Alphabet’s growth comes with a capex bill

Wall Street Breakfast

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers

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Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
2026-02-05 5 min
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