Google parent Alphabet is due to report earnings after the closing bell today, with shares seen potentially hitting fresh records following the results.
Google and Meta are enjoying a digital ad boom, as artificial intelligence automates marketing and drives record sales.
Alphabet stock (NASDAQ: GOOG) heads into its first-quarter 2026 earnings report tonight with a lot of momentum already priced in. The stock has climbed 21% over the past 30 days, and one recent preview warned that “investors shouldn't expect the market to ignore any weakness” after that run-up.
More than 600 Google employees urge Alphabet CEO Sundar Pichai not to make the company's AI systems available for classified military work.
Google parent Alphabet could face an increasingly difficult bar to clear to impress investors with its quarterly results tomorrow.
Google's new AI-powered language tool can give you real-time feedback by analyzing speech and correcting your pronunciation.
Advertising results from Alphabet and Meta Platforms will be important metrics to watch given the heavy top-line contributions, and it's worth noting that each has yet to negatively surprise on the metric in years now.
Q1 earnings success hinges on demonstrating how massive AI investments will lead to durable margin expansion. Google Cloud is the primary battlefield: analysts seek 50% growth and a surge in Remaining Performance Obligations (RPO). Management must justify the $75 billion investment plan (Capex Trajectory) to avoid the "spending ahead of demand" narrative.
The partnership surfaced on the same day that more than 600 Google employees wrote a letter to Pichai stating they were “deeply concerned” about the firm's negotiations with the Pentagon.
The Pentagon has also signed deals for using A.I. on classified networks with OpenAI and Elon Musk's xAI, amid a dispute with Anthropic.
Tech giant added language to contract to say its AI wasn't intended for domestic mass surveillance or fully autonomous weapons.
Alphabet needs to prove that its massive investments in AI are driving revenue growth. The biggest payoff could be in the cloud.