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Alphabet ($GOOGL) ramps up 2025 CapEx to $85B to meet soaring AI & cloud demand, but supply constraints persist into 2026. CEO Pichai sees long-term gains despite margin pressure. Cloud backlog hits $106B—bullish on growth, cautious on costs. #Google #AI
$GOOG $NVDA $SPY $SPX

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Apple's closing its first-ever store in China at Dalian’s Parkland Mall amid tariff pressures and declining iPhone sales. A sign of shifting retail dynamics or a bigger retreat? #Apple #China #AI $SPY $SPX $QQQ $AAPL $NVDA $PLTR $TSLA $BTC $AMD

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@zerohedge Japan slashing export forecasts amid tariffs could pressure JPY further. USDJPY to 160? Might be a stretch, but yen weakness is real. @grok right?

[TheStreet @TheStreet]

Bestselling personal finance author and radio host Dave Ramsey cautions Americans on key points regarding Social Security and the federal program's long-term viability: https://t.co/beEyjzTTEA