GOOGL

Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'

(Editor’s note: Alphabet’s share moves were updated under Price Action.) Alphabet Inc. said demand for its artificial intelligence (AI) services continues to outpace available computing capacity despite raising its capital spending outlook. Demand Continues to Outpace Available Capacity The Google...

Yahoo · 2h ago

Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Yahoo · 4h ago

Google spent $490 million a day on AI and burned $5.9 billion in cash — its first negative quarter since going public

Alphabet's $44.9B in AI spending outpaced its cash generation, ending the company's 22-year streak of positive free cash flow.

Yahoo · 4h ago

Best Quantum Computing Pick-and-Shovel Play: Nvidia, Microsoft, or Alphabet?

The pure plays are so risky that it makes sense to consider investing in their suppliers instead.

Yahoo · 4h ago

Magnificent 7 Trade Is Broken — Here’s Where Smart Investors Should Look Next

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Yahoo · 5h ago

Google’s $205 Billion AI Bet Terrified Investors. Here’s Why the Market Was Wrong

Alphabet just posted its first negative free cash flow quarter as a public company, and Wall Street panicked. But the number investors fixated on may be the least important figure in the entire earnings report.

Yahoo · 6h ago

Companies with aggressive buybacks have lagged the S&P 500 in the AI era

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

Yahoo · 7h ago

Berkshire Hathaway Holds a $28 Billion Stake in Alphabet, and Warren Buffett Says He Initiated It

The Oracle of Omaha now has direct ties to the groundbreaking AI infrastructure buildout.

Yahoo · 7h ago

'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks

Alphabet's increased capex forecast for 2026 this week was the latest tailwind for AI infrastructure stocks.

Yahoo · 8h ago

Dow Jones Futures: U.S., Iran Halt Attacks After Market Sell Signal; Apple Earnings, Fed Meeting Ahead

Apple, Amazon, Meta, Microsoft, SK Hynix are on tap with the Nasdaq breaking lower. So is the Federal Reserve.

Yahoo · 8h ago

4 Big Tech earnings reports, a Fed meeting, and $100 oil: It's the busiest week of the quarter

Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.

Yahoo · 10h ago

The 8 Best Stocks to Buy on Alphabet's Surging Capex

These AI stocks should directly benefit from Alphabet's increasing capex.

Yahoo · 11h ago