Alphabet Plans Record Spending; US-Iran Talks Set for Friday |Bloomberg Brief 2/5/2026
A drop in tech stocks pausing as Alphabet is outlining an ambitious capital spending plan in a race to win AI customers. Shares of Qualcomm and Arm hurting by concern that a shortage of memory chips will crimp growth in the electronics industry. Diplomatic talks between Washington and Tehran set for later this week. Kit Juckes of Société Générale says political risk is dragging down the US dollar.
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