THE RUNDOWNMACRO › Q4 GDP came in at 1.4%, well below the 2.8% estimate. The government shutdown gets most of the blame. Full-year 2025 GDP grew 2.2%, down from 2.4% the year before. Core PCE inflation held at 3%, which keeps the Fed stuck. Kashkari said Thursday that rates are “pretty close to neutral,” but also called crypto “utterly useless,” which was a fun bonus.GEOPOLITICAL › The U.S. has assembled its largest air power presence in the Middle East since the 2003 Iraq invasion, per the WSJ. Iran nuclea ...

Key Takeaways Shopify is building AI commerce tools like Catalog and Sidekick to power discovery and merchant insights.Shopify expanded AI reach through Google AI Mode, ChatGPT, Gemini and Microsoft Copilot integrations.Zacks Consensus Estimate pegs SHOP's first-quarter 2026 merchant revenues at $2.2B, up 26.5% year over year.Shopify (SHOP) is positioning AI not as a product enhancement but as a surface where commerce occurs and is systematically building the infrastructure to sit at the center of it. Throu ...

First off, the market isn't crashing. But there's no telling when the next one could occur. It could be tomorrow, next year, or maybe even the next decade. There's no way of knowing for sure, and oftentimes, crashes come out of the blue. If they were foreseeable events, then it would be more of a gradual sell-off. Investors must be prepared for crashes because the market tends to recover fairly quickly. Take last year's tariff-induced crash, for example. From its mid-February all-time high to early April ...

Quick Read Apple’s Stock Hasn’t Beat The Market The Excitement About AI Is Still Strong Apple Can’t Catch Up In AI Business A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Apple’s (NASDAQ: AAPL) stock has partially recovered from a sell-off that hit other large tech companies harder, because they are "dumping" hundreds of billions of dollars into data centers. Apple, the argument goes, does not hav ...

Group 1 - Wells Fargo analyst Ken Gawrelski upgraded Google's stock rating from 'Neutral' to 'Buy' and raised the 12-month price target from $353 to $387, indicating a positive outlook for the company [1][2] - Following a recent rally, Google's stock is trading at $315, reflecting a year-to-date decline of 0.05% and a 5-day increase of 5.67%, with the new forecast suggesting a potential rally of 22.86% [2][4] - The analyst highlighted expectations for Alphabet to increase its capacity from 15GW to 35GW by 2028, which is anticipated to enhance its competitive position in the AI infrastructure market [4][5] Group 2 - The average Wall Street price target for Google's stock is currently $382.81, with a consensus rating of 'Strong Buy' based on insights from 33 analysts [5][6] - The price target forecasts range from a low of $305.00 to a high of $450.00, indicating a potential upside of 21.53% from the last price of $314.98 [6] - Institutional analysts remain optimistic about Google's growth potential, particularly from Gemini's subscriptions and corporate partnerships, which could significantly contribute to the company's overall growth [4][5]

Good morning! After weeks of heightened immigration enforcement activity in Minnesota, anxiety has spilled into the workplace. Employees at companies, including Google and Target, have pressed leadership for clarity and protection amid fears of potential Immigration and Customs Enforcement raids. The questions landing on HR’s desk are no longer hypothetical: If federal agents show up at the office, what—legally and practically—should leaders do? The answer hinges on the paperwork in an ICE agent’s hand ...

