Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.

NVIDIA (NASDAQ:NVDA) stock gained 3.5% Wednesday, bolstered by continued Capex spending boosts by hyperscalers and the ramping of its new Blackwell chip.

Alphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion ...