With This ETF
Etftrends· 2026-02-10 14:08
Alphabet AI Spending Plans Highlight Opportunity With This ETFETF Trends is now VettaFi. Read More -- Shares of Google's parent company [Alphabet (NASDAQ: GOOGL)] traded slightly lower Thursday after the company delivered fourth-quarter and 2025 full-year results. It wasn't those data points that spooked investors. Rather, it was the company's announcement that it could spend up to $185 billion this year on various artificial intelligence (AI) projects.That's well above the expenditures expected by Wall Str ...
Alphabet Stock Is Down... But Not For Long (NASDAQ:GOOGL)
Seeking Alpha· 2026-02-10 13:55
Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially indepen ...
Coca-Cola earnings, Google's AI risks, Target layoffs and more in Morning Squawk
CNBC· 2026-02-10 13:08
Group 1: MrBeast and Banking - MrBeast, also known as Jimmy Donaldson, has acquired the financial services app Step through his company Beast Industries [1] Group 2: Coca-Cola's Financial Performance - Coca-Cola's shares are down following mixed fourth-quarter results, with adjusted earnings per share exceeding expectations but adjusted revenue at $11.82 billion, below the anticipated $12.03 billion [2][3] - The company projects organic revenue growth of 4% to 5% for 2026, facing weakening demand as consumers become more budget-conscious [3] Group 3: Alphabet's AI Investments - Alphabet is planning to raise $20 billion through a U.S. dollar bond sale to fund its artificial intelligence initiatives, with capital expenditures in 2026 expected to more than double those of 2025 [6] - The company has acknowledged risks associated with increased consumer use of generative AI, which could impact its core advertising business [5] Group 4: Target's Operational Changes - Target is reallocating resources to improve in-store experiences by increasing staffing while cutting around 500 jobs at distribution centers and regional offices [10] - The new CEO, Michael Fiddelke, aims to address customer complaints regarding store conditions and checkout efficiency [11] Group 5: Novo Nordisk's Regulatory Issues - Novo Nordisk is under scrutiny from the FDA for misleading claims in an advertisement for its Wegovy pill, which the company is addressing [12] - Despite the regulatory challenges, shares of Novo Nordisk rose over 3% in the previous trading session [12]
谷歌:对有机会解决英国竞争和市场管理局的关切表示欢迎
Ge Long Hui A P P· 2026-02-10 13:07
格隆汇2月10日|谷歌(GOOG.US):对有机会解决英国竞争和市场管理局(CMA)的关切表示欢迎。将 继续与英国竞争和市场管理局(CMA)进行建设性互动。 ...
4 Things Every Alphabet Investor Needs to Know
Yahoo Finance· 2026-02-10 12:05
Core Insights - Alphabet remains a dominant player in the search engine market, holding approximately 90% global market share, with search revenue constituting 55% of its total revenue in 2025 [3][4] - The company has a significant competitive advantage due to its distribution channels, owning the leading web browser (Chrome) and smartphone operating system (Android), both with around 70% market share [5][6] - Google Cloud is identified as the primary growth driver for Alphabet, with a notable revenue increase of 48% last quarter, reaching $17.7 billion [7][8] - Alphabet's custom AI chips, known as tensor processing units (TPUs), provide a structural cost advantage in cloud computing, enhancing its competitive position against other providers [9] Group 1 - Alphabet's search business remains its core revenue source, with a 17% growth in search revenue in Q4, showing consistent acceleration throughout the previous year [4] - The company's search moat is reinforced by its partnership with Apple, ensuring it remains the default search engine on Apple devices [5][6] Group 2 - Google Cloud's operating income more than doubled from $2.1 billion to $5.3 billion last quarter, indicating strong operational leverage [8] - The development of TPUs over the past decade has allowed Alphabet to optimize its cloud services, providing a competitive edge that is difficult for others to replicate [9]
Alphabet Diversifies Funding by Selling Sterling, Swiss Bonds
Barrons· 2026-02-10 11:43
Alphabet Diversifies Funding by Selling Sterling, Swiss BondsCONCLUDED[Stock Market News From Feb. 10, 2026: Dow Hits New High]Last Updated:---13 hours ago# Alphabet Diversifies Funding by Selling Sterling, Swiss BondsByMiriam Mukuru, Dow Jones NewswiresU.S. technology giant Alphabet is selling bonds in the sterling and Swiss markets in an attempt to diversify its sources of funding, Syz Group's chief investment officer Charles-Henry Monchau said."As funding needs for those U.S. megatech companies rise to f ...
Alphabet sells bonds worth $20 billion to fund AI spending
Reuters· 2026-02-10 11:31
Group 1 - Alphabet has sold bonds worth $20 billion in a seven-part offering [1] - The bonds have maturities extending out to 2066 [1] - The purpose of the bond sale is to fund the company's increasing spending on artificial intelligence infrastructure [1]