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existential': How Big Tech found itself in a $650 billion spending spiral","url":"https://stock-news.laohu8.com/highlight/detail?id=2609540552","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609540552?lang=en_us&edition=fundamental","pubTime":"2026-02-07 21:30","pubTimestamp":1770471000,"startTime":"0","endTime":"0","summary":"The market has spoken: It doesn't like the massive AI spending spree of the 'Big Four' hyperscalers. But the companies are barreling ahead anyway.If the \"good thing\" in question is artificial-intelligence investment, then Big Tech and Wall Street are starting to disagree. And in the process, the underlying principles that have governed the AI trade thus far are eroding as well.As the capex bill piles up, it becomes challenging to achieve a desirable return on investment. \"It doesn't seem likely that the returns are going to be exceptional just because of the sheer size of the money that's being spent,\" John Huber, founder and portfolio manager at Saber Capital Management, told MarketWatch. To earn an \"adequate\" 10% return on a $1 trillion investment, the hyperscalers 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Fund Greenwoods Reveals Portfolio: Significant NVIDIA Reduction, Heavy Bets on Alphabet, Meta and PDD","url":"https://stock-news.laohu8.com/highlight/detail?id=1105280606","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105280606?lang=en_us&edition=fundamental","pubTime":"2026-02-07 21:29","pubTimestamp":1770470945,"startTime":"0","endTime":"0","summary":"Greenwoods Asset Management, a major private equity firm, has recently disclosed its latest U.S. stock holdings. Data reveals that during the fourth quarter of last year, Greenwoods 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stocks have been shaky, but these 20 companies could still see rocketing sales growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2609547610","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609547610?lang=en_us&edition=fundamental","pubTime":"2026-02-07 20:00","pubTimestamp":1770465600,"startTime":"0","endTime":"0","summary":"Sandisk and Micron could see industry-leading revenue growth in the coming years. Many fast-growing major tech companies are in the hardware sector, but Palantir also screens well for projected sales growth.There is a \"crisis of confidence\" gripping the technology sector, according to a Mizuho analyst. For that reason, investors may want to focus their attention on stocks backed by strong fundamentals.What started as concerns about the threat of new artificial-intelligence features to traditional software companies ballooned into a selloff that hit the broader tech sector for most of the week. And while stocks bounced on Friday, Mizuho trading-desk analyst Jordan Klein noted that \"former leaders\" Nvidia  and Broadcom  had been stagnant recently.\"Tech investors [are] frustrated, angry, worried\" that institutional investors own a handful of the same names, that stock valuations are not sustainable and that any bit of news can take down the whole tech trade, he wrote in a note to clients ","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP","AVGU","NVIW.SI","SNDK","HBM","ORCL","NVDX","AVGG","PLTW","NVD","PTIR","APH","SNVD.UK","PLTR","3NVD.UK","PLT","SNPS","NVDQ","DASH","TER","PLYY","PLTY","MU","SMCY","MCHP","SMCZ","WDC","STX","PLOO","PLTZ","VGT","AVGW","PLTA","SMCC","PLTG","SMCL","PLTD","APP","SMCX","DIPS","MRVL","SMYY","AVGX","AVGO","NVDA","AMD","SMCI","PLTU","FICO","META"],"gpt_icon":0},{"id":"2609545392","title":"Antipodes Partners Ltd boosts Meta Platforms stake significantly","url":"https://stock-news.laohu8.com/highlight/detail?id=2609545392","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609545392?lang=en_us&edition=fundamental","pubTime":"2026-02-07 11:03","pubTimestamp":1770433397,"startTime":"0","endTime":"0","summary":"Antipodes Partners Ltd, managed by Jacob Mitchell, recently executed a significant transaction involving Meta Platforms, Inc. 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Tech's quarter in four charts: AI splurge and cloud growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2609181145","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609181145?lang=en_us&edition=fundamental","pubTime":"2026-02-07 01:06","pubTimestamp":1770397594,"startTime":"0","endTime":"0","summary":"GRAPHIC-Big Tech's quarter in four charts: AI splurge and cloud growthBy Harshita Mary Varghese and Anhata 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To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, TSLA Using Technical Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2609592269","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609592269?lang=en_us&edition=fundamental","pubTime":"2026-02-06 23:09","pubTimestamp":1770390540,"startTime":"0","endTime":"0","summary":"Today's session closes out the week with several scheduled releases, though many of the traditionally market moving labor data points are not expected due to the ongoing government shutdown. That includes the January unemployment rate, non farm payrolls, private payrolls, manufacturing payrolls, labor force participation rate, underemployment rate, and average hourly earnings, all of which would normally define Friday risk. The absence of those releases places greater importance on sentiment and inflation expectations data later in the morning.At 10:00AM ET, markets will focus on the preliminary University of Michigan consumer sentiment report, including current conditions, expectations, and both one year and five to ten year inflation expectations. These readings will be closely watched for any shift in inflation psychology amid the shutdown. At the