Alphabet Inc (GOOG)
Google Says Spending Could Double This Year Amid Its AI Push. Investors Don't Seem Excited
Alphabet (GOOGL) shares slumped Thursday after the Google and YouTube parent laid out massive spending plans to support its AI ambitions.
Alphabet's AI Spending Spree Is Fueling Broadcom's Next Big Rally
Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) reported fourth-quarter earnings that exceeded analyst estimates, with full-year revenue exceeding $400 billion for the first time ever.
Google parent Alphabet predicts a sharp surge in 2026 capital spending on AI
Alphabet said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent as it deepens its investments to push ahead in the AI race.
Alphabet: Spending Plan Doubles, Why It's Not Just An AI Story
Alphabet (GOOGL) earns a buy rating, viewed as slightly undervalued after a post-earnings dip despite aggressive FY 2026 AI capex plans. Q4 results exceeded expectations: GAAP EPS $2.82 vs. $2.64 consensus, revenue $113.8B vs. $111.5B, with Google Cloud net sales up 48% YoY. Management guides for $175–$185B capex focused on AI and cloud, with EPS growth expected to slow to 5% in 2026 before rebounding to mid-teens.
Google Stock Dips: Winning The AI Lead From Open AI May Boost $GOOG
Google stock fell 5% after posting fourth quarter results that beat expectations, and predicted a doubling of capital expenditures to $180 billion, noted the Wall Street Journal.
Google's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue
Alphabet-owned YouTube's subscription and ad revenue is trending upwards. The company on Wednesday said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million three months earlier.
Wall Street Breakfast Podcast: Alphabet's Growth Comes With A Capex Bill
Alphabet (GOOG) delivered an 18% revenue increase to $113.8B, beating expectations, driven by Google Services and Google Cloud acceleration. GOOGL signaled a sharp ramp in 2026 capex to $175B–$185B, well above consensus, highlighting intensified AI investment.
Analysts set Google (GOOGL) stock price target
Wall Street analysts struck a more optimistic tone on Alphabet (NASDAQ: GOOGL) following the company's fourth-quarter earnings report, as stronger-than-expected results reinforced confidence in its cloud business and artificial intelligence strategy.
Alphabet's earnings impressed. Its spending plans did not
Google's parent delivered a strong end to 2025, beating forecasts on profit, revenue and cloud growth. Yet the shares fell in after-hours trading.
Alphabet: Solid Results, Stock Down, Another Gift From The Market
Alphabet delivered record Q4 2025 results with 18% revenue growth and 31% EPS growth, surpassing expectations. GOOGL's core segments—Search, YouTube, and Cloud—showed robust expansion, with Cloud revenues up 48% and margins rising to 30%. The market reacted negatively to $175–$185B 2026 CapEx guidance, but I view this as a strategic investment strengthening GOOGL's AI-driven competitive moat.
Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
Alphabet is taking on OpenAI with a gusto that underscores Wall Street's perception that the Google parent is the leader in AI, a turn of events from a year ago when investors thought it was badly lagging behind rivals and punished its stock.
Reeling From Software Stock Losses? Alphabet Investors Have Some Advice For You
Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out.
