Alphabet plans to ramp up AI spending in 2026. However, the company's AI investments are already delivering returns.
Alphabet delivered solid results in its fourth quarter, touting strong returns from its AI investments. The company is doubling its capex this year to $175 billion-$185 billion.
Posting strong Q4 results yesterday evening, Alphabet (GOOGL) stock still dipped half a percentage point in Thursday's trading session as investors pondered its massive spending plans.
Reddit (RDDT) is number one in social media advertising growth, according to @LikeFolio's data, which shows a 111% increase in year-over-year web visits. Andy Swan compares the company to Meta Platfor
Sarah Kunst says Nvidia (NVDA) and Alphabet (GOOGL) are being “punished for doing a good job,” but it could be people taking gains after a great run. The tech sector is seeing a bifurcation, with
Alphabet NASDAQ: GOOGL, the world's second-largest public company, once again delivered a standout earnings report, all but reinforcing its dominance across search, cloud, and artificial intelligence.
Alphabet's massive 2026 AI build-out is testing how much near-term cash flow pressure investors will tolerate, today, Feb. 5, 2026.
Sometimes, it can seem like the AI industry is racing to see who can spend the most money on data centers. Whoever builds the most data centers will have the most compute, the thinking goes, and thus
Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer's outlook and gr
Shares in Alphabet Inc. are tracking lower following the release of its Q4 results. GOOGL's results were positive, and the management team provided a positive outlook that included significant AI spen

Alphabet: Strong Cloud Upside

03:07pm, Thursday, 05'th Feb 2026
Alphabet delivered strong Q4 2025 results, with Search and Cloud both achieving double-digit top-line growth. Alphabet's Cloud segment surged 48% Y/Y to $17.7B in revenue and $5.3B in operating income
Strength of Gemini is driving Google Search and Cloud acceleration, Post said in a new investor note.
Alphabet stock has led the Magnificent 7 over the last six month and yesterday's earnings report shows exactly why.
GOOGL's Q4 results shine as AI-driven growth in Search, YouTube, and Cloud propel revenues and earnings well past estimates.
While Google's cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.
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