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04.02.26 - 23:42
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Google Goes Wild After Hours After Beating Estimates, Projects Mindblowing CapEx (ZeroHedge)
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Google Goes Wild After Hours After Beating Estimates, Projects Mindblowing CapEx
Heading into today's Alphabet earnings, we said that as a result of positioning (GOOGL positioning was 9.5/10 according to Goldman's desk), it would be difficult for the stock, which was already priced to perfection, to impress an increasingly skeptical Wall Street, especially on the day when momentum saw its 4th biggest drop on record.
Well, that's what happened, at least initially because despite solid results which beat across the board, the company's shocking 2026 capex guidance (a mindblowing $175-185BN, double the 2025 number and crushing the estimate of ) absolutely spooked investors, who promptly sent the stock down as much as 7.5% after hours. But more remarkably, after losing as much as $350BN in market cap in kneejerk response to the company's stunning capex forecast, the stock managed to rebound and even turn green, a reversal of some $800BN in the span of minutes!
Here is what GOOGLE just repor...
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02.02.26 - 20:36
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What Corporate America Is Saying About AI Adoption On Earnings Calls (ZeroHedge)
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What Corporate America Is Saying About AI Adoption On Earnings Calls
With roughly 50% of the S&P 500's market capitalization having reported results so far this earnings season, we are focusing on what companies are saying about artificial intelligence on earnings calls.
To do that, we lean on Goldman analysts led by Ben Snider, who track executive commentary focused on AI adoption.
"AI adoption has remained a popular topic on earnings calls this quarter, but only a handful of companies have quantified their productivity gains from AI use," Snider said.
Those companies include:
Bank of America (BAC):
"We have 18,000 people on the company's payroll who code - using the AI techniques, we've taken 30% out of the coding technique - the coding part of the stream of introducing a new product or service or change, that saves us about 2,000 people... And I use an example, our audit team has built a capability they think a series of prompts around doing audits and stuff to allow ...
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27.01.26 - 02:48
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Goldman′s Hatzius on Global Economic Outlook (Bloomberg)
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Jan Hatzius, Chief Economist and Head of Global Investment Research at Goldman Sachs, discusses his outlook for the global economy. He speaks with Stephen Engle from the sidelines of the Goldman Sachs Global Macro Conference Asia Pacific in Hong Kong. (Source: Bloomberg)...
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23.01.26 - 16:12
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic (ZeroHedge)
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic
Well that escalated quickly.
Goldman analysts led by Allen Chang have revised down global PC shipment forecasts for 2026-28, citing a sharp spike in memory prices as data centers worldwide soak up the supply of high-bandwidth memory.
Before diving into Chang's note, here's a quick recap of what's unfolded so far:
"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
First Victims Of 'Great Memory Crunch' Emerge As Data Centers Soak Up Global Supply
We've followed the historic price spike for months.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
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15.01.26 - 20:12
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TSMC Results Ignite AI Rally | Open Interest 1/15/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." TSMC's strong outlook renews confidence in the global AI boom. Goldman's stocks traders post record revenue while Morgan Stanley's debt bankers boost business. Matt Miller joins the show from Detroit with Ford's CEO as the automaker teams up with Formula 1 powerhouse: Oracle Red Bull Racing. (Source: Bloomberg)...
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15.01.26 - 19:54
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Goldman Sachs, Morgan Stanley Bring Big US Bank Earnings to a Close (Bloomberg)
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Goldman Sachs Group Inc. set an all-time Wall Street record of $4.31 billion for equities-trading revenue in the final three months of last year and Morgan Stanley's debt bankers increased revenue 93% in the fourth quarter, capping a record year for that business. Sridhar Natarajan breaks down the results on Bloomberg Television. (Source: Bloomberg)...
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