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Alphabet Boosted by AI, Cloud Demand

TheStreet on MSN · 2h

Alphabet's cloud margins expand despite higher AI investments

Though Google Cloud is dominating headlines for its surprising outperformance, Alphabet’s core ad business remains robust. Google Search brought in revenue of $54.19 billion for the quarter, growing 12% year over year, while YouTube Ads revenue jumped 13% to $9.8.

Bloomberg L.P. · 1d

Alphabet Boosted by AI, Cloud Demand as Spending Needs Jump

Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending — heightening pressure on the company to justify the cost of keeping up in the AI race.

The Financial Times · 1d

Alphabet profits jump 20% on strength in search and cloud units

Alphabet posted another quarter of double-digit growth in revenue and profit, as the search giant’s efforts to integrate artificial intelligence start to bear fruit and demand for cloud computing surged.

Alphabet updates AI spending forecast

Seeking Alpha · 2h

Alphabet Is Shifting From An Alpha Bet To Tech's Best Stalwart

Alphabet Inc.'s $85B AI capex is backed by a $106B cloud backlog, showcasing tangible ROI. Click for my updated look at GOOGL stock post Q2 earnings.

MarketWatch · 1d

Tech Up as Alphabet Earnings Stoke AI Optimism -- Tech Roundup

Shares of technology companies rose after Alphabet's earnings stoked speculation on artificial-intelligence peers. Shares of the Google owner rose as its investment in AI capabilities appeared to pay off at its cloud-computing unit.

TheStreet on MSN · 1d

Alphabet updates AI spending forecast after earnings surprise

The hyperscaler wars are still raging despite concern earlier this year that cloud network players, including Alphabet, Amazon, and Microsoft, may cut capital spending on AI infrastructure. Concerns that surging spending to refresh and build out cloud networks accelerated when China’s DeepSeek chatbot launched with a shockingly low $6 million development cost,

19hon MSN

World shares retreat after Alphabet and AI stocks nudge Wall Street to more records

World shares retreated on Friday after Wall Street inched to more records as gains for Alphabet and artificial-intelligence ...

1don MSN

What Google Parent Alphabet's AI Spending Boost Says About Big Tech Earnings Next Week

Google parent Alphabet plans to spend $10 billion more in capital expenditures this year than previously anticipated as the ...

9h

Alphabet: Too Cheap Given The AI Potential

Alphabet Inc.'s Q2 earnings exceed expectations, fueled by AI-driven growth in Cloud and Search. Click for my updated look at ...

1h

Why AI Stock ServiceNow Flopped on Friday

It's also likely that the pullback in ServiceNow on Friday was due to some profit-taking by opportunistic investors. The ...

1d

Alphabet Earnings: Is AI Killing Google Search?

AI upstarts were supposed to lay siege to Google’s search-engine dominance. So far, the defense is winning, writes Asa Fitch, ...

10hon MSN

Should You Forget Tesla and Buy These 2 Artificial Intelligence (AI) Stocks Right Now?

Tesla’s star is fading -- here’s why two AI powerhouses with stronger growth and better valuations deserve your attention ...

3don MSN

Alphabet will seek to reassure investors as AI rivals step up competition

Alphabet , faced with unprecedented threats from AI rivals, will be keen to assure investors this week that the company's own ...

The Daily News9h

Alphabet and AI stocks nudge Wall Street to more records

Wall Street inched to more records Thursday as gains for Alphabet and artificial-intelligence stocks helped make up for Tesla ...

8h

Betting Against Alphabet? You'll Need A Better Bear Case (Rating Downgrade)

Alphabet's Q2 results showed strong revenue growth across segments, with Search maintaining double-digit growth despite ...

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