US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%
Nasdaq drops as recent high-flying companies pull market lower — US tech stocks fell on Thursday, as weak jobs data piled further pressure …
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...
Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B
MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024
Search giant reports more than $400bn in annual revenue for the first time — Google said it plans to double its capital expenditure …
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago
Stephen Morris /Financial Times:
Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B
MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B
Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the thir...
Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+
Alphabet Announces Third Quarter 2025 Results
ASML CFO Roger Dassen says the company is “well prepared” for China's curbs on exports of rare earth minerals; source: ASML may face weeks-long shipment delays
ASML Holding NV is “well prepared” for China's curbs on exports of rare earths even as the impact on the wider chips ecosystem …
ASML reports Q3 net sales of €7.52B, v. €7.79B est., and €2.13B net profit, v. €2.11B est., warning that it expects a “significant” China sales decline in 2026
> [image] Finbarr Bermingham / @fbermingham : ASML sees significant China demand drop, ASML on Wednesday warned that it expected a significant fall in demand from China next year h...