Major stocks continue to see a lot of noise at the moment, as the following all look as if they are struggling in the short-term. Can MSFT be thought of as value soon?
NVIDIA emerges as the clear winner as Big Tech's massive AI capex surge strains FCF, lifts debt, and reshapes Mag 7 balance sheets.

My Top Quantum Pick: The Only Stock I'd Buy

09:03am, Thursday, 12'th Feb 2026
The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter.

Alphabet: The CAPEX Shock Is A True Gift

09:00am, Thursday, 12'th Feb 2026
Alphabet Inc. is rated a 'Buy' despite recent CAPEX-driven stock weakness, with a 46% upside to a $455 price target. GOOG's Google Cloud revenue surged 48% YoY in Q4, outpacing peers, with a $240B bac
Netflix and Alphabet represent two dominant consumer-facing businesses. Nvidia and Amazon are key cogs in the AI infrastructure boom.
Alphabet is upgraded to a strong buy, driven by structural AI and cloud advantages. GOOGL's cloud unit posted 48% YoY revenue growth and 30.1% operating margin, outpacing hyperscaler peers. Massive Ca
Alphabet is rated a Strong Buy, leveraging massive CapEx to secure an Agentic Infrastructure edge and lock in the Apple Foundation Model deal. GOOG's $175–$185 billion FY2026 CapEx and $240 billion

Does Google Stock Have Any More Room To Run?

06:55am, Thursday, 12'th Feb 2026
Google stock is currently at a significant juncture. It exhibits robust momentum, and if you decide to invest, you are investing in a company that boasts strong margins, solid cash flow, a low-debt ca
Alphabet, the parent company of Google, dipped into one of the bond market's stranger corners this week.
Alphabet's 2026 capex budget blew past Wall Street expectations, doubling its 2025 total. It's a loud statement and pushes back on the idea of an AI bubble.
The Google owner's rare long-dated century bond drew strong demand this week, mainly among pension funds looking to match their longer-term liabilities. But market strategists warn that 100-year bonds
Direxion Daily GOOGL Bull 2X Shares ETF offers 2x daily exposure to Alphabet, GOOGL, targeting investors seeking to amplify short-term volatility. GOOGL's margin expansion, robust AI investments, and
Google DeepMind CEO predicts AI's potential to revolutionize medicine and science in next decade, while warning of potential job impact.
Cloud growth rates for Amazon, Microsoft, and Alphabet have reaccelerated in recent years, thanks to surging demand for AI. While each of the "Big Three" put up enviable growth in the calendar fourth

Alphabet Stock: Is It Time to Buy the Dip?

10:41pm, Wednesday, 11'th Feb 2026
Alphabet expects capital expenditures to soar this year. The company's revenue growth rate is accelerating as AI is driving demand for its services.
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