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Why It's an Overreaction. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2611159087","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611159087?lang=en_us&edition=fundamental","pubTime":"2026-02-13 19:58","pubTimestamp":1770983880,"startTime":"0","endTime":"0","summary":"Check the jukebox, because the same song seems to be stuck on repeat. Fears of disruption by artificial intelligence keep crashing different areas of the market and while trucking and transport stocks are the latest victims, it's a sign of a wider nervousness about stretched valuations.Investors in logistics companies might have been surprised to see the sector tank on Thursday due to a company previously known for selling karaoke equipment. Algorhythm Holdings -- formerly the Singing Machine Co. -- published a white paper claiming its AI technology could make trucking more efficient. 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The sector's day in the sun may not be over, but it increasingly looks like it will have to share the spotlight.\"We are witnessing a distinct 'passing of the torch' as sector rotations intensify, and capital shifts from growth to cyclical and value stocks,\" writes Craig Johnson, chief market technician at Piper Sandler. \"Energy, Materials, Industrials, Transportation, Banks, Staples, REITs, and Utilities are outperforming, climbing to multi-month highs.\" He suggests investors take advantage of modest pullbacks to increase exposure to these until recently unloved areas of the market.\"We believe AI will continue to be an engine of overall equity performance but there is a strong case to be made for broadening out equity exposure as performance drivers fade from AI producing companies to AI consuming companies,\" writes Charlie Anderson, senior vice president, UBS Wealth Management, who says 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Who Spent Millions On Magnificent Seven Stocks In 2025 Makes First 2026 Purchases: Here's What He's Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2609581892","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609581892?lang=en_us&edition=fundamental","pubTime":"2026-02-06 04:57","pubTimestamp":1770325020,"startTime":"0","endTime":"0","summary":"A member of Congress who spent millions of dollars on Magnificent Seven stocks in 2025 discloses his first stock trades of 2026.","market":"us","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/02/05/Us-National-Capitol-In-Washington--Dc-Is.jpeg?optimize=medium&dpr=2&auto=webp&width=240","type":0,"news_type":0,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/02/05/Us-National-Capitol-In-Washington--Dc-Is.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/news/politics/26/02/50430277/congressman-who-spent-millions-on-magnificent-seven-stocks-in-2025-makes-first-2026-purchases-heres-what-hes-buying","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/news/politics/26/02/50430277/congressman-who-spent-millions-on-magnificent-seven-stocks-in-2025-makes-first-2026-purchases-heres-what-hes-buying","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":"benzinga_recent_news","symbols":["BK4108","LU2326559502.SGD","BK4585","LU2361044865.SGD","LU2896262040.SGD","LU2361044949.HKD","BK4534","LU0077335932.USD","LU0225283273.USD","LU0320765059.SGD","NFLX","BK4587","LU1046421795.USD","IE00B19Z8W00.USD","BK4548","LU1429558221.USD","LU1720051017.SGD","LU0256863811.USD","LU1064131342.USD","LU2552382132.HKD","LU2860962120.EUR","LU1720051108.HKD","LU1127390331.HKD","LU2362540622.SGD","LU0210536198.USD","IE00B19Z8X17.USD","LU1232071149.USD","SGXZ81514606.USD","LU1548497426.USD","LU0234570918.USD","IE00BKPKM429.USD","LU0234572021.USD","LU0708995401.HKD","LU0097036916.USD","BK4598","LU0079474960.USD","LU0256863902.USD","LU0882574139.USD","LU0942090050.USD","LU1823568750.SGD","MAGS","LU2361045086.USD","LU0868494708.USD","LU0353189763.USD","LU1778281490.HKD","BK4532","BK4527","LU2461242641.AUD","LU0672654240.SGD","LU1814569148.SGD"],"gpt_icon":1},{"id":"2609730700","title":"Why Alphabet's stock is falling despite booming cloud growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2609730700","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609730700?lang=en_us&edition=fundamental","pubTime":"2026-02-06 00:42","pubTimestamp":1770309720,"startTime":"0","endTime":"0","summary":"Shares declined Thursday as Google's staggering $185 billion capital-expenditure forecast overshadowed a blowout fourth quarter. Alphabet expects 2026 capital expenditures to reach as high as $185 