Research, news, and video analysis related to Alphabet Inc. and GOOGL.
Research
Tech Giants · Jul 30, 2026
Alphabet says artificial intelligence is boosting Search engagement, accelerating Gemini adoption and expanding Google Cloud, easing concerns that AI could disrupt its core business. Yet investors remain focused on whether the company's enormous AI investments can generate sustainable returns while preserving profitability.
Read analysisTech Giants · Jul 24, 2026
Strong revenue growth at Alphabet and continued investment by Tesla failed to reassure investors as rising AI spending, weaker free cash flow, and higher capital expenditures sparked a broad selloff in technology stocks.
Read analysisSemiconductors · Jul 23, 2026
Alphabet topped Wall Street's second-quarter revenue expectations and delivered record cloud growth, but investors pushed shares lower after the company sharply increased its capital spending outlook to expand AI infrastructure.
Read analysisCoverage is provided for informational and educational purposes only and does not constitute investment advice.
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