Alphabet Inc (GOOG)
Google to invest up to $40B in Anthropic in cash and compute
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.
Google Expands Anthropic Investment With $40 Billion Commitment
Racing toward a potential IPO and grappling with computing needs, AI startup has amassed up to $65 billion in new funding deals.
Alphabet's AI Push Reinforces Search Dominance: More Upside Ahead?
GOOGL's AI Mode with Gemini 3 is boosting Search engagement, opening new ad formats as Bing and Baidu ramp up their own AI search pushes.
Q1 Earning Preview: Is Alphabet Overspending? A Painful Lesson From Meta And Intel
We are not yet convinced Alphabet Inc. aka Google is overspending on AI. But the painful lessons from Meta and Intel show that “build it and they will come” bets can destroy hundreds of bn in investor capital. Google must demonstrate accelerating AI demand and market share gains to avoid the capital destruction seen at Meta and Intel.
Countdown to Alphabet (GOOGL) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
Evaluate the expected performance of Alphabet (GOOGL) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Alphabet Q1 Preview: Why The $4 Trillion Market Cap Still Offers Some Value
Alphabet justifies its $4T valuation with robust growth in Search, Subscriptions, and especially Cloud, supported by significant infrastructure investments. Even at higher multiples (30x forward earnings), GOOGL remains attractively valued for a leading AI company with double-digit EPS growth and strong optionality. Short-term volatility is likely, especially around Q1 earnings, because of elevated CapEx, market expectations, and potential pressure on free cash flow.
Alphabet set to report modest beat for Q1 driven by AI, Cloud growth
Bank of America has reiterated its “Buy” rating on Google's parent company Alphabet Inc (NASDAQ:GOOG) ahead of the company's first quarter earnings report on April 29, highlighting artificial intelligence integration and resilient search demand as key drivers of near-term stock performance. The bank expects Alphabet to report first-quarter revenue of $92 billion and earnings per share of $2.69, modestly above consensus estimates of $91.7 billion and $2.66.
Alphabet: 4 Key Themes On Why This Earnings Report Is Critical
This article provides an overview of the pivotal questions that will play a crucial role in determining the future valuation of Alphabet. I have identified three additional reasons why GOOGL shares are rated as a "Buy." The risk analysis addresses the ongoing debate over whether record CapEx in AI infrastructure will ultimately pay off.
Google Faces New EU Pressure to Give AI Rivals Android Access
The European Commission is preparing to outline steps it wants Google to take to allow competitors' artificial intelligence (AI) assistants to access features in the operating system of Android handsets, Bloomberg reported Thursday (April 23), citing unnamed sources.
America's First Commercial Nuclear-Power Projects in a Decade Just Broke Ground
Bill Gates-backed TerraPower and Google partner Kairos are building nuclear plants in Wyoming and Tennessee.
Google Wallet Brings Travel Updates Directly to Android Home Screens
Planning your trip just became a whole lot easier.
Why I Keep Buying This Stock Every Month
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) continues to build conviction with each passing quarter.
