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UNCOVERED: 4 | History Defined

How long can stock markets thrive amid the vortex of geopolitical uncertainty?

The perceived excessive valuation of software companies is very real and is severely testing the resolve of investors

Evening Standard

Analysis: Will Big Tech's colossal AI spending crush Europe's data sovereignty?

Big Tech companies are going all in on AI development, raising their projected capital expenditure to over $700bn (€590bn) this year, an increase of roughly 75% compared to 2025.

Euronews

Trump's FTC Chairman Sends a Threatening Letter to Apple for Not Promoting Enough Conservative Media

Chairman Andrew Ferguson continues the Federal Trade Commission’s crusade against free speech with an official letter to Apple CEO Tim Cook.

Reason

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What Does Alphabet’s $31.5 Billion Bond Sale Really Mean for GOOGL Stock Investors?

Alphabet’s $31.5 billion bond sale signals an aggressive push to fund AI-driven growth, and this article examines whether the move strengthens GOOGL’s long-term growth outlook or introduces new risks for investors.

Barchart

3 Stocks to Buy as Alphabet Forecasts Massive Spending

Alphabet’s massive AI spending plans are setting off a ripple effect, positioning these chipmakers and infrastructure players as solid buys.

Barchart

Will Tech Stocks Bounce Back or Should You Sell Them Instead?

Tech stocks have been under pressure amid concerns over hyperscalers' AI spending spree and selloff in software stocks. Will tech stocks bounce back, or should you sell them instead?

Barchart

Ex-Google CEO's bond with daughter of top politician raises questions in Germany

Eric Schmidt and Gloria-Sophie Burkandt have sparked speculation in Germany after appearing together at Davos amid questions over political ties and possible influence.

Euronews

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China's top chipmaker warns that rushed AI data center capacity could remain idle — SMIC chief says utilizing ballooning capacity 'has not been fully thought through'

Co-CEO of SMIC warns that massive data centers that are currently being built in the U.S. and other regions could end up sitting idle if some AI projects do not take off.

Tom’s Hardware

This Stock Will Be Bigger Than Nvidia By the End of 2026

As Nvidia's stock stagnates, betting markets and analysts increasingly favor GOOGL stock overtaking the AI chipmaker as the world's largest company by 2026's end.

Barchart

Is it possible to develop AI without the US?

Tech giants Alphabet, Amazon, Microsoft and Meta to collectively invest $600bn on artificial intelligence this year

The Guardian - US

Alphabet plans to sell rare 100-year bond in huge multi-currency debt raise

Google’s parent company Alphabet is offering a rare 100-year bond in sterling markets after its original $20bn (€16.8bn) US dollar bond sale was massively oversubscribed. This makes it the first tech company to sell a century bond since Motorola in 1997.

Euronews

Amid Capex Concerns, Should You Buy, Sell, or Hold Alphabet Stock?

Alphabet's aggressive investment in AI is already translating into tangible business momentum.

Barchart

Google Gemini Is Just Getting More Popular. Does That Make GOOGL Stock a Buy Here?

Gemini has become an extremely valuable asset for Google.

Barchart

Why Alphabet's Free Cash Flow Could Survive, Despite the Market's Fears - How to Play GOOGL

Alphabet announced it would almost double its capex spending in 2026, and GOOGL stock fell. But its free cash flow could stay strongly positive, as I will show. Moreover, this provides a great buy-in opportunity for value investors.

Barchart

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MarketBeat

Google and Meta Just Rewrote Broadcom’s AI Story—While Shares Drop

While Broadcom shares fall, customers like Alphabet and Meta are greatly boosting their AI spending forecasts; creating positive implications for AVGO stock.

Barchart

A $680 Billion Headwind Faces These 4 Tech Stocks. Should You Sell Them Now?

Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.

MarketBeat

Can SpaceX Rival AST SpaceMobile Meet Its 2026 Launch Targets?

Despite potentially missing its 2026 launch targets, AST SpaceMobile is seeing growth through new contracts, major tech backing, and strong fundamentals.

MarketBeat

Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth

Alphabet topped earnings and revenue estimates for the third successive quarter, surpassing $400 billion in annual revenue for the first time.

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Kiplinger

Stocks Sink With Alphabet, Bitcoin: Stock Market Today

A dismal round of jobs data did little to lift sentiment on Thursday.

The Times of India

YouTube reveals $60 billion revenue in 2025, surpassing Netflix for the first time

YouTube has officially revealed its impressive financial performance, generating over $60 billion in revenue for 2025 through advertising and paid subscriptions. This significant figure surpasses Netflix and highlights YouTube's evolution into a dominant global media powerhouse. The platform's growth is fueled by increasing viewer engagement and a strong performance from…

Barchart

As Alphabet Plunges Below Its 50-Day MA, Should You Buy the Dip in GOOGL Stock?

Google shares are slipping as a slight YouTube miss and raised capex guidance spooked investors. Citi analysts recommend buying GOOGL stock on the post-earnings dip.

Barchart

Is This the End of the Road for Google Stock? Plus, QQQ’s 100-Day Moving Average Break

Find out what’s on the desk of our top chart expert ahead of Friday’s livestream, including a new red flag on Google stock, a big breakout in BALL, and key ETF updates.

Euronews

Wall Street drops sharply as Google's Alphabet drags down stocks

Wall Street slid on Thursday after Alphabet fell more than 4%, dragging major indexes lower and rattling assets from bitcoin to precious metals.

Barchart

Stocks Retreat as Tech Stocks Fall and the US Labor Market Weakens

The S&P 500 Index ($SPX ) (SPY ) today is down -1.30%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -1.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.49%. March E-mini S&P futures (ESH26 ) are down -1.29%, and March E-mini Nasdaq futures...

Barchart

Stocks Extend Slump as Tech Rout Deepens

The S&P 500 Index ($SPX ) (SPY ) today is down -0.50%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.40%. March E-mini S&P futures (ESH26 ) are down -0.55%, and March E-mini Nasdaq futures...

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