billion, nearly double the $91 billion spent over the course of 2025.Even with monster cloud-revenue growth of 48%, Alphabet hasn't earned the benefit of the doubt around its rapidly rising artificial-intelligence spending.Alphabet forecast $175 billion to $185 billion in 2026 capital expenditures, far above the $116 billion consensus view and the $91 billion total recorded for 2025. On the earnings call, management said that overall expenses for 2026 are expected to \"meaningfully increase\" due to increased depreciation and energy costs of data centers.Bank of America analyst Justin Post defended the increase in capex, calling it \"high ROI\" in a Thursday note. Both Klein and Post highlighted that Alphabet can uniquely recognize cost advantages through its AI spending via the 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stock is the hottest in Big Tech, raising the bar for earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2608806985","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608806985?lang=en_us&edition=fundamental","pubTime":"2026-02-04 01:10","pubTimestamp":1770138600,"startTime":"0","endTime":"0","summary":"Alphabet's stock has rallied 80% in the last six months on AI enthusiasm. Here's how the Google parent can keep the momentum going.Alphabet's capital expenditures could reach $130 billion in 2026, some analysts suggest.Alphabet has earned a reputation as an artificial-intelligence winner. That means expectations are high heading into the company's fourth-quarter earnings report.When Alphabet posts its results on Wednesday afternoon, investors will be focused on AI adoption and monetization, as well as the company's growth trajectory in the cloud.For Alphabet to keep its top position, it will need to show accelerating usage of Gemini as well as continued strength in its search and Google Cloud business. After Meta Platforms  beat earnings expectations last week, Bank of America analyst Justin Post believes the bar is set high for Alphabet's own search and advertising business.And Google Cloud revenues remain a key focus, as 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are making a big bet on Big Tech's AI spending. They're about to learn if it paid off.","url":"https://stock-news.laohu8.com/highlight/detail?id=2606038717","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606038717?lang=en_us&edition=fundamental","pubTime":"2026-01-28 22:41","pubTimestamp":1769611260,"startTime":"0","endTime":"0","summary":"A reality check is coming as the Magnificent Seven report earnings. Here's what to watch.With four of the \"Magnificent Seven\" tech companies reporting earnings this week, artificial intelligence is about to show up in the one place hype cannot hide: the cash-flow statement.The question for investors is no longer whether AI is transformative. The question is whether the largest capital-spending cycle in modern tech history is starting to produce measurable returns before the market loses patience.Microsoft , Meta Platforms  and Tesla  report on Wednesday; Apple  follows on Thursday. Alphabet   and Amazon.com  close out the wave in early February. Together, these companies are running what amounts to a live stress test of the AI investment thesis, and the results will ripple through investment portfolios.Investors in plain-vanilla S&P 500 SPX index funds are actually making a concentrated bet on AI infrastructure. Four Big Tech companies - Amazon.com, Microsoft, Alphabet and Meta Platfor","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":["GGLS","TSLA","TSDD","AMZU","NVDQ","NVDS","GOOP","META","GOOW","KLAC","USJW.SI","NVDG","SNVD.UK","AMZY","GGLL","GOOY","AMZW","AMZD","AI","NVDW","NVD","GOU","MAGS","AMAT","MSFT","DIPS","2NVD.UK","ISBC","USAW.SI","AMZZ","07766","AAPL","NVIW.SI","VRT","AZYY","ETN","NVDD","ANET","GOOX","NVDU","MACW.SI"],"gpt_icon":1},{"id":"2606101789","title":"Wall Street veteran who called the dot-com bust sees a bigger bubble in Magnificent 7","url":"https://stock-news.laohu8.com/highlight/detail?id=2606101789","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606101789?lang=en_us&edition=fundamental","pubTime":"2026-01-27 20:08","pubTimestamp":1769515680,"startTime":"0","endTime":"0","summary":"Richard Bernstein says lots of companies have growth to match Big Tech. The tech AI stock obsession will hurt investors down the road, argues RBA's Richard Bernstein.Wall Street veteran Richard Bernstein, who correctly warned of a tech bubble back in March 2000, is \"shaking his cane\" hard these days.The risk for those investors is an an extremely narrow market, dominated by just a few tech stocks, the CEO and chief investment officer of Richard Bernstein Advisors told the Meb Faber Show in a just-aired interview.