2月23日，抖音生活服务发布2026年春节消费数据。2月14日至2月22日，在"团圆欢聚"与"文旅过 年"热潮带动下，非遗体验、餐饮堂食、休闲娱乐、异地住宿、民俗旅游、运动健身等多类消费迎来显 著增长。数据显示，与去年春节同期相比，今年春节期间抖音团圆饭套餐订单量增长216%，"非遗+市 集"团购销售额增长高达764%，三线及以下城市团购销售额增长66%，新春消费市场呈现出多元升级、 全域火热的新态势。 线下消费全线增长，地方风味勾勒年味图景 上海、郑州、北京等消费力持续强劲，三线及以下城市成增长引擎 2026年春节，"返乡游"与"异地游"形成的双重客流，持续拉动三线及以下城市消费增长。数据显 示，三线及以下城市抖音团购销售额同比增长66%，购买用户数同比增长57%。其中，河南开封、山西 运城、山东泰安、江西上饶和广西玉林数据亮眼，团购销售额增幅分别达到140%、119%、118%、 116%和115%。浙江湖州、江苏宿迁、贵州遵义、海南三亚等地也均实现了超过或接近90%的高速增 长。 2026年春节，线下消费市场"马力全开"，大众消费意愿强烈。抖音生活服务数据显示，春节期间坚 持营业的"春节不打烊"商家数量 ...

新浪科技讯 2月23日下午消息，微信团队发布2026春节数据报告《新春消费"马"力全开》，展开了一副 消费旺、出游火、年味足的新年图景：春节期间旅行、生活娱乐线下交易笔数同比涨幅均超20%，马来 西亚、马尔代夫等带"马"字的出行目的地热度高涨，视频号上共计发布近千万条与春节相关的内容。 "生肖游"正成为超长假期出行的新时尚。报告显示，带"马"字的目的地热度高涨，除了去马耳他、罗马 尼亚感受异国风情，马来西亚与马尔代夫更是实实在在地迎来大波中国游客潮，线下交易消费金额同比 分别大涨131%和186%，马来西亚小程序春节期间交易金额同比增长超140%，春节假期，小程序在全球 市场表现亮眼，交易金额同比增长超65%。 在"生肖游"走红的同时，亚洲国家和地区依然是国人出行的首选"心头好"。中国澳门与中国香港交易笔 数同比分别提升39% 和 24%，与泰国、韩国、马来西亚稳居境外线下交易笔数 Top 5。此外，受冬奥会 驱动，意大利小程序春节期间交易金额同比增长超190%，意大利也领衔卡塔尔、瑞士等国，在马年春 节一跃成为全球交易笔数同比增速"最快黑马"。 随着240小时过境免签政策推行满周年，入境游在马年春节迎来集中 ...

Core Insights - Alphabet is experiencing record revenues and accelerating growth in Google Cloud, driven by aggressive AI investment plans, but there are concerns about whether AI will enhance or undermine growth [1][3] Group 1: Google Search Developments - AI-generated answers are not reducing clicks on Google Search as previously feared; instead, they are driving greater usage and longer, more complex query sessions [4][6] - The Gemini family of large language models is improving ad matching with user intent, reducing irrelevant ads, and enabling monetization of complex queries [6][9] - Alphabet is testing new monetization strategies within AI Mode, including ads below AI-generated responses and a pilot program for exclusive merchant deals [7][8] Group 2: Google Cloud Growth - Google Cloud's revenue grew 48% year over year to $17.7 billion in Q4 2025, with a backlog of nearly $240 billion, up 55% sequentially [9] - The growth of Google Cloud in 2026 will depend on the pace of AI infrastructure expansion, with planned capital expenditures of $175 billion to $185 billion [10][11] - AI-focused Google Cloud customers utilize 1.8 times as many products as non-AI customers, indicating a potential for faster growth and a sticky customer base [11] Group 3: Financial Outlook and Margin Pressure - Rising capital spending may lead to higher depreciation and operating costs, potentially pressuring operating margins and profitability in 2026 [12] - Despite potential margin pressure, efficiency gains from Gemini AI have reduced serving unit costs, and record operating and free cash flow in 2025 provide flexibility for future investments [13]

UBS sets a price target of $21 for NASDAQ:CCOI, indicating a potential upside of 12.99%.Robbins Geller Rudman & Dowd LLP investigates potential violations of U.S. federal securities laws by Cogent Communications.The stock price of CCOI has seen a significant decrease of 29.36%, with current trading around $18.59.Cogent Communications Holdings, Inc. (NASDAQ: CCOI) is a provider of internet services, primarily focusing on offering high-speed internet access and data transport services. The company operates in ...