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Stock impact report

Gemini takes a bite out of ChatGPT share By Alexei Oreskovic Editor, Tech By Alexei Oreskovic Editor, Tech February 6, 2026, 6:33 AM ET Updated February 6, 2026, 6:33 AM ET [Fortune]

Prologis, Inc. (PLD) 
Last prologis, inc. earnings: 4/21 08:00 am Check Earnings Report
US:NYSE Investor Relations: ir.prologis.com
Company Research Source: Fortune
On Thursday it was Amazon's turn, with the grandaddy of cloud services disclosing plans to spend $200 billion in capital expenditures this year—about $50 billion more than analysts were expecting and up from the $132 billion it spent in 2025. Only 24 hours earlier, Alphabet had said it would double its capex this year to between $175 billion and $185 billion. And Meta did the same a week earlier. Between the three companies, the combined capital spending budgeted for this year now stands at roughly half a trillion dollars! Add in Microsoft—which has not given a specific capex forecast but which spent $100 billion over the past twelve months—and the sum is all the more astounding. Today's news below. Alexei Oreskovic @lexnfx alexei.oreskovic@fortune.com Want to send thoughts or suggestions to Fortune Tech? Drop a line here OpenAI Loses Ground to Google OpenAI's rivals are gaining on its flagship product. ChatGPT's early lead among individual users appears to be shorteni Show less Read more
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