Hyperscalers set to spend 102% of cloud revenue on AI capex in 2026, UBS says
UBS projects Amazon, Alphabet, and Microsoft will spend about 102% of their combined cloud revenue on capital expenditures in 2026,...
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 Hathaway’s Alphabet Stake Gives It Backdoor Exposure to SpaceX
Berkshire Hathaway's latest 13F filing shows an 83% jump in its Alphabet stake, and Alphabet's own 4% ownership of SpaceX...
Amazon Trades at 23x Forward Earnings Despite 37% AWS Growth, 24/7 Wall St. Says
Amazon shares trade at $259.39, a forward earnings multiple of 23 that 24/7 Wall St. calls closer to a mature...
Alphabet and Amazon’s AI Spending Boom Fuels Nvidia, Broadcom, Micron, and Sandisk
Alphabet expects to spend $195 billion to $205 billion on AI infrastructure in 2026, and Amazon expects to spend around...
Microsoft Trades at a Pricier Valuation Than Nvidia, Alphabet, and Amazon
Microsoft trades at a forward P/E below its two-year norms after a July 29 fiscal Q4 report reversed an early-2026...
