This article first appeared on GuruFocus. Alphabet (GOOG, Financials) could surprise investors on the upside when it reports earnings, driven by accelerating growth in its cloud and artificial ...

Alphabet GOOGL.O said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and ...

Alphabet is experiencing robust growth in its cloud services, with a $106 billion backlog and significant capital outlays to support future demand. GOOG's cloud margins improved substantially in q2'25 ...

Alphabet shelled out $13 billion on capital expenditures in the third quarter, and CFO Anat Ashkenazi says to expect a similar level in the current quarter. The company sees big potential to ...

Alphabet CEO Sundar Pichai said the company is planning another big year of spending as it continues to build out its artificial intelligence offering. "We are confident about the opportunities ahead, ...

Alphabet's capital spending was also on the rise, with the company booking capital expenditures of $17.20 billion in the quarter. That was about 20% higher than $14.3 billion in the fourth quarter, ...

Right Tail Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter ...