Alphabet Inc (GOOG)
Wall Street Breakfast Podcast: Big Tech Delivers, Capex Jumps
Alphabet (GOOGL) delivered strong Q1 financial growth, with revenues up 22% to $109.9B, surpassing consensus and marking 11 consecutive quarters of double-digit growth. Alphabet increased its quarterly dividend by 5% to $0.22 per share, signaling confidence in ongoing cash flow strength.
AI drives growth, but here's why investors lauded GOOG but punished META
Artificial intelligence is no longer a speculative bet for Big Tech it is already driving growth across cloud, advertising and enterprise software. But the very scale of investment required to sustain that momentum is still emerging as the industry's biggest fault line.
Google Cloud pulls ahead as Big Tech's AI bet swells to $700 billion
Alphabet's blowout cloud growth has reset expectations across major tech companies, leaving investors to recalibrate which firms are delivering the clearest returns.
Investors still trust Google more than Meta when it comes to spending their money on AI
Alphabet and Meta both boosted their capex guidance when they issued first-quarter earnings on Wednesday. But Wall Street applauded Google's parent while punishing Meta, a reflection on how investors view their AI strategies.
Alphabet Is Rebuilding Search as a Transaction Engine
A search query that once returned links is now beginning to complete transactions, and Alphabet's latest results show how quickly that shift is moving from experiment to operating model.
Why Alphabet's stock is the standout gainer on Big Tech's monster earnings day
Alphabet, Amazon.com, Meta Platforms and Microsoft all beat earnings expectations on Wednesday, but investors are cheering Alphabet's momentum the most.
Alphabet: The Stock Actually Became Cheaper After Q1
Alphabet Inc. delivered a double-beat Q1, with Search revenue up 19% YoY and Cloud revenue growth exceeding 60%. GOOGL's AI-driven engagement and robust Cloud backlog ($460B) reinforce the bullish case and dispel disruption fears from LLMs. AI, Waymo's 500,000 weekly autonomous rides, and equity gains add underappreciated optionality to the long-term thesis.
Alphabet (GOOGL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Alphabet (GOOGL) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Alphabet (GOOGL) Q1 Earnings and Revenues Beat Estimates
Alphabet (GOOGL) came out with quarterly earnings of $5.11 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.81 per share a year ago.
Google Cloud surpasses $20B but says growth was capacity-constrained
Google Cloud, the business under parent company Alphabet that provides enterprise AI solutions, had a blowout first quarter, with revenues topping $20 billion for the time, a 63% increase from the same period last year. However, investors were concerned about the constraints surrounding the business and how Google decides to allocate cloud capacity.
Alphabet Inc. (GOOG) Q1 Earnings and Revenues Beat Estimates
Alphabet Inc. (GOOG) came out with quarterly earnings of $5.11 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.81 per share a year ago.
Stripe Scales AI Economic Infrastructure With Google Deal
Stripe has partnered with Google to allow businesses to sell to consumers inside Google's AI Mode and Gemini app. This capability is supported by Stripe's Agentic Commerce Suite, an integration that enables businesses to sell their products inside AI apps, Stripe said in a Wednesday (April 29) press release.
