The stock market is often a battleground of narratives, and few sectors are as dynamic as tech. Recently, Meta (formerly Facebook) has been on a tear, rallying for 17 consecutive days and capturing the attention of momentum traders. Meanwhile, Google’s parent company, Alphabet, has lagged, presenting what could be a compelling buying opportunity for value-oriented investors. While both stocks are relatively cheap compared to their historical valuations, Google’s lower forward P/E multiple and its diversified revenue streams make it a potentially smarter choice for long-term investors. Let’s dive into why Alphabet might be the better bet in this tech showdown. Meta’s Rally: A Closer Look $Meta Platforms, Inc.(META)$ Meta’s recent rally has been not

$Amazon.com(AMZN)$ In today’s article, I’ll let you know whether I did after Amazon’s Q4 earnings announcement. We’ll cover several key aspects, starting with how massive this business has become in terms of revenue. Among the so-called "Magnificent 7" or FAANG stocks, Amazon is generating unparalleled revenue numbers. One of the most exciting developments is how Amazon’s e-commerce segment is now nearly as profitable as AWS. There was a time when that seemed impossible, but CEO Andy Jassy has successfully transformed the retail business into a profit machine. We'll also dive into Amazon’s Q1 guidance. Plus, we'll take a closer look at capital expenditures, especially since major cloud providers’ spending habits are a hot topic. If you’re like me

Big-Tech’s PerformanceDeepSeek - Trump tariffs - tech company earnings reports, this is the main theme of trading in the U.S. stock market in the past few weeks.Market volatility has been significantly elevated so far this year, with macro-level concerns about the Fed's "rate cuts" and the strong dollar under the Trump tariffs.U.S. bond yields were unsurprisingly pulled back, even before the Fed's rate meeting, as the impact of DeepSeek unexpectedly triggered a safe-haven pullback early;Trump's tariffs are not new, in the 1.0 period, the market although mind, but more understand its significance more in the negotiation (Bargain), so also with easy to be digested;Rather, it's the earnings reports of big tech companies that have a greater guiding influence on the market.Technology companies,

Alphabet's Q4 earnings fell short of expectations, with revenue coming in slightly below estimates. Despite the miss, the company's core search advertising business performed better than anticipated, offering some reassurance to investors. However, cloud revenue growth lagged behind projections, which remains a crucial concern as competition intensifies in the cloud computing space. Adding to investor worries, Alphabet announced plans to spend $75 billion on capital expenditures in 2025—significantly higher than expected—raising questions about the potential impact on profitability. On the other hand, Amazon exceeded Wall Street sales estimates for the final quarter of last year. However, there are weaknesses in its cloud computing segment and lower-than-expected revenue guidance. Upcoming