Nasdaq megacaps face a $1 trillion capex problem that won’t ease until 2028
Wall Street's estimate for 2027 hyperscaler capital spending has jumped from $929 billion to more than $1 trillion since earnings...
Alphabet (GOOGL) Stock News
Latest Alphabet and Google stock news — advertising revenue, AI product updates, Google Cloud growth and GOOGL price analysis.
Alphabet Inc
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Berkshire’s Greg Abel Cuts Chevron Stake 35%, Triples Bet on Alphabet
Greg Abel used his first quarter overseeing Berkshire Hathaway's stock portfolio to cut the conglomerate's Chevron stake by 35% and...
SpaceX’s $1.48 Trillion Value Already Tops Meta and Tesla in the Nasdaq-100
Space Exploration Technologies now carries a $1.48 trillion market cap that tops Nasdaq-100 peers Meta Platforms and Tesla, even though...
Nvidia Stock Falls 9% Over Three Months as AI Spending Skepticism Grows
Nvidia shares have dropped 9% over the past three months as investors question whether Big Tech's enormous AI infrastructure spending...
Big Tech’s Data Center Spending Hits $170 Billion in a Single Quarter
Amazon, Alphabet, Meta, and Microsoft spent $170 billion on data centers and chips in a single quarter, up 72% from...
