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After hours on Feb 5 ET, $Alphabet(GOOGL.US) reported Q4 2025 results. The quarter was mixed, but overall skewed positive. What spooked the market was the staggering capex outlook — spend is set to double in 2026, raising concern over whether demand can keep up.

Key detail: 1) Capex. 2026 guidance is $175–185bn, roughly 2x YoY, vs. prior Street est. of ~$130bn. And this comes when many already thought Meta’s capex was hefty.

The following are the minutes of Apple's FY2025 Q4 earnings call organized by Dolphin Research. For earnings interpretation, please refer to "Apple: iPhone Holds the Center Stage, When Will AI Reveal Its True Form?" 1. Review of $Apple(AAPL.US) Earnings Core Information 1. Cash Situation: Net cash at the end of the quarter was $34 billion. 2. Shareholder Returns: This quarter, $24 billion was returned to shareholders (including $20 billion in stock buybacks and $3.9 billion in dividends). 3. Quarterly Guidance: a. Total revenue is expected to grow by 10% to 12% year-over-year...

After the market closed on October 29th, Eastern Time, $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) parent company Alphabet released its Q3 2025 financial report. After two months of revaluation under the logic of full-stack AI, with limited room for direct recovery and the market urgently needing further reasons to rise, Google delivered an impressive performance to continue its revaluation path. Specifically, the core information is as follows: 1. Explosive advertising performance: In the third quarter, YouTube and search ads both grew by 15%, exceeding market expectations...