The EU on Monday laid out measures it wants Google to take to open up its operating system to rival AI services, in a move slammed by the US tech giant.
I think Q1 is the first quarter where Alphabet Inc. will show a spike in depreciation expenses, pressuring EPS. I believe I am not alone in being concerned. The Street expects Q1 EPS to decline mid-single digits YOY. The main pillars of the GOOG bull case remain solid. AI is a tailwind to Google Cloud, and I believe the Search business is likely benefiting from AI Overviews.
I'm watching Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) ahead of first-quarter results due Wednesday, April 29, after the bell.
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It's a historic Wednesday for Wall Street as Alphabet, Amazon, Microsoft and Meta report alongside Jerome Powell's final press conference
Google parent Alphabet is due to report earnings Wednesday afternoon, with shares seen potentially hitting fresh records following the results.
Alphabet (GOOG) is pivoting aggressively toward enterprise AI, highlighted by major product launches at Google Cloud Next26 last week. The new Workspace Intelligence, Gemini Enterprise, and advanced TPUs position Alphabet to compete in enterprise productivity, agentic AI, and custom chips. Upcoming Q1 results next week and management commentary on AI capex, Cloud growth, and capital efficiency will be critical for reassessing Alphabet's investment case.
WSJ's Julie Jargon explains how she combed through the 4,732 messages between Google's Gemini chatbot and a 36-year-old man who ended up committing suicide. #AI #Gemini #WSJ
Google Cloud Next 2026 wrapped up its opening two days in Las Vegas with one of the most ambitious and wide-ranging sets of announcements in the event's history.
On this episode of the Odd Lots podcast, Google's Elizabeth Reid joins Joe Weisenthal and Tracy Alloway to discuss search in the world of AI. As vice president of search, Reid tells us about how AI is changing user behavior and how Google is incorporating Gemini into search.
Anthropic and Google confirmed Friday (April 24) that Google is investing $40 billion in the artificial intelligence startup to support its continued growth. Google invested $10 billion Friday at Anthropic's current valuation and plans to invest another $30 billion in the future, contingent upon meeting performance milestones, Anthropic told PYMNTS.
Google plans to invest up to $40 billion in Anthropic and support the AI firm's growing computing needs, Bloomberg reports. The Alphabet subsidiary is committing to invest $10 billion now, at a $350 billion valuation for Anthropic, with another $30 billion to follow if Anthropic hits certain performance targets, according to Anthropic.