Alphabet committed up to $185 billion for its 2026 artificial intelligence capital expenditure program.

Growth in Google Cloud is the most important metric. Strong outperformance here could boost overall results and further demonstrate GenAI monetization. We are expecting a capex increase for 2026, and ...

Google parent Alphabet said it will acquire Intersect, a data center company, for $4.75 billion in cash and the assumption of debt. Alphabet said the acquisition will help bring more data center and ...

Alphabet stock fell 22.1% in Q1 2025 following disappointing revenue and uncomfortably generous capital spending plans. Some investors see Alphabet's $75 billion capital expense budget as a threat to ...

In the long run, financial results ultimately prevail over market sentiment. Investor perception toward Alphabet has shifted from pessimistic to realistic. Alphabet remains a balanced buy for 2026.

Anthropic announced a material expansion of its use of Alphabet GOOG/GOOGL’s AI accelerators. The deal, worth tens of billions of dollars, includes the use of Alphabet’s tensor processing units as ...

Alphabet Inc. has transformed from an AI laggard to a recognized AI leader, with shares up 100% in the past 12 months. GOOGL’s Q4 2025 revenue surged 18% YoY to $113.8B, driven by robust Google Cloud ...

Alphabet delivered record Q3-25 results, surpassing $100B in quarterly net revenue and posting 35% YoY earnings growth, driven by AI and cloud momentum. GOOG raised 2025 capex guidance to $91–93B, ...