Bloomberg's Caroline Hyde and Ed Ludlow discuss Alphabet's debt plans, as sources tell Bloomberg the Google parent is looking at $15 billion in US high-grade debt and a rare 100-year sterling-denominated note. Plus, Bitcoin slips back below $70,000 after a roller-coaster ride at the end of last week.
Alphabet Inc.'s Google Cloud reached a $70 billion annualized run rate, with Q4 revenue of $17.7 billion, up 48% year-over-year. Cloud operating income surged from $2.1 billion to $5.3 billion YoY, lifting margins from 17.5% to 30.1%. GOOG's backlog expanded to $240 billion, up 55% sequentially, providing multi-year revenue visibility and enterprise contract stability.
Alphabet Inc. is upgraded to Strong Buy with a $402 price target, driven by rapid Google Cloud growth and Gemini AI adoption. GOOG's Google Cloud segment achieved a 30%+ operating margin in Q4'25, with a 55% sequential backlog increase to $240B supporting aggressive capital investment. Management plans to double capital spend for eFY26, targeting accelerated cloud and AI capacity expansion, including the acquisition of Intersect for infrastructure optimization.
Google reportedly plans to issue 100-year bonds, following a recent 50-year bond issue. The company is borrowing money for far longer than the US government.
Alphabet Inc (NASDAQ:GOOG), the parent company of Google, is seeking to raise about $15 billion through a US high-grade dollar bond sale, Bloomberg News reported on Monday, citing sources familiar with the matter. The move reflects a broader trend among technology firms tapping debt markets to fund infrastructure projects as demand for artificial intelligence workloads surges.
Examine Alphabet's (GOOGL) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Recently, Zacks.com users have been paying close attention to Alphabet (GOOG). This makes it worthwhile to examine what the stock has in store.
Alphabet (GOOGL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Google has shown its resilience against AI. Google Cloud just posted jaw-dropping growth.
Alphabet's fourth quarter earnings were solid, but still understate how quickly one business unit is growing. This arm, of course, is Google Cloud, where its AI data center results are reported.
Alphabet's Gemini artificial intelligence (AI) is eating up market share from ChatGPT. The company's TPU offers a hardware competitor to Nvidia's GPUs.
When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.