Alphabet shares climbed on Thursday, while Meta's stock sank, as investors digested their ballooning AI spending plans. Both companies said they expect their capital expenditures to continue growing t
NVDA, MU, AVGO, WDC, VRT and peers stand to gain as Big Tech lifts AI capex to $725B by 2026, fueling demand for chips, memory, and data center infrastructure.
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are spiking higher in early Thursday trading after the search giant delivered a blowout Q1 2026 report.
As Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Meta, Alphabet, and Amazon (NASDAQ: AMZN) announced earnings, they reiterated the amounts they would spend on AI data centers, and some said they w

Alphabet: Cloud Is On Fire

09:32am, Thursday, 30'th Apr 2026
Alphabet (GOOG) delivered a strong Q1, with Cloud revenue up 63% Y/Y, fueled by AI adoption and Gemini momentum. Google's Cloud segment is now its primary growth engine, showing a 203% Y/Y surge in op
Alphabet Inc. delivered a transformational Q1 2026, with Search accelerating 19.1% YoY and Cloud revenue up 63.4%, driving a 6–7% after-hours rally. GOOGL's core operating EPS beat was robust even a
On the evening of April 29, 2026, four highly valued companies released quarterly results.
US stocks are expected to rise on Thursday, as investor confidence was boosted by a well-received set of earnings from three of the four 'Magnificent Seven' tech giants, offsetting concern about a fur
OG&E, a unit of OGE Energy , said ​on Thursday it will supply electricity to ‌three new Google data centers in Oklahoma announced last year to support grid stability.
Two weeks ago, I wrote a piece asking readers a blunt question: do you own enough Google?
Everyone is spending a ton on artificial intelligence. But not every company spending that money is trading higher.
Alphabet is rapidly transforming from a mature ad business to a dominant AI infrastructure leader, as Q1 2026 results reveal explosive 22% revenue and 81% profit growth. GOOG's $175–$185 billion AI
Alphabet (GOOGL) delivered strong Q1 financial growth, with revenues up 22% to $109.9B, surpassing consensus and marking 11 consecutive quarters of double-digit growth. Alphabet increased its quarterl
Artificial intelligence is no longer a speculative bet for Big Tech it is already driving growth across cloud, advertising and enterprise software. But the very scale of investment required to sustain
Alphabet's blowout cloud growth has reset expectations across major tech companies, leaving investors to recalibrate which firms are delivering the clearest returns.
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