Stocks
Google AI Leadership Shift Prompts Investor Scrutiny
Alphabet investors are assessing recent AI leadership changes at Google, with Seeking Alpha analysts beginning to weigh in on potential concerns.
#alphabet 11 articles
Markets
Pichai’s $205 Billion Capex Decision Fuels Nvidia, Broadcom Growth
Alphabet CEO Sundar Pichai announced a significant increase in 2026 capital expenditures to $195-$205 billion, a decision poised to boost Nvidia and...
Stocks
Google’s Q2 Earnings Top Expectations Fueled by AI Investments
Alphabet Inc. reported $112.11 billion in Q2 earnings, exceeding Wall Street forecasts. The company credits significant artificial intelligence spending for the strong...
Markets
Warren Buffett Extends Influence with $30 Billion Google Investment
Despite retiring as CEO, Warren Buffett personally initiated Berkshire Hathaway's latest $30 billion Alphabet investment, citing a past oversight.
Stocks
Google Cloud Revenue Jumps 82% as Enterprise AI Demand Accelerates
Google Cloud reported an 82% surge in revenue, reaching $24.8 billion, driven by robust enterprise demand for AI computing capacity and Gemini...
Stocks
Alphabet Signals $195B-$205B 2026 CapEx Amid Strong Q2 Growth
Alphabet has signaled 2026 capital expenditures of $195B-$205B, planning to expand third-party capacity as a bridge, following robust Q2 2026 financial results.
Markets
Amazon, Alphabet Positioned for Decade of AI Growth After Strong Runs
Amazon and Alphabet, despite significant stock gains, are seen as prime long-term AI investments. Their accelerating cloud businesses and massive capital outlays...
Stocks
Alphabet Seeks $80 Billion Capital for AI Infrastructure Expansion
Alphabet plans to raise $80 billion in equity capital through public offerings, an at-the-market program, and a private placement with Berkshire Hathaway...
Markets
Amazon, Alphabet Custom Chips Challenge Nvidia’s AI Dominance
Amazon and Alphabet's custom AI chips are gaining significant traction, with Alphabet selling TPUs externally and Amazon's Trainium chips nearly sold out,...