Tag:

Alphabet Inc

Title: Interest Rate Cut Boosts Wall Street, Alphabet Hits Record High

by Priya Shah – Business Editor November 26, 2025

written by Priya Shah – Business Editor

NEW YORK – November 26, 2025 – ‌A resurgence of optimism swept through Wall Street today following signals of potential interest rate cuts, coinciding with Alphabet Inc.’s achievement of a new stock record, bolstering the⁤ broader market rally. The Nasdaq and S&P 500 both posted gains⁤ as investors recalibrated‍ portfolios anticipating a ⁤shift in monetary policy.

The positive momentum arrives as economic indicators suggest a⁣ cooling inflation rate,⁣ prompting speculation that the Federal Reserve may begin easing its restrictive ⁤monetary stance in the coming months.this shift in outlook directly impacts borrowing costs for‍ businesses and⁢ consumers, potentially stimulating economic activity and corporate investment. Alphabet’s stock reached a new‍ high amid strong earnings‌ reports and continued dominance in the digital advertising sector, further fueling investor confidence.

alphabet shares climbed to a record,‌ driven⁤ by robust performance across its core businesses, including Google search and cloud services.The company’s success reflects broader trends in‌ the technology‍ sector, with companies like⁤ nvidia also experiencing significant gains. CoreWeave, ‍a cloud infrastructure provider specializing in AI, is also attracting investor⁤ attention.

Market‍ analysts point to a complex interplay of factors driving the current rally. Geopolitical tensions, including the ongoing conflicts in Ukraine and the evolving ⁤relationship between Russia and the United States, continue to introduce volatility. However, comments from Brian Jacobsen, chief economist, suggest a growing belief that‍ the U.S. economy is proving more resilient than previously anticipated. Jensen Huang, CEO of Nvidia, recently highlighted the accelerating demand for AI-driven technologies as a key growth driver.

Facebook’s parent company, Meta, also saw‍ positive ‌movement, contributing to the overall ‍positive sentiment. The combined ⁤effect of ⁤these developments ‍has led to a notable increase in ‌trading volume and a renewed sense of bullishness among investors, as tracked by Facebook Pixel data indicating increased engagement ⁤with financial news content related to “Juros, Inflação, ⁤Mercado⁢ e ‍bolsa, Ações.”

November 26, 2025 0 comments

Business

Stocks Bounce Back Amid AI Spending Surge and BLS Controversy

by Priya Shah – Business Editor August 4, 2025

written by Priya Shah – Business Editor

Key Takeaways from the CNBC Investing Club Update with Jim Cramer:

1. Massive AI Infrastructure Investment:

hyperscalers are Doubling Down: Microsoft (MSFT),Meta (META),Amazon (AMZN),and Google (GOOGL) are significantly increasing capital expenditure (capex) on AI infrastructure.Morgan Stanley analysts predict even higher commitments in 2026.
Demand Outstrips Supply: Cloud providers are still reporting that demand for computing power for AI is exceeding supply.
Confidence in ROI: Management teams are increasingly confident they can generate a return on these massive investments and are willing to sustain high spending levels. Positive for Generative AI Trade: This signals serious commitment to AI and bodes well for companies involved in the AI ecosystem.

2. Company Specifics:

Apple (AAPL): Needs AI desperately. Tim Cook announced “meaningful growth” in AI investment, but Apple has historically spent less on capex than competitors.A accomplished AI rollout is crucial for device sales and its services unit. Cramer’s team is trying to understand Apple’s long-term AI strategy.
Microsoft,Amazon,Meta: Cramer is impressed with their AI plans and notes the market wants to see high spending,irrespective of whether it seems excessive.
Industrial Stocks Benefit: Companies like Eaton,GE Vernova,and Dover will benefit from the data center construction and electricity infrastructure needed to support AI. GE Vernova’s gas turbines are notably in demand.

