Tuesday's Major Stock Market Highlights: Morning News Summary!
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 16 2025
0mins
Should l Buy GOOG?
Source: TipRanks
- Market Coverage: TipRanks provides updates on the latest stock market stories and trends for traders.
- Resource Availability: Additional stock market news can be found on the TipRanks platform.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GOOG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 309.370
Low
255.00
Averages
336.08
High
400.00
Current: 309.370
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
St George Mining Secures Strategic Land for Araxá Project
- Land Acquisition: St George Mining has entered into a binding agreement to acquire 166 hectares of industrial land for 14 million Brazilian reais (approximately A$3.8 million), laying the groundwork for its niobium-rare earths project in Brazil.
- Resource Potential Unlocking: The new land will allow the company to establish processing facilities outside the mining tenure, preventing sterilization of the orebody, which is expected to facilitate parallel advancements in resource upgrades and exploration efforts.
- Environmental Protection Measures: The company also acquired a separate 163-hectare conservation area aimed at offsetting environmental impacts and supporting operational licensing requirements, demonstrating its commitment to sustainable practices.
- Positive Market Outlook: With global niobium demand projected to grow at 6% annually, St George Mining is positioning itself to enter a tightly concentrated and strategically significant market, especially as the U.S. identifies niobium as a critical mineral.
See More
Three Stocks Set to Outperform the Market in 2026
- Alphabet Cloud Growth: Alphabet's cloud business had an annual revenue run rate of approximately $70 billion at the end of 2025, with a backlog growth exceeding 100% year-over-year to $240 billion in Q4, which is expected to significantly enhance the company's profitability in 2026 and solidify its leadership in the AI sector.
- BeOne Drug Development Progress: BeOne Medicines plans to announce Phase 3 study results for Brukinsa in combination with rituximab in the first half of 2026, and is expected to gain U.S. regulatory approval for sonrotoclax, further enhancing its competitiveness in the blood cancer treatment market.
- Rhythm Drug Approval Outlook: Rhythm Pharmaceuticals' Imcivree is anticipated to receive FDA approval for treating acquired hypothalamic obesity by March 20, 2026, which would significantly expand its market potential as this condition affects more patients than the combined total of its three existing indications.
- Multiple Clinical Trial Data Releases: Rhythm also plans to report top-line data from a Phase 3 study evaluating Imcivree in four other genetic diseases in Q1 2026 and disclose results from an exploratory Phase 2 study on Prader-Willi syndrome in the first half of the year, further boosting investor confidence.
See More
Meta Dominates the Smart Glasses Market: Exploring the Potential for Growth.
- Meta's Smart Glasses Success: Meta Platforms has developed a successful smart glasses business, indicating a strong foothold in the market.
- Mainstream Adoption Challenge: The company faces the challenge of making the product mainstream before competitors can catch up.
See More
OpenAI and Alphabet CEOs Set to Participate in AI Summit in India
AI Impact Summit in New Delhi: Top tech executives will convene in New Delhi, India, for an AI Impact Summit starting Monday.
Previous Summits: This event follows government-led summits on artificial intelligence that have taken place in the U.K., South Korea, and France.
See More
Mark Cuban Warns of Transformation in Traditional Software Industry
- End of Traditional Software: Mark Cuban warns on a podcast that the era of static software is ending, as businesses will need to adapt to software limitations, with future solutions being customized to specific business needs in real-time.
- Rise of Implementation Opportunities: While traditional SaaS faces threats, Cuban sees a significant opportunity in providing AI implementation solutions for 33 million small-to-medium-sized businesses, urging students to focus on applying AI in companies rather than just creating new models.
- New Career Prospects: By bridging complex data with real-world problems, young professionals can modernize business economics faster than ever, with Cuban asserting this will be the primary job market for graduates.
- Shift Among Industry Giants: Cuban notes that even industry leaders like Microsoft are recognizing the importance of transitioning to unique usage, indicating a growing demand for personalized solutions in the market.
See More
Hyperscalers Set to Boost Cloud Spending Significantly
- Spending Overview: The five largest hyperscalers, including Amazon, Alphabet, Microsoft, Meta, and Oracle, are projected to budget over $700 billion by 2026, reflecting a strong demand for building AI data centers and driving growth in related sectors.
- Capital Expenditure Growth: Amazon plans to spend $200 billion in 2026, a 56% increase from $128.3 billion in 2025; Alphabet's spending is expected to reach $180 billion, with a staggering 97% year-over-year growth, significantly enhancing its market competitiveness.
- Surge in Chip Demand: These five companies are set to spend over $450 billion on GPUs, CPUs, and other AI accelerator chips in 2026, creating substantial market opportunities for chipmakers, particularly for leading firms like Taiwan Semiconductor Manufacturing Company (TSMC).
