With the projection, Alphabet is resetting the year's expectations for how it'll spend in 2026 and testing its favor with ...

Alphabet shares closed flat on Thursday after the company said it would hugely increase its AI spending in 2026.

Alphabet revealed a staggering increase in infrastructure investments that will see it nearly double the $91.4 billion it ...

Alphabet Inc. topped projections for quarterly revenue and outlined an ambitious capital spending plan, far surpassing ...

CEO Andy Jassy said AWS remains supply constrained, as demand for AI and cloud services continues to outstrip supply.

The Google parent's capex plans represent just one portion of a massive investment in AI infrastructure this year.

Of course, one of the great things about Alphabet's business is that its growth drivers remain diversified. Its core Google ...

The drop in stocks sent investors into safer corners of the market, including Treasury debt. The two-year Treasury yield, ...

RBC Capital Markets analyst Brad Erickson said in a note to clients Wednesday that the momentum in the Gemini app and spike in fourth quarter Google Cloud revenue were "plenty good as proof points ...

Google parent Alphabet said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year.

Meanwhile, the Google Cloud business is also going strong. Revenue from the unit, which houses most of Google’s AI services ...

B in 2026 capex to boost AI—see which chip and hardware stocks (Broadcom, Nvidia, AMD, Celestica, Lumentum) could benefit.