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Alphabet, AI

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· 7h · on MSN

When AI capex eats cash: Is Alphabet’s huge bet building a moat or sinking margins?

The Google-parent reported earnings growth of 294% from a year ago.

· 8h

Big Drop in Alphabet Stock Underscores Investor Unease With AI Spending

· 12h

Alphabet’s $205-billion AI spending plan spooks investors

· 16h

Alphabet Investors Sound a Warning for Profligate AI Spending

Alphabet Inc.’s impressive second-quarter earnings release on Wednesday seemed on course to go down mostly well with investors.

· 8h

Google and Tesla shares plunge as AI spending rattles markets

· 17h

Google increases capex forecast again after cloud-driven quarterly beat

· 6h

Google Takes $290 Billion Stumble as Investors Balk at AI Spending

The stock decline has erased roughly $255.2 billion from Alphabet's market cap so far today, which would be a record one-day loss for the company, according to Dow Jones Market Data.

· 1d

950 Million People Now Use Gemini Each Month As Alphabet Posts Earnings Beat

· 1d

Ticker: Google’s earnings jump; Tesla profits down

Alphabet hits an unglamorous milestone

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· 6h · on MSN

Alphabet's cash burn raises alarm for Big Tech as AI spending climbs

By Aditya Soni and Deborah Mary Sophia July 23 (Reuters) - Alphabet's first cash burn on record has jolted investors awaiting more Big Tech results next week as soaring AI spending strains one of the world's most profitable companies,

· 18h

Alphabet's AI spending pushes free cash flow into the red for first time

· 1d

Alphabet hits an unglamorous milestone as AI spending burns cash

· 1d

Alphabet's earnings should soothe fears about exuberant AI spending, one expert says

Lately investors have been wary about all the money that hyperscalers are putting toward AI.

· 1d

Alphabet's AI fortunes are still up in the air

· 1d

Alphabet's stock is still expensive after recent pullback

· 1d

Alphabet says AI is driving its search growth

Overall advertising revenue amounted to $81.6 billion, up from $71.3 billion a year before and ahead of the $81.3 billion FactSet consensus view.

· 1d

Alphabet and Tesla test Wall Street's patience as AI spending overshadows growth

· 11h

Alphabet Stock Plunges as Investors React to Google’s Massive AI Spending Plans

Alphabet’s AI Costs Keep Spiraling Higher

During the second quarter earnings for 2026, Alphabet increased its projected spending by billions due to AI expectations.

15hon MSN

Michael Nathanson: Alphabet's AI offering is stronger than its competitors

Michael Nathanson, MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss Alphabet's quarterly earnings results, state of the AI competition.

Google Says Gemini Reaches 950 Million Monthly Users as AI Growth Accelerates

Alphabet says Gemini now has 950 million monthly active users as AI drives Google Cloud growth and brings the chatbot closer to the scale of ChatGPT.

CRN

Alphabet Reports Strong Q2 With AI Momentum Driving Growth Across Its Service Offerings

Alphabet reports strong Q2 with AI momentum driving a 24-percent surge in revenue, one day after unveiling a significant update to its Gemini Flash model portfolio.

24/7 Wall St.

Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow

Alphabet Class A (NASDAQ:GOOGL | GOOGL Price Prediction) and Class C (NASDAQ:GOOG) shares are down 6% in Thursday morning trading, with GOOGL stock at $321.65 and GOOG stock at $320.76. The slide follows Alphabet’s Q2 2026 report,

Alphabet: The Market Is Underestimating The AI Leverage

AI-driven ad growth and Google Cloud surge fuel margin expansion despite high CapEx. Click for this GOOG update.

17hon MSN

Alphabet Q2: Gemini used by 90% of Fortune 100 companies, says Sundar Pichai, feels AI investments ‘redefining’ business

Alphabet revenue jumps 24% YoY as Google Cloud sees 82% growth in Q2FY27. This comes amid strong demand for AI as Gemini gains has been adopted at nearly 90% of Fortune 100 companies, says CEO Sundar Pichai.

24/7 Wall St.

Google’s New Chip in the Works May Run AI Up to 10x Cheaper — Why This Efficiency Breakthrough Makes the Stock a Screaming Buy

Alphabet just posted strong earnings and the stock sold off anyway, but something brewing in Google's hardware labs may fundamentally change the economics of AI in ways most investors haven't priced in yet.