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Q4 Portfolio Adjustments: Mass Reduction in Leading Tech Stocks, Meta Sole \"Magnificent Seven\" Holding to See Increase","url":"https://stock-news.laohu8.com/highlight/detail?id=1165454190","media":"Stock News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165454190?lang=en_us&edition=fundamental","pubTime":"2026-02-06 17:47","pubTimestamp":1770371271,"startTime":"0","endTime":"0","summary":"UBS Group AG has submitted its Q4 2024 portfolio report (13F) to the US Securities and Exchange Commission. The filing reveals that the total market value of UBS's portfolio stood at $6.2 trillion 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Stock Is Taking a Hit After Strong Earnings. Don't Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2609553891","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609553891?lang=en_us&edition=fundamental","pubTime":"2026-02-06 11:40","pubTimestamp":1770349201,"startTime":"0","endTime":"0","summary":"Alphabet shares declined Thursday as Wall Street digested a massive spending plan and an overall artificial intelligence sentiment shift. 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Tech Giants' Capital Expenditure Soars Amid Intensified AI Infrastructure Race","url":"https://stock-news.laohu8.com/highlight/detail?id=1102987177","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102987177?lang=en_us&edition=fundamental","pubTime":"2026-02-06 11:10","pubTimestamp":1770347436,"startTime":"0","endTime":"0","summary":"According to the latest projections from four major US technology companies, their combined capital expenditure is expected to reach approximately $650 billion by 2026. This staggering sum will be...","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"078d3201908261c2f89c4b3b5e964462","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","AAPL","MSFT","META","TSLA","AMZN","GOOG","XMAG"],"gpt_icon":1},{"id":"2609394531","title":"Cohesity Collaborates with Google Cloud to Deliver Secure Sandbox Capabilities and Comprehensive Threat Insights Designed to Eliminate Hidden Malware","url":"https://stock-news.laohu8.com/highlight/detail?id=2609394531","media":"prnewswire","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609394531?lang=en_us&edition=fundamental","pubTime":"2026-02-06 09:00","pubTimestamp":1770339600,"startTime":"0","endTime":"0","summary":"Embedded Google Threat Intelligence capabilities, including Google Private Scanning, deliver powerful new ways to identify and remove risk. SINGAPORE, Feb. 6, 2026 /PRNewswire/ --Cohesity, the leader in AI-powered data security, today announced significant threat protection enhancements to the Cohesity Data Cloud, including a contextual display of Google Threat Intelligence insights and incorporating Google Private Scanning. These capabilities enable organizations to better identify, analyze, and eradicatemalware before it can initiate a destructive cyberattack.\"Undetected malware hidden in backup data can both reinfect restored systems and, when properly scanned, reveal low-and-slow attacks that evade traditional detection,\" said Vasu Murthy, Chief Product Officer, Cohesity. \"By integrating Google Threat Intelligence, including Google Private Scanning, directly into the interface of Cohesity Data Cloud, we're giving customers exceptional visibility and context into potential threats 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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2609858503","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609858503?lang=en_us&edition=fundamental","pubTime":"2026-02-06 02:12","pubTimestamp":1770315158,"startTime":"0","endTime":"0","summary":"Tech stocks were mixed Thursday afternoon with the State Street Technology Select Sector SPDR ETF  decreasing 1% and the State Street SPDR S&P Semiconductor ETF  gaining 0.5%.The Philadelphia Semiconductor Index rose 0.6%.In corporate news, Alphabet  reported higher Q4 results on Wednesday and said it expects to incur capital expenditures of $175 billion to $185 billion in 2026. The top end of the forecast would be more than double 2025 spending, CNBC reported. The stock fell 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Alphabet expects 2026 capital expenditures to reach as high as $185 billion, nearly double the $91 billion spent over the course of 2025.Even with monster cloud-revenue growth of 48%, Alphabet hasn't earned the benefit of the doubt around its rapidly rising artificial-intelligence spending.Alphabet forecast $175 billion to $185 billion in 2026 capital expenditures, far above the $116 billion consensus view and the $91 billion total recorded for 2025. On the earnings call, management said that overall expenses for 2026 are expected to \"meaningfully increase\" due to increased depreciation and energy costs of data centers.Bank of America analyst Justin Post defended the increase in capex, calling it \"high ROI\" in a Thursday note. Both Klein and Post highlighted that Alphabet can uniquely recognize cost advantages through its AI spending via the 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Paid Clicks Accelerate, AI Driving Core Search and Cloud Momentum, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2609071603","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609071603?lang=en_us&edition=fundamental","pubTime":"2026-02-06 00:12","pubTimestamp":1770307945,"startTime":"0","endTime":"0","summary":"Alphabet's  fundamentals remain solid even as rising capital spending pressures the stock, with accelerating paid clicks and stable cost-per-click trends pointing to stronger monetization, Wedbush Securities said in a Thursday note.Wedbush pointed to Alphabet's 10-K, noting paid clicks rose 6% in 2025, with momentum building to roughly 11% in Q4 from a trough of 2% in Q1.According to the report, cost-per-click increased 7% for the year, signaling Google is growing monetizable ad inventory while keeping pricing trends stable.The firm noted AI is lifting Search and Cloud performance, with Gemini enhancing ad relevance on complex queries and driving incremental monetization, alongside strong Cloud demand as backlog rose 55% sequentially in Q4 and more than doubled year over year.Wedbush acknowledged near-term margin headwinds from higher spending but said the investment fuels long-term expansion in AI and cloud, cementing Alphabet's position as a leading AI beneficiary, the report 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2027 Earnings to Grow Higher than Expected, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2609161307","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609161307?lang=en_us&edition=fundamental","pubTime":"2026-02-06 00:07","pubTimestamp":1770307663,"startTime":"0","endTime":"0","summary":"Alphabet's  revenue from search and cloud, and overall earnings in 2027 are expected to grow higher than previously expected, according to a Morgan Stanley note published Thursday.Morgan Stanley increased Alphabet's 2027 earnings estimate by 3%.Alphabet's accelerating multi-faceted engagement and capital expenditure investment for further artificial intelligence-driven growth are the second indicator this earnings season, after Meta , that the gap between them and smaller technology players is likely to widen faster than expected, analysts said.Alphabet's 2026 capital expenditure of $185 billion is now 32% larger than the total data center spending across the 6 largest players only 3 years ago, Morgan Stanley said.Alphabet's results showcase how it is spending to manage capacity limitations to deliver faster growth in its most important businesses, even via heavy investment in long-term opportunities, analysts said.Morgan Stanley has an overweight rating on the stock and a $330 price 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price target raised to $400 from $375 at Scotiabank","url":"https://stock-news.laohu8.com/highlight/detail?id=2609027033","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609027033?lang=en_us&edition=fundamental","pubTime":"2026-02-06 00:00","pubTimestamp":1770307234,"startTime":"0","endTime":"0","summary":"Scotiabank raised the firm’s price target on Alphabet (GOOG) to $400 from $375 and keeps an Outperform rating on the shares. 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"Alphabet's 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