- Long-Term Growth Outlook: TSMC has raised its annual revenue growth forecast for 2024-2029 from 20% to 25%, and with the rapid increase in AI chip demand, the potential for gross margin and profit growth in the coming years is substantial, making it a valuable investment despite its stock reaching all-time highs.
See More
St George Mining Secures Strategic Land for Araxá Project
- Land Acquisition: St George Mining has entered into a binding agreement to acquire 166 hectares of industrial land for 14 million Brazilian reais (approximately A$3.8 million), laying the groundwork for its niobium-rare earths project in Brazil.
- Resource Potential Unlocking: The new land will allow the company to establish processing facilities outside the mining tenure, preventing sterilization of the orebody, which is expected to facilitate parallel advancements in resource upgrades and exploration efforts.
- Environmental Protection Measures: The company also acquired a separate 163-hectare conservation area aimed at offsetting environmental impacts and supporting operational licensing requirements, demonstrating its commitment to sustainable practices.
- Positive Market Outlook: With global niobium demand projected to grow at 6% annually, St George Mining is positioning itself to enter a tightly concentrated and strategically significant market, especially as the U.S. identifies niobium as a critical mineral.
See More
Three Stocks Set to Outperform the Market in 2026
- Alphabet Cloud Growth: Alphabet's cloud business had an annual revenue run rate of approximately $70 billion at the end of 2025, with a backlog growth exceeding 100% year-over-year to $240 billion in Q4, which is expected to significantly enhance the company's profitability in 2026 and solidify its leadership in the AI sector.
- BeOne Drug Development Progress: BeOne Medicines plans to announce Phase 3 study results for Brukinsa in combination with rituximab in the first half of 2026, and is expected to gain U.S. regulatory approval for sonrotoclax, further enhancing its competitiveness in the blood cancer treatment market.
- Rhythm Drug Approval Outlook: Rhythm Pharmaceuticals' Imcivree is anticipated to receive FDA approval for treating acquired hypothalamic obesity by March 20, 2026, which would significantly expand its market potential as this condition affects more patients than the combined total of its three existing indications.
- Multiple Clinical Trial Data Releases: Rhythm also plans to report top-line data from a Phase 3 study evaluating Imcivree in four other genetic diseases in Q1 2026 and disclose results from an exploratory Phase 2 study on Prader-Willi syndrome in the first half of the year, further boosting investor confidence.
See More
Meta Dominates the Smart Glasses Market: Exploring the Potential for Growth.
- Meta's Smart Glasses Success: Meta Platforms has developed a successful smart glasses business, indicating a strong foothold in the market.
- Mainstream Adoption Challenge: The company faces the challenge of making the product mainstream before competitors can catch up.
See More
OpenAI and Alphabet CEOs Set to Participate in AI Summit in India
AI Impact Summit in New Delhi: Top tech executives will convene in New Delhi, India, for an AI Impact Summit starting Monday.
Previous Summits: This event follows government-led summits on artificial intelligence that have taken place in the U.K., South Korea, and France.
See More
Mark Cuban Warns of Transformation in Traditional Software Industry
- End of Traditional Software: Mark Cuban warns on a podcast that the era of static software is ending, as businesses will need to adapt to software limitations, with future solutions being customized to specific business needs in real-time.
- Rise of Implementation Opportunities: While traditional SaaS faces threats, Cuban sees a significant opportunity in providing AI implementation solutions for 33 million small-to-medium-sized businesses, urging students to focus on applying AI in companies rather than just creating new models.
- New Career Prospects: By bridging complex data with real-world problems, young professionals can modernize business economics faster than ever, with Cuban asserting this will be the primary job market for graduates.
- Shift Among Industry Giants: Cuban notes that even industry leaders like Microsoft are recognizing the importance of transitioning to unique usage, indicating a growing demand for personalized solutions in the market.
See More
Hyperscalers Set to Boost Cloud Spending Significantly
- Spending Overview: The five largest hyperscalers, including Amazon, Alphabet, Microsoft, Meta, and Oracle, are projected to budget over $700 billion by 2026, reflecting a strong demand for building AI data centers and driving growth in related sectors.
- Capital Expenditure Growth: Amazon plans to spend $200 billion in 2026, a 56% increase from $128.3 billion in 2025; Alphabet's spending is expected to reach $180 billion, with a staggering 97% year-over-year growth, significantly enhancing its market competitiveness.
- Surge in Chip Demand: These five companies are set to spend over $450 billion on GPUs, CPUs, and other AI accelerator chips in 2026, creating substantial market opportunities for chipmakers, particularly for leading firms like Taiwan Semiconductor Manufacturing Company (TSMC).
- Long-Term Growth Outlook: TSMC has raised its annual revenue growth forecast for 2024-2029 from 20% to 25%, and with the rapid increase in AI chip demand, the potential for gross margin and profit growth in the coming years is substantial, making it a valuable investment despite its stock reaching all-time highs.
See More
