Alphabet (GOOG) (GOOGL) confirmed on Wednesday that it upsized its capital raise for AI infrastructure and compute to $84.75B. Needham analyst Laura Martin said one of the big takeaways for Alphabet ...

Since briefly passing Nvidia by market cap last month, investor sentiment toward Alphabet has shifted a bit, with the stock finishing down for a fourth straight week. Alphabet told investors this week ...

Alphabet GOOGL.O said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and ...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators ...

Alphabet plans $175 billion-$185 billion capex in 2026, exceeding analyst expectations Google Cloud's revenue grew 48%, surpassing Microsoft Azure's growth Google's competitor to ChatGPT reaches 750 ...

Alphabet is raising $80B in equity to address infrastructure bottlenecks amid unprecedented AI-driven demand, despite investor dilution concerns. Its Search business remains robust, funding aggressive ...