EPISODE · Feb 5, 2026 · 5 MIN
Alphabet’s growth comes with a capex bill
from Wall Street Breakfast · host Seeking Alpha
Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: QCOM, GOOG, and moreRare earth stocks sink as Trump administration floats tariffs to implement price floorNvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: reportNike faces U.S. probe for alleged DEI-related discrimination against white workersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
What this episode covers
Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: QCOM, GOOG, and moreRare earth stocks sink as Trump administration floats tariffs to implement price floorNvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: reportNike faces U.S. probe for alleged DEI-related discrimination against white workersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Alphabet’s growth comes with a capex bill
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