Alphabet's Q4 update is positive for Nvidia investors worried about DeepSeek

From Nasdaq: 2025-02-06 04:42:00

Alphabet’s fiscal Q4 update delivered great news for Nvidia investors worried about DeepSeek’s impact. However, Google Cloud’s disappointing growth led to an 8% drop in Alphabet’s shares, even though revenue increased 12% year over year to $96.47 billion. Despite lower-than-expected Q4 revenue and higher projected capital expenditures for Q1 2025, Google Cloud’s demand for AI products bodes well for Nvidia. Alphabet’s CEO highlighted a strong relationship with Nvidia, indicating sustained GPU demand. DeepSeek’s threat to Nvidia seems minimal, as Alphabet remains a key customer with increasing demand for AI capacity. The future looks bright for both companies. 1. The stock market reached record highs today, with the S&P 500 closing at an all-time high of 4,500 points. This was driven by strong corporate earnings reports and positive economic data, boosting investor confidence.

2. The FDA approved a new vaccine for COVID-19, developed by Moderna, for emergency use in children aged 6 months to 11 years. This vaccine is expected to provide an additional layer of protection against the virus for younger age groups.

3. The United Nations reported that global greenhouse gas emissions have reached a new record high, with a 2.5% increase in 2021 compared to the previous year. This alarming trend highlights the urgent need for countries to take more aggressive action to combat climate change.



Read more at Nasdaq: Google Parent Alphabet Just Delivered Great News for Nvidia Investors Worried About DeepSeek