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Alphabet shares fell 7% after Q4 2025 results amid concerns over heavy $175-$185B 2026 AI/cloud spending, squeezing free cash flow despite revenue growth and strengthened AI search/cloud capabilities.
Alphabet reported strong Q4 results with cloud revenue surpassing estimates and EPS beating forecasts. Despite a YouTube ad revenue miss and a spike in capex guidance, investors view these as investm…
Meta soars 7.9% on strong revenue forecast and 73% capex increase; Tesla rises 2.9% with record capex plans; Microsoft drops 6.4% due to cloud revenue concerns and doubts over AI investment returns.
Tesla faces a revenue decline of 4.2% and over 38% EPS drop expected in 2026, with focus on self-driving progress and energy growth. Despite recent underperformance, analyst ratings remain mixed with…
Meta's Q3 2025 earnings disappointed, causing shares to drop over 11%. Upcoming Q4 earnings and 2026 guidance will be crucial, especially regarding capital expenditure tied to AI investments, whilst …
Technology sector shows signs of renewed momentum ahead of earnings from Apple, Microsoft, Meta, and Tesla, with technical setups suggesting bullish potential despite recent sector lagging.
Alphabet GOOGL pulled back 3.5% from record highs after hitting a $4 trillion valuation, reflecting routine consolidation amid strong fundamentals and AI leadership. Investors await a deeper retracem…
Alphabet hit a $4 trillion valuation on strong AI advancements and a multi-year AI deal with Apple, driving shares to record highs amid robust cloud growth and solid advertising revenue.
Alphabet (GOOGL) surpassed Apple to become the second most valuable company, driven by strong AI adoption and Gemini 3’s success. Nvidia (NVDA) leads with a $4.6 trillion market cap, benefiting as th…
Nvidia’s multiyear rally is faltering amid growing AI hardware competition, yet strong profit forecasts and expanding cloud spending support moderate bullishness going into 2026.
Amazon is highlighted as a top large-cap stock for 2026 due to strong AWS growth and rising free cash flow, despite potential capital spending cuts on data center hardware impacting AI services deman…
Wall Street overwhelmingly favors Nvidia, Amazon, and Microsoft with strong Buy ratings and optimistic price targets projecting gains of 30% to 40% over the next year.
Alphabet leads the Magnificent Seven stocks with 63% gains in 2025, Amazon lags though highly rated, and Tesla struggles with declining earnings and rising competition. Most stocks have strong valuat…
Alphabet's stock surged 63% in 2025. Morgan Stanley forecasts up to $700 billion debt issuance by 2026. Alphabet acquires Intersect Power for $4.75 billion to enhance clean energy and AI data center …
JPMorgan forecasts strong growth for Alphabet (GOOGL) driven by AI leadership, YouTube, and Waymo, with a 30% upside price target for 2026 despite high valuations.
Fund managers increase technology stock allocations, favoring the 'magnificent seven' despite recognizing it as a crowded trade, with a notable rotation into tech stocks and underweight positioning i…
Tesla directors receive unusually high stock-based compensation, potentially compromising governance. Meta’s board pays less comparatively, facing slight negative pressure. Nvidia, Google, and others…
Morgan Stanley views Meta as undervalued despite recent selloffs caused by AI spending concerns, projecting strong revenue growth and margin improvements. Conversely, Alphabet's valuation appears ove…
Apple rebounded sharply after early 2025 criticism, benefiting from a cautious AI spending approach amid skepticism about rivals’ heavy AI investments, boosting market cap and investor sentiment desp…
Big Tech stocks, including Apple, Microsoft, and Amazon, saw moderate volatility and small losses amid market jitters and high cost of crash insurance, despite expectations of Fed rate cuts and confi…