same time, the Financial Literacy and Education Commission meeting chaired by Treasury Secretary Scott Bessent may generate policy 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Regulators Intensify Crackdown on Major Technology Corporations","url":"https://stock-news.laohu8.com/highlight/detail?id=1160099223","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160099223?lang=en_us&edition=fundamental","pubTime":"2026-02-06 21:32","pubTimestamp":1770384761,"startTime":"0","endTime":"0","summary":"European regulatory bodies have initiated a series of investigations into large technology firms in recent years. The following are some of the actions that have been taken: Alphabet In December, 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edges towards curbing social media access to minors amid global push","url":"https://stock-news.laohu8.com/highlight/detail?id=2609224564","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609224564?lang=en_us&edition=fundamental","pubTime":"2026-02-06 18:50","pubTimestamp":1770375008,"startTime":"0","endTime":"0","summary":"Turkey edges towards curbing social media access to minors amid global pushTurkey plans social media ban for under 16s, content filtering Move follows steps by growing list of countries globallyReport suggests night-time internet restrictions for under 18sTurkey already imposes strict social media regulations By Can Sezer. ISTANBUL, Feb 6  - Turkey is laying the groundwork to restrict social media access for minors with a parliamentary report this week calling for broad measures including age verification and content filtering, joining a growing list of countries seeking tighter controls.President Tayyip Erdogan's ruling AK Party is expected to submit a draft law on the issue soon and Family and Social Services Minister Mahinur Ozdemir Goktas told reporters after a cabinet meeting last month that the bill would include a social media ban for minors and compel service providers to build content-filtering systems.The wide-ranging recommendations in this week's commission report also 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:"Big Tech's $600 billion spending plans exacerbate investors' AI headache","url":"https://stock-news.laohu8.com/highlight/detail?id=2609564489","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609564489?lang=en_us&edition=fundamental","pubTime":"2026-02-06 18:44","pubTimestamp":1770374690,"startTime":"0","endTime":"0","summary":"UPDATE 4-Big Tech's $600 billion spending plans exacerbate investors' AI headacheTech jitters grip market Amazon's shares fall sharply after announcing $200 billion spendingEuropean data and analytics firms face pressure Adds Nvidia CEO Jensen Huang's comments in paragraph 5By Lucy Raitano, Dhara Ranasinghe and Chibuike 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\"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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Giants' AI Spending Surpasses National GDP, Sparking Market Anxiety","url":"https://stock-news.laohu8.com/highlight/detail?id=1184054683","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184054683?lang=en_us&edition=fundamental","pubTime":"2026-02-06 14:09","pubTimestamp":1770358180,"startTime":"0","endTime":"0","summary":"Record-breaking AI investment plans by U.S. technology giants are reigniting fears of a market bubble. 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Giants Experience Sharp Market Downturn Following Unexpected Negative News","url":"https://stock-news.laohu8.com/highlight/detail?id=1168280773","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168280773?lang=en_us&edition=fundamental","pubTime":"2026-02-06 13:50","pubTimestamp":1770357025,"startTime":"0","endTime":"0","summary":"Major technology companies witnessed a significant plunge in their stock prices due to the sudden emergence of unfavorable market 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these stocks.\nVast information and precise analysis are available on the Sina Finance 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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 $650 billion by 2026. This staggering sum will be...","market":"other","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["XMAG","GOOG","TSLA","MSFT","NVDA","AAPL","AMZN","META"],"gpt_icon":1},{"id":"2609537020","title":"First Eagle Investment Management trims Meta Platforms stake","url":"https://stock-news.laohu8.com/highlight/detail?id=2609537020","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609537020?lang=en_us&edition=fundamental","pubTime":"2026-02-06 11:03","pubTimestamp":1770347005,"startTime":"0","endTime":"0","summary":"First Eagle Investment Management LLC, managed by Jean Marie Eveillard, recently executed a 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Going On With Meta Platforms Stock Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2609302288","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609302288?lang=en_us&edition=fundamental","pubTime":"2026-02-05 23:39","pubTimestamp":1770305940,"startTime":"0","endTime":"0","summary":"Meta Platforms stock extends losses as markets slide, despite strong Q4 earnings. 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META Stock a Safer Buy after Its Post-Earnings Drop?","url":"https://stock-news.laohu8.com/highlight/detail?id=2609531302","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609531302?lang=en_us&edition=fundamental","pubTime":"2026-02-05 23:32","pubTimestamp":1770305533,"startTime":"0","endTime":"0","summary":"Meta Platforms ($META) stock has given back all of its post-earnings gains, falling more than 9% over the last five trading days. falling more 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