3. Earnings Watchlist (Monday/Tuesday):

Monday After-Close: Coterra Energy, Palantir, Hims & Hers, Axon Enterprise, MercadoLibre, Vertex Pharmaceuticals. Cramer’s team will wait for Coterra’s conference call before analysis,focusing on their permian Basin well issues. Tuesday Morning: DuPont, eaton, Caterpillar, Apollo Global Management, Marriott International.
Economic Data: ISM Services PMI on Tuesday at 10 am ET.

4.Vital Reminders about the Investing Club:

Trade Alerts: Subscribers receive alerts before Jim Cramer makes a trade.
Waiting Periods: 45-minute wait after alert before execution; 72-hour wait after CNBC TV mention.
* Disclaimer: No fiduciary duty or guaranteed outcomes.In essence, the update paints a picture of a rapidly escalating investment cycle in AI infrastructure, driven by strong demand and increasing confidence in the technology’s potential. It highlights specific companies poised to benefit, and outlines a busy earnings week for the CNBC Investing Club.

August 4, 2025 0 comments

Business

Wall Street sinks with employment data and tariffs. Amazon falls over 8% – Bolsa

by Priya Shah – Business Editor August 2, 2025

written by Priya Shah – Business Editor

US Markets Tumble as Jobs Data Sparks Fed Rate Cut Bets

Investor confidence shaken by revised employment figures and geopolitical unease

Major US stock indices suffered significant losses to open August, as investors fled riskier assets. Weakening labor market signals, a decline in mega-cap stocks, and escalating geopolitical concerns contributed to the downturn.

Jobs Report Delivers Shockwave

The S&P 500 dropped 1.60% to 6,238.01 points. The Dow Jones fell 1.23% to 43,588.58 points, while the tech-heavy NASDAQ Composite experienced a sharper decline of 2.24%, closing at 20,650.13 points.

US employment growth in July fell short of expectations. The economy added 73,000 jobs, significantly below the 104,000 anticipated by analysts, according to the Bureau of Labor Statistics.

Trump Vows to Fire Statistics Chief After Data Revisions

The true impact emerged from substantial downward revisions to May and June job creation figures. This prompted President Donald Trump to declare his intention to dismiss the head of the nation’s labor statistics office.

May’s job creation was revised down from 144,000 to 19,000. June’s data saw a similar contraction, falling from 147,000 to 14,000. This dramatic shift has altered the monetary policy landscape, with markets now pricing in two Federal Reserve interest rate cuts by year-end, possibly beginning in September.

“What appeared to be a robust job market showed weaknesses this morning. A Fed that still seemed hesitant to lower rates can see a clearer path to a cut in September, especially if next month’s data confirms the trend,” noted Ellen Zentner of Morgan Stanley Wealth Management.

—Ellen Zentner, Morgan Stanley Wealth Management

Markets Reeling from Trend Reversal

The steep decline marks a stark reversal for US markets, which had recently achieved successive records, buoyed by robust economic growth, cooling inflation, and a surge in artificial intelligence-related stocks. For example, the Nasdaq Composite reached an all-time high of 16,000 points earlier this year, driven by tech sector performance, before this sharp correction.

New Tariffs Intensify Global Trade Tensions

On the trade front, new customs rates announced by Donald Trump further pressured global markets. These measures follow earlier tariff introductions four months ago.

The latest tariff escalations include a minimum of 10% on many goods, with rates of 15% or higher for countries running trade surpluses with the US. The new wave targets 68 nations, with specific tariffs of 35% for Canada and 39% for Switzerland.

Tech Giants Face Sell-Off

Among major technology companies, Nvidia saw a 2.33% dip, Alphabet lost 1.51%, Microsoft shed 0.47%, Meta (formerly Facebook) declined 1.76%, Apple fell 2.50%, and Amazon plunged 8.27%. Amazon’s sharp drop followed its release of weaker-than-expected future guidance, despite exceeding profit and revenue expectations for the quarter.

US stock market indices experienced significant losses on the first day of August.

