U.S. futures sink as Trump tariffs roil global markets - what's moving markets

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Alphabet (GOOGL) PT Lowered to $220 at Wolfe Research

February 5, 2025 6:03 AM EST

Wolfe Research analyst Shweta Khajuria lowered the price target on Alphabet (NASDAQ: GOOGL) to $220.00 (from $230.00) while maintaining a Outperform rating.

The analyst comments "Higher than expected CapEx guide and rising D&A costs, no signs of meaningful HC reduction (in fact... More

Alphabet (GOOGL) PT Lowered to $220 at JPMorgan

February 5, 2025 5:21 AM EST

JPMorgan analyst Doug Anmuth lowered the price target on Alphabet (NASDAQ: GOOGL) to $220.00 (from $232.00) while maintaining a Overweight rating.

The analyst comments "Google shares traded down more than 7% following 4Q results as overall Alphabet revenue (+12% FXHN) & operating income (32.1% margin) came in a bit below expectations & Google anticipates another large step-up in capex in 2025. However, Search & YouTube results were quite solid w/Search up ~13% FXHN in line w/our estimates and YouTube up a better than expected ~14% FXHN. Revenue shortfall came more in Network, which... More

What are the DeepSeek implications for the Big Internet 3?

February 3, 2025 4:00 PM EST

Raymond James analysts are assessing the impact of DeepSeeks latest advancements on major internet companies Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL) but remain skeptical about its long-term implications.

The firm acknowledges that DeepSeeks V3 and R1 models present a potentially disruptive cost structure, with claims that a combination of novel AI techniques... More