Core Viewpoint - Alphabet, the parent company of Google, plans to issue $20 billion in bonds, significantly exceeding previous expectations, to support its annual capital expenditure plan of $185 billion, with a focus on investments in AI infrastructure such as data centers [1] Group 1 - The bond issuance of $20 billion is aimed at financing Alphabet's substantial capital expenditure [1] - The annual capital expenditure plan is projected to reach $185 billion, indicating a strong commitment to growth and infrastructure development [1] - Investments in AI infrastructure, particularly data centers, are highlighted as a key focus area for the company [1] Group 2 - The financing move reflects a broader trend among technology giants to raise capital amid the competitive landscape of AI development [1]

Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat from AI… and how Louis and Luke are positioning for the winnersLast week brought a gut punch for tech investors.Early in the week, Big Tech stocks got hammered. The S&P 500 software and services group shed roughly $1 trillion in market value. Microsoft, Salesforce, ServiceNow – names that seemed untouchable just weeks ago – were all down sharply. B ...

Plug Power, Inc. (PLUG) Shareholders To Inquire About Securities Fraud Class ActionLOS ANGELES-- ([BUSINESS WIRE])--Law Offices of Frank R. Cruz Encourages Plug Power, Inc. (PLUG) Shareholders To Inquire About Securities Fraud Class Action...[Back to Newsroom]## Wish your news had this kind of reach? [Sign Up][Learn About Business Wire] Law Offices of Frank R. Cruz Encourages Oracle Corporation (ORCL) Shareholders To Inquire About Securities Fraud Class ActionFeb 9, 2026 12:10 PM Eastern Standard Time# Law ...

The Dow Jones blew past the historic 50,000 mark on Wall Street on Friday and the S&P 500 ended sharply higher, as Nvidia and other chipmakers soared.But Amazon tumbled after the cloud ⁠heavyweight forecast a sharp increase inspending on AI infrastructure.Amazon dropped 5.6% after saying it planned a more than 50% jump in capital expenditures this year, intensifying a race to dominate AI technology and following a similar announcement from Alphabet on Wednesday.However, chip stocks rallied on expectations t ...

Economic Data and Earnings Reports - Key economic releases this week include delayed January jobs data, consumer inflation, and retail sales reports due to a recent government shutdown [1][3][4] - The January jobs report is expected to show fewer job additions than anticipated, despite a decrease in the unemployment rate [3] - The January CPI inflation report is anticipated to reveal steady inflation, with core inflation lower than expectations, influencing Federal Reserve rate decisions [4] Company Earnings - Cisco is set to report earnings, which may provide insights into AI infrastructure demand, with the CEO highlighting significant opportunities in this sector [5] - Consumer stocks such as Coca-Cola and McDonald's are also reporting; Coca-Cola has recently exceeded profit expectations, while McDonald's may reveal trends among affluent customers [6] - Other notable earnings reports include those from Ford, Honda, Ferrari, AstraZeneca, Moderna, and Vertex Pharmaceuticals, which will provide insights into auto sales and pharmaceutical demand [7]

Core Viewpoint - Oracle is investing heavily in AI infrastructure, which presents both challenges and opportunities for growth, especially in comparison to Nvidia's market dominance [1][5]. Company Overview - Oracle has a market capitalization of approximately $440 billion, significantly smaller than Nvidia's over $4 trillion [4][2]. - The stock has experienced a decline of more than 52% from its September highs [4]. Financial Performance - For fiscal Q2 2026, Oracle reported revenue of $16.05 billion, a 14% increase year-over-year, with net income rising 95% to $6.13 billion, largely due to a $2.7 billion pre-tax gain from the sale of Ampere Computing [8][10]. - The cloud segment showed significant growth, with revenue reaching $7.977 billion, a 34% increase from the previous year [10]. Investment and Debt - Oracle's debt exceeds $100 billion, primarily due to a $58 billion investment in data center projects across Texas, Wisconsin, and New Mexico [5]. - The company has a $300 billion deal with OpenAI for AI infrastructure and cloud services, with projected infrastructure needs of about $156 billion starting in 2027 [5]. Valuation - Oracle's forward price-to-earnings ratio is currently at 19.8, marking the lowest valuation in over two years, indicating a potentially attractive investment opportunity [12].

Core Viewpoint - Big Tech companies are planning to invest approximately $700 billion in capital expenditures by 2026, primarily focused on AI infrastructure, which includes data centers and related equipment [1][21]. Investment Plans - The five major companies are expected to contribute to 2.1% of current-dollar GDP through these investments [2]. - Other companies are also increasing capital expenditures, indicating a broader economic stimulus as long as this trend continues [3]. Share Buybacks and Funding Sources - Concerns exist that the increased spending may come at the expense of share buybacks, which have already begun to decline [2][7]. - The funding for the $700 billion investment will come from various sources, including reduced share buybacks, new share issuances, and debt issuances [5][9][19]. - Specific companies have already shifted from share buybacks to issuing new shares, such as Oracle, which issued $2.1 billion in new shares in 2025 [5][13]. Financial Performance and Debt - In Q4, share buybacks for the five companies dropped to $12.6 billion, the lowest since Q1 2018, compared to a peak of $149 billion in 2021 [7]. - Companies like Amazon and Meta have significantly reduced their share buybacks to allocate funds for AI investments [6][8]. - Oracle's recent bond offerings have seen high demand, indicating strong investor interest in corporate debt [16][19]. Operating Cash Flow - The operating cash flows for these companies are substantial, with Amazon generating $126 billion and Alphabet $127 billion in 2025, which can help fund the planned investments [20][23]. - Utilizing operating cash flow for investments is seen as a positive contribution to economic growth [23]. Economic Impact - The shift from share buybacks to investments in AI infrastructure is expected to stimulate economic growth, although it may not be well-received by shareholders [21][22]. - The overall investment strategy is viewed as a significant stimulus for the economy, provided that financial markets remain stable [23].

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for allegedly making materially false and misleading statements regarding its business operations and financial health during the specified class period from June 12, 2025, to December 16, 2025 [2][3]. Allegation Details - The lawsuit claims that Oracle's management misrepresented the impact of its AI infrastructure strategy, which is said to lead to significant increases in capital expenditures (CapEx) without corresponding near-term revenue growth [3]. - It is alleged that the increased spending poses serious risks to Oracle's debt and credit rating, free cash flow, and overall ability to fund its projects [3]. - The representations made by Oracle's management regarding the company's business, operations, and future prospects are claimed to be materially false and misleading or lacking a reasonable basis [3]. Next Steps - Investors who purchased Oracle shares during the class period and suffered losses are encouraged to contact the law firm for more information on their rights and potential claims [4].

“The latest labor figures reiterate that the U.S. jobs market is not firing on all cylinders, a risk the Fed and investors will have to take seriously should further deterioration occur,” said Bret Kenwell at eToro. “Volatility could persist, particularly if near-term uncertainty increases.”A Labor Department report released on Thursday showed that the U.S. JOLTs job openings unexpectedly fell to a 5-1/4-year low of 6.542 million in December, weaker than expectations of 7.200 million. Also, the number of Am ...

NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Oracle Corporation (NYSE: ORCL) and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Oracle securities between June 12, 2025 and December 16, 2025, both dates ...