Investors focused most intensely on Alphabet’s cloud services business which generated lower-than-expected revenue, a weak ...
Alphabet's fourth-quarter earnings showed slowing growth in its Cloud Services business and a bigger-than-expected capex ...
Alphabet has been talking nonstop about AI. Now investors are looking for the proof that the company's efforts are working. Alphabet Inc. has become an artificial-intelligence stock, for better or ...
But just like Meta, Alphabet isn't throwing down the towel in Big Tech's AI spending wars.In its latest earnings report, Alphabet announced it would boost capital expenditures to $75 billion this ...
Big tech continues to invest heavily in AI even as investors nervously watch for indications that it’s paying off.
DeepSeek crashed Nvidia’s stock last week based on speculation that its cheaper AI models would dramatically decrease Big Tech’s spending on things like data centers and GPUs. But Alphabet has ...
I reiterate a Buy rating for Alphabet/Google, with a fair value of $232 per share, driven by leadership in AI, cloud, and data analytics. Alphabet's Q4 FY24 results showed 12% constant revenue ...
GOOGL had already surprised markets with the scale of its investment in AI. CEO Sundar Pichai said spending on data centers and servers would rise to $75 billion this year from $53 billion in 2024, a ...
Booming AI budgets seemed at risk last week when DeepSeek crashed Nvidia’s stock based on speculation that its cheaper AI models would lower demand for AI chips and data centers. Alphabet CEO ...
Booming AI budgets seemed at risk last week when DeepSeek crashed Nvidia’s stock based on speculation that its cheaper AI models would lower demand for AI chips and data centers. Alphabet CEO Sundar ...