Investors should get comfortable owning what has become a capital-intensive business.
Google builds its own AI chips, runs its own cloud, and controls its own models, yet still hands billions to NVIDIA every ...
Alphabet's management has changed what it talks about on its earnings calls. In April 2024, managing its own cost base was a major strategic focus. By July 2026, spending on AI infrastructure had ...
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Alphabet May Have Just Gotten Its Biggest Competitor Yet. And It's Not OpenAI or Anthropic.
Alphabet has one of the strongest AI positions in the world, but the competition is becoming far more interesting.
Google's Gemini 4 Argon enters the AI race behind Claude models, while Meta's Muse agent surpasses 5M downloads. Pricing, ...
Google Cloud revenue reached $13.6 billion in Q2 2025, up 32% year-over-year, with operating margin expanding from 11.3% to 20.7%. Proprietary TPU systems deliver 2x efficiency and 50% performance ...
From a company perspective, the outlook for Google parent Alphabet ( GOOGL +0.64%) ( GOOG +0.21%) continues to improve. Earlier this month, a federal judge rejected the Justice Department's efforts to ...
Alphabet delivered exceptional Q2 results with 24% YoY revenue growth, surpassing expectations and demonstrating resilience at scale. GOOGL's Google Cloud posted record 82% growth, outpacing AWS in ...
Alphabet’s next decade will hinge on artificial intelligence (AI) monetization. At the same time, Google Cloud will remain Alphabet’s important growth engine. Alphabet's ecosystem provides it with ...
Shares declined Thursday as Google's staggering $185 billion capital-expenditure forecast overshadowed a blowout fourth quarter Alphabet expects 2026 capital expenditures to reach as high as $185 ...
How can Alphabet's stock build on its gains? By driving search and cloud momentum that sends earnings estimates higher, a Morgan Stanley analyst says. Alphabet's stock has gone up by twice as much as ...
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