August 2, 2025 0 comments

World

Why Black Entrepreneurs Are Transforming Martha’s Vineyard into a Business Hub

by Priya Shah – Business Editor August 1, 2025

written by Priya Shah – Business Editor

Martha’s vineyard Becomes Hub for Black Entrepreneurship and Cultural Party This August

Martha’s Vineyard is once again poised to be a meaningful destination for Black professionals and entrepreneurs this august, drawing influential figures and fostering business connections.The island, known for hosting luminaries such as Michelle and Barack Obama, Oprah Winfrey, and Spike Lee, is set to be a vibrant backdrop for a series of events highlighting Black achievement and commerce.

Eden Bridgeman Sklenar, CEO of EBONY magazine, is organizing an event with the founders of Uncle Nearest, a Black-owned spirit brand. Sklenar views the Vineyard as a crucial platform to showcase both the ancient meaning and the forward-looking trajectory of EBONY Magazine to its core audience.

“For EBONY, being present on the Vineyard in August is both strategic and personal,” Sklenar stated. “It’s an prospect to connect with a powerful cross-section of our community, deepen meaningful relationships, and position the brand not just as a cultural icon, but as a modern business driving impact, visibility, and growth.”

Donae Burston, founder of La Fête du Rosé, also recognizes the cultural resonance of Martha’s Vineyard as a natural avenue for expanding sales among a consumer base that aligns with his luxury brand’s marketing.

“For us it would mean so much to have the acceptance of people in Martha’s Vineyard,” Burston commented. “Being able to go to Martha’s Vineyard and focus on [high-net-worth] individuals from all over the world who appreciate wine – It’s visibility, it’s helping them become evangelists to go back home and spread the gospel.”

Erin Goldson, whose family has summered on Martha’s Vineyard for four generations, is launching the “Vineyard Icon Awards” this year. The event,sponsored by Diageo and Estee Lauder,will honor business and political leaders who are instrumental in shaping August on the island into a nexus of culture and commerce.

“Over the last five or so years, a lot of companies are realizing that there is a wealth of successful, accomplished, driven Black professionals, who decide to come to the Vineyard in august,” Goldson observed.

She added, “You can come to the vineyard for rest and relaxation. But every year here there is also a growing legacy,where Black ambition and aspiration are celebrated in a very unique way.”

Disclosure: Comcast is the parent company of CNBC.

August 1, 2025 0 comments

Business

Stock Futures Rise as S&P 500 and Nasdaq Hit Record Highs

by Priya Shah – Business Editor July 25, 2025

written by Priya Shah – Business Editor

Market Poised for Weekly Gains Despite Thursday Dip; Earnings and Trade deals Fuel Rally

Major U.S. stock averages are on track to close the week with positive momentum,even after experiencing losses on Thursday.The Dow Jones Industrial Average and the nasdaq Composite are both anticipating an approximate 1% weekly advance, while the S&P 500 has seen a rise of about 1.1% week to date.

This upward trend, which has propelled the market to all-time highs, has been significantly bolstered by a robust earnings season. Notably,Alphabet (GOOGL) delivered a better-than-expected earnings report,contributing to the positive sentiment. So far, approximately 83% of the 155 S&P 500 companies that have reported their results have surpassed Wall Street’s expectations.

Keith buchanan, senior portfolio manager at Globalt Investments, commented on CNBC’s “Power Lunch” that for the rally to sustain its upward trajectory, it needs to broaden its base or demonstrate more consistent performance across the wider market.

Recent trade agreements have also played a crucial role in driving the market to new peaks. Earlier this week, President Donald Trump announced a substantial trade deal with Japan, which includes reciprocal tariffs of 15%. Additionally, the U.S. and Indonesia have reached an agreement on the framework of a trade accord. Investors are now closely monitoring for any further trade announcements ahead of the Trump governance’s August 1 tariff deadline.

Looking ahead, the Federal Reserve is scheduled to convene next week. Policymakers are widely anticipated to maintain the current target range for interest rates, which stands between 4.25% and 4.5%.

