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Real-time News
February 5th - The Federal Reserve announced on Wednesday that it will not adjust the capital levels of large banks during the 2026 stress test cycle, and is currently considering several reforms to the annual test to improve transparency. Fed Vice Chairman for Supervision Bowman stated that the stress capital buffer requirements for large banks will be postponed until 2027 to allow the Fed sufficient time to assess potential shortcomings in its testing models when simulating recessionary scenarios to examine bank financial conditions. Previously, in October of last year, the Fed voted to open its testing models to public comment and will also publish the annual stress scenarios used to test banks.The Federal Reserve decided to maintain the stress capital buffer requirements for large banks unchanged until 2027, while considering adjustments to the stress test.February 5th - Alphabet, the parent company of Google (GOOG.O), reported better-than-expected revenue for the fourth quarter of 2025, and its capital expenditures for 2026 are projected to be between $175 billion and $185 billion, far exceeding investor expectations of $119.5 billion. Googles Q4 revenue was $113.828 billion, while the market expected $111.375 billion. The company has rapidly improved its Gemini model and fully integrated it across its product lines, an effort requiring significant investment to support model optimization and meet the needs of cloud customers. These investments are already showing results. Google is supplying up to 1 million dedicated AI chips to Anthropic, solidifying its position as a key infrastructure supplier in the AI field. Gemini will also provide AI technology support for Apples Siri on iPhones. However, to justify these massive expenditures, Alphabet needs to demonstrate the growth momentum of its cloud services and search advertising businesses. The company stated that its large-scale investments in AI, including new infrastructure, R&D investment, and talent acquisition, are crucial to competing with rivals such as Amazon, Microsoft, and OpenAI.Nvidia (NVDA.O) and AMD (AMD.O) both rose more than 1% in after-hours trading, while Google (GOOG.O) significantly raised its capital expenditure forecast.Arm (ARM.O) shares fell more than 10% in after-hours trading.
