Alphabet, Google’s parent company, posted earnings Wednesday.
 

Hey Snackers,

Our new favorite anti-ad? Anthropic’s ad about how creepy AI chats with ads could become. The video highlights Anthropic’s recently announced policy that its Claude chatbot will remain ad-free, unlike its competitors. As Sam Altman, CEO of OpenAI — which has ads — once said, ads with AI are “uniquely unsettling,” as Anthropic’s commercial shows. 

Stocks continued to fall amid a sell-off in tech yesterday. Cryptocurrencies also fell, with ethereum hitting a nine-month low.

 
AVGO, BABY

Alphabet’s capex in 2026 is poised to smash expectations. Broadcom is a huge winner there.

Alphabet released earnings yesterday, and things are looking pretty solid over at the Google parent company. The search giant has been riding high following the widely praised release of Gemini 3 in November, as well as growing enthusiasm around its lucrative tensor processing unit (TPU) semiconductor business. Prior to the earnings report, the stock was up more than 60% in the last 12 months.