In terms of headline profits, earnings projections and corporate investment, the numbers keep ringing the bell. U.S. annual profit growth has reached 50 per cent at midyear, while overall capital ...

The hyperscalers appear to find it more lucrative to sell AI infrastructure to their cloud customers than splurge valuable ...

Investor hedging against the risk of U.S. hyperscalers’ defaulting ​on their mushrooming debt is surging. But the chances of a ‘credit event’ are still remote ...

When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of ...

This concludes TheStreet’s live coverage of Alphabet’s Q2 2026 earnings call, which saw the company best analyst expectations, but only share one piece of real guidance: more spending on AI. The ...

In April, alongside first-quarter results, Alphabet raised its 2026 capital expenditure guidance to a range of $180 billion to $190 billion, up from $175 billion to $185 billion. Chief financial ...

Mahaney's first hurdle is holding the line on ad-driven search. "Search revenue last quarter positively surprised 17%, strongest growth in years. We need a repeat of that, probably at least this ...

GOOGL ended a decade of buybacks, redirecting cash from a $300 billion repurchase streak into annual AI capex projected between $175 billion and $185 billion. Alphabet bet $40 billion on rival ...

Alphabet is upgraded to Strong Buy as valuation has become compelling after a 15% price decline. GOOG's CapEx surge is de-risked by a record $90B equity raise, anchored by Berkshire Hathaway and ...

If Alphabet’s record-breaking $85 billion stock sale signals investor appetite for AI-related offerings — and it does — we can safely say that investors are voracious. Google’s parent company had ...

June 3 (Reuters) - Alphabet (GOOGL.O), opens new tab has increased the size of its equity offerings to $84.75 billion, in a sign of strong investor appetite for big tech companies as they expand their ...

Alphabet’s shares fell by 3.9% on 2 June following news that the company was raising $80 billion in fresh capital to fund increased spending on artificial intelligence (AI). The funds are being raised ...