The Google parent delivered record revenue growth amid "unprecedented" demand.
GOOGL's Cloud revenues surge 63% to roughly $20B on Gemini demand; AI product revenues rise nearly 800% and backlog above $460B fuels outlook.
Caterpillar bulldozed its way to a 10% gain and dragged the Dow along for the ride. Meanwhile, Big Tech had a rougher morning.
The Investment Committee debate how to trade the winners and losers out of the recent mega-cap earnings reports. Meta falls after raising capex but Steve Weiss is buying more, he calls in with the det
Yesterday, two of the biggest tech giants in the AI boom reported their latest earnings.
Alphabet reported Wednesday that it topped analysts' estimates for first-quarter revenue, helped by its booming Google Cloud business, which recorded a 63% increase in revenue from a year ago. Google
Google announced on Thursday that it will begin rolling out Gemini to cars with Google built-in, marking a significant upgrade from the current Google Assistant. The move signals Google's push to brin
Alphabet Q1 2026 EPS jumps 82% as Search, YouTube and Google Cloud revenues surge; capex guidance lifted for AI and Wiz deal.
The market is reacting very differently to all four of these earnings reports.
Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report's segment Chipping away at Nvidia's chip dominance: “There is the potential for this to
Google's transition into the era of artificial intelligence continued to pay off for its corporate parent, Alphabet Inc., which on Wednesday announced another quarter of stellar growth that helped to
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is breaking out to new highs after clocking in a fantastic quarterly earnings result that allowed it to “win” Wednesday's Super Bowl for earnings.
Big stock moves on Thursday followed big earnings beats out of Silicon Valley on Wednesday.
Wall Street is responding to Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) blowout Q1 2026 report with a synchronized wave of price target hikes.
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