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NASDAQ:GOOG 29 January 2026 - 5 February 2026

GOOG stock whipsaws after Alphabet flags up to $185 billion in AI capex

GOOG stock whipsaws after Alphabet flags up to $185 billion in AI capex

New York, Feb 5, 2026, 16:04 EST — After-hours Alphabet’s Class C shares fell 0.8% to $330.53 on Thursday after tumbling as much as 8% early in the session before bouncing back. The drop came after the Google parent revealed plans to nearly double its capital spending — known as “capex” — on projects like data centers and servers to fuel its AI ambitions.
5 February 2026
QQQ Slides Again as Alphabet’s $185B AI Spend Plan Stirs Nasdaq-100 ETF Jitters

QQQ Slides Again as Alphabet’s $185B AI Spend Plan Stirs Nasdaq-100 ETF Jitters

Invesco QQQ Trust, the widely traded Nasdaq-100 ETF, dropped roughly 1.6% Thursday morning, following continued selling pressure in big tech after a steep decline the previous day. The Nasdaq-100 ETF acts as a fast barometer for U.S. growth stocks, often jolting when investors pivot between “risk-on” and “risk-off” stances — moving toward safer holds like cash, bonds, or defensive picks. This week’s action has been propelled by earnings news and fresh arguments about whether AI spending is accelerating too rapidly and excessively.
Google’s $185B AI spending shock rattles stocks as Nasdaq slide spreads to Asia

Google’s $185B AI spending shock rattles stocks as Nasdaq slide spreads to Asia

Asian stocks slipped Thursday after Alphabet, Google's parent company, announced a steep rise in capital spending — targeting long-term assets like data centres and chips. The move intensified the tech sell-off that has already weighed on Wall Street this week. MSCI’s broad Asia-Pacific index excluding Japan dropped 1.8%, while South Korea’s KOSPI plunged 3.9% as investors fled tech-heavy markets. https://www.reuters.com/business/retail-consumer/global-markets-global-markets-2026-02-05/ The market mood shifted sharply. Investors piled into major U.S. tech stocks ahead of earnings, expecting strong sales and optimistic guidance. But the soaring costs tied to artificial intelligence are now prompting closer scrutiny of cash flow and returns. “That increase in capex was absolutely enormous,” noted Tony Sycamore, an analyst at IG.
Wall Street futures steady after AI shock; Alphabet earnings and jobs data in focus

Wall Street futures steady after AI shock; Alphabet earnings and jobs data in focus

New York, Feb 4, 2026, 05:57 EST — Premarket U.S. stock index futures showed a mixed picture early Wednesday, hinting at a cautious open following a steep tech-driven selloff the day before. Dow futures added 77 points, or 0.16%, S&P 500 futures inched up 0.04%, while Nasdaq 100 futures dipped 0.06%.
Google dodges $2.36 billion disgorgement bid in privacy class action, but $425 million verdict stands

Google dodges $2.36 billion disgorgement bid in privacy class action, but $425 million verdict stands

A U.S. federal judge in San Francisco dismissed an attempt to impose over $2 billion in extra penalties on Alphabet’s Google in a privacy class action. The court refused to order Google to hand over $2.36 billion in alleged profits or halt certain data practices. At the same time, the judge rejected Google’s request to decertify the class, keeping the September jury verdict intact. The ruling is crucial because it caps the potential payout for users following a trial focused on a privacy “off” switch. Seeborg called the post-verdict motions from both sides efforts to “augment and upset the verdict in various ways.”
1 February 2026
Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

Tech stocks face a Monday test after Trump taps Warsh for Fed as Big Tech earnings line up

New York, Jan 31, 2026, 13:43 EST — The market has closed. U.S. tech stocks head into February with the focus back on interest rates after Donald Trump picked Kevin Warsh to lead the Federal Reserve. A hotter-than-expected Producer Price Index report — which measures what businesses charge and pay — dragged the Nasdaq down 0.94% on Friday. The 10-year Treasury yield hovered near 4.251%. Terry Sandven of U.S. Bank Asset Management noted investors are repeatedly zeroing in on “the profitability of the massive capex levels” — with capex referring to capital spending.
Roblox stock just sank 13% — Dutch watchdog probe and Google’s AI push put Feb. 5 earnings in focus

Roblox stock just sank 13% — Dutch watchdog probe and Google’s AI push put Feb. 5 earnings in focus

New York, January 31, 2026, 05:25 — Market closed. Roblox shares ended Friday down 13.2% at $65.76, after fluctuating between $64.54 and $75.33 during the session. With U.S. markets closed over the weekend, this decline sets the stage for a nervous Monday open for the videogame platform’s stock.
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Stock Market Today

  • Cramer’s Top 10: Jobs Miss, Upgrades for Palantir and Airlines, OpenAI’s Government Plan
    July 2, 2026, 9:20 AM EDT. Jim Cramer's July 2 watchlist points to a lighter-than-forecast June jobs report-nonfarm payrolls up just 57,000, well below the 115,000 expected. That pushed Treasury yields lower and futures up. OpenAI is reportedly offering the U.S. government a 5% stake to let it in on AI gains. Palantir saw DA Davidson boost the stock to buy, setting a target for 40% upside. Nvidia is rolling out a model where AI startups get compute power in exchange for a piece of revenue. Meta laid out fresh plans for cloud AI. Honeywell Aerospace, Delta, and United picked up upgrades as supply and fuel costs improved. DuPont's price target saw a small bump.
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