President Trump, who has previously advocated for lower interest rates and has been vocal in his pressure on Fed Chairman Jerome Powell, engaged in a public exchange with powell regarding renovation costs during a historic visit to the Federal Reserve’s headquarters on Thursday. During the visit, Trump presented a cost figure for renovations that Powell publicly corrected as inaccurate.

Following the tour of the renovations, President Trump appeared to moderate his stance on the Fed chief, stating that he was not planning to dismiss him, a prospect that had previously caused market concern. Trump remarked, “To do that is a big move, and I just don’t think its necessary. And I believe that he’s going to do the right thing.”

July 25, 2025 0 comments

Business

Stock market today: Live updates

by Priya Shah – Business Editor July 24, 2025

written by Priya Shah – Business Editor

Markets Brace for Trump’s Fed Visit Amid Tech Earnings Mix

Dow Futures Dip as Alphabet Shines, Tesla Falters

U.S. stock futures saw a mixed early showing Thursday, as investors digested a varied batch of Big Tech earnings and watched for developments in President Donald Trump’s ongoing dispute with the Federal Reserve.

Tech Giants Deliver Divergent Results

Early Thursday, S&P 500 futures edged up 0.12%, and Nasdaq 100 futures climbed 0.36%. However, futures tied to the Dow Jones Industrial Average fell by 133 points, or 0.29%. This divergence followed earnings reports from tech titans Alphabet and Tesla. Alphabet’s stock surged 3.5% after reporting stronger-than-expected second-quarter earnings and revenue. Conversely, Tesla shares dropped 6% in active trading, reflecting investor disappointment over a second consecutive quarterly decline in automotive revenue.

Traders work on the floor of the New York Stock Exchange on July 23, 2025. (NYSE)

Adding to the pressure on Dow futures, IBM shares declined 5% after the company’s second-quarter software revenue failed to meet analyst expectations.

Political Spotlight Turns to Federal Reserve

On the political front, President **Donald Trump** is scheduled to visit the Federal Reserve on Thursday, intensifying his public campaign against Fed Chair **Jerome Powell**. This marks the first presidential visit to the central bank in nearly two decades, a move that is likely to capture significant market attention.

Anticipation Builds for Key Economic Data and Earnings

Several major companies, including Honeywell, American Airlines, and Union Pacific, are set to release their earnings reports before the market opens today. Investors will also be closely monitoring a raft of economic data, including weekly jobless claims, the final July purchasing managers’ index readings, and June’s new home sales figures.

Markets on Wednesday experienced a robust rally, largely propelled by positive news on international trade negotiations. The S&P 500 index gained 0.78%, reaching its twelfth record close of the year. The Dow Jones Industrial Average advanced 1.14%, closing within a few points of a new all-time high. The Nasdaq Composite also saw a significant boost, rising 0.61% to settle above the 21,000 mark for the first time.

Earlier this week, **President Trump** announced a substantial trade agreement with Japan, including a 15% reciprocal tariff on goods. Reports from The Financial Times and Bloomberg also indicated progress toward a U.S.-EU trade deal, potentially featuring similar 15% tariffs on goods entering the United States from the bloc. These developments in trade policy are seen as positive catalysts for investor sentiment. According to data from the Bureau of Labor Statistics, U.S. goods and services exports totaled $2.8 trillion in 2024, underscoring the importance of international trade agreements.

“We’re beginning to see some clarity here with these deals being made, and that’s certainly bullish. And certainly that keeps the momentum going in the stock market.”

—Jeremy Siegel, Professor of Finance at the Wharton School and Senior Economist at WisdomTree

Jeremy Siegel, Professor of Finance at the Wharton School and Senior Economist at WisdomTree, commented on Wednesday that the clarity emerging from these trade agreements is bullish and contributes to the ongoing momentum in the stock market.

July 24, 2025 0 comments

Newer Posts

Older Posts