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Alphabet reported strong Q4 revenue growth and AI-driven momentum but shares fell due to a higher-than-expected 2026 capex increase far above analyst forecasts.
Apple trades at a premium despite lagging in AI investments, valued for strong free cash flow. Meta’s heavy AI spending depresses valuation. Alphabet, Microsoft, and Amazon sit between, reflecting mi…
Apple's strong free cash flow sustains its high valuation despite limited AI exposure, while Meta's heavy AI spending pressures its stock. Alphabet, Microsoft, and Amazon balance AI investments with …
Alphabet’s launch of Gemini 3 with TPU technology challenges Nvidia’s chip dominance, boosting Google’s stock while causing modest gains but concern for Nvidia amid AI competition.