Tag: Alphabet

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Magnificent 7 Rebound, but Investor Confidence Begins to Fade

Technology companies from the so-called Magnificent 7 have recovered their recent losses. Since the March 27 low, the group’s index has risen by nearly...

Bulgaria’s Election Puts Its European Path to the Test

The recent elections in Hungary brought a breath of fresh air and the promise of a meaningful shift in the country’s outlook. Mass protests...

Big Tech and Telecoms in Poland and Europe Face Unequal Rules, Experts Call for Legal Harmonisation

Big tech companies in Poland and Europe are not subject to the same restrictive regulations as telecommunications operators. At the same time, some of...

AI Drives Growth, Hardware Takes the Profits: What’s Next for Big Tech

Record Q4 2025 results show AI is already driving revenues at the biggest tech companies, but the scale of investment is raising concerns. Meta,...

Alphabet’s Q4 2025 Results: Strong AI Monetization, but CapEx Shocks the Market

We have now seen Alphabet’s results for the fourth quarter of 2025. On the one hand, the tech giant once again demonstrated that it...

Global Black Friday Boom Highlights Shifting Consumer Trends and Market Risks

This year’s Black Week may turn out to be a record-breaking one in Poland. Current data already show a clear rise in retail sales,...

Why Berkshire Is Betting on Alphabet: Buffett’s Quiet Shift Toward AI Infrastructure

Berkshire’s stake in Alphabet signals a reversal of its old “mistake” of skipping Google and reflects a belief that future AI profits will...

The U.S. Tech Boom Nears Its Peak: AI Giants Face First Signs of Slowdown

It’s difficult to speak of a classic speculative bubble, as the valuation ratios of most tech giants are not entirely detached from their profits....

Big Tech Accelerates AI Race: Amazon Leads with 61% Surge in CapEx, Microsoft and Alphabet Stay the Course

Tech giants are showing no signs of slowing down in their race for dominance in artificial intelligence. Microsoft, Amazon, Alphabet, and Meta are ramping...

Polish Investors Turn Away from U.S. Stocks, Increasingly Favor Emerging Markets and China

Polish investors are losing confidence in U.S. equities and shifting their focus toward emerging markets and China. They are showing greater caution toward the...

Oracle Adds $236 Billion in a Single Day as Larry Ellison Overtakes Musk to Become the World’s Richest Man

Poland’s GDP has just crossed the symbolic threshold of $1 trillion, a milestone moment for the country’s economy. Yet on the global stage, such...

Google Fined €2.95 Billion by the European Commission Over Online Advertising Practices

On Friday, the European Commission announced a fine of €2.95 billion against Google, the U.S. tech giant owned by Alphabet Inc. The penalty follows...

AI 2.0: From “Build It” to “Prove It” – The Market Enters a New Phase of Verification

Investments in artificial intelligence by major tech companies have already reached hundreds of billions of dollars, but monetization remains moderate. The investment cycle is...

Nvidia Reports Strong Quarter Driven by AI Demand, Despite $8 Billion Hit from U.S.–China Trade Restrictions

Nvidia has reported robust quarterly results fueled by soaring demand for AI chips, the successful rollout of its new Blackwell architecture, and increasing client...
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