Alphabet high CapEx spending is prudent given the all-or-nothing nature of the AI race, with data centers retaining value.
Alphabet AI-driven revenue acceleration, margin expansion, and new TPU hardware sales offer multiple paths to long-term ROIC.
Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs ...
Alphabet (GOOG) (GOOGL) shares are only fractionally higher as tepid capex and a miss on operating margin overshadowed a top- and bottom-line beat and an 82% surge in the company’s cloud revenue to a ...
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Alphabet upsizes its capital raise as it looks to sap demand for OpenAI and Anthropic IPOs
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 ...
Intelligent Alpha’s Doug Clinton and Oppenheimer’s Jason Helfstein join 'Closing Bell' to discuss what Clinton's focused on in Alphabet's earnings results, the appetite for capex and much more. Got a ...
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