Christina Parts Nebulis
CNBC reporter (transcript shows as Christina Parts Nebulis/Parts and Abelis variations) delivering earnings coverage and analyst takeaways, especially on chip and enterprise names.
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Feb 4, 2026 • 43min
Alphabet Raises Capex Bar; What’s next for Software? 2/4/26
Christina Parts Nebulis, CNBC earnings reporter focused on chips and enterprise; Seema Modi, CNBC tech reporter with sector color. They discuss heavy earnings including Google, Qualcomm and Arm. Conversation covers software sell-offs, AI worries pressuring SaaS, Google CapEx plans, memory headwinds at Qualcomm, and market rotation between growth and value.
