Morning Brief anchor Julie Hyman breaks down the latest market news for February 5, 2026.
Alphabet’s stock is under pressure despite reporting earnings that beat Wall Street expectations on Wednesday. The parent company of Google forecasted a massive increase in CapEx spending for 2026 ($180 billion). TD Cowen managing director and senior equity research analyst John Blackledge breaks down Alphabet’s latest earnings release and what its AI CapEx forecasts signal about the demand for AI and AI products.
As tech stocks cool and cyclicals gain traction, investors are looking beyond US markets. Edward Jones senior global investment strategist Angelo Kourkafas discusses the tech sell-off, investors rotating into ‘old economy sectors,’ why the sell-off is healthy, and where investors should look for opportunities.
#youtube #Alphabet #earnings #tech
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