\"And so my argument would be that's where the risk is,\" he said, in our call of the day. And while he said his firm may be bearish on 10 to 25 stocks, the broader stock market is \"actually quite attractive.\". Bernstein argues Magnificent 7 companies are less unique than investors think. \"There are plenty of companies in the U.S. and around the world that are growing as fast, if not faster, than the Magnificent 7s. So that's what makes a bubble,\" he said, adding that during the 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Q4 Earnings Preview: Strong Advertising Growth, Heavy AI Investment Heightens Cost Pressures","url":"https://stock-news.laohu8.com/highlight/detail?id=2606820494","media":"TradingKey","labels":["dataReport","preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606820494?lang=en_us&edition=fundamental","pubTime":"2026-01-27 16:58","pubTimestamp":1769504323,"startTime":"0","endTime":"0","summary":"TradingKey - Meta Platforms (META) is scheduled to release its fourth-quarter 2025 financial results after the U.S. market close on Wednesday, January 28, 2026. As one of the \"Magnificent Seven\" tech giants, Meta’s upcoming earnings report is under close market scrutiny. Although the stock has undergone a notable correction since the release of its previous quarterly results in late October, market sentiment has recently begun to recover.","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260127/meta-z-4a1fb7f2babf44b3ac53469b3bf19d44.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260127/meta-z-4a1fb7f2babf44b3ac53469b3bf19d44.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/261515937-meta-q4-earnings-preview-strong-ad-growth-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport,preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MAGS","BK4587","BK4528","BK4543","BK4551","BK4585","BK4588","BK4023","AI"],"gpt_icon":0},{"id":"2606223240","title":"LIVE MARKETS-Market broadening likely to continue thanks to earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2606223240","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606223240?lang=en_us&edition=fundamental","pubTime":"2026-01-27 02:12","pubTimestamp":1769451125,"startTime":"0","endTime":"0","summary":"CLICK HEREDATA CENTERS WITH WINGS ARE THE TALK OF THE TOWN  CLICK HEREBLACKROCK’S RIEDER JUMPS IN FED CHAIR ODDS, SEEN POSITIVE FOR FED INDEPENDENCE CLICK HERENEW ORDERS FOR DURABLE GOODS: AIRPLANES PROVIDED THE LIFT IN NOVEMBER CLICK HEREWALL STREET STARTS WEEK HIGHER WITH SOME TOP TECH NAMES RISING CLICK HERETHE FED'S QUIET 'HOLD' TO MEET A NOISY ECONOMY CLICK HEREUS ENERGY MAJORS COULD OUTPERFORM THEIR EUROPEAN PEERS - RBC CLICK HEREGOLD/SILVER RATIO'S SHOCKING SLIDE AS TRADERS SKITTISH CLICK HEREEM EQUITIES OUTPERFORMANCE STILL HAS LEGS - JPM CLICK HEREBUOYANT MARKETS POINT TO STRONGER LUXURY DEMAND, UBS SU","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260126:nL1N3YR0VT:1","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":["MAGS"],"gpt_icon":0},{"id":"2606210819","title":"Is Tesla Stock a Good Bet? How to Use Magnificent 7 Earnings Volatility to Your Advantage. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2606210819","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606210819?lang=en_us&edition=fundamental","pubTime":"2026-01-26 20:28","pubTimestamp":1769430480,"startTime":"0","endTime":"0","summary":"More than 100 U.S. companies worth a combined $20 trillion report earnings this week, including four Magnificent Seven names: Apple, Microsoft, Meta Platforms, and Tesla.Investors can look at options markets to see what traders expect from stocks after earnings reports. The most aggressive investors can even take bets on what the market thinks about post-earnings volatility.Straddles are used to profit from price volatility rather than a stock moving up or down. Looking at straddles expiring near earnings and with a strike price near current levels can help investors gauge what the market thinks a stock will do after reporting earnings.Investors can remember that when judging the reaction to Tesla's earnings. It might come down to what CEO Elon Musk says about the robots and not how many EVs Tesla plans to sell this year.As for Apple, Meta, and Microsoft, traders expect shares to move roughly 4%, 7%, and 5%, respectively, this week. That's in line with historical volatility. Jacobson 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