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Alphabet faces pressure as the promised Gemini 3.5 Pro flagship remains delayed amid DeepMind talent departures. Despite an 82% surge in Google Cloud revenue and an impending Gemini 3.8 Flash release…
An analysis of Apple and Alphabet reveals Apple's massive $124B liquidity cushion offsets its debt from buybacks, whereas Alphabet faces rising debt, negative free cash flow, and suspended buybacks d…
Alphabet beat quarterly revenue estimates but shares tumbled nearly 7% following massive 2026 capex guidance of up to $205 billion. Additionally, the company agreed to a £260 million UK antitrust set…
Google launched Gemini 3.7 Flash with aggressive pricing, but massive AI capital expenditures triggered Alphabet's first-ever negative quarterly free cash flow. Surging capex guidance reaching $205 b…
Alphabet shares fell over 7% after the company projected capital spending could reach $205B, driven partly by data center copper demand. Copper prices remain near record highs as AI infrastructure bu…
Google Cloud's backlog nearly doubled to $462B, dwarfing annual revenue, as capacity constraints—not demand—limit growth. Alphabet raised 2026 capex to $180-190B, signaling robust AI infrastructure i…
Alphabet is investing heavily in AI infrastructure, including a new Texas data center. While the expansion supports long-term capacity for AI and cloud services, investors are cautious regarding the …
Alphabet is raising $80 billion to fund aggressive AI capital expenditures. The move signals potential future free cash flow depletion as spending outpaces projections. Despite strong market position…
Google unveils Gemini AI upgrades and consumer features at I/O conference, highlighting 900M monthly chatbot users and $180-190B annual capex spend. Focus on monetizing AI agents and developer tools …
Alphabet reported solid sales but announced sharply higher capex plans, triggering investor concern over AI investment costs and prompting a tech selloff that pressured Google shares down nearly 6%.
Alphabet plans $175-$185 billion capex in 2026, doubling 2025 spend, driven by strong AI and cloud growth, including 48% Google Cloud revenue rise surpassing Microsoft Azure.
Alphabet's $185 billion 2026 capex plan exceeds estimates but triggered a stock drop despite strong quarterly results and AI cloud growth beating expectations.