Alphabet Inc (GOOG)
Google's AI leadership shake-up is 'a huge shock,' says Cohere's Aidan Gomez
Aidan Gomez, Cohere Co-founder and CEO, joins 'Squawk on the Street' to discuss Google's AI leadership shake-up and why he says it's a 'huge shock'.
Alphabet Is Taking on More Det to Finance Its AI Spending. Why That's Not Necessarily Bad News
The artificial intelligence arms race has entered a new phase.
Exclusive: Mirendil inks $100M+ Google Cloud deal to scale self-improving AI
AI lab Mirendil has signed a multi-year partnership with Google Cloud to source compute capacity for its self-improving AI research, TechCrunch has exclusively learned.
Google's AI Architect Just Quit, Sparking Fears It Could Fall Behind in the AI Race
CNBC's MacKenzie Sigalos led an August 6 segment on a leadership shakeup at Google that spooked investors and reopened a broader question hanging over the AI trade: can the company still attract and retain the people it needs to lead in AI?
Google's AI reshuffle explained: what it means for DeepMind
Alphabet shares fall as the company reshuffles its leadership team at Google DeepMind - Demis Hassabis nixed as the company's CEO in favor of a new role as Chair. CNBC's Arjun Kharpal reports.
Why Alphabet Is A Fantastic Value
Alphabet remains a compelling AI-driven investment despite post-Q2 volatility due to negative free cash flow. Elevated capex is strategic, not problematic. GOOG's Q2 revenue grew 24% YoY while Google Cloud surged 82%, and it ended with a $514 billion backlog, underscoring robust demand and excellent monetization potential. Capex guidance was raised to $195–$205 billion for 2026, with further increases expected in 2027, reflecting aggressive investment to secure AI and cloud leadership.
Googlers react to Jeff Dean's shock departure: 'Google is finally open-sourcing him for humanity'
Google chief scientist Jeff Dean announced on Wednesday that he is leaving the company in a leadership shakeup. Employees peppered the central message board with jokes and heartfelt messages.
Alphabet stock sell-off over AI leadership shake-up is 'a bit of a nervous reaction': Analyst
Rosenblatt Securities' Barton Crockett says frontier AI model is "only part of the AI story" for Alphabet. and its strength in AI compute will somewhat off its lag in winning the frontier model race.
Google is expanding its AI empire — and losing the people who built it
Google's cloud boom is testing the company's commitment to frontier AI as commercial returns take priority. Jeff Dean's departure and Demis Hassabis' move away from daily management of DeepMind add to questions about Google's ability to retain top talent and stay at the frontier.
Alphabet Post-Earnings Rebound is On: Buy at $363?
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) trades at $362.43, and the post-earnings rebound reflects the market catching up to numbers already on the page.
Earnings Picture Remains Robust: A Closer Look
Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.
Google's Jeff Dean — chief scientist for 27 years — leaving during AI leadership overhaul for startup
Google's current chief scientist is leaving to start his own AI startup, Discovery Loop, with three other company veterans, according to a company blog post.
