CRWV's explosive growth and OpenAI contracts face off against GOOGL's scale, diversification and financial strength in the AI infrastructure race.
Alphabet has been preparing for two years to sell its life sciences unit, Verily, a company executive told a court Thursday (Oct. 2).
OpenAI is launching its most advanced video model yet alongside a new app that lets users generate, remix, and appear in AI-created clips. The Sora 2.0 model builds on an earlier version released this
Alphabet's Google and Comcast-owned NBCUniversal said on Thursday they had reached a long-term agreement to ensure the continued availability of NBC shows, including "Sunday Night Football" and "Ameri
Jeffries analysts lifted their 12-month target price on shares of Alphabet Inc (NASDAQ:GOOG) to $285 per share from $230 to reflect the search giant's recent rapid pace of artificial intelli
How can Alphabet's stock build on its gains? By driving search and cloud momentum that sends earnings estimates higher, a Morgan Stanley analyst says.
Alphabet's Google said hackers are sending extortion emails to an unspecified number of executives, claiming to have stolen sensitive data from their Oracle business applications.

Google Revamps Smart Home Lineup

04:45pm, Wednesday, 01'st Oct 2025
Google has a new range of Nest-branded hardware, including a pair of video cameras, a new doorbell and a compact speaker. Bloomberg's Dana Wollman discusses how Google and rivals are aiming to attract
Shares of Alphabet (GOOG 0.85%) climbed 14% higher in September, according to data from S&P Global Market Intelligence. The parent company of Google, YouTube, and Google Cloud was helped by an antitru
OpenAI likely needs ads to bridge the gap between its revenue and spending plans. But its AI-video generator app Sora faces heavy competition from Facebook, TikTok and more.

All Cap Investing With Kirk Spano

03:20pm, Wednesday, 01'st Oct 2025
Kirk Spano runs Margin of Safety Investing and shares what this moment means for all cap investors. Stock picking and options strategies like covered calls and cash-secured puts to generate income and
Google laid off more than 100 employees from design roles within the company's cloud unit, CNBC has learned. The roles often focus on using data, surveys and other tools to understand and implement us
CNBC's MacKenzie Sigalos reports on Google's move to embed Gemini AI across its home devices, as tech giants rush to make voice the next major interface for AI.

What to know about Google's smart home AI revamp

12:46pm, Wednesday, 01'st Oct 2025
CNBC's MacKenzie Sigalos reports on Google's latest smart home devices, its AI revamp and how AI is leveling up smart home assistants.

Google just cut staff in its Cloud unit

10:34am, Wednesday, 01'st Oct 2025
Google's Cloud unit had staff cuts on Monday, Business Insider has learned. Staff working on user experience projects were primarily affected.
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