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Alphabet reported a strong Q2 earnings beat with expanding margins and 82% cloud growth, while Tesla missed EPS significantly as operating margins collapsed to 1.4%, despite a slight revenue beat.
Alphabet's Google Cloud grew 82% with a $514B backlog, but $205B capex guidance drove first-ever negative free cash flow, spooking investors despite strong long-term fundamentals.
Alphabet shares fell nearly 5% premarket after raised capex guidance ($195-205B) spooked investors, despite strong Q2 results including 82% Cloud revenue growth. Stock broke below 100-day moving aver…
Oracle stock has plunged over 50% since June amid AI valuation concerns, debt downgrade to near-junk status, and heavy capex needs, despite analysts remaining bullish. Cloud competitors may benefit f…
Warren Buffett revealed he personally initiated Berkshire Hathaway's large investment in Alphabet, now a top-five holding. Alphabet's Q1 2026 results show AI is accelerating growth in Search and Clou…
Alphabet's Q2 earnings preview highlights a massive Anthropic stake markup (~$135B) potentially tripling EPS estimates. Investors should focus on Google Cloud's 63% growth, supply constraints, and ba…
Alphabet shares fell over 9% after reports of a Gemini 3.5 Pro delay, ahead of Q2 earnings. Investors worry about $190B AI capex, halved free cash flow, and Alphabet's first equity raise in 20 years.
Billionaire Stanley Druckenmiller sold all his Alphabet shares in Q1, citing profit-taking after stock doubled and elevated valuation, while rotating into AI memory play Sandisk amid AI bubble concer…
BofA reiterates Buy on Alphabet ahead of Q2 earnings, raising EPS estimate to $8.38 due to $80B Anthropic stake revaluation. Cloud growth estimate raised to 70%, Search to 17%. Price target $430.
GOOGL fell 4.4% on Gemini 3.5 delay and talent-drain fears despite a 94% EPS beat and 21.8% Cloud growth. Analysts maintain bullish targets averaging $431.72, with one outlier at $515, implying the s…
Bank of America and 24/7 Wall St. issue bullish outlook on Alphabet ahead of Q2 earnings, citing accelerating cloud growth, AI monetization, and Waymo expansion, despite rising CapEx pressuring free …
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…
Wedgewood Partners praised Alphabet as a top Q2 2026 contributor, citing 19% Search growth, 63% Cloud growth, 30% operating income growth, and strong returns on capital plus valuable stakes in SpaceX…
Google Cloud and NTT DATA have announced an expanded partnership to accelerate the deployment of agentic AI. NTT DATA will establish a global Gemini Enterprise practice with 5,000 certified experts, …
Apple is reportedly utilizing Nvidia chips via Google Cloud to power its revamped Siri. This strategy leverages external AI infrastructure to enhance Siri's capabilities while maintaining privacy, si…
Alphabet is aggressively expanding its AI ecosystem through a major Anthropic partnership and Gemini integration, while securing significant capital for future growth. Despite looming EU cloud regula…
Alphabet is shifting strategy by aggressively expanding into consumer hardware with the AI-native 'Googlebook' and Android XR glasses. Leveraging Gemini intelligence across a vast ecosystem, Google a…
Alphabet (GOOGL) and Super Micro Computer (SMCI) compete in AI infrastructure. GOOGL down 1.07% despite vertical integration advantages; SMCI up 6.34% on strong AI server demand. Analysis favors GOOG…
Google launches Gemini Spark, an agentic AI assistant powered by Gemini 3.5 Flash, available next week to AI Ultra subscribers ($100/month). Competes with Anthropic's Claude Cowork in the growing age…
Google launches Gemini Spark, a personal AI agent available next week via $100/month subscription. The company also unveiled Gemini Omni for video generation and faster Gemini 3.5 models, strengtheni…