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NASDAQ:GOOG 3 March 2026 - 2 May 2026

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

The S&P 500 and Nasdaq closed at record highs Friday, with the S&P 500 up 0.29% and the Nasdaq rising 0.89%, boosted by strong Apple earnings. The Dow fell 0.31%. Oil prices eased but remained above $100 a barrel, while Treasury yields stayed elevated. High-yield credit spreads neared multi-year lows as investors continued to buy risk assets despite ongoing tensions with Iran.
Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Meta Platforms shares fell nearly 10% and Microsoft dropped over 3% Thursday as investors reacted to rising AI costs and capital spending, despite strong earnings. Alphabet gained almost 6% after Google Cloud posted its best growth quarter. Nvidia and other chip stocks also traded lower. Meta raised its 2026 capex forecast and is considering a major bond sale to fund AI infrastructure.
Alphabet Stock Jumps After Google Cloud Turns AI Spending Into a Q1 Earnings Beat

Alphabet Stock Jumps After Google Cloud Turns AI Spending Into a Q1 Earnings Beat

Alphabet Inc. shares jumped 6.1% in premarket trading after reporting record Google Cloud revenue of $20 billion, up 63% in the first quarter. Total revenue rose 22% to $109.9 billion, with net income up 81% to $62.6 billion, boosted by a $36.9 billion equity gain. Alphabet raised its 2026 capital spending forecast to as much as $190 billion and began selling its custom AI chips directly to customers.
Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet will report first-quarter results after U.S. markets close Wednesday, with an earnings call set for 4:30 p.m. EDT. Shares traded near record highs Tuesday, with GOOG at $351.86 and GOOGL at $354.05. Analysts expect revenue of about $107 billion, up 19%, but see earnings per share falling to $2.63 due to a prior-year investment gain. Investors are focused on Gemini AI and cloud growth amid a planned $175–185 billion capex for 2026.
US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

The Nasdaq fell 1.44% by midday Tuesday, underperforming the S&P 500 and Dow, after a Wall Street Journal report said OpenAI missed internal targets. Nvidia, AMD, and Oracle dropped sharply as investors questioned AI spending. Brent crude rose above $110 a barrel amid Middle East tensions. The S&P 500 information technology sector lost 2.2%.
US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

The S&P 500 and Nasdaq closed at record highs Monday, while the Dow slipped 62.67 points to 49,168.04. After-hours, major U.S. indexes edged up less than 0.2%. Nvidia jumped 4% to a new high, topping $5 trillion in value, while Domino’s Pizza fell after forecasting weaker 2026 growth. Investors await Big Tech earnings and a Federal Reserve decision this week.
Dow Jones Industrial Average Is Lagging — Fed, PCE and Big Tech Could Decide Its Next Move

Dow Jones Industrial Average Is Lagging — Fed, PCE and Big Tech Could Decide Its Next Move

Dow futures fell early Monday as oil prices climbed and investors braced for earnings from Microsoft, Alphabet, Amazon, Meta, and Apple, along with a Federal Reserve policy decision and major economic reports. On Friday, the Dow slipped 0.2% to 49,230.71, lagging behind record closes for the S&P 500 and Nasdaq. Brent crude topped $101 a barrel amid tensions near the Strait of Hormuz.
US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

US Stock Market Week Ahead: Record S&P 500 Rally Faces Iran Risk, Tesla Earnings and Fed Hearing

The S&P 500 and Nasdaq closed at record highs Friday, but the Strait of Hormuz remained shut Sunday after Iran reversed its reopening, with new U.S.-Iran talks set for Monday in Pakistan. Nearly one-fifth of S&P 500 companies report earnings this week, including Tesla, Boeing, and Intel. Two vessels came under fire in the Strait Saturday, and U.S. gasoline prices average $4.05 a gallon.
Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Zevenbergen Capital increased its Alphabet Class A share holdings by 27.4% in Q4, while Lombard Odier and Empirical Wealth Management reduced their Class C positions, according to April 7 filings. Alphabet will report first-quarter results on April 29. GOOG and GOOGL traded near $304 before Wednesday’s U.S. open. The filings reflect holdings as of December 31 and may not show current positions.
Dow Jumps 1,100 Points on Iran Exit Hopes, but Wall Street Still Closes Its Worst Quarter Since 2022

Dow Jumps 1,100 Points on Iran Exit Hopes, but Wall Street Still Closes Its Worst Quarter Since 2022

