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An analysis highlights Alphabet's aggressive AI investments, nuclear power deals, and accelerating Cloud growth. Trading at an attractive valuation relative to peers like Microsoft, Alphabet presents…
Google partners with Eos Energy Enterprises and MN8 Energy to deploy zinc-based battery storage for its West Virginia data centers. The long-duration storage project aims to enhance regional grid sta…
Despite massive AI capital spending and increasing reliance on debt financing, analysts suggest the AI investment bubble is far from bursting. Strong revenue growth in cloud and AI segments for major…
Alphabet's aggressive growth in Cloud and AI is tempered by massive capital expenditures, doubling year-over-year. While analysts remain bullish with high price targets, investors showed concern over…
Madison Large Cap Fund highlighted Alphabet as a top performance contributor. The company posted strong results fueled by double-digit Search revenue growth and a 60% surge in Cloud revenue, supporte…
Former Google chief scientist Jeff Dean is raising $1B for AI startup Discovery Loop at ~$10B valuation. Alphabet is a founding investor and cloud partner, retaining some upside despite talent loss.
Alphabet's Cloud revenue surged 82% YoY with a $514B backlog and rising TPU sales, signaling continued growth as capex (up 100%) fuels long-term AI infrastructure expansion.
Alphabet (GOOGL) emerges as a stronger investment than Snowflake in the cloud analytics market, driven by a 63% surge in Google Cloud revenues, rapidly growing AI integration, and a more favorable va…
AI infrastructure spending is accelerating, with hyperscaler capex forecasts surging to $750 billion for 2026. Massive earnings beats from Nvidia and Alphabet, coupled with Anthropic's record-breakin…
Wells Fargo highlights drivers behind Alphabet's cloud growth, including TPU licensing and the Wiz cybersecurity deal, projecting significant revenue and operating income boosts in 2026-2027.
Apple expands enterprise device adoption with new products and services, driving expected 13-16% sales growth despite supply constraints. Competitors Dell and Alphabet benefit from AI demand but Appl…
Alphabet's Google Cloud shows strong revenue growth and AI adoption, benefiting from the expanding cloud analytics market despite competition from Snowflake and others.
Microsoft and Alphabet both exceeded earnings expectations, heavily investing in AI and cloud. Alphabet showed stronger cloud growth while Microsoft's Azure growth slowed, raising CapEx concerns amid…
Alphabet (GOOGL) shows strong growth driven by AI, Google Cloud backlog increase, and paid subscriptions expansion, despite competitive pressures in cloud computing.
Big Tech's heavy capex plans spooked markets causing recent selloffs, yet accelerated cloud growth and massive infrastructure spending suggest potential buying opportunities across Microsoft, Meta, A…
Amazon’s earnings miss and massive 2026 capex plan weigh on shares, while Alphabet’s strong cloud growth boosts sentiment. Nvidia’s robust EPS and revenue estimates position it positively ahead of it…
Amazon missed EPS estimates with increased capital spending, while Alphabet’s Google Cloud shows accelerating growth, stirring mixed sentiment in Big Tech ahead of Nvidia's results.
Tech giants Amazon, Google, Meta, and Microsoft ramp up AI spending over $630B with mixed profit results; Google leads cloud growth and market-cap gains amid AI optimism.
Alphabet's cloud growth surged to 48%, prompting a downgrade of Microsoft to hold due to slowing Azure growth and near-term challenges, including AI chip shortages and increased competition from Goog…
Alphabet reported strong Q4 results with cloud revenue surpassing estimates and EPS beating forecasts. Despite a YouTube ad revenue miss and a spike in capex guidance, investors view these as investm…