Alphabet raised its 2026 investment forecast to as much as $205 billion, citing demand that continues to outpace spending, as Google Cloud grew 82 percent in the second quarter. CEO Sundar Pichai said…
JPMorgan strategist Jason Hunter warned that a widening gap between AI chip stocks and hyperscalers over the next few weeks will determine whether the market faces a healthy rotation or a correction r…
Alphabet and Tesla beat revenue expectations but saw shares fall in after-hours trading after both companies signaled another year of heavy AI infrastructure spending. Alphabet raised its full-year ca…
Alphabet's stock fell 3% in premarket trading after the company reported an earnings beat but raised its AI-linked capital expenditure estimates, with investments this year now set to top $200 billion…
Alphabet CEO Sundar Pichai said during the Q2 2026 earnings call that Google needs to improve its coding and agentic coding capabilities, and that a larger Gemini 4 base model will be necessary to sta…
Alphabet CEO Sundar Pichai said on the July 22 Q2 earnings call that coding and agentic coding are areas Google needs to improve, as Google disclosed that its Gemini 4 model has entered its most ambit…
Tesla shares fell roughly 6% in premarket trading on July 23, dragging S&P 500 futures down about 0.3% ahead of the company's Q2 earnings report. The sell-off came despite Tesla delivering 480,126 veh…
Google's profits quadrupled to $112 billion in the latest quarter, driven by AI investments, CEO Sundar Pichai said. The company's total revenue hit $119 billion, up 24% year-over-year, with its cloud…
Alphabet posted a record quarterly profit of $112.1 billion in Q2 2026, a 298% year-over-year increase, but its stock fell after CEO Sundar Pichai raised 2026 capex guidance to $195-$205 billion witho…
Shares of Alphabet and Tesla fell in premarket trading on July 23 after both companies signaled larger-than-expected AI infrastructure spending, with Alphabet dropping more than 4% and Tesla sliding n…
Alphabet lifted its full-year capital-expenditure guidance to as much as $205bn, up from a prior range of $180bn to $190bn, as Google Cloud revenue jumped 82% to $24.8bn in the second quarter. The com…
Alphabet reported Q2 2026 earnings with Google Search & Other revenue up 17% year over year to $63.27 billion, easing from 19% growth in Q1 2026 and marking the first decline after four quarters of ac…
US stock futures slipped on Thursday as investors weighed Alphabet and Tesla's capital expenditure outlooks for AI and widening Middle East attacks that pushed oil prices higher. Dow and S&P 500 futur…
Billionaire investor Mark Cuban warned on the All-In podcast that many AI data centres being built today could become underused, joking they might end up as pickleball courts. Cuban expects breakthrou…
Alphabet CEO Sundar Pichai pushed back against claims that Google is losing the AI race during the company's Wednesday earnings call, arguing that Google remains at the frontier on many attributes eve…
South Korea's KOSPI surged 4.40% to close at 7,096.89 on Thursday, reclaiming the 7,000 level for the first time in five sessions, after Alphabet raised its 2026 capital expenditure guidance to $195 b…
Alphabet's heavy AI investments have raised concerns about its market cap ranking, with prediction markets showing decreased confidence that it will become the second-largest company by July 31. Reute…
Alphabet CEO Sundar Pichai said Google's AI-powered search features, including AI Overviews and AI Mode, are driving growth in search queries, with AI Mode surpassing a billion monthly active users si…
Alphabet shares dropped more than 3% after hours as CEO Sundar Pichai defended the company's AI strategy during a recent earnings call, acknowledging lags in areas like agentic coding and long-horizon…
Alphabet CEO Sundar Pichai defended Google's AI strategy during Wednesday's earnings call, acknowledging delays in the Gemini 3.5 Pro model but highlighting the release of Gemini 3.6 Flash, which impr…