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Alphabet beat expectations as Cloud revenue surged 82% YoY with expanding margins. Conversely, Meta missed EPS estimates by over 14% after legal costs and restructuring dragged free cash flow down 91…
Cathie Wood’s ARK Invest sold $27.8 million of Alphabet while buying $27.9 million of Meta Platforms. The portfolio swap sparks valuation debate as Meta faces surging costs and compressed margins, wh…
Alphabet is expanding its market by shipping proprietary TPU systems directly to enterprise data centers, boosting cloud backlog to $514 billion. Although 82% cloud revenue growth underpins long-term…
Alphabet committed 13 billion over two years to build three data centers and clean energy infrastructure in Finland for AI expansion. Shares fell nearly 3% as markets digested the aggressive capital …
Alphabet presents strong fundamentals with Cloud revenue surging, expanding margins, and massive enterprise Gemini adoption. Despite heavy AI capex concerns, the stock trades at an attractive forward…
Alphabet shares slumped over 10% on soaring AI capex and search growth concerns, despite solid earnings. However, regulatory relief in the DOJ AdX case, Berkshire Hathaway's massive stake addition, r…
Alphabet exhibits strong growth across Cloud, Search, and YouTube, supported by deep Gemini AI adoption. Despite surging CapEx and short-term cash flow pressures, an attractive valuation, strong back…
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…
Alphabet reported blowout Q2 results with 24% revenue growth and 82% cloud growth. Despite a massive $84.75B capital raise, the stock is buoyed by surging Gemini usage, major AI partnerships, and ver…
Alphabet shares dropped 6% after Q2 earnings revealed soaring AI costs and negative free cash flow, despite revenue beats. While long-term bullishness remains, investors are concerned about the massi…
Alphabet is restructuring its AI division, moving the risk-assessment team out of DeepMind amid an accelerated push for Gemini models. While Cloud revenue shows strong growth, concerns exist that the…
Alphabet (GOOGL) hired AI expert Barret Zoph for DeepMind, signaling strength in the AI talent race. Despite strong Q2 revenue growth and massive Cloud expansion, the stock trades at a significant pr…
Morgan Stanley projects Alphabet could generate roughly $200 billion from its custom TPU AI chip business over the next several years. Surging AI computing demand and companies seeking alternatives t…
Warren Buffett's $37 billion stake in Alphabet bolsters bullish sentiment alongside robust cloud growth and a modest P/E valuation relative to peers. Analysts set a $437.39 price target, citing rapid…
Alphabet shares gained despite broader tech declines, driven by strong quarterly results featuring a 24% revenue rise and an 82% surge in Google Cloud. Despite high valuation multiples, investors rem…
Billionaire investors Stanley Druckenmiller and Dan Loeb fully exited their positions in Broadcom while expanding holdings in Alphabet, signaling a strategic rotation away from semiconductor hardware…
Despite slightly missing search revenue expectations in Q2 2026, Alphabet maintains its dominant market position with strong AI integration and exceptional Cloud growth. Analyst sentiment remains bul…
Alphabet stock rose after Waymo secured robotaxi permits in Las Vegas, marking expansion. Strong Q2 revenue growth in advertising and Cloud (up 82%) supports long-term AI and autonomous driving inves…
TCI Management significantly increased its stake in Alphabet (GOOGL) in Q2 while completely exiting its position in Microsoft (MSFT), signaling strong institutional confidence in Google's growth and …
Alphabet reported strong revenue and cloud growth but the stock slipped as investors focused on a large unrealized investment gain rather than core operating profit. High capital expenditures for AI …