
Stock Movers Google Rises; Arm, Qualcomm Fall After Earnings
15 snips
Feb 4, 2026 Isabel Lee, Bloomberg cross-asset reporter with tech and AI expertise. She breaks down Arm's weak AI-linked revenue forecast. She discusses Alphabet’s strong revenue and aggressive capex to build AI infrastructure. She covers Qualcomm’s cautious revenue outlook amid component and handset concerns.
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AI Hype Raises A Perfection Bar
- Arm's stock plunged after revenue guidance failed to meet sky-high AI-era expectations.
- Investors are demanding near-perfection from AI-linked firms before rewarding growth.
Alphabet's Big Bet On AI Infrastructure
- Alphabet beat revenue estimates and announced much higher capital spending to scale AI infrastructure.
- The stock swung sharply as investors digested aggressive spending plans tied to AI leadership.
Gemini's Fast User Growth
- Google reports rapid user adoption of its Gemini app, hitting 750 million monthly active users.
- Integration across products and bundling with Google One help scale Gemini's reach fast.