U.S. stock futures climbed early Wednesday after Wall Street’s biggest one-day rally in nearly a year, driven by President Trump’s signal that the Iran war could end within weeks. The Dow surged 1,125 points Tuesday, with tech stocks leading gains. S&P 500 and Dow still closed the quarter with their steepest losses since 2022. European and Asian markets also advanced.
Alphabet Stock Price Target Raised to $397 as Wells Fargo Sees Google Cloud Lift From Wiz and TPUs

Alphabet Stock Price Target Raised to $397 as Wells Fargo Sees Google Cloud Lift From Wiz and TPUs

Wells Fargo raised its price target on Alphabet to $397, maintaining an Overweight rating as shares traded near five-month lows. Google Cloud revenue jumped 48% in Q4 to $17.7 billion, with backlog up 55% to $240 billion. Alphabet closed its $32 billion Wiz acquisition on March 11. A Los Angeles jury found Google and Meta liable in a youth social-media addiction case, awarding $6 million in damages.
Alphabet Stock News: Nordea Rejigs Google Stake as BDF Gestion, Tompkins Trim Holdings

Alphabet Stock News: Nordea Rejigs Google Stake as BDF Gestion, Tompkins Trim Holdings

Nordea raised its Alphabet Class C (GOOG) stake by 4.9% but cut its Class A (GOOGL) holding by 20.1% in fourth-quarter filings. BDF Gestion and Tompkins Financial also trimmed smaller Alphabet positions. The disclosures come as Alphabet shares fall after a legal loss for Google and a broader tech selloff. The filings reflect holdings as of Dec. 31, not current trades.
US Stock Market Today: Futures Rise After Nasdaq Correction as Oil Keeps Wall Street on Edge

US Stock Market Today: Futures Rise After Nasdaq Correction as Oil Keeps Wall Street on Edge

U.S. stock futures rose early Friday after President Trump extended his deadline for strikes on Iranian power plants by 10 days, following a selloff that pushed the Nasdaq into correction territory. Brent crude slipped 0.7% to about $107 a barrel. The Dow fell 469 points Thursday, while Meta, Alphabet, and Nvidia led declines in tech. Markets remain volatile as traders watch oil prices and Middle East developments.
Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology shares rose 0.5% to $93.11 Tuesday after the company projected fiscal 2028 revenue near $15 billion and said AI infrastructure demand from Alphabet, Meta, Microsoft, and Amazon could top $630 billion this year. The stock’s gain followed an 18.4% surge Friday after Marvell raised its long-term outlook. Marvell plans to debut new 1.6-terabit optical products at OFC 2026 in Los Angeles next week.
Alphabet Inc (Google) Class C Faces Indonesia Under-16 Rule as YouTube Enters Talks

Alphabet Inc (Google) Class C Faces Indonesia Under-16 Rule as YouTube Enters Talks

Indonesia will require YouTube, TikTok, Roblox, and Instagram to deactivate under-16 accounts on high-risk platforms starting March 28. YouTube and TikTok confirmed talks with officials as they review the new rule. The regulation targets core revenue streams for Alphabet, which reported over $60 billion in YouTube revenue last year. Meta warned the policy could push teens to less safe online spaces.
10 March 2026
Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares closed at $408.96 Friday, down 0.4%, as the Nasdaq dropped 1.59% after a weak February jobs report. The company signed an 18-month AI partnership with Codelco on March 5. Investors are watching for Wednesday’s U.S. inflation data after recent signals of strong AI demand from Broadcom and Marvell.
Why Alphabet’s Google Class C stock (GOOG) is in focus today: Trump’s power pledge and a new Waymo probe

Why Alphabet’s Google Class C stock (GOOG) is in focus today: Trump’s power pledge and a new Waymo probe

Trump will meet Big Tech leaders, including Google, at the White House Wednesday to sign a “Ratepayer Protection Pledge” addressing AI data center electricity costs. U.S. safety officials opened a new probe into Alphabet’s Waymo after a self-driving car passed a stopped school bus in Texas. Alphabet’s Class C shares rose 0.26% to $304.34 in early trading.
4 March 2026
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Stock Market Today

  • Argan SA Bond Price and Analysis on Euronext
    May 2, 2026, 4:23 AM EDT. Argan SA, a Paris-based real estate firm specializing in logistics warehouse development and leasing, has its bond traded under the ticker FR0014017JX1 on Euronext. Founded in 1993 by Jean-Claude Le Lan, Argan focuses on ready-to-use logistic platforms for major companies. Investors tracking the bond can assess the company's position in the logistics property sector amid evolving market conditions. Its performance reflects the stable demand for warehouse space driven by e-commerce growth and supply chain trends in Europe.

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Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

2 May 2026
The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

2 May 2026
Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
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