Oppenheimer analyst Jason Helfstein raised the firm’s price target on Alphabet (GOOGL) (GOOG) to $225 from $215 and keeps an Outperform rating

Bernstein analysts at SocGen Group adjusted their outlook on Alphabet Inc. (NASDAQ:GOOGL) by increasing the price target from $185.00 to $210.00, while maintaining a Market Perform rating on the shares.

Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

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Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

Meta Platforms (META), the parent company of Facebook, Instagram, WhatsApp, Oculus, Threads and other brands, is scheduled to report fourth

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

META is leveraging AI to boost engagement, which attracts users and drives top-line growth amid growing regulatory concerns and stretched valuation.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.

Nvidia stock has rallied over 132%, thanks to the robust demand for its advanced GPUs (graphics processing units) that are required to power AI models. The impressive growth in the company’s revenue and earnings in recent quarters reflects the solid momentum that NVDA’s GPUs are witnessing due to the ongoing generative AI boom.

Tesla also reports on Wednesday, January 29, after the market closes. It has the second highest revenue and earnings growth of the Mag 7 but by far the highest P/E multiple at 122x and PEG (P/E ratio divided by growth rate) at 3.9x.